CAPSTONE COURIER -...
Transcript of CAPSTONE COURIER -...
CAPSTONE COURIERRound 4, 12/31/2018 For Industry: C67538 Cheap at any price
Andrews Salary Baldwin Salary Chester Salary Varisara Buranajad $0 zhongqi chen $0 Kenny Ren $0Puthaporn Jarupas $0 peng bo Hu $0 Lily Wan $0Lawrence Li $0 SEAN JIN $0 monrudee wongsar $0Nicole Liang $0 Zhu Lei $0 Yun Xia $0Krittaporn Polakla $0 Yaqiong Shen $0 Ken Yin $0Walker, Professor $0 Ma Yong $0Lei Wang $0 Digby Salary Erie Salary Ferris Salary Yan Li $0 Guo Guangjun $0 xiaofen gong $0Nick Ling $0 Cai Hua $0 Lu Qiang $0jiacheng xuan $0 jie huang $0 Xiuzhi Wang $0Jing Yang $0 jian tang $0 Mickey Yang $0Corrine Ye $0 Yinlong Yuan $0 Gwendolyn Zhai $0 Weihua Zhao $0
SELECTED FINANCIAL STATISTICS Andrews Baldwin Chester Digby Erie FerrisROS -11.0% 12.3% 1.8% -17.6% 5.0% 8.8%Turnover 0.40 0.80 1.65 0.67 1.28 1.07 ROA -4.4% 9.8% 3.0% -11.8% 6.4% 9.4%Leverage 2.1 1.9 2.3 2.7 3.1 1.7ROE -9.1% 18.3% 6.9% -32.1% 20.0% 15.7%Emergency Loan $0 $0 $0 $11,330,329 $0 $0Sales $67,569,588 $221,232,692 $171,373,691 $99,754,124 $288,059,249 $139,811,239EBIT ($961,884) $57,942,276 $11,567,323 ($15,529,230) $39,724,406 $25,084,052Profits ($7,460,553) $27,310,920 $3,130,565 ($17,579,295) $14,357,267 $12,272,029Cumulative Profit ($5,114,795) $57,407,669 ($4,469,867) ($2,838,339) $6,797,857 $34,182,565SG&A % Sales 14.3% 9.5% 7.8% 19.5% 9.4% 3.4%Contrib. Margin % 31.9% 47.5% 27.3% 20.9% 29.2% 26.7%
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-20%
0%
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100%
Andrews Baldwin Chester Digby Erie Ferris
Percent of Sales Profit Other SGA Depr VarCostsAndrews
7%
Baldwin23%
Chester17%
Digby10%
Erie29%
Ferris14%
Market Share
BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
Stocks & Bonds CAPSTONE COURIER C67538 Round 4, 12/31/2018
STOCK MARKET SUMMARY
Company Close Change SharesMarket Cap
($M) Book Value EPS Dividend Yield P/EAndrews $13.74 ($9.98) 3,809,270 $52 $21.45 ($1.96) $0.00 0.0% (7.0)Baldwin $79.91 $21.96 3,217,540 $257 $46.32 $8.49 $0.00 0.0% 9.4Chester $17.04 $12.03 2,260,763 $39 $20.21 $1.38 $0.00 0.0% 12.3Digby $1.00 ($33.45) 2,399,966 $2 $22.79 ($7.32) $0.00 0.0% (0.1)Erie $37.76 $36.76 3,023,936 $114 $23.75 $4.75 $0.00 0.0% 8.0Ferris $60.61 $16.58 2,000,000 $121 $38.97 $6.14 $0.00 0.0% 9.9
BOND MARKET SUMMARYCompany Series# Face Yield Close S&PAndrews 14.6S2020 $20,850,000 14.5% $100.82 CCC 11.9S2025 $10,000,000 13.1% $90.59 CCC 13.7S2026 $33,170,000 14.0% $98.15 CCC Baldwin 14.6S2020 $20,850,000 14.3% $101.82 B 11.9S2025 $18,994,000 12.8% $93.03 B 12.2S2027 $29,882,000 13.1% $93.45 B 12.6S2028 $36,200,000 13.2% $95.21 B Chester 14.6S2020 $20,850,000 14.6% $100.16 CC 12.9S2027 $13,751,000 14.0% $92.23 CC Digby 14.6S2020 $20,850,000 14.7% $99.19 C 12.8S2028 $30,000,000 14.5% $88.50 C Erie 14.6S2020 $20,850,000 14.8% $98.71 C 11.9S2025 $18,994,000 13.9% $85.61 C 12.9S2026 $25,146,000 14.5% $88.93 C 14.3S2027 $20,042,000 15.1% $94.83 C 15.1S2028 $12,000,000 15.3% $98.52 C Ferris 14.6S2020 $20,850,000 14.2% $103.01 BBB 11.9S2025 $10,000,000 12.4% $96.00 BBB
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2014 2015 2016 2017 2018 2019 2020 2021 2022
Closing Stock Price
Andrews
Baldwin
Chester
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Erie
Ferris
BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
Financial Analysis CAPSTONE COURIER C67538 Round 4, 12/31/2018
