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Page 1 Front Page Page 2 Stocks & Bonds Page 3 Financial Summary Page 4 Production Analysis
Page 5 Traditional Segment Analysis Page 6 Low End Segment Analysis Page 7 High End Segment Analysis Page 8 Performance Segment Analysis Page 9 Size Segment Analysis
Page 10 Market Share Page 11 Perceptual Map Page 12 HR/TQM Report Page 13 Ethics Report
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Round: 1 Dec. 31, 2017 C77783
Andrews William Atkin Lemar Davis Rosa E. Domenech Carolyn Ekstrand Shannon G Fox Deborah Spicer-Yates Katherine Wieland
Baldwin Michael Broom Patrick K Johnson Susan Quisenberry Kennedy Lorraine Rawls Susan Solomon Jessica Steigerwald
Chester Tabitha Darrow Tonie Kirkland Christina Meisenheimer Deanna Nichols Crystal Dianne Pettway Enrique Ramirez
Digby Wanda Anderson Samantha Benjamin Thaddieus J Duley Jacqueath Gaines Katlyn Read Peggy Vanderhorst
Erie
Ferris
Selected Financial Statistics Andrews Baldwin Chester Digby Erie Ferris ROS 1.0% 1.1% -6.8% -7.5% 4.8% 6.4% Asset Turnover 0.96 0.85 0.79 0.87 1.07 1.32 ROA 0.9% 1.0% -5.4% -6.6% 5.1% 8.4% Leverage (Assets/Equity) 2.0 2.5 3.6 3.4 2.0 1.9 ROE 1.8% 2.4% -19.5% -22.6% 10.1% 16.3% Emergency Loan $0 $0 $59,019,342 $41,059,572 $0 $0 Sales $112,280,860 $106,043,307 $129,306,986 $112,916,818 $123,810,554 $122,532,533 EBIT $8,209,354 $9,918,843 $1,682,518 ($1,234,974) $15,433,147 $17,042,815 Profits $1,070,767 $1,199,371 ($8,812,958) ($8,467,731) $5,881,462 $7,810,807 Cumulative Profit $5,259,275 $5,387,878 ($4,624,450) ($4,279,224) $10,069,970 $11,999,314 SG&A / Sales 12.1% 13.3% 16.3% 19.0% 9.0% 13.1% Contrib. Margin % 28.2% 30.3% 25.3% 25.2% 28.2% 32.6%
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Stocks & Bonds C77783 Round: 1
December 31 , 2017
Stock Market Summary Company Close Change Shares MarketCap ($M) Book Value EPS Dividend Yield P/E Andrews $33.32 ($0.93) 2,286,101 $76 $25.73 $0.47 $0.00 0.0% 71.0 Baldwin $32.56 ($1.70) 2,000,000 $65 $24.57 $0.60 $0.00 0.0% 54.2 Chester $1.00 ($33.25) 2,175,164 $2 $20.75 ($4.05) $0.00 0.0% -0.3 Digby $1.00 ($33.25) 2,000,088 $2 $18.74 ($4.23) $1.00 100.0% -0.2 Erie $41.83 $7.58 2,128,085 $89 $27.35 $2.76 $0.00 0.0% 15.1 Ferris $45.78 $11.53 2,000,000 $92 $24.03 $3.91 $3.85 8.4% 11.7
Bond Market Summary Company Series# Face Yield Close$ S&P Andrews 11.0S2018 $6,950,000 11.1% 99.37 B 12.5S2020 $13,900,000 12.3% 101.93 B 14.0S2022 $20,850,000 12.9% 108.35 B 11.3S2027 $9,800,000 11.6% 97.71 B Baldwin 11.0S2018 $6,950,000 11.2% 98.40 CC 12.5S2020 $13,900,000 12.6% 99.29 CC 14.0S2022 $20,850,000 13.4% 104.24 CC 11.3S2027 $10,000,000 12.3% 91.80 CC Chester 11.0S2018 $6,950,000 11.2% 97.80 DDD 12.5S2020 $13,900,000 12.8% 97.66 DDD 14.0S2022 $20,850,000 13.8% 101.74 DDD Digby 11.0S2018 $5,944,857 11.2% 97.88 C 12.5S2020 $13,900,000 12.8% 97.89 C 14.0S2022 $20,850,000 13.7% 102.09 C 11.3S2027 $500,000 12.7% 88.78 C Erie 11.0S2018 $3,809,769 11.1% 99.37 B 12.5S2020 $13,900,000 12.3% 101.93 B 14.0S2022 $20,850,000 12.9% 108.35 B Ferris 12.5S2020 $5,899,561 12.2% 102.18 B 14.0S2022 $20,850,000 12.9% 108.74 B
Next Year's Prime Rate 7.50% CAPSTONE® COURIER Page 2
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Financial Summary C77783 Round: 1December 31, 2017
