Management capstone
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round8.pdf
Contents
R o st er
Select ed F in a n cia l St a t ist ics
Andrews Baldwin Chester Digby Erie Average
ROS 4.1% 11.6% 19.7% 4.0% 15.7% 11.0%
Asset Turnover 1.48 0.95 1.22 1.36 1.01 1.20
ROA 6.1% 11.0% 24.1% 5.4% 15.8% 12.5%
Leverage 2.54 1.71 1.76 1.97 1.86 1.97
ROE 15.6% 18.8% 42.4% 10.7% 29.4% 23.4%
Sales $231,768 $241,317 $367,855 $239,487 $210,225 $258,130
EBIT $27,412 $57,312 $129,880 $24,958 $63,738 $60,660
Pro�t $9,575 $27,987 $72,501 $9,557 $32,972 $30,518
Cumulative Pro�t ($1,095) $69,581 $189,744 $35,917 $99,721 $78,774
SG&A to Sales Ratio 14.19% 10.22% 6.81% 13.02% 6.18% 10.08%
Contribution Margin 36.63% 46.53% 53.71% 30.97% 49.00% 43.37%
Emergency Loan $0 $0 $0 $0 $0 $0
CP103585_1 Round 8 - 2029 Report
Section 1 Front Page
Section 2 Stock & Bonds
Section 3 Financial Summary
Section 4 Product Analysis
Section 5 Traditional Segment Analysis
Section 6 Low End Segment Analysis
Section 7 High End Segment Analysis
Section 8 Performance Segment Analysis
Section 9 Size Segment Analysis
Section 10 Market Share
Section 11 Perceptual Map
Section 12 Custom Modules
Andrews
Prachi Chaudhary
Nahomie Konzi
Deborah Amisa
Baldwin
Wenhao Li
Hu Sheng Chieh
Shuaihao Mou
Chester
Marcos Rocca
Dakota Rosson
Andrea Montealegre Zambrano
Digby Erie
Percent of Sales
Variable Costs Depreciation SG&A Other Profit
Andrews Baldwin Chester Digby Erie 0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Market Share
AndrewsAndrews 18.0 %18.0 % Andrews 18.0 %
BaldwinBaldwin 18.7 %18.7 % Baldwin 18.7 %
ChesterChester 28.5 %28.5 % Chester 28.5 %
DigbyDigby 18.6 %18.6 % Digby 18.6 %
ErieErie 16.3 %16.3 % Erie 16.3 %
Andrews Baldwin Chester Digby Erie
Stock & Bonds Round: 8 Dec. 31, 2029CP103585_1 St o ck Ma r ket Su mma r y
Company Closing Price Change Shares Outstanding Market Cap Book Value EPS Dividend Yield P/E
Andrews $30.06 $13.04 3,765,593 $113m $16.32 $2.54 $0.00 0% 11.82
Baldwin $103.13 $25.25 2,786,639 $287m $53.30 $10.04 $0.00 0% 10.27
Chester $228.48 $71.26 2,350,559 $537m $72.69 $30.84 $18.88 8.3% 7.41
Digby $48.75 $8.94 2,824,953 $138m $31.63 $3.38 $6.72 13.8% 14.41
Erie $102.81 $19.15 2,686,059 $276m $41.73 $12.28 $12.78 12.4% 8.38
Stock Price
34.2534.2534.25
16.2616.2616.26
111 111
17.117.117.1 16.4316.4316.43
1.321.321.32
17.0117.0117.01 30.0630.0630.06
111
16.2616.2616.26 23.5223.5223.52
37.4237.4237.42 51.3351.3351.33
77.8977.8977.89
103.13103.13103.13
28.8828.8828.88
63.3763.3763.37
94.6294.6294.62
157.22157.22157.22
228.48228.48228.48
41.9541.9541.95 37.5937.5937.59 39.7139.7139.71 48.0148.0148.01
31.1631.1631.16 39.8239.8239.82
48.7548.7548.75
33.0333.0333.03
77.2877.2877.28
Andrews Baldwin Chester Digby Erie
2021 2022 2023 2024 2025 2026 2027 2028 2029 $0
$20
$40
$60
$80
$100
$120
$140
$160
$180
$200
$220
$240
B o n d Ma r ket Su mma r y
Company Series Face Value Yield Closing Price S&P Rating
Andrews
13.9S2034 14.4S2035 14.9S2036 15.3S2037 16.0S2038
$1,510,204 $39,600,000 $18,300,000 $14,000,000 $10,000,000
15.08% 15.47% 15.78% 15.99% 16.22%
$92.20 $93.05 $94.40 $95.70 $98.63
CC CC CC CC CC
Baldwin
11.3S2032 13.5S2033 13.5S2035 14.5S2036 14.3S2037 15.3S2038 14.5S2039
