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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. Cash Received by the retailer-cash leaving the retailer
Depreciation
Original Price
Promotion Errors
Cash Flow Formula
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
Price Sensitivity
Temporary Price Reduction
Inventory
GMROII (Gross Margin Return on Inventory Investment)
3. The prices from lowest to highest that are carried within a merchandise category
Pricing Strategies: Price Ranges
Early Markdowns
Dollar Markdown Formula
Promotion Errors
4. Priced too high initially - priced too low - selling price of competitors
Pricing Errors
Reasons for taking Markdowns
Fixed Liabilities
Return on Net Worth
5. Costs involved in running the business
Sell-Through Rate
Operating Expenses
Current Assets
Balance Sheet
6. Liabilities+ Owner's equity or net worth
Assets Formula
Fixed Liabilities
Reasons for taking Markdowns
Selling Price Formula
7. All of the capital used in operating the store - whether provided by the owners or creditors (vendors - banks)
Off-Price Markdown Percentage Formula
Promotional Markdown
Return on Assets
Markdown optimization
8. Cannot be readily converted to cash within one year. (Fixtures - equipment - land/buildings)
Fixed Assets
Cumulative Markup % Formula
Markdown optimization
Original Price
9. Cost + Markup
Expense Ratio Formula
Selling Price Formula
GMROII (Gross Margin Return on Inventory Investment)
Acid test or Quick Ratio
10. Represents the total dollar markdown as a percentage of total dollar net sales. This is typically not for an individual item.
Price Sensitivity
Assets
FIFO (First in - First out)
Markdown Percentage
11. Dollar Markdown of Merchandise/ original retail selling price of merchandise being marked down
Retail Price Formula
Cash Flow Formula
Off-Price Markdown Percentage Formula
Fixed Assets
12. (gross margin % x Turnover) / (100%-markup %)
Planned Initial Markup % Formula
Liabilities
Gross Margin Return on Inventory Investment-GMROI Formula
Original Price
13. Also referred to as the income or operating statement. 5 Basic Elements: Net Sales - Cost of Goods sold - Gross Margin - Operating Expenses - Net profit
Forced Obsolescence
Fixed Liabilities
Profit and Loss Statement (P&L Statement)
Liabilities
14. The difference between the total delivered cost and the total retail price of merchandise handled during a given period.
Balance Sheet
Pricing Errors
Cumulative Markup
Temporary Price Reduction
15. 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
Profit Margin
Gross Margin Return on Inventory Investment-GMROI Formula
FIFO (First in - First out)
5 Steps of Retail Inventory Method
16. Dollar markup ($)/ retail price ($)
LIFO (last in - first out)
Gross Margin
Markup % of Retail Formula
New Price
17. Financial debts incurred by a retailer
Expense Ratio
Liabilities
Markup % of Retail Formula
Debt Equity Ratio Formula
18. Inventory Valuation Method that combines taking inventory at retail prices and adjusting the cost value to reflect current retail value. 5 Steps Involved.
5 Steps of Retail Inventory Method
Buying Errors
Retail Inventory Method
Temporary Price Reduction
19. An aggregate of the original selling price. Should cover all expenses of the store - desired profit - take into account price reductions - alteration costs.
Initial Markup (IMU)
Cumulative Markup
Pricing Strategies
Accounts Receivable (AR)
20. What the retailer owns in monetary value
Initial Markup (IMU)
Assets
Fixed Assets
Uncontrollable Errors
21. Statistical forecasting tool that helps retailers to predict how apparel markdowns may affect the bottom-line business and objectives before the markdowns are implemented
Depreciation
Markup % of Cost Formula
Markdown optimization
Initial Markup (IMU)
22. The number of items remaining in stock x dollar markdown
Uncontrollable Errors
Markdown Cancellation ($) Formula
Reasons for taking Markdowns
Original Price
23. Cost Price/ (100%-markup %)
Cumulative Markup % Formula
FIFO (First in - First out)
Retail Price Formula
Markdown Percentage
24. 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
Profit Margin Analysis Formula
Early Markdowns
Price Sensitivity
Original Price
25. (1) Response of consumers and (2) cost of receiving - handling - and placing merchandise for sale.