Cash Flow Statement Survey Andrews Baldwin Chester Digby Erie Ferris Cash flows from operating activities Net Income (Loss) $1,071 $1,199 ($8,813) ($8,468) $5,881 $7,811 Adjustment for non-cash items: Depreciation $8,893 $7,587 $9,587 $8,147 $7,987 $5,853 Extraordinary gains/losses/writeoffs $0 $0 $0 ($5) $131 $774 Changes in current assets and liabilities: Accounts payable $385 $2,032 $4,717 $2,823 $411 ($34) Inventory ($5,922) ($36,264) ($47,623) ($35,189) $3,157 $2,140 Accounts receivable ($921) ($408) ($2,321) ($973) ($1,869) ($1,764) Net cash from operations $3,505 ($25,855) ($44,453) ($33,666) $15,698 $14,780
Cash flows from investing activities Plant improvements (net) ($19,600) $0 ($30,000) ($8,400) ($9,080) $15,220 Cash flows from financing activities Dividends paid $0 $0 $0 ($2,000) $0 ($7,699) Sales of common stock $9,800 $0 $6,000 $6 $4,387 $0 Purchase of common stock $0 $0 $0 ($3) $0 $0 Cash from long term debt issued $9,800 $10,000 $0 $500 $0 $0 Early retirement of long term debt $0 $0 $0 ($1,000) ($3,124) ($15,211) Retirement of current debt $0 $0 $0 $0 $0 $0 Cash from current debt borrowing $0 $15,000 $6,000 $70 $11,359 $11,359 Cash from emergency loan $0 $0 $59,019 $41,060 $0 $0
Net cash from financing activities $19,600 $25,000 $71,019 $38,632 $12,622 ($11,551) Net change in cash position $3,505 ($855) ($3,434) ($3,434) $19,240 $18,448
Balance Sheet Survey Andrews Baldwin Chester Digby Erie Ferris Cash $6,939 $2,579 $0 $0 $22,673 $21,882 Accounts Receivable $9,229 $8,716 $10,628 $9,281 $10,176 $10,071 Inventory $14,540 $44,882 $56,241 $43,807 $5,461 $6,477 Total Current Assets $30,707 $56,176 $66,869 $53,088 $38,310 $38,431 Plant and equipment $133,400 $113,800 $143,800 $122,200 $119,800 $87,800 Accumulated Depreciation ($46,827) ($45,520) ($47,520) ($46,080) ($42,987) ($33,520) Total Fixed Assets $86,573 $68,280 $96,280 $76,120 $76,813 $54,280 Total Assets $117,281 $124,456 $163,149 $129,208 $115,123 $92,711
Accounts Payable $6,968 $8,615 $11,300 $9,406 $6,994 $6,549 Current Debt $0 $15,000 $65,019 $41,130 $11,359 $11,359 Long Term Debt $51,500 $51,700 $41,700 $41,195 $38,560 $26,750 Total Liabilities $58,468 $75,315 $118,020 $91,731 $56,913 $44,657 Common Stock $28,160 $18,360 $24,360 $18,365 $22,747 $18,360 Retained Earnings $30,653 $30,781 $20,769 $19,112 $35,464 $29,694 Total Equity $58,813 $49,141 $45,129 $37,477 $58,211 $48,053 Total Liabilities & Owners' Equity $117,281 $124,456 $163,149 $129,208 $115,123 $92,711
Income Statement Survey Andrews Baldwin Chester Digby Erie Ferris Sales $112,281 $106,043 $129,307 $112,917 $123,811 $122,533 Variable Costs (Labor, Material, Carry) $80,599 $73,936 $96,612 $84,509 $88,909 $82,597 Depreciation $8,893 $7,587 $9,587 $8,147 $7,987 $5,853 SGA (R&D, Promo, Sales, Admin) $13,599 $14,101 $21,125 $21,461 $11,085 $16,037 Other (Fees, Writeoffs, TQM, Bonuses) $980 $500 $300 $35 $397 $1,002 EBIT $8,209 $9,919 $1,683 ($1,235) $15,433 $17,043 Interest (Short term, Long term) $6,528 $8,036 $15,241 $11,792 $6,200 $4,781 Taxes $588 $659 ($4,745) ($4,560) $3,232 $4,292 Profit Sharing $22 $24 $0 $0 $120 $159 Net Profit $1,071 $1,199 ($8,813) ($8,468) $5,881 $7,811
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Production Analysis C77783 Round: 1December 31, 2017
Production Information
Name Primary
Segment Units Sold
Unit Inven
tory Revision Date Age
Dec.31 MTBF Pfmn
Coord Size
Coord Price Material
Cost Labor Cost
Contr. Marg.