$9,000,000 $8,000,000
$11,100,000 $6,000,000
$25,300,000 $20,000,000 $15,400,000
12.14% 13.82% 13.93% 14.38% 14.3%
14.59% 14.35%
$93.07 $97.68 $96.91
$100.85 $100.00 $104.89 $101.03
BBB BBB BBB BBB BBB BBB BBB
Chester
12.7S2033 13.7S2034 14.3S2035 15.1S2036
$5,570,036 $26,700,000 $38,000,000 $5,200,000
13.4% 14.08% 14.41% 14.73%
$94.81 $97.29 $99.23
$102.53
BB BB BB BB
Digby
11.6S2033 12.5S2034 12.7S2035 13.7S2036 14.1S2037 14.9S2038 14.8S2039
$1,904,806 $544,225
$14,794,529 $4,689,371
$26,562,691 $10,011,217 $3,668,620
12.92% 13.74% 14.02% 14.61% 14.83% 15.11% 15.1%
$89.76 $90.99 $90.59 $93.80 $95.10 $98.58 $98.01
B B B B B B B
Erie
12.6S2034 12.8S2035 13.7S2036 13.4S2037 14.7S2038
$3,791,259 $18,321,399 $5,384,386
$21,251,938 $28,378,535
13.61% 13.85% 14.36% 14.3%
14.77%
$92.59 $92.39 $95.40 $93.68 $99.52
BB BB BB BB BB
Next Year's Prime Rate: 11%
Financial Summary Round: 8 Dec. 31, 2029CP103585_1 Ca sh F lo w St a t emen t
Andrews Baldwin Chester Digby Erie
Cash From Operations
Net Income(Loss) $9,575 $27,987 $72,501 $9,557 $32,972
Adjustment For Non-Cash Items
Depreciation $11,013 $15,333 $25,147 $14,547 $18,132
Extraordinary Gains/Losses/Write-offs ($4,419) ($541) $0 $0 ($292)
Changes In Current Assets And Liabilities
Accounts Payable $1,106 ($837) ($15,059) $1,756 $1,044
Inventory $7,641 ($6,569) $646 ($10,747) $2,934
Accounts Receivable ($1,639) $691 ($12,901) ($667) ($3,608)
Net Cash From Operations $23,278 $36,065 $70,333 $14,445 $51,182
Cash From Investing
Net Plant Improvements $10,280 ($2,590) ($8,320) $0 $0
Cash From Financing
Dividends Paid $0 $0 ($44,379) ($18,985) ($34,319)
Sales Of Common Stock $0 $15,200 $0 $0 $0
Purchase Of Common Stock $0 $0 ($19,400) $0 ($1,157)
Cash From Long-Term Debt Issued $0 $15,400 $0 $3,669 $0
Early Retirement Of Long-Term Debt $0 $0 $0 $0 ($2,763)
Retirement Of Current Debt ($15,000) ($5,000) ($28,200) ($27,364) ($29,218)
Cash From Current Debt Borrowing $0 $0 $42,800 $10,182 $10,417
Cash From Emergency Loan $0 $0 $0 $0 $0
Net Cash From Financing ($15,000) $25,600 ($49,179) ($32,498) ($57,040)
Net Change In Cash $18,558 $59,075 $12,835 ($18,053) ($5,858)
B a la n ce Sh eet
Andrews Baldwin Chester Digby Erie
Cash $53,810 $71,020 $42,666 $27,593 $37,908
Accounts Receivable $19,049 $19,834 $30,235 $19,684 $17,279
Inventory $5,650 $24,443 $23,342 $20,225 $7,950
Total Current Assets $78,509 $115,297 $96,243 $67,502 $63,137
Plant And Equipment $165,200 $230,000 $377,200 $218,200 $271,980
Accumulated Depreciation ($87,453) ($91,060) ($172,418) ($109,713) ($126,997)
Total Fixed Assets $77,747 $138,940 $204,782 $108,487 $144,983
Total Assets $156,257 $254,238 $301,025 $175,989 $208,120
Accounts Payable $11,388 $10,904 $11,884 $14,271 $8,492
Current Debt $0 $0 $42,800 $10,182 $10,417
Long-Term Debt $83,410 $94,800 $75,470 $62,175 $77,128
Total Liabilities $94,798 $105,704 $130,154 $86,629 $96,037
Common Stock $37,251 $53,560 $28,996 $47,269 $46,638
Retained Earnings $24,207 $94,974 $141,876 $42,091 $65,445
Total Equity $61,458 $148,534 $170,871 $89,360 $112,084
Total Liabilities & Owner's Equity $156,257 $254,238 $301,025 $175,989 $208,120
I n co me St a t emen t
