Anual Report Analysis

In: Business and Management

Submitted By ggobooo1
Words 2379
Pages 10
FINANCIAL STATEMENT ANALYSIS PROJECT
BAT4M1

Grayden M. Garside.

Starbucks is the largest coffeehouse company in the world and originates from Seattle, Washington. The first Starbucks was opened in Seattle on March 30, 1971. The three founders met while they were students at the University of San Francisco: English teacher Jerry Baldwin, history teacher Zev Siegl, and writer Gordon Bowker. The founders were inspired by Alfred Peet, coffee roasting entrepreneur, to sell his high-quality coffee beans and equipment. Since the first Starbucks opening in 1971, 18,065 stores have followed. Starbucks is the premier roaster, marketer and retailer of specialty coffee in the world, operating in 60 countries. Starbucks is also a very profitable company; it has steadily made money each year since 2008 and has been increasing the amount of money made each year substantially. Last year, 2012, Starbucks had almost two billion dollars in profit, which is almost four times as much as what they made it 2008. This increase in income was caused by the massive growth of the company and all the new coffeehouses being opened in emerging markets such as China and Japan. On top of record high profits Starbucks also had record high profit margins, being 15%, so every one dollar in revenue they received they made fifteen cents off that dollar. Starbucks came out with a lot of new innovations such as Starbucks’ own coffee brewer for the home, the Verissimo. Also new varieties of drinks and food were introduced that provide the customer with more variety and choices, which generate more revenue.

Horizontal Analysis
Horizontal Analysis is used to evaluate a series of financial data by determining if an increase or decrease has taken place. Amount $ | Change % | 40.5 | 3.5 | (54.2) | (6.0) | 99.4 | 25.7 | 275.7 | 28.5 | 35 | 21.7 | 8.3 | 3.6 | 404.7 | 10.7…...

Similar Documents

Analysis of Research Report

...Analysis of Research Report Results Analysis of Research Report Results In a nation where over two-thirds of adults are overweight and over one-third are obese, many Americans turn to commercial diet and weight loss programs in an attempt to shed the extra pounds and incorporate a healthy lifestyle (National Institute of Diabetes and Kidney Diseases, 2011). According to Gardner, Kiazand, Alhassan, Kim, Stafford, Balise, Kraemer, and King, (2007) the health benefits of weight loss, have been well established. However, the debate regarding the effectiveness of low-fat, high-carbohydrate diets versus low-carbohydrate diets continues and very limited evidence is available to evaluate other diets (Gardner, et. al 2007). In a study published in JAMA in 2007, 4 weight loss diets ranging from low to high carbohydrate intake were compared for their effects on weight loss and metabolic variables (Gardner, et.al, 2007). The study was conducted for a period of twelve months and consisted of over 300 premenopausal women 40 years old on average who were either overweight or obese. The women were randomly assigned to one of the following diets, Atkins, Zone, LEARN, or Ornish and participants received instructions weekly for 2 months and then again at a 10-month follow-up. When analyzing data, statistical procedures are used to make inferences about the population being studied. In the A to Z weight loss study the following statistical procedures were used, analysis of......

Words: 934 - Pages: 4

Financial Analysis of a Company Report

...Table of Contents 1.0 Introduction 4 2.0 Methodology 4 3.0 Non-Financial Information 4 3.1 SWOT Analysis 5 3.2 Porter’s 5 forces model 5 3.2.1 Fig 1 Porter's five forces Model 6 3.3 Corporate Social Responsibility 7 4.0 Financial Information 7 4.1 Directors’ Report 9 4.2 Auditors’ Report 9 4.2.1 Understanding Unqualified and Qualified Phrases 10 4.3 Financial Notes 10 5.0 Balance Sheet 11 5.1 Assets 11 5.1.1 Cash and Cash Equivalent 11 5.1.2 Temporary Investments 12 5.1.3 Accounts Receivable 12 5.1.4 Inventory 12 5.1.5 Prepaid Expenses 13 5.1.6 Total Current Assets 13 5.1.7 Property, Plant and Equipment (PPE) 13 5.2 Liabilities 14 5.3 Stockholders’ Equity 14 6.0 Working Capital 14 6.1 Current Ratios 15 6.2 Financial Leverage 15 7.0 Income Statement 15 7.1 Profit Margins 16 8.0 Cash Flow Statement 17 8.1 Financial Ratio Analysis 18 8.1.1 Return on Capital Employed ROCE 18 8.1.2 Calculating ROCE 18 8.1.3 Return on Assets ROA & Return on Investments ROI 19 8.1.4 Calculating Return on Fixed Assets ROFA 19 9.0 Summary 20 References 24 1.0 Introduction. Abacus Accounts are seeking to outsource most of their Facilities Management operations to an external FM provider; these will include: maintenance, cleaning, catering, security and vehicle management. They are a large business which is seeking to identify a strategic partnership and will therefore, only be willing to deal with significant......