2nd Shift &
Over- time
Auto mation
Next Round
Capacity Next
Round Plant Utiliz.
Able Trad 1,300 0 6/13/2017 2.3 19000 5.0 15.0 $27.50 $10.59 $7.85 31% 0% 5.5 1,800 62% Acre Low 1,784 0 5/24/2012 5.6 14000 3.0 17.0 $20.50 $7.05 $7.38 28% 26% 5.5 1,400 125% Adam High 393 400 12/13/2017 1.4 23750 9.2 10.9 $37.00 $16.24 $8.97 26% 0% 4.0 900 84% Aft Pfmn 449 26 8/3/2017 2.0 26000 10.4 15.2 $32.50 $15.86 $8.97 24% 0% 3.5 600 66% Agape Size 333 188 12/16/2017 1.8 21000 5.0 9.8 $32.50 $14.29 $8.97 27% 0% 3.5 600 76% Baker Trad 1,242 828 4/24/2017 2.4 17000 5.5 15.0 $28.00 $10.25 $8.05 28% 6% 4.0 1,800 105% Bead Low 966 875 1/29/2017 5.6 12000 3.0 17.0 $24.00 $6.45 $7.46 34% 30% 5.0 1,400 129% Bid High 520 213 10/17/2017 1.4 21000 8.9 11.1 $39.00 $15.16 $8.97 35% 0% 3.0 900 77% Bold Pfmn 431 241 4/11/2017 2.1 24500 9.4 15.0 $34.00 $14.82 $8.97 24% 0% 3.0 600 99% Buddy Size 387 269 5/1/2017 2.1 16000 4.0 10.6 $34.00 $11.97 $8.97 31% 0% 3.0 600 99% Cake Trad 1,300 0 4/1/2017 2.4 18500 5.7 14.3 $28.50 $11.15 $7.85 32% 0% 4.0 1,800 62% Cedar Low 1,804 259 9/20/2017 2.9 14000 2.2 17.8 $22.00 $6.24 $7.73 32% 46% 5.0 1,800 145% Cid High 370 1,452 10/18/2018 2.7 23000 8.0 12.0 $40.00 $14.84 $11.09 3% 100% 5.0 1,100 198% Coat Pfmn 474 0 8/24/2017 1.9 26000 10.5 15.4 $30.50 $15.87 $8.97 19% 0% 4.5 600 66% Cure Size 676 575 6/25/2017 2.1 22000 4.5 10.5 $34.50 $13.98 $11.09 21% 100% 4.5 600 198% Daze Trad 1,094 877 8/12/2017 2.2 18500 6.5 14.5 $30.00 $11.48 $7.85 30% 0% 4.0 1,800 99% Dell Low 1,055 964 1/22/2020 5.6 14000 3.0 17.0 $25.00 $7.05 $7.68 33% 43% 5.0 1,400 141% Dixie High 840 3 5/10/2017 2.7 32000 8.0 12.0 $31.00 $17.54 $8.97 16% 0% 4.0 900 89% Dot Pfmn 527 343 4/18/2017 2.1 26000 9.8 15.2 $32.50 $15.47 $10.03 15% 33% 3.0 600 132% Dune Size 320 163 12/12/2017 1.8 21000 5.5 11.0 $33.00 $13.70 $8.97 29% 0% 5.0 600 70% Eat Trad 1,444 32 3/17/2017 2.4 16500 5.6 14.5 $27.50 $10.40 $7.85 32% 0% 5.0 1,400 92% Ebb Low 2,771 41 1/15/2017 5.6 13000 3.0 17.0 $20.00 $6.75 $8.32 23% 100% 6.0 1,400 198% Echo High 270 68 12/23/2017 1.4 17000 7.0 12.9 $39.50 $12.08 $8.97 37% 0% 4.0 900 33% Edge Pfmn 270 55 6/30/2014 3.5 25000 9.4 15.5 $34.50 $14.81 $8.97 28% 0% 3.0 600 41% Egg Size 253 57 12/24/2018 3.6 19000 4.0 11.0 $34.50 $12.60 $8.97 34% 0% 3.0 600 41% Fast Trad 1,393 34 3/3/2017 2.5 17500 5.6 14.5 $29.50 $10.70 $8.00 35% 4% 4.0 1,200 103% Feat Low 1,962 57 1/15/2017 5.6 13000 3.0 17.0 $22.00 $6.75 $8.32 30% 100% 5.0 1,000 198% Fist High 357 79 12/22/2017 1.4 24000 9.1 10.9 $39.50 $16.26 $8.97 37% 0% 3.0 500 79% Foam Pfmn 384 40 11/10/2017 1.8 26000 10.6 14.8 $34.50 $16.11 $8.97 28% 0% 4.0 600 58% Fume Size 316 93 12/10/2017 1.8 19000 4.7 9.6 $34.50 $13.73 $8.97 34% 0% 4.0 600 58%
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Traditional Market Segment Analysis C77783 Round: 1December 31, 2017