Andrews Baldwin Chester Digby Erie
Sales $231,768 $241,317 $367,855 $239,487 $210,225
Total Variable Costs (Labor, Material, Carry) $146,874 $129,025 $170,273 $165,309 $107,205
Depreciation $11,013 $15,333 $25,147 $14,547 $18,132
SG&A $32,888 $24,658 $25,064 $31,190 $12,984
Other (Fees/Write-offs/Bonuses/Relocation Fee) $13,581 $14,989 $17,491 $3,483 $8,167
EBIT $27,412 $57,312 $129,880 $24,958 $63,738
Interest (Short-Term/Long-Term) $12,381 $13,376 $16,063 $9,955 $11,976
Taxes $5,261 $15,378 $39,836 $5,251 $18,117
Pro�t Sharing $195 $571 $1,480 $195 $673
Net Pro�t $9,575 $27,987 $72,501 $9,557 $32,972
Product Analysis Round: 8 Dec. 31, 2029CP103585_1
Production vs Capacity
8,3228,3228,322
9,7409,7409,740
14,47514,47514,475
9,1739,1739,173
10,25110,25110,251
4,5004,5004,500
5,5005,5005,500
8,2008,2008,200
7,3507,3507,350
7,2007,2007,200
Production Capacity
Andrews
Baldwin
Chester
Digby
Erie
0 2k 4k 6k 8k 10k 12k 14k 16k1k 3k 5k 7k 9k 11k 13k 15k
P la n t I n f o r ma t io n
Name Primary Segment
Units Sold
Inventory Revision
Date Age
Dec.31 MTBF
Pfmn Coord
Size Price Material
Cost Labor Cost
Contribution Margin
2nd Shift & Over-time
Auto. Next
Round
Capacity Next Round
Plant Utilization
Able Traditional 1,935 0 1-May-2029 1.6 19,000 9.9 9.9 $26.00 $9.16 $6.48 38.5% 100% 8 1,000 200%
Acre Low End 2,461 0 6-June-2029 2.4 17,000 5.3 14 $18.00 $6.03 $6.37 30.9% 84% 7 1,250 184%
Adam Traditional 556 0 19-Apr-2029 2.3 20,000 10.1 9.4 $26.00 $9.65 $6.43 36.7% 91.7% 8 300 192%
Aft Performance 956 12 26-June-2029 1.4 27,000 16 10.4 $31.00 $13.43 $6.48 34.5% 100% 7 500 200%
Agape Size 944 241 5-July-2029 1.4 21,000 9 3 $31.00 $12.00 $6.42 37.7% 90% 8 500 190%
Alan Size 521 0 28-Nov-2029 1.1 25,000 9.6 2.6 $31.00 $13.39 $4.73 42.4% 75% 9 300 175%
Ark High End 750 0 31-Aug-2029 1.2 25,000 16.1 3.9 $36.00 $14.49 $6.44 41.4% 93.7% 8 400 194%
Attic Performance 665 44 27-May-2028 1.6 27,000 17.8 10.4 $31.00 $14.12 $4.81 35.2% 90% 8 250 190%
Baker Traditional 2,167 159 1-May-2028 2.9 19,000 9.9 10.1 $26.00 $8.78 $3.13 52.3% 100% 10 1,200 200%
Bat High End 1,303 5 28-May-2029 1.5 24,000 16.1 3.9 $36.00 $13.70 $6.22 43.6% 92.9% 7 700 193%
Bead Low End 2,081 1,713 8-Oct-2029 4.2 15,000 5.7 14.3 $19.00 $5.27 $3.09 53% 86.8% 10 1,900 187%
Bid High End 1,211 0 28-May-2029 1.6 25,000 16.1 3.9 $36.50 $13.98 $6.12 43.9% 78.6% 8 700 179%
Bold Performance 819 132 16-June-2029 1.6 26,000 17.4 10.4 $31.50 $13.19 $4.47 40.5% 60% 8 500 160%
Buddy Size 891 331 3-June-2029 1.6 20,000 9.6 2.6 $32.00 $11.54 $5.03 40.4% 40% 7.5 500 140%
Cake Traditional 2,000 0 16-June-2028 2.7 19,000 10.1 9.9 $24.00 $8.71 $1.36 57.5% 100% 10 1,000 200%
Cat High End 1,371 396 23-May-2029 1.5 25,000 16.1 3.9 $35.00 $13.69 $1.36 55.1% 100% 10 800 200%
Cedar Low End 4,867 709 27-July-2026 8 17,000 5.5 14.5 $17.75 $5.59 $1.36 58.9% 100% 10 2,400 200%
Cid High End 1,400 0 30-Apr-2029 1.6 25,000 16.1 3.9 $34.00 $13.69 $2.38 52.6% 75% 10 800 175%
Coat Performance 1,292 164 11-Apr-2029 1.6 27,000 17.4 10.4 $29.00 $13.19 $2.18 43.9% 27.8% 10 900 128%
Cozy Performance 1,105 197 28-Apr-2029 1.6 27,000 17.4 10.4 $29.25 $13.19 $1.34 48.2% 87.5% 10 600 188%
Cure Size 1,158 248 4-May-2029 1.6 21,000 9.6 2.6 $29.25 $11.57 $2.09 49.3% 13.9% 10 900 114%