Words: 6167 - Pages: 25

Xerox Analysis Report

...Horizontal analysis is an approach used by potential investors who want to examine the trend in profitability of a specific company. Investors could look at items such as sales and see a rise or decline but most prefer to look deeper into the company, as horizontal analysis is “only a first indication of the financial position of the company” (Hann, P. 2011). Because of this, vertical analysis is often required as more evidence to back up these claims. Generally the first item looked at on the Horizontal Analysis is Revenues. For Xerox, going back three years, it appears as though they have an upward trend in sales right now. They jumped from 102.9% in 2011 to 103.5% in 2012. The rise in sales in both upward and steady. Next, an investor might be likely to look at the Horizontal data for Gross Profit for a firm. Here the investor will discover that the percentage in profit has dropped from 2011 to 2012. It was a large dip from 99.57% to 94.20% at last tally, in 2012. This means the company is experiencing a downward trend. To discover the reasons why, the investor might then want to take a look at the cost of sales for Xerox. The cost of sales in Xerox’s case is significantly higher than their actual sales, and this has been an upward trend as well, since the cost of sales for this company also appears to be steadily climbing. Cost of sales is an important piece of information for an investor to have. “Professional investors pay close attention to the cost of sales......

Words: 1252 - Pages: 6

Company Analysis and Report

...University of Ballarat Australia Accounting for Managers (BSMAN 3009) Company Analysis and Report Student Name : Xie Shanling Student ID : G1032489R Due Date : 29/09/2013 Submitted to : Mr. Yang Word counts : 2701 words (exclude references) Table of content 1. INTRODUCTION 3 1.1 Rule 7: Principal Actively 3 2. A brief introduction of DANG and YOUKU 3 2.1 Introduction of DANG 3 2.2 Introduction of YOUKU 3 3. SWOT ANALYSIS 4 3.1 SWOT analysis for DANG 4 3.2 SWOT analysis for YOUKU 4 4. RULE 1: FINANCIAL HEALTH 5 5. PROFITABILITY 5 5. 1 Rule 2: Management Assessment 5 5.1.1 Market Capitalization 5 5.1.1.1 Market Capitalization of DANG 5 5.1.1.2 Market Capitalization of YOUKU 6 5.1.2 Benchmark of Lincoln Indicators 6 5.1.3 Calculation of four ratios for DANG 6 5.1.3.1 ROA 6 5.1.3.2 ROE 6 5.1.3.3 EPS growth 6 5.1.3.4 Revenue Growth 7 5.1.4 Calculation of four ratios for YOUKU 7 5.1.4.1 ROA 7 5.1.4.2 ROE 7 5.1.4.3 EPS 7 Formular: EPS = net profits/total shares. 7 5.1.4.4 Revenue Growth 7 5.2 Rule 3: Outlook/Forecast 8 5.2.1 Forecast for DANG 8 5.2.2 Forecast for YOUKU 8 6. MARKET PERFORMANCE 8 6.1 Rule 4: Share Price Value 8 6.1.1 Estimated share price of DANG 8 6.1.2 Estimation share price of YOUKU 9 6.2 Rule 5: Share Price Sentiment 9 7. LIQUIDITY AND SIZE 10 7.1......

Words: 3531 - Pages: 15

Analysis of Annual Report

...Annual Report Analysis SK Md Saif Ali (Neil) 500335019 CMN 413 Analysis of Annual Report: McDonalds Here is an annual report analysis of McDonalds based on recurring themes, corporate image, Branding, Readability, design, interest, factual comprehensiveness, consistency and transparency. Recurring Themes: Health concern is the biggest issue to general people when it comes down to fast food. Despite of their great they are incapable to promote good health. In 2012 Annual report, McDonalds claimed to overcome these issues by providing food with quality and taste. By adding real fruits, vegetables, salad to its menu, it has taken the food quality to a new level. Moreover, McDonalds has also become more eco-friendly. By successfully diminishing the usage of carbon footprint and energy, McDonalds proved that point to some extent. This organization has a family crisis fund to help families during depraved times. Corporate Image: approximately 69 million people around the world is served food by McDonalds. McDonalds has differed itself from other companies by seeking competitive advantage. They try to gain that by adding healthy food to their menu and by renovating the business. On page 5 of annual report, It is stated that how standing out for employees and looking out for its own people have earned McDonald’s a competitive advantage on others. The reason behind using such statement served multiple purposes. First of all its shows why one should work in McDonalds......

