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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
Uncontrollable Errors
FIFO (First in - First out)
Accounts Receivable (AR)
Return on Sales
2. Gross margin less operating expenses=NP before taxes. Deducting taxes=NP after taxes
Expense Ratio
Current Ratio
Gross Margin
Net Profit
3. 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.
Financial Leverage Ratio Formula
Assets
Acid test or Quick Ratio
Current Liabilities
4. Dollar markup ($)/ retail price ($)
LIFO (last in - first out)
Cost of Goods Sold (COGS) Formula
Markup % of Retail Formula
Retail Inventory Method
5. Total Expenses/ Net Sales
Expense Ratio Formula
Current Assets
Depreciation
Pricing Depends on 2 factors
6. When fixed assets such as fixtures and equipment are continually used and therefore lose some of their monetary value (Ex: your car)
Promotion Errors
Pricing Errors
Profit
Depreciation
7. 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
Current Ratio
Financial Leverage Ratio
Acid Test or Quick Ratio (QR) Formula
8. 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
Accounts Receivable (AR)
Profit and Loss Statement (P&L Statement)
Turnover Rate Formula
9. 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)
Markdown Percentage
Initial Markup (IMU)
Return on Sales
10. Cost + Markup
Selling Price Formula
Ideal Markdown
Early Markdowns
Fixed Assets
11. 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
Accounts Receivable (AR)
Return on Net Worth
Profit Margin
Return on Net Worth (RONW) Formula
12. Net Profit After Taxes/ Net Worth
Early Markdowns
Markup % of Cost Formula
Financial Leverage Ratio
Return on Net Worth (RONW) Formula
13. Price is changed (up or down)
Profit and Loss Statement (P&L Statement)
Pricing Strategies: Price Ranges
New Price
Debt Equity Ratio
14. 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
5 Steps of Retail Inventory Method
Debt Equity Ratio
Markup
Accounts Receivable (AR)
15. (1) Response of consumers and (2) cost of receiving - handling - and placing merchandise for sale.
Planned Initial Markup % Formula
Off-Price Markdowns
Pricing Depends on 2 factors
Return on Net Worth
16. (gross margin % x Turnover) / (100%-markup %)
Gross Margin Return on Inventory Investment-GMROI Formula
Selling Price Formula
Sell-Through Rate
Cumulative Markup % Formula
17. Ranges of prices that appeals for a particular group of consumers
Pricing Strategies: Price Zones
GMROII (Gross Margin Return on Inventory Investment)
Adage of Profitability for Retailers
Buying Errors
18. Cost Price/ (100%-markup %)
Acid Test or Quick Ratio (QR) Formula
Dollar Markdown Formula
Retail Price Formula
Balance Sheet
19. Net dollar markdown/ net dollar selling price
Current Liabilities
Markup % of Retail Formula
Markdown Percentage Formula
Net Profit
20. Financial obligations that require payment within a short period of time (Wages - utitilites - Insurance)
Adage of Profitability for Retailers
Current Liabilities
Markdown Cancellation ($) Formula
Markup
21. The value of this calculation is that consumers can understand the price reduction when the retailer is promoting this merchandise.
Pricing Strategies: Price Lining
Sell-Through Rate
Gross Margin Return on Inventory Investment-GMROI Formula
Off-Price Markdowns
22. Cash Received by the retailer-cash leaving the retailer
Temporary Price Reduction
Cash Flow Formula
Cost Complement Formula
Expense Ratio
23. Having the right merchandise - at the right time - for the right price - in the right place
Markup % of Cost Formula
Markdown Cancellations
Profit
Adage of Profitability for Retailers
24. What the retailer owns in monetary value
Assets
Markup % of Cost Formula
Depreciation
Loss-Leader
25. Liabilities+ Owner's equity or net worth
Pricing Depends on 2 factors
Pricing Strategies: Price Zones
Assets Formula
Turnover Rate Formula
26. The energizing force that fuels and sustains our economic system
Planned Initial Markup % Formula
Profit
Profit Margin
Return on Assets (ROA) Formul
27. Sales for the period/ average inventory
Markdown optimization
Current Assets
Regular Price
Turnover Rate Formula
28. The difference between the total delivered cost and the total retail price of merchandise handled during a given period.
Cumulative Markup
Cost of Goods Sold
Assets Formula
Debt Equity Ratio Formula
29. Current Assets/ Current Liabilities
Promotion Errors
Current Ratio (CR) Formula
Markdown Optimization
Markdown Percentage
30. Reduction in price of an item - if that item is sold - the result is a lower monetary intake for that item
Markdown
Forced Obsolescence
Gross Margin
Debt Equity Ratio Formula
31. Promotional markdown that involves selling at or near cost for promotional purposes
Pricing Strategies
Debt Equity Ratio Formula
Markup % of Retail Formula
Loss-Leader
32. (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%
Cash Flow Formula
Markdown Cancellation ($) Formula
Markdown Cancellations
Planned Initial Markup % Formula
33. Short time - like 1 or 2 day sales
Temporary Price Reduction
Inventory
Clearance Markdowns
Markdown Optimization
34. Debts owned by a retailer that require payment over an extended period of time (Fixtures - equipment - and property)
Markdown
Fixed Liabilities
Profit Margin Analysis Formula
Cumulative Markup % Formula
35. 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.
Return on Assets
Gross Margin
Late Markdowns
Cash Flow Formula
36. 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
Profit Margin
Pricing Strategies: Price Zones
Sell-Through Rate
Current Assets
37. Revenues received by a retailer
5 Steps of Retail Inventory Method
Markup % of Retail Formula
Turnover Rate Formula
Net Sales
38. 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
Markdown optimization
Markdown Optimization
Inventory
39. 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
Return on Sales
LIFO (last in - first out)
Turnover Rate Formula
Debt Equity Ratio Formula
40. The retailers financial condition at a specific point in time
Profit
Acid Test or Quick Ratio (QR) Formula
Pricing Depends on 2 factors
Balance Sheet
41. Current Liabilites/ Net Worth
Return on Net Worth
Profit Margin
Debt Equity Ratio Formula
Markdown Cancellations
42. Statistical forecasting tool that helps retailers to predict how apparel markdowns may affect the bottom-line business and objectives before the markdowns are implemented.
Markup % of Cost Formula
Depreciation
Markdown Optimization
Ideal Markdown
43. 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.
Net Sales
Markdown Cancellation ($) Formula
Markup
Fixed Liabilities
44. 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)
Pricing Strategies: Price Lining
5 Steps of Retail Inventory Method
Return on Assets
45. Strategy employed by retailers to buy and carry a predetermined number of price lines for a category of merchandise
Profit and Loss Statement (P&L Statement)
Pricing Strategies: Price Lining
Expense Ratio Formula
Original Price
46. 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.
FIFO (First in - First out)
Expense Ratio
Gross Margin
Profit
47. Sales less cost of goods sold
Gross Margin
FIFO (First in - First out)
Original Price
Pricing Strategies: Price Lining
48. Wrong Merchandise - odd assortment colors/sizes - seasonal goods
Profit and Loss Statement (P&L Statement)
Buying Errors
Operating Expenses
Expense Ratio
49. Net Profit After Taxes/ Total Assets
Return on Assets (ROA) Formul
Liabilities
Net Sales
Loss-Leader
50. Usually lower than original - but held for longer period
Profit and Loss Statement (P&L Statement)
Regular Price
GMROII (Gross Margin Return on Inventory Investment)
Sell-Through Rate