Cute Size 1,160 240 6-June-2029 1.5 21,000 9.6 2.6 $29.50 $11.57 $1.32 55.3% 71.9% 10 800 172%
Daze Traditional 1,749 152 26-Jan-2030 2.8 19,000 9.6 10.4 $25.50 $9.38 $8.52 26.7% 100% 6.5 1,000 200%
Dell Low End 2,295 239 31-May-2027 7.6 14,000 5.4 14.6 $20.00 $5.26 $3.68 52.2% 75% 9 1,400 175%
Dixie High End 1,038 301 6-Dec-2029 1.1 25,000 16.6 3.4 $36.00 $15.54 $11.51 21.4% 50% 4.5 900 150%
Doom Performance 971 95 2-Dec-2029 1 27,000 17.8 10.1 $31.00 $14.89 $7.81 24.5% 5% 6 1,000 105%
Dot Performance 963 92 14-Nov-2029 1.2 27,000 17.9 10 $31.00 $14.95 $8.78 21.1% 10.5% 5.5 950 111%
Dune Size 816 35 14-Nov-2029 1.4 19,000 10.1 2.3 $31.00 $12.49 $8.40 31% 0% 5.5 900 89%
Dust Size 850 86 18-Dec-2029 1 19,000 10 2.2 $31.00 $12.51 $7.64 33.5% 0% 6 1,200 79%
Eat Low End 3,028 452 17-Jan-2026 8.1 12,500 5.5 14.5 $18.50 $4.69 $2.44 59.6% 89.2% 9.4 1,850 189%
Ebb Low End 3,353 324 14-Oct-2027 7.4 12,000 5.3 13.7 $17.00 $4.76 $2.35 54.8% 61.1% 9.4 1,800 161%
Echo Traditional 1,972 152 6-Mar-2029 2.5 14,000 10.5 9.5 $24.00 $8.12 $6.12 39.9% 24.2% 6.5 1,650 124%
Egg Traditional 2,079 0 9-Feb-2029 2.6 15,000 10.7 9.3 $24.00 $8.53 $5.86 39.1% 5.3% 6.4 1,900 105%
Traditional Segment Analysis Round: 8 Dec. 31, 2029CP103585_1
To p P r o d u ct s
Name Price Units Sold Potential
Sold Stock Out
Revision Date
Age Pfmn Size MTBF Sales
Budget Customer
Accessibility Promo Budget
Customer Awareness
Customer Satisfaction
Baker $26.00 2,167 1,911 No 1-May-2028 2.9 9.9 10.1 19,000 $1,800 100% $1,400 100% 40
Egg $24.00 2,077 1,548 Yes 9-Feb-2029 2.6 10.7 9.3 15,000 $1,056 100% $1,800 100% 48
Cake $24.00 2,000 2,371 Yes 16-June-2028 2.7 10.1 9.9 19,000 $1,200 100% $1,400 100% 59
Echo $24.00 1,963 1,457 No 6-Mar-2029 2.5 10.5 9.5 14,000 $1,056 100% $1,800 100% 50
Able $26.00 1,935 1,685 Yes 1-May-2029 1.6 9.9 9.9 19,000 $2,900 100% $1,400 100% 62
Daze $25.50 1,749 1,483 No 26-Jan-2030 2.8 9.6 10.4 19,000 $1,878 73% $1,700 100% 33
Adam $26.00 556 1,993 Yes 19-Apr-2029 2.3 10.1 9.4 20,000 $2,900 100% $1,400 100% 70
Traditional Statistics 2029 Total Market Size 12,447
2029 Total Units Sold 12,447
Segment % of Total Industry 23.6%
2030 Demand Growth Rate 9.2%
Traditional Customer Buying Criteria Expectations Importance
Age 2 Years 47%
Price $16.00 - $26.00 23%
Positioning Performance 10.6 Size 9.4 21%
Service Life 14,000 - 19,000 Hours 9%
Accessibility
Accessibility
Andrews
Baldwin
Chester
Digby
Erie
0% 20% 40% 60% 80% 100%
Perceptual Map for Traditional
Performance
S iz
e CakeCakeCakeBakerBakerBakerEchoEchoEchoEggEggEgg
DazeDazeDaze AbleAbleAble AdamAdamAdam
0 2 4 6 8 10 12 14 16 18 20 0
2
4
6
8
10
12
14
16
18
20
Actual vs. Potential Market Share
Actual Potential
Andrews Baldwin Chester Digby Erie 0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
20%
22%
24%
26%
28%
30%
32%
34%
36%
Low End Segment Analysis Round: 8 Dec. 31, 2029CP103585_1
To p P r o d u ct s
Name Price Units Sold Potential
Sold Stock Out
Revision Date
Age Pfmn Size MTBF Sales
Budget Customer
Accessibility Promo Budget
Customer Awareness
Customer Satisfaction
Cedar $17.75 4,867 4,839 No 27-July-2026 8 5.5 14.5 17,000 $1,200 100% $1,400 100% 53
