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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. Priced too high initially - priced too low - selling price of competitors
Inventory
Pricing Errors
FIFO (First in - First out)
Pricing Strategies
2. Having the right merchandise - at the right time - for the right price - in the right place
Current Liabilities
Adage of Profitability for Retailers
Gross Margin
Early Markdowns
3. Gross margin less operating expenses=NP before taxes. Deducting taxes=NP after taxes
Adage of Profitability for Retailers
Temporary Price Reduction
Net Profit
Dollar Markdown Formula
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)
Debt Equity Ratio
Retail Inventory Method
Financial Leverage Ratio
Pricing Errors
5. Current Liabilites/ Net Worth
Debt Equity Ratio Formula
Fixed Liabilities
Financial Leverage Ratio
Cumulative Markup
6. Statistical forecasting tool that helps retailers to predict how apparel markdowns may affect the bottom-line business and objectives before the markdowns are implemented
Financial Leverage Ratio Formula
Price Sensitivity
Markdown optimization
Retail Inventory Method
7. Financial obligations that require payment within a short period of time (Wages - utitilites - Insurance)
Current Liabilities
5 Steps of Retail Inventory Method
Acid Test or Quick Ratio (QR) Formula
Markdown Cancellation ($) Formula
8. 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
Return on Assets
Regular Price
The Cost Method
Markdown
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.
The Cost Method
Markup % of Cost Formula
Expense Ratio Formula
Late Markdowns
10. The energizing force that fuels and sustains our economic system
Profit
Markdown optimization
Sell-Through Rate
Inventory
11. Total Expenses/ Net Sales
Turnover Rate Formula
Expense Ratio Formula
Regular Price
Financial Leverage Ratio Formula
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
Financial Leverage Ratio
Late Markdowns
Inventory
FIFO (First in - First out)
13. Ranges of prices that appeals for a particular group of consumers
Pricing Strategies: Price Zones
Expense Ratio Formula
New Price
Expense Ratio
14. The weather - merchandise is shopworn - economic downturn
Uncontrollable Errors
Original Price
Current Liabilities
Regular Price
15. 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
Initial Markup (IMU)
Markdown
Cumulative Markup
5 Steps of Retail Inventory Method
16. The difference between the total delivered cost and the total retail price of merchandise handled during a given period.
Cumulative Markup
Regular Price
LIFO (last in - first out)
Liabilities
17. 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.
Promotional Markdown
Turnover Rate Formula
Dollar Markdown Formula
Off-Price Markdown Percentage 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 Optimization
Pricing Errors
Accounts Receivable (AR)
5 Steps of Retail Inventory Method
19. Represents the total dollar markdown as a percentage of total dollar net sales. This is typically not for an individual item.
Expense Ratio
Selling Price Formula
Markdown Percentage
5 Steps of Retail Inventory Method
20. Cannot be readily converted to cash within one year. (Fixtures - equipment - land/buildings)
New Price
Fixed Assets
Selling Price Formula
Current Assets
21. Financial debts incurred by a retailer
Planned Initial Markup % Formula
Liabilities
Markdown Optimization
GMROII (Gross Margin Return on Inventory Investment)
22. 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
Cumulative Markup % Formula
Profit Margin Analysis Formula
Current Ratio
GMROII (Gross Margin Return on Inventory Investment)
23. Net Profit After Taxes/ Net Worth
Return on Net Worth (RONW) Formula
Financial Leverage Ratio
Clearance Markdowns
Assets Formula
24. 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
Gross Margin Return on Inventory Investment-GMROI Formula
Fixed Liabilities
Balance Sheet
Current Ratio
25. 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
Assets
Profit
Clearance Markdowns
Depreciation
26. 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.
GMROII (Gross Margin Return on Inventory Investment)
Acid test or Quick Ratio
Turnover Rate Formula
Assets Formula
27. Net dollar markdown/ net dollar selling price
Early Markdowns
Markdown Percentage Formula
Financial Leverage Ratio Formula
Net Sales
28. 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
Financial Leverage Ratio Formula
Profit Margin
Late Markdowns
Cost of Goods Sold
29. Total Assets/ Net Worth
Financial Leverage Ratio Formula
Buying Errors
Assets Formula
Cost of Goods Sold (COGS) Formula
30. Dollar markup ($)/ retail price ($)
Clearance Markdowns
Regular Price
Current Liabilities
Markup % of Retail Formula
31. Sales for the period/ average inventory
Markdown
Turnover Rate Formula
Off-Price Markdown Percentage Formula
Current Ratio
32. Usually lower than original - but held for longer period
Acid Test or Quick Ratio (QR) Formula
Markdown optimization
Regular Price
FIFO (First in - First out)
33. When fixed assets such as fixtures and equipment are continually used and therefore lose some of their monetary value (Ex: your car)
Markdown Percentage Formula
Net Sales
Depreciation
Retail Inventory Method
34. Net Profit/ Net Sales
Liabilities
Balance Sheet
Profit Margin Analysis Formula
Acid Test or Quick Ratio (QR) Formula
35. Revenues received by a retailer
Fixed Liabilities
Net Sales
Return on Net Worth
Current Ratio (CR) Formula
36. Evaluates the managament of capital
Financial Leverage Ratio Formula
Markdown Cancellations
Cost of Goods Sold (COGS) Formula
Return on Sales
37. (1) Response of consumers and (2) cost of receiving - handling - and placing merchandise for sale.
Net Profit
Pricing Depends on 2 factors
Liabilities
Profit and Loss Statement (P&L Statement)
38. Cost Price/ (100%-markup %)
Liabilities
Loss-Leader
Assets
Retail Price Formula
39. 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.
Cumulative Markup
Assets
Markdown optimization
Expense Ratio
40. Assesses the retailers ability to realize adequate return on the money that is invested by the retail owner.
Operating Expenses
5 Steps of Retail Inventory Method
FIFO (First in - First out)
Return on Net Worth
41. The prices from lowest to highest that are carried within a merchandise category
Pricing Strategies: Price Ranges
Markdown Optimization
Uncontrollable Errors
Depreciation
42. 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
Net Sales
Acid Test or Quick Ratio (QR) Formula
LIFO (last in - first out)
5 Steps of Retail Inventory Method
43. Also referred to as the income or operating statement. 5 Basic Elements: Net Sales - Cost of Goods sold - Gross Margin - Operating Expenses - Net profit
FIFO (First in - First out)
Profit and Loss Statement (P&L Statement)
Markdown Percentage
Current Assets
44. Net Profit After Taxes/ Total Assets
Financial Leverage Ratio
Off-Price Markdowns
FIFO (First in - First out)
Return on Assets (ROA) Formul
45. Wrong Merchandise - odd assortment colors/sizes - seasonal goods
FIFO (First in - First out)
Buying Errors
Profit Margin
Pricing Strategies
46. 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
Return on Assets (ROA) Formul
Pricing Errors
Forced Obsolescence
47. 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
Markdown Cancellation ($) Formula
The Cost Method
Markdown Cancellations
48. What the retailer owns in monetary value
Selling Price Formula
Assets
Markdown Percentage
Financial Leverage Ratio Formula
49. The cost of merchandise that was sold (including the method that was used to determine cost)
Return on Assets (ROA) Formul
Cost of Goods Sold
Fixed Assets
Reasons for taking Markdowns
50. Short time - like 1 or 2 day sales
GMROII (Gross Margin Return on Inventory Investment)
Temporary Price Reduction
Current Assets
Current Liabilities