Cash Flow Statement Survey Andrews Baldwin Chester Digby Erie FerrisCash flows from operating activitiesNet Income (Loss) ($7,461) $27,311 $3,131 ($17,579) $14,357 $12,272Adjustment for non-cash items Depreciation $8,067 $15,800 $5,640 $9,773 $14,081 $7,480 Extraordinary gains/losses/writeoffs $0 $0 $5,122 $0 $2,717 $0Changes in current assets and liabilities Accounts payable ($1,379) ($1,019) $398 ($4,395) $8,215 ($578) Inventory ($23,649) $10,262 $8,213 ($25,706) $31,637 $536 Accounts receivable $2,391 ($3,178) ($3,096) ($3,249) ($2,190) $256Net cash from operations ($22,030) $49,177 $19,407 ($41,156) $68,817 $19,966
Cash flows from investing activities Plant improvements (net) $0 ($37,100) $22,825 ($24,800) ($23,608) $0
Cash flows from financing activities Dividends paid $0 $0 $0 $0 $0 $0 Sales of common stock $15,000 $0 $0 $13,780 $0 $0 Purchase of common stock $0 $0 ($596) $0 $0 $0 Cash from long term debt issued $0 $36,200 $0 $30,000 $12,000 $0 Early retirement of long term debt $0 $0 $0 $0 $0 $0 Retirement of current debt $0 $0 ($15,554) $0 ($39,919) $0
Cash from current debt borrowing $0 $0 $0 $10,000 $15,000 $0Cash from emergency loan $0 $0 $0 $11,330 $0 $0
Net cash from financing activities $15,000 $36,200 ($16,150) $65,110 ($12,919) $0
Net change in cash position ($7,030) $48,277 $26,082 ($846) $32,291 $19,966
Balance Sheet Survey Andrews Baldwin Chester Digby Erie FerrisCash $70,562 $105,626 $44,238 $0 $32,291 $54,433Accounts Receivable $5,554 $18,184 $14,086 $8,199 $23,676 $11,491Inventory $35,955 $37 $6,559 $60,760 $27,619 $2,381Total Current Assets $112,071 $123,847 $64,882 $68,959 $83,585 $68,306
Plant and equipment $121,000 $237,000 $84,600 $153,200 $211,210 $112,200Accumulated Depreciation ($62,693) ($83,293) ($45,720) ($73,387) ($69,282) ($49,467)Total Fixed Assets $58,307 $153,707 $38,880 $79,813 $141,928 $62,733
Total Assets $170,377 $277,554 $103,762 $148,772 $225,514 $131,039
Accounts Payable $10,745 $8,704 $9,574 $7,997 $27,769 $8,353Current Debt $13,900 $13,900 $13,900 $35,230 $28,900 $13,900Long Term Debt $64,020 $105,926 $34,601 $50,850 $97,032 $30,850Total Liabilities $88,665 $128,530 $58,075 $94,077 $153,701 $53,103
Common Stock $64,064 $66,222 $25,009 $32,140 $39,621 $18,360Retained Earnings $17,648 $82,801 $20,678 $22,555 $32,191 $59,576Total Equity $81,712 $149,023 $45,687 $54,695 $71,812 $77,936
Total Liabilities & Owner's Equity $170,377 $277,554 $103,762 $148,772 $225,514 $131,039
Income Statement Survey Andrews Baldwin Chester Digby Erie FerrisSales $67,570 $221,233 $171,374 $99,754 $288,059 $139,811Variable Costs (Labor, Material, Carry) $46,030 $116,166 $124,592 $78,880 $203,882 $102,451Depreciation $8,067 $15,800 $5,640 $9,773 $14,081 $7,480SG&A (R&D, Promo, Sales, Admin) $9,685 $21,015 $13,443 $19,441 $27,055 $4,796Other (Fees, Write Offs, TQM, Bonus) $4,750 $10,310 $16,131 $7,189 $3,317 $0EBIT ($962) $57,942 $11,567 ($15,529) $39,724 $25,084Interest (Short term, Long term) $10,516 $15,068 $6,653 $11,516 $17,186 $5,819Taxes ($4,017) $15,006 $1,720 ($9,466) $7,889 $6,743Profit Sharing $0 $557 $64 $0 $293 $250Net Profit ($7,461) $27,311 $3,131 ($17,579) $14,357 $12,272
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BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
Production Analysis CAPSTONE COURIER C67538 Round 4, 12/31/2018
Production Information
NamePrimary
SegmentUnits Sold
Units in Inventory
Revision Date
Age Dec.31
MTBFPfmn Coord
Size Coord
PriceMaterial
CostLabor Cost
Contr Marg.
2nd Shift & Over
time
Auto- mation
Next Round
Capacity Next
Round
Plant Utiliz.