Ebb $17.00 3,353 3,332 No 14-Oct-2027 7.4 5.3 13.7 12,000 $1,056 99% $1,800 100% 39
Eat $18.50 3,028 3,010 No 17-Jan-2026 8.1 5.5 14.5 12,500 $1,056 99% $1,800 100% 32
Acre $18.00 2,461 2,553 Yes 6-June-2029 2.4 5.3 14 17,000 $2,900 100% $1,400 100% 27
Dell $20.00 2,295 2,282 No 31-May-2027 7.6 5.4 14.6 14,000 $1,878 71% $1,700 100% 25
Bead $19.00 2,081 2,069 No 8-Oct-2029 4.2 5.7 14.3 15,000 $1,700 99% $1,400 100% 29
Echo $24.00 8 8 No 6-Mar-2029 2.5 10.5 9.5 14,000 $1,056 99% $1,800 100% 0
Egg $24.00 2 2 Yes 9-Feb-2029 2.6 10.7 9.3 15,000 $1,056 99% $1,800 100% 0
Low End Statistics 2029 Total Market Size 18,096
2029 Total Units Sold 18,096
Segment % of Total Industry 35.1%
2030 Demand Growth Rate 11.7%
Low End Customer Buying Criteria Expectations Importance
Price $11.00 - $21.00 53%
Age 7 Years 24%
Positioning Performance 5.7 Size 14.3 16%
Service Life 12,000 - 17,000 Hours 7%
Accessibility
Accessibility
Andrews
Baldwin
Chester
Digby
Erie
0% 20% 40% 60% 80% 100%
Perceptual Map for Low End
Performance
S iz
e
CedarCedarCedarBeadBeadBeadEatEatEat EbbEbbEbb
EchoEchoEchoEggEggEgg
DellDellDell AcreAcreAcre
0 2 4 6 8 10 12 14 16 18 20 0
2
4
6
8
10
12
14
16
18
20
Actual vs. Potential Market Share
Actual Potential
Andrews Baldwin Chester Digby Erie 0%
2% 4%
6%
8%
10% 12%
14%
16%
18% 20%
22%
24%
26% 28%
30%
32%
34% 36%
38%
High End Segment Analysis Round: 8 Dec. 31, 2029CP103585_1
To p P r o d u ct s
Name Price Units Sold Potential
Sold Stock Out
Revision Date
Age Pfmn Size MTBF Sales
Budget Customer
Accessibility Promo Budget
Customer Awareness
Customer Satisfaction
Cid $34.00 1,400 1,311 Yes 30-Apr-2029 1.6 16.1 3.9 25,000 $1,200 100% $1,400 100% 77
Cat $35.00 1,371 1,280 No 23-May-2029 1.5 16.1 3.9 25,000 $0 100% $1,400 100% 74
Bat $36.00 1,303 1,217 No 28-May-2029 1.5 16.1 3.9 24,000 $2,000 100% $2,500 100% 71
Bid $36.50 1,211 1,156 Yes 28-May-2029 1.6 16.1 3.9 25,000 $1,800 100% $1,400 100% 68
Dixie $36.00 1,038 971 No 6-Dec-2029 1.1 16.6 3.4 25,000 $1,753 72% $1,700 100% 54
Ark $36.00 750 1,139 Yes 31-Aug-2029 1.2 16.1 3.9 25,000 $2,050 86% $1,400 97% 73
High End Statistics 2029 Total Market Size 7,073
2029 Total Units Sold 7,073
Segment % of Total Industry 14.3%
2030 Demand Growth Rate 16.2%
High End Customer Buying Criteria Expectations Importance
Positioning Performance 16.1 Size 3.9 43%
Age 0 Years 29%
Service Life 20,000 - 25,000 Hours 19%
Price $26.00 - $36.00 9%
Accessibility
Accessibility
Andrews
Baldwin
Chester
Digby
Erie
0% 20% 40% 60% 80% 100%
Perceptual Map for High End
Performance
S iz
e
CidCidCidCatCatCatBidBidBidBatBatBat DixieDixieDixie
ArkArkArk
0 2 4 6 8 10 12 14 16 18 20 0
2
4
6
8
10
12
14
16
18
20
Actual vs. Potential Market Share
Actual Potential
Andrews Baldwin Chester Digby Erie 0% 2% 4% 6% 8%
10% 12% 14% 16% 18% 20% 22% 24% 26% 28% 30% 32% 34% 36% 38% 40% 42%
Performance Segment Analysis Round: 8 Dec. 31, 2029CP103585_1
To p P r o d u ct s
Name Price Units Sold Potential
Sold Stock Out
Revision Date
Age Pfmn Size MTBF Sales
Budget Customer
Accessibility Promo Budget
Customer Awareness
Customer Satisfaction
Coat $29.00 1,292 1,290 No 11-Apr-2029 1.6 17.4 10.4 27,000 $4,500 100% $2,800 100% 97