Words: 1043 - Pages: 5

Report Analysis

...| Cordlife Analysis Report | Based on Cordlife Annual Report 2012 | | ACCY112 | | | Table of Contents Executive Summary 3 Introduction 3 Corporate Information 3 Registered Office 3 Auditors 3 Board of Directors 4 Consolidated Report 4 Cost of Sales for the Year 4 Profit before Tax 4 Income Tax Expense Amount 4 Net Accounts Receivable 5 Method used for bad debts 5 Property, Plant and Equipment (PPE) 6 Depreciation Method 6 Book Value 6 Depreciation Expense 7 Long-Term Liabilities 7 Contingent Liabilities 8 Issued Capital Amount 8 Liquidity of the Company 8 Current Ratio 9 Quick Ratio 9 Accounts Receivable Turnover Ratio 9 Inventory Turnover Ratio 10 References 10 Executive Summary This report will be about the company analysis report for Cordlife Group Limited’s annual report 2012 (Cordlife Annual Report 2012, Page 1). We will be going through the information of the company such as what the types of business undertake and the internal factors like the auditors of the company. The summary of the consolidated report will be mention on the company’s financial statement, how is the company doing in their financial strength. Introduction According to Cordlife, 2013, Cordlife Group Limited is a leading service provider of stem cell banking from cord blood and the umbilical cord, who currently owned and operates two stem cell banks with full processing and cryopreservation storage facilities in Singapore and...

Words: 2346 - Pages: 10

Analysis Report

...Analysis Report for Week 2 1. Poor planning- Going into business requires a lot of planning, for example, financial planning (Budget proposal) and market planning (Market Plan). At CanGo they were able to see some initial success without the formal planning in place, but now that they are introducing an online gaming segment that will put the entire company at risk if they do not initially put a plan in place. My recommendation would be to create a formal budget for each of the marketing segments that CanGo is in. The team needs to know what resources are available to them. This way they can focus their efforts on the areas where they can get the most bang for their buck. They will be able to utilize their funds in the best way possible in order to generate more revenue or at least keep up with demand. Some projects will need to be forgone to insure the funds are available to support operations. 2. Not having a business strategy set in place- At CanGo success was an accident. They did not go into business with a strategy in place for success, but none the less they were able to create a business that flourished. Although they did not start with a good plan in place there is still time to put a strategy in place and create some structure in the organization. My recommendation would be to perform a SWOT analysis. This self-assessment will be able to show CanGo what procedures and routines are working well and which ones need some improvement. It will also identify some......

Words: 952 - Pages: 4

A Ratio Analysis Report on Hul

...A Ratio Analysis Report on By, Ruta Gadhiya A PROJECT ON “ANALYSIS FINANCIAL STATEMENTS BY USING THE TECHNIQUE RATIO ANALYSIS FOR HINDUSTAN UNILEVER LIMITED” By, Ruta Gadhiya (MBA) A report submitted in partial fulfilment of the requirements of THE MBA PROGRAM (The Class of 2014-2016) For the Module Financial Accounting and Analysis To, Prof. Meghna Dangi ACKNOWLEDGMENTS I express my gratitude to Prof. Meghna Dangi, for her expert guidance, encouragement and suggestion throughout the preparation of this work. She has been a pillar of support and inspired me throughout this study, without her this would not have been possible. I am grateful to the teaching faculties of Auro University-The School of Management & Entrepreneurship for their valuable suggestions and instruction regarding my work. I has also received tremendous amount of help from my friend’s insight and outside the institute. Ruta Gadhiya Abstract The report at hand manifests an in-depth analysis of the financial statements of Hindustan Unilever Limited. Hindustan Unilever Limited is a fast moving consumer goods (FMCG) company of India. The company produces services through products such as cosmetics, household accessories, food packets, detergent and soaps and so on. The purpose of this report was to scrutinize the financial statements of the company and to determine the performance of a company. This report comprises of analysis of the financial statements......