Financial Leverage Ratio Formula
Pricing Depends on 2 factors
Pricing Strategies: Price Zones
Turnover Rate Formula
26. 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.
Off-Price Markdowns
Acid test or Quick Ratio
Clearance Markdowns
Markup
27. Strategy employed by retailers to buy and carry a predetermined number of price lines for a category of merchandise
Return on Net Worth (RONW) Formula
Pricing Strategies: Price Zones
Pricing Strategies: Price Lining
Dollar Markdown Formula
28. Promotional markdown that involves selling at or near cost for promotional purposes
Loss-Leader
Profit
New Price
FIFO (First in - First out)
29. Price change that results in reestablishing the original retail price to merchandise after it was temporarily marked down
Markdown Cancellations
Depreciation
Early Markdowns
Operating Expenses
30. 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
Original Price
5 Steps of Retail Inventory Method
Depreciation
Debt Equity Ratio
31. Reduction in price of an item - if that item is sold - the result is a lower monetary intake for that item
Markdown
Planned Initial Markup % Formula
Markdown optimization
Assets
32. 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.
Debt Equity Ratio Formula
Acid test or Quick Ratio
GMROII (Gross Margin Return on Inventory Investment)
Markdown Cancellation ($) Formula
33. The value of this calculation is that consumers can understand the price reduction when the retailer is promoting this merchandise.
Return on Sales
Off-Price Markdowns
Net Sales
Uncontrollable Errors
34. Assesses the retailers ability to realize adequate return on the money that is invested by the retail owner.
Profit Margin
Markdown Percentage
Markup
Return on Net Worth
35. 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.
Debt Equity Ratio
Gross Margin
Inventory
Pricing Depends on 2 factors
36. Buying errors - promotion errors - pricing errors - uncontrollable errors
Promotional Markdown
Reasons for taking Markdowns
Pricing Strategies: Price Lining
Regular Price
37. The retailers financial condition at a specific point in time
Initial Markup (IMU)
Current Liabilities
Balance Sheet
Liabilities
38. 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
Current Ratio
Return on Net Worth
Markdown Cancellation ($) Formula
Balance Sheet
39. Evaluates the managament of capital
Return on Sales
Debt Equity Ratio
Initial Markup (IMU)
Current Ratio (CR) Formula
40. Merchandise Available for sale at cost/ Merchandise available for sale at retail
Markdown Cancellation ($) Formula
Pricing Errors
5 Steps of Retail Inventory Method
Cost Complement Formula
41. When new styles or models come out every year - thus forcing the obsolescence of the previous year's model
Regular Price
Expense Ratio
Cash Flow Formula
Forced Obsolescence
42. Financial obligations that require payment within a short period of time (Wages - utitilites - Insurance)
Current Liabilities
The Cost Method
Debt Equity Ratio
Assets
43. 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
Markup % of Retail Formula
Cost Complement Formula
New Price
44. Price is changed (up or down)
New Price
Off-Price Markdown Percentage Formula
Current Liabilities
Return on Net Worth
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
Debt Equity Ratio
Gross Margin
Uncontrollable Errors
The Cost Method
46. Revenues received by a retailer
Net Sales
Return on Net Worth
Return on Net Worth (RONW) Formula
Retail Inventory Method
47. One that is just enough to move the goods
Return on Assets (ROA) Formul
Cumulative Markup
Pricing Strategies
Ideal Markdown
48. (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%
Buying Errors
Planned Initial Markup % Formula
Markup % of Cost Formula
Selling Price Formula
49. When fixed assets such as fixtures and equipment are continually used and therefore lose some of their monetary value (Ex: your car)
Depreciation
Accounts Receivable (AR)
Return on Net Worth
Assets
50. Debts owned by a retailer that require payment over an extended period of time (Fixtures - equipment - and property)
Depreciation
Fixed Liabilities
Expense Ratio
Current Liabilities