Able Trad 116 455 20-Feb-16 7.1 14000 6.4 14.7 $28.50 $6.99 $6.45 28% 0% 6.0 1,300 27%Acre Low 857 16 22-Jan-16 5.9 12500 3.4 18.5 $18.00 $4.02 $3.87 55% 0% 8.0 1,400 62%Adam High 672 0 15-Nov-15 4.4 23000 10.0 11.1 $39.00 $12.40 $9.96 40% 28% 4.0 450 112%Aft Pfmn 598 555 16-Oct-15 4.9 27000 11.5 15.2 $33.00 $13.00 $12.61 12% 88% 3.0 600 164%Agape Size 86 655 9-Jun-15 5.1 19000 5.4 10.5 $33.50 $10.15 $12.55 -31% 84% 3.0 450 161% Baker Trad 3,016 0 20-Sep-18 1.8 17000 8.0 13.1 $27.50 $8.73 $2.59 59% 72% 10.0 1,800 166%Bead Low 2,918 0 13-Feb-17 5.9 17000 5.0 16.5 $17.50 $6.33 $3.97 40% 89% 9.0 1,800 182%Bid High 936 0 26-Aug-18 1.3 22000 12.5 8.6 $38.00 $13.50 $5.41 47% 0% 6.0 700 78%Bold Pfmn 693 0 10-Jul-18 1.8 27000 13.3 14.1 $31.00 $13.57 $7.26 33% 33% 5.0 500 128%Buddy Size 876 0 23-Jul-18 1.7 19500 7.0 7.8 $32.00 $11.52 $7.88 40% 82% 6.0 500 175%Bhigh High 3 0 21-Dec-18 0.0 20000 14.8 6.5 $38.50 $14.61 $12.87 29% 56% 4.0 400 2%Bperfo Pfmn 17 0 10-Nov-18 0.1 27000 15.0 12.0 $33.50 $14.87 $8.82 29% 0% 5.0 400 7%Bsize Size 44 2 23-Sep-18 0.3 18000 9.0 6.0 $33.50 $12.42 $8.03 38% 0% 5.0 400 15% Cake Low 1,906 0 9-Jan-18 7.1 14000 6.4 14.7 $21.00 $6.62 $9.83 21% 100% 4.0 1,000 191%Cedar Low 2,478 0 25-May-10 8.6 14000 3.9 17.2 $19.50 $4.76 $8.43 31% 100% 5.0 1,300 191%Cid Trad 1,909 0 16-Mar-18 2.3 14000 9.0 12.0 $28.50 $8.59 $11.24 29% 100% 3.0 1,000 191%Cure Size 737 175 20-Mar-18 2.6 21000 6.1 8.8 $33.00 $11.12 $11.24 30% 100% 3.0 300 191%Core High 50 0 18-Jan-18 1.1 27000 15.0 7.0 $38.00 $0.00 $0.00 24% 0% 3.0 100 0%Chase Pfmn 73 26 27-Jan-18 1.4 27000 16.0 13.0 $33.00 $0.00 $0.00 12% 0% 3.0 100 0%Cut 0 73 3-May-18 1.0 19000 9.0 4.5 $33.00 $0.00 $0.00 0% 0% 3.0 100 0% Daze Low 720 1,526 7-Jan-18 5.1 17000 6.4 16.4 $23.00 $7.61 $9.02 4% 0% 5.0 1,800 77%Dell Low 2,527 246 7-Feb-18 8.6 17000 3.9 17.2 $19.00 $6.15 $6.29 33% 87% 7.0 1,700 185%Dixie High 324 737 16-Aug-18 2.5 19000 8.7 12.4 $33.00 $10.70 $10.31 9% 0% 3.5 900 66%Dot Trad 692 0 20-Oct-18 3.3 21000 10.3 14.4 $28.50 $11.35 $10.31 20% 0% 3.5 600 99%Dune Size 167 624 28-Oct-18 3.4 19000 5.6 9.8 $28.50 $11.03 $10.31 -8% 0% 3.5 600 99%Dance 0 0 3-Dec-19 0.0 0 0.0 0.0 $0.00 $0.00 $0.00 0% 0% 4.0 300 0% Eat Trad 2,429 0 15-Dec-18 1.7 19000 8.8 12.3 $25.25 $10.27 $5.90 38% 100% 8.0 1,400 174%Ebb Low 1,722 1,041 31-Jul-18 3.2 17000 5.1 16.0 $19.25 $6.80 $5.77 29% 78% 8.0 1,400 155%Echo High 1,098 0 22-Feb-18 2.1 25000 12.1 9.0 $37.25 $14.57 $10.33 33% 100% 7.0 600 174%Edge Pfmn 995 46 16-Dec-18 1.3 27000 14.4 13.3 $31.25 $14.84 $10.33 21% 100% 7.0 600 174%Egg Size 1,041 0 16-Dec-18 1.3 21000 7.8 6.7 $32.25 $13.13 $10.33 30% 100% 7.0 600 174%Eco High 1,198 282 20-Dec-18 1.1 22000 9.7 11.3 $32.75 $11.87 $7.38 36% 100% 7.0 765 174%Ea Pfmn 776 159 26-Dec-18 1.0 23000 13.3 14.8 $28.75 $12.83 $8.36 12% 0% 4.0 400 11%Ez Size 890 144 26-Dec-18 0.9 20000 6.1 7.5 $29.75 $12.09 $8.36 16% 0% 4.0 400 11% Fast Trad 1,463 0 19-Jul-17 2.7 16000 7.2 14.0 $26.00 $8.54 $10.34 26% 84% 4.0 800 176%Feat Low 1,498 50 29-Jan-15 8.6 12000 3.9 17.2 $16.80 $4.67 $9.19 16% 17% 4.0 1,400 111%Fist High 563 0 8-Sep-17 2.3 21500 11.6 9.5 $38.50 $13.86 $11.26 34% 48% 3.0 400 141%Foam Pfmn 282 0 31-Aug-17 3.0 27000 11.5 14.8 $32.50 $13.71 $11.10 23% 0% 2.0 300 94%Fume Size 202 80 29-Aug-17 2.5 16000 6.1 8.8 $33.30 $10.80 $9.87 34% 0% 3.0 300 94%FTr Trad 422 0 8-Mar-17 1.8 15000 7.0 14.0 $23.00 $8.16 $8.64 26% 0% 4.0 700 60%FHi High 375 0 29-Jul-17 1.4 23000 11.7 9.4 $39.00 $14.39 $9.87 37% 0% 3.0 600 63%FPf Pfmn 445 0 8-Jul-17 1.5 27000 12.2 14.6 $33.00 $14.13 $9.87 25% 0% 3.0 400 94%