Traditional Statistics Total Industry Unit Demand 8,067 Actual Industry Unit Sales 8,067 Segment % of Total Industry 31.4%
Next Year's Segment Growth Rate 9.2%
Traditional Customer Buying Criteria Expectations Importance 1. Age Ideal Age = 2.0 47% 2. Price $19.50 - 29.50 23% 3. Ideal Position Pfmn 5.7 Size 14.3 21% 4. Reliability MTBF 14000-19000 9%
Perceptual Map for Traditional Segment
Top Products in Traditional Segment
Name Market Share
Units Sold to Seg
Revision Date Stock Out
Pfmn Coord
Size Coord
List Price MTBF
Age Dec.31
Promo Budget
Cust. Aware- ness
Sales Budget
Cust. Access- ibility
Dec. Cust. Survey
Eat 17% 1,406 3/17/2017 5.6 14.5 $27.50 16500 2.44 $1,050 60% $1,015 51% 33 Fast 17% 1,351 3/3/2017 5.6 14.5 $29.50 17500 2.46 $1,100 61% $1,175 54% 31 Cake 15% 1,240 4/1/2017 YES 5.7 14.3 $28.50 18500 2.42 $2,000 82% $2,000 63% 44 Able 15% 1,235 6/13/2017 YES 5.0 15.0 $27.50 19000 2.32 $1,200 65% $1,100 50% 35 Baker 15% 1,207 4/24/2017 5.5 15.0 $28.00 17000 2.39 $900 55% $900 47% 29 Daze 13% 1,047 8/12/2017 6.5 14.5 $30.00 18500 2.24 $1,900 80% $2,000 67% 38 Dixie 2% 136 5/10/2017 8.0 12.0 $31.00 32000 2.70 $3,500 83% $3,500 67% 7 Ebb 1% 95 1/15/2017 3.0 17.0 $20.00 13000 5.60 $1,050 58% $1,015 51% 1 Cedar 1% 82 9/20/2017 2.2 17.8 $22.00 14000 2.94 $900 53% $900 63% 0 Acre 1% 77 5/24/2012 YES 3.0 17.0 $20.50 14000 5.60 $700 47% $600 50% 1 Feat 1% 74 1/15/2017 3.0 17.0 $22.00 13000 5.60 $1,100 59% $1,175 54% 0 Dell 1% 59 1/22/2020 3.0 17.0 $25.00 14000 5.60 $1,000 56% $1,500 67% 0
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Low End Market Segment Analysis C77783 Round: 1December 31, 2017
Low End Statistics Total Industry Unit Demand 10,009 Actual Industry Unit Sales 10,009 Segment % of Total Industry 39.0%
Next Year's Segment Growth Rate 11.7%
Low End Customer Buying Criteria Expectations Importance 1. Price $14.50 - 24.50 53% 2. Age Ideal Age = 7.0 24% 3. Ideal Position Pfmn 2.2 Size 17.8 16% 4. Reliability MTBF 12000-17000 7%
Perceptual Map for Low End Segment
Top Products in Low End Segment
Name Market Share
Units Sold to Seg
Revision Date Stock Out
Pfmn Coord
Size Coord
List Price MTBF
Age Dec.31
Promo Budget
Cust. Aware- ness
Sales Budget
Cust. Access- ibility
Dec. Cust. Survey
Ebb 27% 2,676 1/15/2017 3.0 17.0 $20.00 13000 5.60 $1,050 58% $1,015 35% 18 Feat 19% 1,888 1/15/2017 3.0 17.0 $22.00 13000 5.60 $1,100 59% $1,175 37% 13 Cedar 17% 1,722 9/20/2017 2.2 17.8 $22.00 14000 2.94 $900 53% $900 34% 10 Acre 17% 1,707 5/24/2012 YES 3.0 17.0 $20.50 14000 5.60 $700 47% $600 30% 15 Dell 10% 996 1/22/2020 3.0 17.0 $25.00 14000 5.60 $1,000 56% $1,500 40% 7 Bead 9% 932 1/29/2017 3.0 17.0 $24.00 12000 5.60 $700 47% $700 31% 7 Able 1% 50 6/13/2017 YES 5.0 15.0 $27.50 19000 2.32 $1,200 65% $1,100 30% 1 Baker 0% 26 4/24/2017 5.5 15.0 $28.00 17000 2.39 $900 55% $900 31% 0 Eat 0% 10 3/17/2017 5.6 14.5 $27.50 16500 2.44 $1,050 60% $1,015 35% 0 Cake 0% 1 4/1/2017 YES 5.7 14.3 $28.50 18500 2.42 $2,000 82% $2,000 34% 0