Words: 7548 - Pages: 31

Annual Report Analysis

...Objective: To analysis the financial statements of a publicly traded company. Obtain an annual report from a corporation that is interesting to you. Using techniques you have learned in the previous weeks, respond to the following questions: 1. Who are the firm’s auditors? Do they provide a clean opinion on the financial statements? 2. Have there been any subsequent events, errors and irregularities, illegal acts, or related-party transactions that have a material effect on the financial statements? 3. Describe the trend in total assets and total liabilities for the years presented. 4. What are the company’s three largest assets for the most recent year presented? 5. What are the company’s three largest liabilities for the most recent year presented? 6. What types of stock does the company have? How many shares are there outstanding for each type of stock for the most recent year presented? 7. Does the company use the single-step or multiple-step income statement or a variation? 8. Does the income statement contain any separately reported items in any year presented, included discontinued operations or extraordinary items? If it does, describe the even that caused the item. Hint: there should be a related footnote. 9. Describe the trend in net income over the years presented. 10. Does the company have other comprehensive income? If yes, what is the nature of the transaction(s)? 11. Does the company use the indirect or direct method of the cash flow......

Words: 842 - Pages: 4

Annual Report Analysis

...Your annual report analysis is due at the end of Week 6. Obtain an annual report from a corporation that is interesting to you. Using techniques that you have learned of in the previous weeks, respond to the following questions. Who are the firm’s auditors? Do they provide a clean opinion on the financial statements? Have there been any subsequent events, errors and irregularities, illegal acts, or related-party transactions that have a material effect on the financial statements? Describe the trend in total assets and total liabilities for the years presented. What are the company’s three largest assets for the most recent year presented? What are the company’s three largest liabilities for the most recent year presented? What types of stock does the company have? How many outstanding shares are there for each type of stock for the most recent year presented? Does the company use the single-step income statement, multiple-step income statement, or a variation of both? Does the income statement contain any separately reported items, including discontinued operations or extraordinary items, in any year presented? If it does, describe the event that caused the item. (Hint: There should be a related footnote.) Describe the trend in net income over the years presented. Does the company have other comprehensive income? If yes, what is the nature of the transaction(s)? Does the......

Words: 263 - Pages: 2

Analysis Report

...PART TWO: ANALYSIS REPORT Education becomes more effective when there is a combination of theory and practical knowledge. Theoretical knowledge achieved perfection with the implication of practical knowledge. The internship program can combine theoretical knowledge with practical situation. A practical orientation program is really essential for a student as our educational system is mostly text based. Professional experience is very important to be established. In this situation I got a bit practical experience by analyzing financial performance of Medez – Galanto & Associates. A. SECTIONS IN THE MEDEZ- GALANTO & ASSOCIATES 1. Accounts Payable and Receivable The accounts payable section of an accounting department records goods and services that it receives and the payments it owes, such as inventory from a supplier or other expenses. The department records each accounts payable as a liability and accounts receivable as assets. Assets such as revenue and customers’ obligations pay for goods and services. 2. Payroll The payroll function of an accounting department ensures that the organization pays its employees accurately, including bonuses, commissions and benefits. The department monitors employees' time off, vacation and sick days. It pays the government taxes as well as union dues and other withholding from an employee's paycheck. The department reimburses employees for expenses and makes payments to vendor. 3. Inventory A company's......

Words: 5035 - Pages: 21

J&J Analysis Report

...Brochure More information from http://www.researchandmarkets.com/reports/576422/ Johnson & Johnson Strategic Analysis Profile Description: - The Johnson & Johnson Strategic Analysis Profile is a comprehensive profile of the company including both quantitative and qualitative research. The report examines the Johnson & Johnsons business structure and operations, history and products, and provides an analysis of its key revenue lines. The profile provides strategic insight on the company by examining its strategy, both in terms of its value chain positioning and strategic strengths and weaknesses in form of SWOT analysis. The SWOT section studies the major internal and external factors affecting the company. In addition the profile also includes a revenue analysis section which provides a breakdown of the companys’ revenue by segment and key geographies. Report Coverage - Insightful company information, which addresses business and competitor intelligence needs. - In-depth analysis of the operational aspects of the business including business descriptions, product lines and services revenue splits, and key competitors. - Detailed financial and operational overview including key performance specific ratios. - Strategic analysis of the company using SWOT and Value Chain analysis. - Information on the company’s history, key executives, locations and subsidiaries. Why Buy? - Support business/ sales activities by understanding customers’ businesses......