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0 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000
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Capacity vs. Production Capac Prod
BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
Market Segment Analysis CAPSTONE COURIER C67538 Round 4, 12/31/2018
Traditional Statistics Accessibility
Total Industry Unit Demand 10,683Actual Industry Unit Sales 10,683Segment % of Total Industry 28.3%Growth Rate Next Year 10.9%
Customer Buying CriteriaExpectations Importance
1. Age Ideal Age = 2.0 47%2. Price $18.00 - 28.00 23%3. Ideal Position Pfmn 8.7 Size 12.4 21%4. Reliability MTBF 14000-19000 9%
Top Products In Segment
NameMarket Share
Units Sold to Seg
Revision Date
Stock Out
Pfmn Coord
Size Coord
List Price MTBFAge
Dec.31Promo Budget
Sales Budget
Customer Awareness
December Customer
SurveyBaker 28% 3,006 20-Sep-18 YES 8.0 13.1 $27.50 17000 1.8 $1,500 $1,200 97% 38Eat 22% 2,395 15-Dec-18 YES 8.8 12.3 $25.25 19000 1.7 $1,000 $1,000 58% 40Cid 18% 1,895 16-Mar-18 YES 9.0 12.0 $28.50 14000 2.3 $1,000 $1,000 59% 27Fast 13% 1,429 19-Jul-17 YES 7.2 14.0 $26.00 16000 2.7 $100 $100 22% 9Dot 4% 477 20-Oct-18 YES 10.3 14.4 $28.50 21000 3.3 $1,000 $1,500 48% 5Cake 4% 467 9-Jan-18 YES 6.4 14.7 $21.00 14000 7.1 $2,000 $2,000 73% 2Eco 4% 442 20-Dec-18 9.7 11.3 $32.75 22000 1.1 $1,000 $1,000 54% 1FTr 4% 400 8-Mar-17 YES 7.0 14.0 $23.00 15000 1.8 $100 $100 17% 14Able 1% 116 20-Feb-16 6.4 14.7 $28.50 14000 7.1 $400 $0 42% 0Dune 0% 32 28-Oct-18 5.6 9.8 $28.50 19000 3.4 $1,000 $1,500 48% 0Daze 0% 13 7-Jan-18 6.4 16.4 $23.00 17000 5.1 $1,000 $2,000 65% 0Foam 0% 11 31-Aug-17 YES 11.5 14.8 $32.50 27000 3.0 $50 $50 10% 0
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Andrews Baldwin Chester Digby Erie Ferris
Market Share Actual Vs. PotentialActual
Potential
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e
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BakerEatCid
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Eco
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Dune
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Foam
BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
Market Segment Analysis CAPSTONE COURIER C67538 Round 4, 12/31/2018
Low End Statistics Accessibility
Total Industry Unit Demand 14,247Actual Industry Unit Sales 14,247Segment % of Total Industry 37.7%Growth Rate Next Year 11.4%
Customer Buying CriteriaExpectations Importance
1. Price $13.00 - 23.00 53%2. Age Ideal Age = 7.0 24%3. Ideal Position Pfmn 4.6 Size 16.5 16%4. Reliability MTBF 12000-17000 7%
Top Products In Segment
NameMarket Share
Units Sold to Seg
Revision Date
Stock Out
Pfmn Coord
Size Coord
List Price MTBFAge
Dec.31Promo Budget
Sales Budget
Customer Awareness
December Customer
SurveyBead 20% 2,918 13-Feb-17 YES 5.0 16.5 $17.50 17000 5.9 $1,300 $800 78% 33Dell 18% 2,527 7-Feb-18 3.9 17.2 $19.00 17000 8.6 $1,000 $2,000 41% 21Cedar 17% 2,478 25-May-10 YES 3.9 17.2 $19.50 14000 8.6 $1,000 $1,000 72% 23Ebb 12% 1,722 31-Jul-18 5.1 16.0 $19.25 17000 3.2 $1,000 $1,000 45% 13Feat 11% 1,498 29-Jan-15 3.9 17.2 $16.80 12000 8.6 $20 $20 12% 12Cake 10% 1,439 9-Jan-18 YES 6.4 14.7 $21.00 14000 7.1 $2,000 $2,000 73% 15Acre 6% 857 22-Jan-16 3.4 18.5 $18.00 12500 5.9 $1,000 $1,000 69% 6Daze 5% 707 7-Jan-18 6.4 16.4 $23.00 17000 5.1 $1,000 $2,000 65% 8Fast 0% 34 19-Jul-17 YES 7.2 14.0 $26.00 16000 2.7 $100 $100 22% 1Eat 0% 34 15-Dec-18 YES 8.8 12.3 $25.25 19000 1.7 $1,000 $1,000 58% 0FTr 0% 23 8-Mar-17 YES 7.0 14.0 $23.00 15000 1.8 $100 $100 17% 1Baker 0% 10 20-Sep-18 YES 8.0 13.1 $27.50 17000 1.8 $1,500 $1,200 97% 0