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High End Market Segment Analysis C77783 Round: 1December 31, 2017
High End Statistics Total Industry Unit Demand 2,967 Actual Industry Unit Sales 2,967 Segment % of Total Industry 11.6%
Next Year's Segment Growth Rate 16.2%
High End Customer Buying Criteria Expectations Importance 1. Ideal Position Pfmn 9.8 Size 10.2 43% 2. Age Ideal Age = 0.0 29% 3. Reliability MTBF 20000-25000 19% 4. Price $29.50 - 39.50 9%
Perceptual Map for High End Segment
Top Products in High End Segment
Name Market Share
Units Sold to Seg
Revision Date Stock Out
Pfmn Coord
Size Coord
List Price MTBF
Age Dec.31
Promo Budget
Cust. Aware- ness
Sales Budget
Cust. Access- ibility
Dec. Cust. Survey
Dixie 24% 704 5/10/2017 8.0 12.0 $31.00 32000 2.70 $3,500 83% $3,500 67% 20 Bid 18% 520 10/17/2017 8.9 11.1 $39.00 21000 1.45 $2,000 77% $2,000 58% 23 Adam 13% 393 12/13/2017 9.2 10.9 $37.00 23750 1.37 $1,300 63% $1,000 44% 31 Cid 12% 370 10/18/2018 8.0 12.0 $40.00 23000 2.70 $3,000 83% $2,000 58% 9 Fist 12% 357 12/22/2017 9.1 10.9 $39.50 24000 1.36 $1,000 54% $1,175 49% 29 Echo 9% 270 12/23/2017 7.0 12.9 $39.50 17000 1.36 $900 51% $725 38% 2 Bold 3% 100 4/11/2017 9.4 15.0 $34.00 24500 2.11 $1,000 52% $1,000 58% 3 Dot 2% 58 4/18/2017 9.8 15.2 $32.50 26000 2.10 $900 49% $900 67% 1 Daze 1% 32 8/12/2017 6.5 14.5 $30.00 18500 2.24 $1,900 80% $2,000 67% 1 Foam 1% 27 11/10/2017 10.6 14.8 $34.50 26000 1.81 $1,000 52% $1,175 49% 1 Coat 1% 27 8/24/2017 YES 10.5 15.4 $30.50 26000 1.92 $1,550 68% $1,400 58% 0 Cake 1% 21 4/1/2017 YES 5.7 14.3 $28.50 18500 2.42 $2,000 82% $2,000 58% 0
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Performance Market Segment Analysis C77783 Round: 1December 31, 2017
Performance Statistics Total Industry Unit Demand 2,294 Actual Industry Unit Sales 2,294 Segment % of Total Industry 8.9%
Next Year's Segment Growth Rate 19.8%
Performance Customer Buying Criteria Expectations Importance 1. Reliability MTBF 22000-27000 43% 2. Ideal Position Pfmn 10.4 Size 15.3 29% 3. Price $24.50 - 34.50 19% 4. Age Ideal Age = 1.0 9%
Perceptual Map for Performance Segment
Top Products in Performance Segment
Name Market Share
Units Sold to Seg
Revision Date Stock Out
Pfmn Coord
Size Coord
List Price MTBF
Age Dec.31
Promo Budget
Cust. Aware- ness
Sales Budget
Cust. Access- ibility
Dec. Cust. Survey
Dot 20% 469 4/18/2017 9.8 15.2 $32.50 26000 2.10 $900 49% $900 32% 26 Coat 19% 447 8/24/2017 YES 10.5 15.4 $30.50 26000 1.92 $1,550 68% $1,400 39% 37 Aft 19% 430 8/3/2017 10.4 15.2 $32.50 26000 1.95 $1,000 52% $900 32% 28 Foam 16% 357 11/10/2017 10.6 14.8 $34.50 26000 1.81 $1,000 52% $1,175 35% 26 Bold 14% 328 4/11/2017 9.4 15.0 $34.00 24500 2.11 $1,000 52% $1,000 33% 16 Edge 11% 252 6/30/2014 9.4 15.5 $34.50 25000 3.50 $300 33% $145 25% 12 Daze 0% 6 8/12/2017 6.5 14.5 $30.00 18500 2.24 $1,900 80% $2,000 32% 1 Cake 0% 3 4/1/2017 YES 5.7 14.3 $28.50 18500 2.42 $2,000 82% $2,000 39% 0 Fast 0% 1 3/3/2017 5.6 14.5 $29.50 17500 2.46 $1,100 61% $1,175 35% 0 Able 0% 1 6/13/2017 YES 5.0 15.0 $27.50 19000 2.32 $1,200 65% $1,100 32% 0