Cozy $29.25 1,105 1,103 No 28-Apr-2029 1.6 17.4 10.4 27,000 $0 100% $1,400 100% 83
Doom $31.00 971 970 No 2-Dec-2029 1 17.8 10.1 27,000 $1,753 100% $1,700 100% 72
Dot $31.00 963 962 No 14-Nov-2029 1.2 17.9 10 27,000 $1,753 100% $1,700 100% 71
Aft $31.00 956 964 No 26-June-2029 1.4 16 10.4 27,000 $2,900 100% $1,400 100% 68
Bold $31.50 819 818 No 16-June-2029 1.6 17.4 10.4 26,000 $2,000 100% $1,400 100% 62
Attic $31.00 665 665 No 27-May-2028 1.6 17.8 10.4 27,000 $0 100% $1,400 73% 61
Performance Statistics 2029 Total Market Size 6,772
2029 Total Units Sold 6,772
Segment % of Total Industry 14.1%
2030 Demand Growth Rate 19.8%
Performance Customer Buying Criteria Expectations Importance
Service Life 22,000 - 27,000 Hours 43%
Positioning Performance 17.4 Size 10.4 29%
Price $21.00 - $31.00 19%
Age 1 Years 9%
Accessibility
Accessibility
Andrews
Baldwin
Chester
Digby
Erie
0% 20% 40% 60% 80% 100%
Perceptual Map for Performance
Performance
S iz
e
CoatCoatCoatCozyCozyCozyBoldBoldBold DotDotDotDoomDoomDoom
AftAftAft AtticAtticAttic
0 2 4 6 8 10 12 14 16 18 20 0
2
4
6
8
10
12
14
16
18
20
Actual vs. Potential Market Share
Actual Potential
Andrews Baldwin Chester Digby Erie 0%
2% 4%
6%
8%
10% 12%
14%
16%
18% 20%
22%
24%
26% 28%
30%
32%
34% 36%
38%
Size Segment Analysis Round: 8 Dec. 31, 2029CP103585_1
To p P r o d u ct s
Name Price Units Sold Potential
Sold Stock Out
Revision Date
Age Pfmn Size MTBF Sales
Budget Customer
Accessibility Promo Budget
Customer Awareness
Customer Satisfaction
Cute $29.50 1,160 1,145 No 6-June-2029 1.5 9.6 2.6 21,000 $150 100% $1,400 100% 100
Cure $29.25 1,158 1,143 No 4-May-2029 1.6 9.6 2.6 21,000 $1,050 100% $1,400 100% 100
Agape $31.00 944 932 No 5-July-2029 1.4 9 3 21,000 $2,900 100% $1,400 100% 84
Buddy $32.00 891 879 No 3-June-2029 1.6 9.6 2.6 20,000 $2,300 100% $1,400 100% 79
Dust $31.00 850 840 No 18-Dec-2029 1 10 2.2 19,000 $1,753 100% $1,700 93% 61
Dune $31.00 816 806 No 14-Nov-2029 1.4 10.1 2.3 19,000 $1,753 100% $1,700 100% 67
Alan $31.00 521 596 Yes 28-Nov-2029 1.1 9.6 2.6 25,000 $400 100% $1,400 100% 88
Size Statistics 2029 Total Market Size 6,341
2029 Total Units Sold 6,341
Segment % of Total Industry 13%
2030 Demand Growth Rate 18.3%
Size Customer Buying Criteria Expectations Importance
Positioning Performance 9.6 Size 2.6 43%
Age 1.5 Years 29%
Service Life 16,000 - 21,000 Hours 19%
Price $21.00 - $31.00 9%
Accessibility
Accessibility
Andrews
Baldwin
Chester
Digby
Erie
0% 20% 40% 60% 80% 100%
Perceptual Map for Size
Performance
S iz
e
CureCureCureCuteCuteCuteBuddyBuddyBuddyDuneDuneDuneDustDustDust AgapeAgapeAgapeAlanAlanAlan
0 2 4 6 8 10 12 14 16 18 20 0
2
4
6
8
10
12
14
16
18
20
Actual vs. Potential Market Share
Actual Potential
Andrews Baldwin Chester Digby Erie 0% 2% 4% 6% 8%
10% 12% 14% 16% 18% 20% 22% 24% 26% 28% 30% 32% 34% 36% 38% 40%
Market Share Round: 8 Dec. 31, 2029CP103585_1
Units Sold vs. Demand
Industry Unit Sales Total Unit Demand
Traditional Low End High End Performance Size 0
5k
10k
15k
20k
Market Share
Traditional Low End High End Performance Size
Andrews Baldwin Chester Digby Erie 0%
10%
20%
30%
40%
50%
Act u a l Ma r ket Sh a r e in Un it s
Name Traditional Low End High End Performance Size Total