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0% 20% 40% 60% 80% 100%
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Baldwin
Chester
Digby
Erie
Ferris
0%
5%
10%
15%
20%
25%
30%
35%
Andrews Baldwin Chester Digby Erie Ferris
Market Share Actual Vs. PotentialActual
Potential
20
18
16
14
12
10
8
6
4
2
02 4 6 8 10 12 14 16 18 20
Siz
e
Performance
BeadDellCedar
Ebb
Feat
Cake
Acre
Daze
Fast
Eat
FTrBaker
BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
Market Segment Analysis CAPSTONE COURIER C67538 Round 4, 12/31/2018
High End Statistics Accessibility
Total Industry Unit Demand 4,792Actual Industry Unit Sales 4,792Segment % of Total Industry 12.7%Growth Rate Next Year 17.3%
Customer Buying CriteriaExpectations Importance
1. Ideal Position Pfmn 13.4 Size 7.7 43%2. Age Ideal Age = 0.0 29%3. Reliability MTBF 20000-25000 19%4. Price $28.00 - 38.00 9%
Top Products In Segment
NameMarket Share
Units Sold to Seg
Revision Date
Stock Out
Pfmn Coord
Size Coord
List Price MTBFAge
Dec.31Promo Budget
Sales Budget
Customer Awareness
December Customer
SurveyEcho 23% 1,097 22-Feb-18 YES 12.1 9.0 $37.25 25000 2.1 $1,000 $1,000 64% 19Bid 20% 936 26-Aug-18 YES 12.5 8.6 $38.00 22000 1.3 $1,500 $800 69% 20Eco 16% 756 20-Dec-18 9.7 11.3 $32.75 22000 1.1 $1,000 $1,000 54% 5Adam 14% 672 15-Nov-15 YES 10.0 11.1 $39.00 23000 4.4 $1,000 $500 78% 1Fist 12% 563 8-Sep-17 YES 11.6 9.5 $38.50 21500 2.3 $300 $300 25% 3FHi 8% 375 29-Jul-17 YES 11.7 9.4 $39.00 23000 1.4 $200 $300 19% 6Dixie 7% 324 16-Aug-18 8.7 12.4 $33.00 19000 2.5 $1,000 $1,500 53% 0Core 1% 50 18-Jan-18 YES 15.0 7.0 $38.00 27000 1.1 $0 $0 18% 4Cid 0% 14 16-Mar-18 YES 9.0 12.0 $28.50 14000 2.3 $1,000 $1,000 59% 0Bhigh 0% 3 21-Dec-18 YES 14.8 6.5 $38.50 20000 0.0 $500 $50 32% 1
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Market Share Actual Vs. PotentialActual
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BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
Market Segment Analysis CAPSTONE COURIER C67538 Round 4, 12/31/2018
Performance Statistics Accessibility
Total Industry Unit Demand 4,082Actual Industry Unit Sales 4,082Segment % of Total Industry 10.8%Growth Rate Next Year 21.1%
Customer Buying CriteriaExpectations Importance
1. Reliability MTBF 22000-27000 43%2. Ideal Position Pfmn 14.3 Size 13.4 29%3. Price $23.00 - 33.00 19%4. Age Ideal Age = 1.0 9%
Top Products In Segment
NameMarket Share
Units Sold to Seg
Revision Date
Stock Out
Pfmn Coord
Size Coord
List Price MTBFAge
Dec.31Promo Budget
Sales Budget
Customer Awareness
December Customer
SurveyEdge 24% 995 16-Dec-18 14.4 13.3 $31.25 27000 1.3 $800 $800 44% 37Ea 19% 776 26-Dec-18 13.3 14.8 $28.75 23000 1.0 $800 $800 46% 12Bold 17% 693 10-Jul-18 YES 13.3 14.1 $31.00 27000 1.8 $1,500 $800 54% 28Aft 15% 598 16-Oct-15 11.5 15.2 $33.00 27000 4.9 $1,500 $1,000 89% 16FPf 11% 445 8-Jul-17 YES 12.2 14.6 $33.00 27000 1.5 $100 $100 17% 13Foam 7% 271 31-Aug-17 YES 11.5 14.8 $32.50 27000 3.0 $50 $50 10% 9Dot 5% 215 20-Oct-18 YES 10.3 14.4 $28.50 21000 3.3 $1,000 $1,500 48% 1Chase 2% 73 27-Jan-18 16.0 13.0 $33.00 27000 1.4 $0 $0 17% 7Bperfo 0% 17 10-Nov-18 YES 15.0 12.0 $33.50 27000 0.1 $500 $50 32% 9
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Andrews Baldwin Chester Digby Erie Ferris
Market Share Actual Vs. PotentialActual
