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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. The weather - merchandise is shopworn - economic downturn
Assets Formula
Initial Markup (IMU)
Uncontrollable Errors
Current Assets
2. 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
GMROII (Gross Margin Return on Inventory Investment)
Pricing Strategies: Price Ranges
Financial Leverage Ratio Formula
Planned Initial Markup % Formula
3. In the Cost Method. Merchandise most recently purchased is assumed to have been sold first. Therefore - the ending inventory reflects the items in stock for the longest period of time. Produces lowest ending inventory value and highest cost of goods
Markdown
LIFO (last in - first out)
Current Liabilities
FIFO (First in - First out)
4. The extent to which a retailer is using debt or borrowed funds to operate the business. (The higher the FLR the higher the debt)
Markdown
Return on Net Worth (RONW) Formula
FIFO (First in - First out)
Financial Leverage Ratio
5. Beggining inventory for a time period+ purchases=merchandise available for sale- ending inventory
Turnover Rate Formula
Cost of Goods Sold (COGS) Formula
Gross Margin Return on Inventory Investment-GMROI Formula
Clearance Markdowns
6. Price Lining - price zones - price ranges
Debt Equity Ratio
Inventory
Pricing Strategies
Fixed Assets
7. The number of items remaining in stock x dollar markdown
Initial Markup (IMU)
Markdown Cancellation ($) Formula
The Cost Method
Adage of Profitability for Retailers
8. Assesses the retailers ability to realize adequate return on the money that is invested by the retail owner.
Buying Errors
Return on Net Worth
Profit
Financial Leverage Ratio
9. 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.
Sell-Through Rate
Late Markdowns
Promotional Markdown
Markdown Optimization
10. Examines the financial health of a retailer - as one of the best indicators of having too much debt in relationship to net worth. Comparres the money that vendors or banks are risking with the money that the retail owners have invested in their opera
Cumulative Markup
Cost Complement Formula
Debt Equity Ratio
Markup % of Retail Formula
11. Temporary price reduction for a specific period of time for the express purpose of generating store traffic and sales. Prices return to original retail price at end of sale period.
Price Sensitivity
Sell-Through Rate
Markup % of Retail Formula
Promotional Markdown
12. (1) Response of consumers and (2) cost of receiving - handling - and placing merchandise for sale.
Pricing Depends on 2 factors
Assets
Profit Margin
Markdown
13. 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
Pricing Strategies
LIFO (last in - first out)
5 Steps of Retail Inventory Method
14. The cost of merchandise that was sold (including the method that was used to determine cost)
Retail Inventory Method
Cost of Goods Sold
Expense Ratio Formula
Markup
15. Price change that results in reestablishing the original retail price to merchandise after it was temporarily marked down
Fixed Assets
Markdown Cancellations
Pricing Depends on 2 factors
Profit Margin
16. Wrong Merchandise - odd assortment colors/sizes - seasonal goods
Markdown Cancellation ($) Formula
Dollar Markdown Formula
Buying Errors
Pricing Strategies: Price Ranges
17. All of the capital used in operating the store - whether provided by the owners or creditors (vendors - banks)
Markdown Optimization
Off-Price Markdown Percentage Formula
Balance Sheet
Return on Assets
18. Gross margin less operating expenses=NP before taxes. Deducting taxes=NP after taxes
Cumulative Markup % Formula
Pricing Depends on 2 factors
Net Profit
Cost of Goods Sold (COGS) Formula
19. Cost + Markup
Profit and Loss Statement (P&L Statement)
Selling Price Formula
Debt Equity Ratio Formula
Reasons for taking Markdowns
20. Financial debts incurred by a retailer
Liabilities
Operating Expenses
Pricing Depends on 2 factors
Return on Assets (ROA) Formul
21. To make a profit buyers must set an appropriate price considering many variables and using past experience and knowledge of future trends. A markup on an item does not typically remain constant.
Markup
Current Assets
Turnover Rate Formula
Uncontrollable Errors
22. 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
Return on Net Worth
Financial Leverage Ratio Formula
Current Ratio
5 Steps of Retail Inventory Method
23. Dollar markup ($)/ retail price ($)
Balance Sheet
Markup % of Retail Formula
Retail Inventory Method
Pricing Strategies: Price Lining
24. (Cash + Accounts Receivable) / Current Liabilities
Debt Equity Ratio Formula
Promotion Errors
Acid Test or Quick Ratio (QR) Formula
Promotional Markdown
25. First price or Manufacturers suggestet Retal Price (MSRP)
Selling Price Formula
Promotional Markdown
Original Price
Initial Markup (IMU)
26. An aggregate of the original selling price. Should cover all expenses of the store - desired profit - take into account price reductions - alteration costs.
