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Test your basic knowledge |
Retail Financials
Start Test
Study First
Subject
:
business-skills
Instructions:
Answer 50 questions in 15 minutes.
If you are not ready to take this test, you can
study here
.
Match each statement with the correct term.
Don't refresh. All questions and answers are randomly picked and ordered every time you load a test.
This is a study tool. The 3 wrong answers for each question are randomly chosen from answers to other questions. So, you might find at times the answers obvious, but you will see it re-enforces your understanding as you take the test each time.
1. Basic premise is to increase profits through more sales without an increase in inventory. Inventory is expressed in cost terms rather than cost percent - because it is related to investment dollars in gross margin - it should be expressed in cost num
Temporary Price Reduction
Markdown Percentage
Markdown
GMROII (Gross Margin Return on Inventory Investment)
2. Represents the total dollar markdown as a percentage of total dollar net sales. This is typically not for an individual item.
Initial Markup (IMU)
Return on Net Worth (RONW) Formula
Markdown Percentage
Markdown Optimization
3. Beggining inventory for a time period+ purchases=merchandise available for sale- ending inventory
Net Profit
Late Markdowns
Markdown Cancellations
Cost of Goods Sold (COGS) Formula
4. Reduction in price of an item - if that item is sold - the result is a lower monetary intake for that item
Turnover Rate Formula
Markdown
Return on Net Worth (RONW) Formula
Current Ratio (CR) Formula
5. Dollar markup ($)/ retail price ($)
Sell-Through Rate
Reasons for taking Markdowns
Expense Ratio
Markup % of Retail Formula
6. Also referred to as the income or operating statement. 5 Basic Elements: Net Sales - Cost of Goods sold - Gross Margin - Operating Expenses - Net profit
Profit and Loss Statement (P&L Statement)
Current Assets
Pricing Strategies: Price Lining
Return on Net Worth (RONW) Formula
7. Original Retail price- markdown selling price
Dollar Markdown Formula
Early Markdowns
Profit and Loss Statement (P&L Statement)
Initial Markup (IMU)
8. Merchandise will sell at highest price longer period of time - appear exclusive - sale of goods at regular price is not disrupted - greater amount of goods can be accumulated and then marked down.
Late Markdowns
Assets
Promotional Markdown
Off-Price Markdown Percentage Formula
9. The prices from lowest to highest that are carried within a merchandise category
Pricing Strategies: Price Ranges
Pricing Depends on 2 factors
Off-Price Markdown Percentage Formula
Original Price
10. Inventory Valuation Method that combines taking inventory at retail prices and adjusting the cost value to reflect current retail value. 5 Steps Involved.
Reasons for taking Markdowns
Ideal Markdown
Sell-Through Rate
Retail Inventory Method
11. When new styles or models come out every year - thus forcing the obsolescence of the previous year's model
Forced Obsolescence
Markdown Percentage Formula
Turnover Rate Formula
Ideal Markdown
12. In Cost Method. Merchandise sold during a time period is assumed to be sold in the order the merchandise was received. Merchandise on hand for the longest period of time is sold first. Therefore - the ending inventory reflects the items in stock for
FIFO (First in - First out)
Off-Price Markdowns
Assets
Pricing Depends on 2 factors
13. Priced too high initially - priced too low - selling price of competitors
Uncontrollable Errors
Pricing Errors
Markdown Optimization
Pricing Strategies: Price Zones
14. The value of this calculation is that consumers can understand the price reduction when the retailer is promoting this merchandise.
Cumulative Markup % Formula
Cost Complement Formula
Off-Price Markdowns
Profit and Loss Statement (P&L Statement)
15. Revenues received by a retailer
Net Sales
New Price
Cumulative Markup
Inventory
16. (1) Response of consumers and (2) cost of receiving - handling - and placing merchandise for sale.
Regular Price
Operating Expenses
Pricing Depends on 2 factors
Markdown Percentage
17. Price reduction for merchandise that has not lived up to buyers' expectations. Includes broken assortments of merchandise - merchandise lines that buyers no longer want to carry - shopworn goods - items that haven't sold because of an event beyond bu
Clearance Markdowns
Accounts Receivable (AR)
Fixed Liabilities
GMROII (Gross Margin Return on Inventory Investment)
18. The awareness of the consumer to what they perceive to be the window of cost within which they will buy a particular product or service
Price Sensitivity
Expense Ratio
Reasons for taking Markdowns
Sell-Through Rate
19. Net dollar markdown/ net dollar selling price
Pricing Errors
Acid test or Quick Ratio
Markdown Percentage Formula
Markup % of Cost Formula
20. Based on a calculation commonly represented as a percentage - comparing the amount of inventory a retailer receives from a manufacturer or supplier against what is actually sold to the consumer
Regular Price
Expense Ratio Formula
Uncontrollable Errors
Sell-Through Rate
21. Having the right merchandise - at the right time - for the right price - in the right place
Cash Flow Formula
Gross Margin Return on Inventory Investment-GMROI Formula
Adage of Profitability for Retailers
Early Markdowns
22. All of the capital used in operating the store - whether provided by the owners or creditors (vendors - banks)
LIFO (last in - first out)
Expense Ratio Formula
Return on Assets
The Cost Method
23. Indicates gross margin derived from the sales of merchandise and it's ability to cover operating expenses. Helps a retailer determine how much rent they should pay - what salary the owner should draw - and how much they should pay their associates.