Potential
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Edge
EaBold
AftFPfFoamDot
ChaseBperfo
Echo
BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
Market Segment Analysis CAPSTONE COURIER C67538 Round 4, 12/31/2018
Size Statistics Accessibility
Total Industry Unit Demand 4,011Actual Industry Unit Sales 4,011Segment % of Total Industry 10.6%Growth Rate Next Year 18.7%
Customer Buying CriteriaExpectations Importance
1. Ideal Position Pfmn 7.7 Size 6.8 43%2. Age Ideal Age = 1.5 29%3. Reliability MTBF 16000-21000 19%4. Price $23.00 - 33.00 9%
Top Products In Segment
NameMarket Share
Units Sold to Seg
Revision Date
Stock Out
Pfmn Coord
Size Coord
List Price MTBFAge
Dec.31Promo Budget
Sales Budget
Customer Awareness
December Customer
SurveyEgg 26% 1,041 16-Dec-18 YES 7.8 6.7 $32.25 21000 1.3 $800 $800 44% 43Ez 22% 890 26-Dec-18 6.1 7.5 $29.75 20000 1.0 $800 $800 46% 17Buddy 22% 876 23-Jul-18 YES 7.0 7.8 $32.00 19500 1.7 $1,500 $800 66% 23Cure 18% 737 20-Mar-18 6.1 8.8 $33.00 21000 2.6 $1,000 $1,000 67% 11Fume 5% 202 29-Aug-17 6.1 8.8 $33.30 16000 2.5 $100 $100 11% 2Dune 3% 135 28-Oct-18 5.6 9.8 $28.50 19000 3.4 $1,000 $1,500 48% 4Agape 2% 86 9-Jun-15 5.4 10.5 $33.50 19000 5.1 $0 $1,000 29% 1Bsize 1% 44 23-Sep-18 9.0 6.0 $33.50 18000 0.3 $500 $50 32% 4
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0% 20% 40% 60% 80% 100%
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Baldwin
Chester
Digby
Erie
Ferris
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Andrews Baldwin Chester Digby Erie Ferris
Market Share Actual Vs. PotentialActual
Potential
20
18
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14
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02 4 6 8 10 12 14 16 18 20
Siz
e
Performance
EggEzBuddy
CureFumeDune
Agape
Bsize
BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
Market Share Report CAPSTONE COURIER C67538 Round 4, 12/31/2018
Actual Market Share in Units Potential Market Share in Units Trad Low High Pfmn Size Total Trad Low High Pfmn Size TotalIndustry Unit Sales 10,683 14,247 4,792 4,082 4,011 37,815 Units Demanded 10,683 14,247 4,792 4,082 4,011 $37,815% of Market 28.3% 37.7% 12.7% 10.8% 10.6% 100.0% % of Market 28.3% 37.7% 12.7% 10.8% 10.6% 100.0%
Able 1.1% 0.0% 0.0% 0.0% 0.0% 0.3% Able 0.4% 0.0% 0.0% 0.0% 0.0% 0.1%Acre 0.0% 6.0% 0.0% 0.0% 0.0% 2.3% Acre 0.0% 6.1% 0.0% 0.0% 0.0% 2.3%Adam 0.0% 0.0% 14.0% 0.0% 0.0% 1.8% Adam 0.0% 0.0% 3.2% 0.0% 0.0% 0.4%Aft 0.0% 0.0% 0.0% 14.7% 0.0% 1.6% Aft 0.0% 0.0% 0.0% 13.5% 0.0% 1.5%Agape 0.0% 0.0% 0.0% 0.0% 2.2% 0.2% Agape 0.0% 0.0% 0.0% 0.0% 1.8% 0.2%Total 1.1% 6.0% 14.0% 14.7% 2.2% 6.2% Total 0.4% 6.1% 3.2% 13.5% 1.8% 4.5% Baker 28.1% 0.1% 0.0% 0.0% 0.0% 8.0% Baker 25.5% 0.1% 0.0% 0.0% 0.0% 7.2%Bead 0.0% 20.5% 0.0% 0.0% 0.0% 7.7% Bead 0.0% 21.2% 0.0% 0.0% 0.0% 8.0%Bid 0.0% 0.0% 19.5% 0.0% 0.0% 2.5% Bid 0.0% 0.0% 24.8% 0.0% 0.0% 3.1%Bold 0.0% 0.0% 0.0% 17.0% 0.0% 1.8% Bold 0.0% 0.0% 0.0% 20.1% 0.0% 2.2%Buddy 0.0% 0.0% 0.0% 0.0% 21.9% 2.3% Buddy 0.0% 0.0% 0.0% 0.0% 22.9% 2.4%Bhigh 0.0% 0.0% 0.1% 0.0% 0.0% 0.0% Bhigh 0.0% 0.0% 0.2% 0.0% 0.0% 0.0%Bperfo 0.0% 0.0% 0.0% 0.4% 0.0% 0.0% Bperfo 0.0% 0.0% 0.0% 1.1% 0.0% 0.1%Bsize 0.0% 0.0% 0.0% 0.0% 1.1% 0.1% Bsize 0.0% 0.0% 0.0% 0.0% 0.9% 0.1%Total 28.1% 20.6% 19.6% 17.4% 22.9% 22.5% Total 25.5% 21.2% 25.0% 21.2% 23.8% 23.2% Cake 4.4% 10.1% 0.0% 0.0% 0.0% 5.0% Cake 3.7% 10.4% 0.0% 0.0% 0.0% 4.9%Cedar 0.0% 17.4% 0.0% 0.0% 0.0% 6.6% Cedar 0.0% 18.6% 0.0% 0.0% 0.0% 7.0%Cid 17.7% 0.0% 0.3% 0.0% 