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Size Market Segment Analysis C77783 Round: 1December 31, 2017
Size Statistics Total Industry Unit Demand 2,347 Actual Industry Unit Sales 2,347 Segment % of Total Industry 9.1%
Next Year's Segment Growth Rate 18.3%
Size Customer Buying Criteria Expectations Importance 1. Ideal Position Pfmn 4.7 Size 9.6 43% 2. Age Ideal Age = 1.5 29% 3. Reliability MTBF 16000-21000 19% 4. Price $24.50 - 34.50 9%
Perceptual Map for Size Segment
Top Products in Size Segment
Name Market Share
Units Sold to Seg
Revision Date Stock Out
Pfmn Coord
Size Coord
List Price MTBF
Age Dec.31
Promo Budget
Cust. Aware- ness
Sales Budget
Cust. Access- ibility
Dec. Cust. Survey
Cure 28% 667 6/25/2017 4.5 10.5 $34.50 22000 2.06 $1,800 73% $1,000 42% 34 Buddy 16% 386 5/1/2017 4.0 10.6 $34.00 16000 2.13 $1,000 52% $1,000 38% 13 Agape 14% 325 12/16/2017 5.0 9.8 $32.50 21000 1.82 $1,000 52% $900 38% 41 Fume 13% 316 12/10/2017 4.7 9.6 $34.50 19000 1.82 $1,000 52% $1,175 42% 37 Dune 13% 296 12/12/2017 5.5 11.0 $33.00 21000 1.82 $900 49% $950 41% 21 Egg 11% 252 12/24/2018 4.0 11.0 $34.50 19000 3.60 $900 49% $725 35% 6 Cake 1% 34 4/1/2017 YES 5.7 14.3 $28.50 18500 2.42 $2,000 82% $2,000 42% 1 Fast 1% 24 3/3/2017 5.6 14.5 $29.50 17500 2.46 $1,100 61% $1,175 42% 0 Eat 1% 21 3/17/2017 5.6 14.5 $27.50 16500 2.44 $1,050 60% $1,015 35% 0 Able 0% 11 6/13/2017 YES 5.0 15.0 $27.50 19000 2.32 $1,200 65% $1,100 38% 0 Daze 0% 10 8/12/2017 6.5 14.5 $30.00 18500 2.24 $1,900 80% $2,000 41% 0 Baker 0% 4 4/24/2017 5.5 15.0 $28.00 17000 2.39 $900 55% $900 38% 0
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Market Share Report C77783 Round: 1December 31, 2017
Actual Market Share in Units Trad Low High Pfmn Size Total Industry Unit Sales 8,067 10,009 2,967 2,294 2,347 25,684 % of Market 31.4% 39.0% 11.6% 8.9% 9.1% 100.0% Able 15.3% 0.5% 0.1% 0.1% 0.5% 5.1% Acre 0.9% 17.1% 6.9% Adam 13.3% 1.5% Aft 0.7% 18.7% 1.8% Agape 0.1% 0.1% 13.8% 1.3% Total 16.3% 17.6% 14.1% 18.8% 14.3% 16.6% Baker 15.0% 0.3% 0.1% 0.0% 0.2% 4.8% Bead 0.4% 9.3% 3.8% Bid 17.5% 2.0% Bold 0.0% 3.4% 14.3% 1.7% Buddy 0.0% 16.5% 1.5% Total 15.4% 9.6% 21.1% 14.3% 16.7% 13.8% Cake 15.4% 0.0% 0.7% 0.1% 1.5% 5.1% Cedar 1.0% 17.2% 7.0% Cid 12.5% 1.4% Coat 0.9% 19.5% 1.8% Cure 0.3% 28.4% 2.6% Total 16.4% 17.2% 14.4% 19.6% 29.9% 18.0% Daze 13.0% 1.1% 0.3% 0.4% 4.3% Dell 0.7% 9.9% 4.1% Dixie 1.7% 23.7% 3.3% Dot 1.9% 20.4% 2.0% Dune 0.2% 0.3% 12.6% 1.3% Total 15.6% 9.9% 27.0% 20.7% 13.0% 14.9% Eat 17.4% 0.1% 0.2% 0.0% 0.9% 5.6% Ebb 1.2% 26.7% 10.8% Echo 9.1% 1.1% Edge 0.6% 11.0% 1.1% Egg 0.0% 10.7% 1.0% Total 18.6% 26.8% 9.9% 11.0% 11.6% 19.5% Fast 16.8% 0.6% 0.1% 1.0% 5.4% Feat 0.9% 18.9% 7.6% Fist 12.0% 1.4% Foam 0.9% 15.6% 1.5% Fume 0.0% 13.4% 1.2% Total 17.7% 18.9% 13.5% 15.6% 14.5% 17.2%