The Cost Method
Expense Ratio
Markdown
Balance Sheet
24. Cost + Markup
Current Ratio
Markup % of Retail Formula
Selling Price Formula
Current Assets
25. An aggregate of the original selling price. Should cover all expenses of the store - desired profit - take into account price reductions - alteration costs.
New Price
Return on Net Worth (RONW) Formula
Promotional Markdown
Initial Markup (IMU)
26. Usually lower than original - but held for longer period
Profit Margin Analysis Formula
Regular Price
Profit Margin
Pricing Errors
27. Price is changed (up or down)
5 Steps of Retail Inventory Method
New Price
Balance Sheet
FIFO (First in - First out)
28. What the retailer owns in monetary value
Operating Expenses
Cost Complement Formula
Assets
Forced Obsolescence
29. Inventory Valuation Method where the cost to the retailer of each item purchased from a vendor is entered in the accounting system and/or placed on the merchandise item or on it's package. At times - freight charges are built into the cost. Coding of
Current Liabilities
Return on Assets
The Cost Method
Pricing Depends on 2 factors
30. The higher the ratio the quicker current liabilities can be paid. This ratio also indicates the margin of safety a retailer has on hand to cover possible shrinkages
FIFO (First in - First out)
Expense Ratio Formula
Current Ratio
Depreciation
31. Statistical forecasting tool that helps retailers to predict how apparel markdowns may affect the bottom-line business and objectives before the markdowns are implemented.
Current Ratio
Cost Complement Formula
Markdown Optimization
Early Markdowns
32. One that is just enough to move the goods
Ideal Markdown
Price Sensitivity
Buying Errors
Pricing Depends on 2 factors
33. Statistical forecasting tool that helps retailers to predict how apparel markdowns may affect the bottom-line business and objectives before the markdowns are implemented
Acid Test or Quick Ratio (QR) Formula
Markdown optimization
Early Markdowns
Dollar Markdown Formula
34. Wrong Merchandise - odd assortment colors/sizes - seasonal goods
Temporary Price Reduction
Retail Inventory Method
Buying Errors
Return on Net Worth
35. The weather - merchandise is shopworn - economic downturn
Profit Margin
Uncontrollable Errors
Debt Equity Ratio
Return on Assets
36. Liabilities+ Owner's equity or net worth
Promotion Errors
Expense Ratio Formula
Fixed Assets
Assets Formula
37. Net Profit/ Net Sales
Pricing Errors
Late Markdowns
Profit Margin Analysis Formula
Depreciation
38. Gross margin less operating expenses=NP before taxes. Deducting taxes=NP after taxes
Turnover Rate Formula
Cash Flow Formula
Current Liabilities
Net Profit
39. The extent to which a retailer is using debt or borrowed funds to operate the business. (The higher the FLR the higher the debt)
Financial Leverage Ratio
Return on Net Worth (RONW) Formula
Retail Inventory Method
Cumulative Markup
40. The difference between the total delivered cost and the total retail price of merchandise handled during a given period.
Cumulative Markup
Profit
Cumulative Markup % Formula
The Cost Method
41. Dollar markup ($)/ cost price ($)
Return on Sales
Acid Test or Quick Ratio (QR) Formula
Markup % of Cost Formula
Reasons for taking Markdowns
42. The number of items remaining in stock x dollar markdown
Markdown Cancellation ($) Formula
Net Profit
New Price
Fixed Assets
43. Net Profit After Taxes/ Total Assets
Return on Sales
Sell-Through Rate
Return on Assets (ROA) Formul
Loss-Leader
44. Improper displays - merchandise returns due to high pressure selling
Promotion Errors
Markup % of Retail Formula
Cash Flow Formula
Planned Initial Markup % Formula
45. Amount of markdown usually less - take the loss early will be easier - strengthen goodwill - replenish stock in lower price lines - leads to higher stock turnover - higher likelihood merchandise will sell in a timely manner
Accounts Receivable (AR)
Early Markdowns
Expense Ratio
Off-Price Markdowns
46. (gross margin % x Turnover) / (100%-markup %)
Inventory
Regular Price
Acid Test or Quick Ratio (QR) Formula
Gross Margin Return on Inventory Investment-GMROI Formula
47. 1. Determine merchandise available for sale at both cost and retail prices. 2.Calculate the cost to retail complement or percentage relationship of the cost of merchandise to the selling price. 3. Subtract markdowns taken during the period. 4. Determ
Expense Ratio
5 Steps of Retail Inventory Method
Markdown Cancellations
Cost of Goods Sold
48. AKA Return on Sales - Profit analysis; Indicates the extend to which retailers have the ability to cover their expenses and earn a profit - as well as a buyers ability to purchase the correct assortment of merchandise
LIFO (last in - first out)
Assets Formula
Current Assets
Profit Margin
49. Costs involved in running the business
Operating Expenses
Price Sensitivity
Current Ratio (CR) Formula
Accounts Receivable (AR)
50. Promotional markdown that involves selling at or near cost for promotional purposes
Markdown
Loss-Leader
Current Assets
Forced Obsolescence