0.0% 5.1% Cid 21.3% 0.0% 0.2% 0.0% 0.0% 6.0%Cure 0.0% 0.0% 0.0% 0.0% 18.4% 2.0% Cure 0.0% 0.0% 0.0% 0.0% 16.6% 1.8%Core 0.0% 0.0% 1.0% 0.0% 0.0% 0.1% Core 0.0% 0.0% 1.1% 0.0% 0.0% 0.1%Chase 0.0% 0.0% 0.0% 1.8% 0.0% 0.2% Chase 0.0% 0.0% 0.0% 1.5% 0.0% 0.2%Total 22.1% 27.5% 1.3% 1.8% 18.4% 18.9% Total 25.0% 28.9% 1.3% 1.5% 16.6% 20.0% Daze 0.1% 5.0% 0.0% 0.0% 0.0% 1.9% Daze 0.1% 4.6% 0.0% 0.0% 0.0% 1.8%Dell 0.0% 17.7% 0.0% 0.0% 0.0% 6.7% Dell 0.0% 16.8% 0.0% 0.0% 0.0% 6.3%Dixie 0.0% 0.0% 6.8% 0.0% 0.0% 0.9% Dixie 0.0% 0.0% 2.1% 0.0% 0.0% 0.3%Dot 4.5% 0.0% 0.0% 5.3% 0.0% 1.8% Dot 1.4% 0.0% 0.0% 5.1% 0.0% 1.0%Dune 0.3% 0.0% 0.0% 0.0% 3.4% 0.4% Dune 0.2% 0.0% 0.0% 0.0% 2.8% 0.3%Total 4.9% 22.7% 6.8% 5.3% 3.4% 11.7% Total 1.7% 21.4% 2.1% 5.1% 2.8% 9.7% Eat 22.4% 0.2% 0.0% 0.0% 0.0% 6.4% Eat 23.0% 0.2% 0.0% 0.0% 0.0% 6.6%Ebb 0.0% 12.1% 0.0% 0.0% 0.0% 4.6% Ebb 0.0% 11.5% 0.0% 0.0% 0.0% 4.3%Echo 0.0% 0.0% 22.9% 0.0% 0.0% 2.9% Echo 0.0% 0.0% 40.5% 0.0% 0.0% 5.1%Edge 0.0% 0.0% 0.0% 24.4% 0.0% 2.6% Edge 0.0% 0.0% 0.0% 22.3% 0.0% 2.4%Egg 0.0% 0.0% 0.0% 0.0% 26.0% 2.8% Egg 0.0% 0.0% 0.0% 0.0% 31.1% 3.3%Eco 4.1% 0.0% 15.8% 0.0% 0.0% 3.2% Eco 1.4% 0.0% 2.0% 0.0% 0.0% 0.6%Ea 0.0% 0.0% 0.0% 19.0% 0.0% 2.1% Ea 0.0% 0.0% 0.0% 17.8% 0.0% 1.9%Ez 0.0% 0.0% 0.0% 0.0% 22.2% 2.4% Ez 0.0% 0.0% 0.0% 0.0% 19.1% 2.0%Total 26.6% 12.3% 38.7% 43.4% 48.1% 26.8% Total 24.4% 11.7% 42.5% 40.1% 50.2% 26.3% Fast 13.4% 0.2% 0.0% 0.0% 0.0% 3.9% Fast 12.4% 0.3% 0.0% 0.0% 0.0% 3.6%Feat 0.0% 10.5% 0.0% 0.0% 0.0% 4.0% Feat 0.0% 9.9% 0.0% 0.0% 0.0% 3.7%Fist 0.0% 0.0% 11.8% 0.0% 0.0% 1.5% Fist 0.0% 0.0% 10.0% 0.0% 0.0% 1.3%Foam 0.1% 0.0% 0.0% 6.6% 0.0% 0.7% Foam 0.1% 0.0% 0.0% 7.7% 0.0% 0.9%Fume 0.0% 0.0% 0.0% 0.0% 5.0% 0.5% Fume 0.0% 0.0% 0.0% 0.0% 4.8% 0.5%FTr 3.7% 0.2% 0.0% 0.0% 0.0% 1.1% FTr 10.5% 0.5% 0.0% 0.0% 0.0% 3.1%FHi 0.0% 0.0% 7.8% 0.0% 0.0% 1.0% FHi 0.0% 0.0% 15.9% 0.0% 0.0% 2.0%FPf 0.0% 0.0% 0.0% 10.9% 0.0% 1.2% FPf 0.0% 0.0% 0.0% 11.0% 0.0% 1.2%Total 17.2% 10.9% 19.6% 17.5% 5.0% 13.9% Total 23.0% 10.7% 25.9% 18.7% 4.8% 16.3%
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0
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Trad Low High Pfmn Size
Industry Unit Sales vs. Demand Unit Sales Unit Demand
0%
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Andrews Baldwin Chester Digby Erie Ferris
Market Segment Shares Trad Low High Pfmn Size
BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
Perceptual Map CAPSTONE COURIER C67538 Round 4, 12/31/2018
Andrews Baldwin ChesterName Pfmn Size Revised Name Pfmn Size Revised Name Pfmn Size RevisedAble 6.4 14.7 20-Feb-16 Baker 8.0 13.1 20-Sep-18 Cake 6.4 14.7 9-Jan-18Acre 3.4 18.5 22-Jan-16 Bead 5.0 16.5 13-Feb-17 Cedar 3.9 17.2 25-May-10Adam 10.0 11.1 15-Nov-15 Bid 12.5 8.6 26-Aug-18 Cid 9.0 12.0 16-Mar-18Aft 11.5 15.2 16-Oct-15 Bold 13.3 14.1 10-Jul-18 Agape 5.4 10.5 9-Jun-15 Buddy 7.0 7.8 23-Jul-18 Cure 6.1 8.8 20-Mar-18AT 12.5 8.2 20-Sep-18 Bhigh 14.8 6.5 21-Dec-18 Core 15.0 7.0 18-Jan-18 Bperfo 15.0 12.0 10-Nov-18 Chase 16.0 13.0 27-Jan-18 Bsize 9.0 6.0 23-Sep-18 Cut 9.0 4.5 3-May-18
Digby Erie FerrisName Pfmn Size Revised Name Pfmn Size Revised Name Pfmn Size RevisedDaze 6.4 16.4 7-Jan-18 Eat 8.8 12.3 15-Dec-18 Fast 7.2 14.0 19-Jul-17Dell 3.9 17.2 7-Feb-18 Ebb 5.1 16.0 31-Jul-18 Feat 3.9 17.2 29-Jan-15Dixie 8.7 12.4 16-Aug-18 Echo 12.1 9.0 22-Feb-18 Fist 11.6 9.5 8-Sep-17Dot 10.3 14.4 20-Oct-18 Edge 14.4 13.3 16-Dec-18 Foam 11.5 14.8 31-Aug-17Dune 5.6 9.8 28-Oct-18 Egg 7.8 6.7 16-Dec-18 Fume 6.1 8.8 29-Aug-17 Eco 9.7 11.3 20-Dec-18 FTr 7.0 14.0 8-Mar-17 Ea 13.3 14.8 26-Dec-18 FHi 11.7 9.4 29-Jul-17 Ez 6.1 7.5 26-Dec-18 FPf 12.2 14.6 8-Jul-17