Words: 901 - Pages: 4

Ratio Analysis Report

...Accounting Assessment 2: Ratio Analysis Report CONTENTS Executive Summary …………………………………… 3 Profitability Measures …………………………………. 4 Efficiency Measures …………………………………… 5 Liquidity Measures …………………………………….. 6 Financial Gearing (Leverage) Measures ……………….. 7 Conclusion/Recommendation …………………………... 8 References ………………………………………………. 9 Appendix: ……………………………………………….. 10 FORMULAS, CALCULATIONS AND LINE GRAPHS FOR ACCOUNTING 1: Ratio Analysis Report Executive Summary The purpose of this report is to provide analysis over the past 4 years of financial reports submitted by Safety Styles Pty Ltd (SS) as it seeks to obtain finance to expand their operations, and subsequently make a recommendation regarding there application for finance. Discoveries and explanations were based on calculations using various financial ratios: profitability, efficiency, liquidity and Gearing. I believe that (SS) has sound management, which is reflective of their performance, and has the ability to service the requested business loan. In order to nurture and assist growth, finance is required to apply investment strategies, through the acquisition of much needed assets. Profitability Measures Return on Assets (ROA) measures how profitable a business is comparative to its entire assets and measures utilization of them, although assets are calculated using carrying not market values, which may provide misleading results (BOUNDLESS 2013, para. 4). Safety Styles ......

Words: 2091 - Pages: 9

Jb-Hifi Analysis Report

...2 1. Introduction 4 2. Strategic Analysis 4 2.1 External Environment Analysis 4 2.1.1 PESTEL Analysis 4 2.1.2 Porter’s 5 forces model 6 2.1.3 Turbulence Model 6 2.1.4 Opportunities and Threats 7 2.2 Internal Analysis 7 2.2.1 Strengths and Weaknesses 8 2.2.2 Core competencies 8 2.2.3 Competitive advantages 8 3. Strategic Directions and Strategic Objectives 9 3.1 – Vision Statement 9 3.2 – Mission Statement 9 3.3 – Strategic Objectives 9 3.3.1 Stakeholder Analysis: 10 4. Key Broad Business Level Strategies 11 4.1 Ansoff’s Product Market Business Level Strategies 11 4.2 Miles and Snow Adaptive Strategies (Appendix 6) 11 4.3 Porter’s Competitive Business Level Strategies 12 4.4 International Strategies 12 5 Strategic Implementation- general perspectives 13 5.1 Strategic Focus 13 5.2 Imposed Strategy 13 5.3 Strategic Drift 13 5.4 BCG Matrix 14 6 Strategic Implementation Issues 15 6.1 Internal Issues 15 6.1.1 Price Variation 15 6.1.2 Online Security 15 6.2 External Issues 16 6.2.1 JB Hi-Fi NOW 16 6.2.2 Issues with competitors 16 7. Strategic Evaluation 17 7.1 Balanced Scorecard 17 7.2 Strategic Evaluation: Current Strategies 18 7.3 Strategic evaluation: Future Strategies 18 8 Conclusion 19 9 References List: 20 10 Appendices 22 Appendix 1 22 Appendix 2 22 Appendix 3 23 Appendix 4 24 Appendix 5 24 Appendix 6 25 Appendix 7 25 Appendix 8 26 1. Introduction This report provides a comprehensive analysis of JB Hi Fi (JB)’s strategic......

Words: 6196 - Pages: 25

Business Analysis and Valuation Report

...TECHNOLOGY Business Analysis and Valuation Report Prepared By: Kai.Zhang(42690157) Version # 1.4 Updated on 25/10/2011 10 PM ------------------------------------------------- Acknowledgments ------------------------------------------------- If applicable, include acknowledgement to contributing individuals: ------------------------------------------------- ------------------------------------------------- Analyst’s Name | Number | E-Mail Address | KAI ZHANG | 42690157 | Kai.zhang3@uqconnect.edu.au | Document Name | | Date Created | 10/8/2011 | Milestone 1 date submitted | 8/9/2011 | Milestone 2 date submitted | 3/10/2011 | Milestone 3 date submitted | 25/10/2011 | Finalization date | 25/10/2011 | | | | | | | REPORT VERSION RECORD The Business Analysis and Valuation Report is a managed document with tracking of versions, changes, and release dates for each of the three milestones. Version Name | Version Number | Date | Author(s) Name(s) | Change Description | MS1 | 1.0 | 8/9/2011 | KAI ZHANG | Document created | MS2 | 1.1 | 3/10/2011 | KAI ZHANG | Milestone 1 fix | MS3 | 1.2 | 15/10/2011 | KAI ZHANG | Milestone 2 fix | final | 1.3 | 25/10/2011 | KAI ZHANG | Project Completed | | | | | | | | | | | | | | | | | | | | | | | | | | Milestone versions of the report are issued......

Words: 9347 - Pages: 38

Brubaker BLuRayRip | Otros accesorios | Tommy Caldwell