Industry Unit Sales 12,447 18,096 7,073 6,772 6,341 50,729
% of Market 24.5% 35.7% 13.9% 13.3% 12.5% 100%
Able 15.5% 0% 0% 0% 0% 3.8%
Acre 0% 13.6% 0% 0% 0% 4.9%
Adam 4.5% 0% 0% 0% 0% 1.1%
Aft 0% 0% 0% 14.1% 0% 1.9%
Agape 0% 0% 0% 0% 14.9% 1.9%
Alan 0% 0% 0% 0% 8.2% 1%
Ark 0% 0% 10.6% 0% 0% 1.5%
Attic 0% 0% 0% 9.8% 0% 1.3%
Total 20% 13.6% 10.6% 23.9% 23.1% 17.3%
Baker 17.4% 0% 0% 0% 0% 4.3%
Bat 0% 0% 18.4% 0% 0% 2.6%
Bead 0% 11.5% 0% 0% 0% 4.1%
Bid 0% 0% 17.1% 0% 0% 2.4%
Bold 0% 0% 0% 12.1% 0% 1.6%
Buddy 0% 0% 0% 0% 14.1% 1.8%
Total 17.4% 11.5% 35.5% 12.1% 14.1% 16.7%
Cake 16.1% 0% 0% 0% 0% 3.9%
Cat 0% 0% 19.4% 0% 0% 2.7%
Cedar 0% 26.9% 0% 0% 0% 9.6%
Cid 0% 0% 19.8% 0% 0% 2.8%
Coat 0% 0% 0% 19.1% 0% 2.5%
Cozy 0% 0% 0% 16.3% 0% 2.2%
Cure 0% 0% 0% 0% 18.3% 2.3%
Cute 0% 0% 0% 0% 18.3% 2.3%
Total 16.1% 26.9% 39.2% 35.4% 36.6% 28.3%
Daze 14% 0% 0% 0% 0% 3.4%
Dell 0% 12.7% 0% 0% 0% 4.5%
Dixie 0% 0% 14.7% 0% 0% 2%
Doom 0% 0% 0% 14.3% 0% 1.9%
Dot 0% 0% 0% 14.2% 0% 1.9%
Dune 0% 0% 0% 0% 12.9% 1.6%
Dust 0% 0% 0% 0% 13.4% 1.7%
Total 14% 12.7% 14.7% 28.6% 26.3% 17.1%
Eat 0% 16.7% 0% 0% 0% 6%
Ebb 0% 18.5% 0% 0% 0% 6.6%
Echo 15.8% 0% 0% 0% 0% 3.9%
Egg 16.7% 0% 0% 0% 0% 4.1%
Total 32.5% 35.3% 0% 0% 0% 20.6%
P o t en t ia l Ma r ket Sh a r e in Un it s
Name Traditional Low End High End Performance Size Total
Units Demanded 12,447 18,096 7,073 6,772 6,341 50,729
% of Market 24.5% 35.7% 13.9% 13.3% 12.5% 100%
Able 13.5% 0% 0% 0% 0% 3.3%
Acre 0% 14.1% 0% 0% 0% 5%
Adam 16% 0% 0% 0% 0% 3.9%
Aft 0% 0% 0% 14.2% 0% 1.9%
Agape 0% 0% 0% 0% 14.7% 1.8%
Alan 0% 0% 0% 0% 9.4% 1.2%
Ark 0% 0% 16.1% 0% 0% 2.2%
Attic 0% 0% 0% 9.8% 0% 1.3%
Total 29.5% 14.1% 16.1% 24.1% 24.1% 20.7%
Baker 15.4% 0% 0% 0% 0% 3.8%
Bat 0% 0% 17.2% 0% 0% 2.4%
Bead 0% 11.4% 0% 0% 0% 4.1%
Bid 0% 0% 16.3% 0% 0% 2.3%
Bold 0% 0% 0% 12.1% 0% 1.6%
Buddy 0% 0% 0% 0% 13.9% 1.7%
Total 15.4% 11.4% 33.5% 12.1% 13.9% 15.9%
Cake 19% 0% 0% 0% 0% 4.7%
Cat 0% 0% 18.1% 0% 0% 2.5%
Cedar 0% 26.7% 0% 0% 0% 9.5%
Cid 0% 0% 18.5% 0% 0% 2.6%
Coat 0% 0% 0% 19.1% 0% 2.5%
Cozy 0% 0% 0% 16.3% 0% 2.2%
Cure 0% 0% 0% 0% 18% 2.3%
Cute 0% 0% 0% 0% 18.1% 2.3%
Total 19% 26.7% 36.6% 35.3% 36.1% 28.5%
Daze 11.9% 0% 0% 0% 0% 2.9%
Dell 0% 12.6% 0% 0% 0% 4.5%
Dixie 0% 0% 13.7% 0% 0% 1.9%
Doom 0% 0% 0% 14.3% 0% 1.9%
Dot 0% 0% 0% 14.2% 0% 1.9%
Dune 0% 0% 0% 0% 12.7% 1.6%
Dust 0% 0% 0% 0% 13.2% 1.7%
Total 11.9% 12.6% 13.7% 28.5% 26% 16.4%
Eat 0% 16.6% 0% 0% 0% 5.9%
Ebb 0% 18.4% 0% 0% 0% 6.6%
Echo 11.7% 0% 0% 0% 0% 2.9%
Egg 12.4% 0% 0% 0% 0% 3.1%
Total 24.1% 35.1% 0% 0% 0% 18.4%
Perceptual Map
Perceptual Map Round: 8 Dec. 31, 2029CP103585_1
Performance
S iz
e AbleAbleAble
AcreAcreAcre
AdamAdamAdam
AftAftAft
AgapeAgapeAgape AlanAlanAlan
ArkArkArk
AtticAtticAttic BakerBakerBaker
BeadBeadBead
BidBidBid
BoldBoldBold
BuddyBuddyBuddy
BatBatBat
CakeCakeCake
CedarCedarCedar
CidCidCid
CoatCoatCoat
CureCureCure
CatCatCat
CuteCuteCute
CozyCozyCozyDazeDazeDaze
DellDellDell
DixieDixieDixie
DotDotDot
DuneDuneDune
DoomDoomDoom
DustDustDust
EatEatEat
EbbEbbEbb
EchoEchoEcho EggEggEgg
0 2 4 6 8 10 12 14 16 18 20 0
2
4
6
8
10
12
14
16
18
20
An d r ew s
Name Pfmn Size Revised
Able 9.9 9.9 1-May-2029
Acre 5.3 14.0 6-June-2029
Adam 10.1 9.4 19-Apr-2029
Aft 16.0 10.4 26-June-2029
Agape 9.0 3.0 5-July-2029
Alan 9.6 2.6 28-Nov-2029
Ark 16.1 3.9 31-Aug-2029
Attic 17.8 10.4 27-May-2028
B a ld w in
Name Pfmn Size Revised
Baker 9.9 10.1 1-May-2028
Bat 16.1 3.9 28-May-2029
Bead 5.7 14.3 8-Oct-2029
Bid 16.1 3.9 28-May-2029
Bold 17.4 10.4 16-June-2029
Buddy 9.6 2.6 3-June-2029
Ch est er
Name Pfmn Size Revised
Cake 10.1 9.9 16-June-2028
Cat 16.1 3.9 23-May-2029
Cedar 5.5 14.5 27-July-2026
Cid 16.1 3.9 30-Apr-2029
Coat 17.4 10.4 11-Apr-2029
Cozy 17.4 10.4 28-Apr-2029
Cure 9.6 2.6 4-May-2029
Cute 9.6 2.6 6-June-2029
Dig b y
Name Pfmn Size Revised
Daze 9.6 10.4 26-Jan-2030
Dell 5.4 14.6 31-May-2027
Dixie 16.6 3.4 6-Dec-2029
Doom 17.8 10.1 2-Dec-2029
Dot 17.9 10.0 14-Nov-2029
Dune 10.1 2.3 14-Nov-2029
Dust 10.0 2.2 18-Dec-2029
E r ie
Name Pfmn Size Revised
Eat 5.5 14.5 17-Jan-2026
Ebb 5.3 13.7 14-Oct-2027
Echo 10.5 9.5 6-Mar-2029
Egg 10.7 9.3 9-Feb-2029
Custom Modules Round: 8 Dec. 31, 2029CP103585_1 Wo r kf o r ce Su mma r y
Andrews Baldwin Chester Digby Erie
Number of Employees 725 561 345 972 590
First Shift 379 311 205 738 453
Second Shift 346 250 140 234 137
Overtime % 0% 0% 0% 0% 0%
Turnover Rate 14.5% 7.8% 5.0% 14.0% 10.4%
New Employees 184 44 17 210 116
Separated Employees 0 207 23 0 0
Productivity Index 115.8% 116.3% 125.8% 108.0% 120.3%
To t a l Q u a lit y Ma n a g emen t
Andrews Baldwin Chester Digby Erie
Decisions Benchmarking $0 $2,000 $1,600 $1,000 $0
CCE (Concurrent Engineering)/6 Sigma Training
$2,000 $2,000 $1,700 $0 $900
CPI (Continuous Process Improvement) Systems
$2,000 $2,000 $1,700 $0 $900
Channel Support Systems $0 $2,000 $0 $0 $0
Concurrent Engineering $2,000 $0 $0 $0 $0
GEMI TQEM Sustainability $2,000 $2,000 $1,700 $0 $900
QIT (Quality Initiative Training) $2,000 $0 $1,600 $0 $900
Quality Function Deployment Effort $2,000 $2,000 $700 $0 $0
UNEP Green Program $0 $0 $1,600 $0 $900
Vendor/JIT (Just in Time) Inventory $2,000 $2,000 $1,600 $0 $900
Total Expenditures $14,000 $14,000 $12,200 $1,000 $5,400
Yearly Impacts Material Cost -2.4% -2.4% -2.5% 0% -1.3%
R & D Cycle Time -21.7% 0% -0.1% 0% 0%
Labor Cost -5% -2.1% 0% 0% -2.5%
Demand 0.8% 3.9% 1.8% 0% 0.8%
Administrative Cost -13.2% -27.1% 0% -11.8% -6.6%
H u ma n R eso u r ces
Andrews Baldwin Chester Digby Erie
Decisions Manufacturing - Training & Assembly Teams
$2,000 $0 $2,000 $800 $1,400
Sales - Compensation $0 $0 $1,000 $800 $900
Scientists - Recruitment & Retention $2,000 $0 $2,000 $700 $700
Total Expenditures $4,000 $0 $5,000 $2,300 $3,000
Yearly Impacts R & D Cycle Time -10% 5% -6.7% -0.3% -0.3%
Demand 3% 0% 0% 1% 1.1%
Accessibility 0% 0% 0% 3.2% 3.6%
Productivity Index 5% 0% 5% 2% 3.5%
Turnover Rate 10% 20% 0% 0% -5%
Production After Adjustment 0.5% -1% 0.5% 0% 0%
Cu mu la t iv e I mp a ct s
Andrews Baldwin Chester Digby Erie
Material Cost -4.9% -8.2% -10.1% 0% -3.8%
R & D Cycle Time -53.7% -61.3% -73% 2% 18.5%
Labor Cost -8.9% -7.4% -14% 0% -7.4%
Demand 14.8% 21.8% 24.4% 6.6% 5.8%
Administrative Cost -38.3% -60% -60% -35.5% -19.7%
Accessibility 12.8% 26% 30% 16.8% 19.2%
Productivity Index 15.8% 16.3% 25.8% 8% 20.3%
Turnover Rate 44.5% -22.5% -50% 40% 3.5%
Production After Adjustment -2.3% -2.1% 0.7% -4% -0.9%