Page 11
20
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02 4 6 8 10 12 14 16 18 20
Siz
e
Performance
Able
Acre
Adam
Aft
Agape
AT
Baker
Bead
Bid
Bold
Buddy
Bhigh
Bperfo
Bsize
Cake
Cedar
Cid
Cure
Core
Chase
Cut
Daze
Dell
Dixie
Dot
Dune
Eat
Ebb
Echo
Edge
Egg
Eco
Ea
Ez
Fast
Feat
Fist
Foam
Fume
FTr
FHi
FPf
BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
HR/TQM Report CAPSTONE COURIER C67538 Round 4, 12/31/2018
HUMAN RESOURCES SUMMARYAndrews Baldwin Chester Digby Erie Ferris
Needed Complement 572 585 1,106 866 1,173 954
Complement 572 585 1,106 867 1,174 982
1st Shift Complement 384 369 553 740 608 792
2nd Shift Complement 188 216 553 127 566 190
Overtime% 0.1% 0.0% 0.0% 0.0% 0.0% 0.0%
Turnover Rate 8.7% 7.9% 8.2% 8.6% 8.1% 8.5%
New Employees 50 46 217 194 96 84
Separated Employees 20 198 0 0 486 0
Recruiting Spend $800 $0 $0 $5,000 $5,000 $1,460
Training Hours 80 70 80 40 80 80
Productivity Index 1.00 1.11 1.02 1.02 1.14 1.08
Recruiting Cost $89 $46 $217 $1,161 $574 $206
Separation Cost $100 $990 $0 $0 $2,430 $0
Training Cost $915 $819 $1,770 $694 $1,878 $1,571
Total HR Admin Costs $1,104 $1,855 $1,987 $1,855 $4,882 $1,777
Labor Contract Next YearWages $26.73 $27.37 $27.20 $28.00 $27.59 $26.73
Benefits $2,775 $2,775 $2,748 $2,800 $2,700 $2,775
Profit Sharing 2.1% 2.1% 2.2% 2.1% 2.1% 2.1%
Wage Escalator 5.3% 5.3% 5.3% 5.5% 4.4% 5.3%
Starting Negotiation PositionWages $23.15 $24.31 $24.00 $28.00 $24.70 $23.15
Benefits $2,500 $2,500 $2,450 $2,800 $2,600 $2,500
Profit Sharing 2.0% 2.0% 2.1% 2.0% 2.0% 2.0%
Wage Escalator 5.0% 5.0% 5.0% 5.5% 3.0% 5.0%
Ceiling Negotiation PositionWages $25.46 $26.74 $26.40 $30.80 $27.17 $25.46
Benefits $2,750 $2,750 $2,695 $3,080 $2,860 $2,750
Profit Sharing 2.2% 2.2% 2.3% 2.2% 2.2% 2.2%
Wage Escalator 5.5% 5.5% 5.5% 6.1% 3.3% 5.5%
Adjusted Labor DemandsWages $28.00 $28.00 $28.00 $28.00 $28.00 $28.00
Benefits $2,800 $2,800 $2,800 $2,800 $2,800 $2,800
Profit Sharing 2.2% 2.2% 2.2% 2.2% 2.2% 2.2%
Wage Escalator 5.5% 5.5% 5.5% 5.5% 5.5% 5.5%
Strike Days 19 10 14 0 21 19
TQM SUMMARYProcess Management Budgets Last Year ($M)
Andrews Baldwin Chester Digby Erie Ferris
CPI Systems $500 $0 $1,000 $0 $0 $0
Vendor/JIT $0 $1,000 $1,000 $1,000 $0 $0
Quality Initiative Training $0 $0 $1,000 $0 $0 $0
Channel Support Systems $0 $1,500 $1,000 $0 $0 $0
Concurrent Engineering $0 $1,000 $1,000 $1,000 $0 $0
UNEP Green $0 $1,500 $1,000 $1,000 $0 $0
TQM Budgets Last Year ($M)Benchmarking $0 $1,500 $2,000 $0 $0 $0
Quality Function Deployment Effort $1,000 $0 $1,000 $1,000 $0 $0
CCE/6 Sigma Training $2,500 $1,000 $1,000 $1,000 $0 $0
GEMI Sustainability $0 $1,000 $1,000 $0 $0 $0
Total Expenditures ($000) $4,000 $8,500 $11,000 $5,000 $0 $0
Cumulative ImpactsMaterial Cost Reduction 4.65% 8.60% 9.73% 0.34% 5.03% 0.12%
Labor Cost Reduction 7.28% 9.29% 12.21% 0.14% 6.21% 4.04%
Reduction R&D Cycle Time 0.96% 36.72% 39.47% 12.58% 27.25% 16.00%
Reduction in Admin Costs 4.66% 52.50% 54.29% 1.59% 43.11% 0.00%
Demand increase 1.04% 6.03% 8.83% 0.69% 6.63% 0.00%
Page 12
BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai
Ethics Report CAPSTONE COURIER C67538 Round 4, 12/31/2018
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 FerrisTotalOther (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%
Page 13
ETHICS SUMMARY
BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai