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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. 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
Operating Expenses
Sell-Through Rate
Inventory
Loss-Leader
2. Price is changed (up or down)
Balance Sheet
Return on Net Worth
Profit Margin Analysis Formula
New Price
3. 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
Current Ratio (CR) Formula
Price Sensitivity
Ideal Markdown
Pricing Errors
4. (gross margin % x Turnover) / (100%-markup %)
Gross Margin Return on Inventory Investment-GMROI Formula
Cumulative Markup
Pricing Strategies: Price Ranges
Balance Sheet
5. 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
Debt Equity Ratio
Temporary Price Reduction
Cash Flow Formula
Off-Price Markdowns
6. What the retailer owns in monetary value
Price Sensitivity
Gross Margin Return on Inventory Investment-GMROI Formula
Assets
Adage of Profitability for Retailers
7. Revenues received by a retailer
Pricing Strategies: Price Zones
Current Liabilities
Net Sales
Return on Net Worth
8. Beggining inventory for a time period+ purchases=merchandise available for sale- ending inventory
Pricing Strategies: Price Zones
Cost of Goods Sold (COGS) Formula
Markdown
Pricing Errors
9. Assesses the retailers ability to realize adequate return on the money that is invested by the retail owner.
LIFO (last in - first out)
Markdown Cancellations
FIFO (First in - First out)
Return on Net Worth
10. Cost + Markup
Selling Price Formula
Forced Obsolescence
Markup % of Retail Formula
Current Assets
11. Promotional markdown that involves selling at or near cost for promotional purposes
Pricing Strategies: Price Ranges
Loss-Leader
Fixed Liabilities
Return on Assets (ROA) Formul
12. Current Assets/ Current Liabilities
Accounts Receivable (AR)
Promotion Errors
Current Ratio (CR) Formula
Pricing Strategies: Price Ranges
13. Financial obligations that require payment within a short period of time (Wages - utitilites - Insurance)
Inventory
Off-Price Markdown Percentage Formula
Original Price
Current Liabilities
14. The value of this calculation is that consumers can understand the price reduction when the retailer is promoting this merchandise.
Liabilities
Pricing Strategies
Pricing Errors
Off-Price Markdowns
15. Improper displays - merchandise returns due to high pressure selling
Early Markdowns
LIFO (last in - first out)
Planned Initial Markup % Formula
Promotion Errors
16. 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
Markup % of Cost Formula
5 Steps of Retail Inventory Method
Promotional Markdown
Clearance Markdowns
17. Price Lining - price zones - price ranges
Markdown Optimization
Forced Obsolescence
Pricing Strategies
Cost of Goods Sold (COGS) Formula
18. Statistical forecasting tool that helps retailers to predict how apparel markdowns may affect the bottom-line business and objectives before the markdowns are implemented
Markdown
5 Steps of Retail Inventory Method
Liabilities
Markdown optimization
19. First price or Manufacturers suggestet Retal Price (MSRP)
Balance Sheet
Original Price
Selling Price Formula
Pricing Strategies: Price Ranges
20. 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
Acid test or Quick Ratio
Profit and Loss Statement (P&L Statement)
Turnover Rate Formula
Profit Margin
21. 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
Pricing Errors
Retail Inventory Method
Current Ratio
Promotional Markdown
22. Cost Price/ (100%-markup %)
Liabilities
Markdown
Retail Price Formula
Return on Assets
23. Also referred to as the income or operating statement. 5 Basic Elements: Net Sales - Cost of Goods sold - Gross Margin - Operating Expenses - Net profit
Balance Sheet
Profit and Loss Statement (P&L Statement)
Return on Assets
Markdown optimization
24. Price change that results in reestablishing the original retail price to merchandise after it was temporarily marked down
Operating Expenses
Debt Equity Ratio
Markdown Cancellations
Regular Price
25. 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
Initial Markup (IMU)
Operating Expenses
Acid Test or Quick Ratio (QR) Formula
26. Dollar Markdown of Merchandise/ original retail selling price of merchandise being marked down
Assets
Off-Price Markdown Percentage Formula
Net Sales
Current Ratio (CR) Formula
27. The number of items remaining in stock x dollar markdown
Markdown Cancellation ($) Formula
Expense Ratio Formula
Clearance Markdowns
Off-Price Markdowns
28. When new styles or models come out every year - thus forcing the obsolescence of the previous year's model
Markup % of Retail Formula
Financial Leverage Ratio
Forced Obsolescence
Pricing Strategies: Price Zones
29. The cost of merchandise that was sold (including the method that was used to determine cost)
Promotional Markdown
Current Liabilities
Cost of Goods Sold
Promotion Errors
30. The largest sum of money in current assets. Can be presented in either cost or retail terms. Should be purchased for a short period of time - as products lose monetary value over time and are subject to markdowns.