Potential Market Share in Units Trad Low High Pfmn Size Total Units Demanded 8,067 10,009 2,967 2,294 2,347 25,684 % of Market 31.4% 39.0% 11.6% 8.9% 9.1% 100.0% Able 14.4% 0.5% 0.1% 0.5% 4.8% Acre 1.2% 21.4% 8.7% Adam 13.2% 1.5% Aft 0.7% 17.7% 1.7% Agape 0.1% 0.1% 13.8% 1.3% Total 15.7% 21.9% 14.0% 17.8% 14.3% 18.0% Baker 14.1% 0.2% 0.1% 0.2% 4.6% Bead 0.4% 8.8% 3.6% Bid 17.4% 2.0% Bold 3.3% 13.7% 1.6% Buddy 16.4% 1.5% Total 14.5% 9.0% 20.9% 13.7% 16.6% 13.2% Cake 19.8% 0.9% 0.2% 1.9% 6.5% Cedar 1.0% 16.2% 6.6% Cid 12.4% 1.4% Coat 0.9% 23.3% 2.2% Cure 0.3% 28.3% 2.6% Total 20.8% 16.3% 14.6% 23.5% 30.2% 19.4% Daze 12.2% 1.1% 0.2% 0.4% 4.0% Dell 0.7% 9.4% 3.9% Dixie 1.6% 23.9% 3.3% Dot 1.9% 19.5% 2.0% Dune 0.2% 0.3% 12.6% 1.2% Total 14.7% 9.4% 27.2% 19.7% 13.0% 14.4% Eat 16.5% 0.1% 0.2% 0.9% 5.3% Ebb 1.1% 25.5% 10.3% Echo 9.0% 1.0% Edge 0.6% 10.5% 1.0% Egg 10.7% 1.0% Total 17.6% 25.6% 9.9% 10.5% 11.6% 18.6% Fast 15.8% 0.6% 0.1% 1.0% 5.1% Feat 0.9% 17.8% 7.2% Fist 12.0% 1.4% Foam 0.9% 14.8% 1.4% Fume 13.4% 1.2% Total 16.7% 17.8% 13.5% 14.9% 14.4% 16.4%
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Perceptual Map C77783 Round: 1December 31, 2017
Perceptual Map for All Segments
Andrews Name Pfmn Size Revised Able 5.0 15.0 6/13/2017 Acre 3.0 17.0 5/24/2012 Adam 9.2 10.9 12/13/2017 Aft 10.4 15.2 8/3/2017 Agape 5.0 9.8 12/16/2017
Baldwin Name Pfmn Size Revised Baker 5.5 15.0 4/24/2017 Bead 3.0 17.0 1/29/2017 Bid 8.9 11.1 10/17/2017 Bold 9.4 15.0 4/11/2017 Buddy 4.0 10.6 5/1/2017
Chester Name Pfmn Size Revised Cake 5.7 14.3 4/1/2017 Cedar 2.2 17.8 9/20/2017 Cid 8.0 12.0 10/18/2018 Coat 10.5 15.4 8/24/2017 Cure 4.5 10.5 6/25/2017
Digby Name Pfmn Size Revised Daze 6.5 14.5 8/12/2017 Dell 3.0 17.0 1/22/2020 Dixie 8.0 12.0 5/10/2017 Dot 9.8 15.2 4/18/2017 Dune 5.5 11.0 12/12/2017
Erie Name Pfmn Size Revised Eat 5.6 14.5 3/17/2017 Ebb 3.0 17.0 1/15/2017 Echo 7.0 12.9 12/23/2017 Edge 9.4 15.5 6/30/2014 Egg 4.0 11.0 12/24/2018
Ferris Name Pfmn Size Revised Fast 5.6 14.5 3/3/2017 Feat 3.0 17.0 1/15/2017 Fist 9.1 10.9 12/22/2017 Foam 10.6 14.8 11/10/2017 Fume 4.7 9.6 12/10/2017
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HR/TQM Report C77783 Round: 1December 31, 2017
HUMAN RESOURCES SUMMARY Andrews Baldwin Chester Digby Erie Ferris Needed Complement 755 948 1,137 983 776 710 Complement 755 948 1,137 983 776 710 1st Shift Complement 703 871 756 858 575 558 2nd Shift Complement 52 77 381 125 201 152 Overtime% 0.1% 0.0% 0.1% 0.0% 0.1% 0.1% Turnover Rate 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% New Employees 131 343 551 381 154 81 Separated Employees 0 0 0 0 0 0 Recruiting Spend $0 $0 $0 $0 $0 $0 