Loss-Leader
Initial Markup (IMU)
Inventory
Adage of Profitability for Retailers
27. Buying errors - promotion errors - pricing errors - uncontrollable errors
Current Assets
Financial Leverage Ratio
Liabilities
Reasons for taking Markdowns
28. Revenues received by a retailer
Markdown Percentage Formula
Fixed Assets
Net Sales
Pricing Strategies: Price Lining
29. The retailers financial condition at a specific point in time
Balance Sheet
Markup
Debt Equity Ratio Formula
Markdown Percentage Formula
30. Costs involved in running the business
Markup
Operating Expenses
Return on Assets
New Price
31. Liabilities+ Owner's equity or net worth
Fixed Assets
Pricing Strategies: Price Ranges
Loss-Leader
Assets Formula
32. Usually lower than original - but held for longer period
Ideal Markdown
Loss-Leader
Financial Leverage Ratio Formula
Regular Price
33. Debts owned by a retailer that require payment over an extended period of time (Fixtures - equipment - and property)
Current Assets
Fixed Liabilities
Cost of Goods Sold
Expense Ratio Formula
34. Reduction in price of an item - if that item is sold - the result is a lower monetary intake for that item
Markdown
FIFO (First in - First out)
Selling Price Formula
Adage of Profitability for Retailers
35. 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
Sell-Through Rate
Temporary Price Reduction
Ideal Markdown
Return on Assets
36. Having the right merchandise - at the right time - for the right price - in the right place
Off-Price Markdowns
Adage of Profitability for Retailers
Uncontrollable Errors
FIFO (First in - First out)
37. Original Retail price- markdown selling price
Pricing Strategies: Price Zones
Operating Expenses
Dollar Markdown Formula
Buying Errors
38. Ranges of prices that appeals for a particular group of consumers
Pricing Strategies: Price Zones
Temporary Price Reduction
Cost Complement Formula
Profit Margin
39. Dollar Markdown of Merchandise/ original retail selling price of merchandise being marked down
Off-Price Markdown Percentage Formula
Expense Ratio Formula
Return on Assets (ROA) Formul
Expense Ratio
40. Priced too high initially - priced too low - selling price of competitors
The Cost Method
Pricing Errors
Return on Sales
Acid Test or Quick Ratio (QR) Formula
41. Inventory Valuation Method that combines taking inventory at retail prices and adjusting the cost value to reflect current retail value. 5 Steps Involved.
Planned Initial Markup % Formula
Retail Inventory Method
Markup
Markdown Cancellation ($) Formula
42. Assets collected within one year. Due to the widespread use of credit cards - AR for retailers has diminished with exceptions such as lay-a-way.
Accounts Receivable (AR)
Return on Sales
Pricing Strategies: Price Ranges
Clearance Markdowns
43. Total Assets/ Net Worth
Cost of Goods Sold
Liabilities
Buying Errors
Financial Leverage Ratio Formula
44. The value of this calculation is that consumers can understand the price reduction when the retailer is promoting this merchandise.
Cost of Goods Sold
Pricing Depends on 2 factors
Debt Equity Ratio Formula
Off-Price Markdowns
45. What the retailer owns in monetary value
Cumulative Markup % Formula
Assets
Cost of Goods Sold (COGS) Formula
Initial Markup (IMU)
46. (planned expenses + planned operating profit + planned stock shortages + markdowns + employee and customer discounts) / (planned net sales + stock shortages + markdowns + employee and customer discounts) x 100%
GMROII (Gross Margin Return on Inventory Investment)
Pricing Strategies: Price Zones
Planned Initial Markup % Formula
Markdown
47. Sales less cost of goods sold
Gross Margin
Assets Formula
Markdown Percentage Formula
Initial Markup (IMU)
48. The prices from lowest to highest that are carried within a merchandise category
Markup
Planned Initial Markup % Formula
Cost of Goods Sold
Pricing Strategies: Price Ranges
49. When new styles or models come out every year - thus forcing the obsolescence of the previous year's model
Balance Sheet
Off-Price Markdown Percentage Formula
Forced Obsolescence
Fixed Assets
50. Evaluates the managament of capital
Off-Price Markdowns
Return on Sales
Retail Inventory Method
Markdown optimization