Inventory
Balance Sheet
Sell-Through Rate
Promotional Markdown
31. An aggregate of the original selling price. Should cover all expenses of the store - desired profit - take into account price reductions - alteration costs.
Pricing Strategies: Price Lining
Pricing Errors
Initial Markup (IMU)
Pricing Strategies: Price Zones
32. Assets collected within one year. Due to the widespread use of credit cards - AR for retailers has diminished with exceptions such as lay-a-way.
Off-Price Markdowns
Temporary Price Reduction
Assets Formula
Accounts Receivable (AR)
33. Dollar markup ($)/ retail price ($)
Early Markdowns
Expense Ratio
Markup % of Retail Formula
Profit Margin
34. Total Expenses/ Net Sales
Expense Ratio Formula
Fixed Liabilities
Financial Leverage Ratio
Cumulative Markup
35. Buying errors - promotion errors - pricing errors - uncontrollable errors
Current Ratio
Reasons for taking Markdowns
5 Steps of Retail Inventory Method
Current Liabilities
36. The retailers financial condition at a specific point in time
Balance Sheet
Expense Ratio
Pricing Strategies
Retail Inventory Method
37. Costs involved in running the business
Debt Equity Ratio
Operating Expenses
Gross Margin
The Cost Method
38. Inventory Valuation Method that combines taking inventory at retail prices and adjusting the cost value to reflect current retail value. 5 Steps Involved.
Markup % of Retail Formula
Forced Obsolescence
Retail Inventory Method
Markdown Cancellations
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
Profit
Sell-Through Rate
Pricing Strategies
40. 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
Markdown optimization
GMROII (Gross Margin Return on Inventory Investment)
Planned Initial Markup % Formula
Buying Errors
41. Gross margin less operating expenses=NP before taxes. Deducting taxes=NP after taxes
Cost of Goods Sold
Dollar Markdown Formula
Net Profit
Return on Assets (ROA) Formul
42. 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.
Cumulative Markup % Formula
Promotional Markdown
Return on Net Worth (RONW) Formula
Fixed Assets
43. Ensures that there is enough cash to pay debts. Any time the ratio is colse to 1 - the retailer is said to be in a liquid position.
Cash Flow Formula
Pricing Strategies: Price Lining
Dollar Markdown Formula
Acid test or Quick Ratio
44. 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
Current Ratio (CR) Formula
5 Steps of Retail Inventory Method
Original Price
Temporary Price Reduction
45. 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
Off-Price Markdowns
5 Steps of Retail Inventory Method
The Cost Method
Loss-Leader
46. All of the capital used in operating the store - whether provided by the owners or creditors (vendors - banks)
FIFO (First in - First out)
Return on Assets
Cost of Goods Sold (COGS) Formula
Initial Markup (IMU)
47. Net Profit After Taxes/ Total Assets
Return on Sales
Return on Assets
Forced Obsolescence
Return on Assets (ROA) Formul
48. Original Retail price- markdown selling price
Dollar Markdown Formula
Pricing Strategies
Gross Margin
Expense Ratio
49. Sales for the period/ average inventory
GMROII (Gross Margin Return on Inventory Investment)
Turnover Rate Formula
Debt Equity Ratio
Markdown Percentage Formula
50. Current Liabilites/ Net Worth
Inventory
Debt Equity Ratio Formula
Early Markdowns
Reasons for taking Markdowns