Training Hours 0 0 0 0 0 0 Productivity Index 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% Recruiting Cost $131 $343 $551 $381 $154 $81 Separation Cost $0 $0 $0 $0 $0 $0 Training Cost $0 $0 $0 $0 $0 $0 Total HR Admin Cost $131 $343 $551 $381 $154 $81 Labor Contract Next Year Wages $22.05 $22.05 $22.05 $22.05 $22.05 $22.05 Benefits 2,500 2,500 2,500 2,500 2,500 2,500 Profit Sharing 2.0% 2.0% 2.0% 2.0% 2.0% 2.0% Annual Raise 5.0% 5.0% 5.0% 5.0% 5.0% 5.0% Starting Negotiation Position Wages Benefits Profit Sharing Annual Raise Ceiling Negotiation Position Wages Benefits Profit Sharing Annual Raise Adjusted Labor Demands Wages Benefits Profit Sharing Annual Raise Strike Days
TQM SUMMARY Andrews Baldwin Chester Digby Erie Ferris Process Mgt Budgets Last Year CPI Systems $0 $0 $0 $0 $0 $0 Vendor/JIT $0 $0 $0 $0 $0 $0 Quality Initiative Training $0 $0 $0 $0 $0 $0 Channel Support Systems $0 $0 $0 $0 $0 $0 Concurrent Engineering $0 $0 $0 $0 $0 $0 UNEP Green Programs $0 $0 $0 $0 $0 $0 TQM Budgets Last Year Benchmarking $0 $0 $0 $0 $0 $0 Quality Function Deployment Effort $0 $0 $0 $0 $0 $0 CCE/6 Sigma Training $0 $0 $0 $0 $0 $0 GEMI TQEM Sustainability Initiatives $0 $0 $0 $0 $0 $0 Total Expenditures $0 $0 $0 $0 $0 $0 Cumulative Impacts Material Cost Reduction 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Labor Cost Reduction 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Reduction R&D Cycle Time 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Reduction Admin Costs 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Demand Increase 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
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Ethics Report C77783 Round: 1December 31, 2017
ETHICS SUMMARY Other (Fees, Writeoffs, etc.) The actual dollar impact. Example, $120 means Other increased by $120. Demand Factor The % of normal. 98% means demand fell 2%. Material Cost Impact The % of normal. 104% means matieral costs rose 4%. Admin Cost Impact The % of normal. 103% means admin costs rose 3%. Productivity Impact The % of normal. 104% means productivity increased by 4%. Awareness Impact The % of normal. 105% means normal awareness was multiplied by 1.05. Accessibility Impact The % of normal. 98% means normal accessiblity was multiplied by 0.98.
Normal means the value that would have been produced if the problem had not been presented.
No Impact Andrews Baldwin Chester Digby Erie Ferris Total Other (Fees, Writeoffs, etc.) $0 $0 $0 $0 $0 $0 $0 Demand Factor 100% 100% 100% 100% 100% 100% 100% Material Cost Impact 100% 100% 100% 100% 100% 100% 100% Admin Cost Impact 100% 100% 100% 100% 100% 100% 100% Productivity Impact 100% 100% 100% 100% 100% 100% 100% Awareness Impact 100% 100% 100% 100% 100% 100% 100% Accessibility Impact 100% 100% 100% 100% 100% 100% 100%
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