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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 extent to which a retailer is using debt or borrowed funds to operate the business. (The higher the FLR the higher the debt)
Assets Formula
Financial Leverage Ratio
Return on Net Worth (RONW) Formula
Balance Sheet
2. An aggregate of the original selling price. Should cover all expenses of the store - desired profit - take into account price reductions - alteration costs.
Original Price
Initial Markup (IMU)
Profit Margin Analysis Formula
Retail Inventory Method
3. (gross margin % x Turnover) / (100%-markup %)
Turnover Rate Formula
Gross Margin Return on Inventory Investment-GMROI Formula
Return on Assets
GMROII (Gross Margin Return on Inventory Investment)
4. 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.
Expense Ratio
Markdown
Off-Price Markdown Percentage Formula
Promotion Errors
5. Usually lower than original - but held for longer period
Return on Net Worth
Regular Price
Markdown Cancellation ($) Formula
Markdown Optimization
6. The largest sum of money in current assets. Can be presented in either cost or retail terms. Should be purchased for a short period of time - as products lose monetary value over time and are subject to markdowns.
Reasons for taking Markdowns
Assets Formula
Cost Complement Formula
Inventory
7. Net Profit After Taxes/ Total Assets
Depreciation
Return on Assets (ROA) Formul
Debt Equity Ratio Formula
Gross Margin Return on Inventory Investment-GMROI Formula
8. Revenues received by a retailer
Ideal Markdown
Net Sales
Pricing Strategies
Adage of Profitability for Retailers
9. All of the capital used in operating the store - whether provided by the owners or creditors (vendors - banks)
Return on Net Worth (RONW) Formula
Financial Leverage Ratio
Return on Assets
Original Price
10. Represents the total dollar markdown as a percentage of total dollar net sales. This is typically not for an individual item.
Cost of Goods Sold
Selling Price Formula
Markdown Percentage
Retail Price Formula
11. When fixed assets such as fixtures and equipment are continually used and therefore lose some of their monetary value (Ex: your car)
Depreciation
Return on Sales
Acid Test or Quick Ratio (QR) Formula
Pricing Strategies
12. Costs involved in running the business
Operating Expenses
Gross Margin
Selling Price Formula
Return on Assets
13. Ensures that there is enough cash to pay debts. Any time the ratio is colse to 1 - the retailer is said to be in a liquid position.
Inventory
Markup % of Retail Formula
Pricing Strategies: Price Lining
Acid test or Quick Ratio
14. Total Markup on all goods on hand/ retail price of all goods on hand
Ideal Markdown
Cumulative Markup % Formula
Markdown Cancellation ($) Formula
Cumulative Markup
15. Ranges of prices that appeals for a particular group of consumers
Cost Complement Formula
Liabilities
Return on Sales
Pricing Strategies: Price Zones
16. Original Retail price- markdown selling price
Current Ratio
Dollar Markdown Formula
Inventory
New Price
17. (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%
Pricing Strategies: Price Zones
Sell-Through Rate
Planned Initial Markup % Formula
Markup
18. (1) Response of consumers and (2) cost of receiving - handling - and placing merchandise for sale.
Debt Equity Ratio Formula
Profit and Loss Statement (P&L Statement)
Pricing Depends on 2 factors
Markdown Percentage Formula
19. Also referred to as the income or operating statement. 5 Basic Elements: Net Sales - Cost of Goods sold - Gross Margin - Operating Expenses - Net profit
The Cost Method
Accounts Receivable (AR)
Return on Assets
Profit and Loss Statement (P&L Statement)
20. 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.
Retail Inventory Method
Late Markdowns
GMROII (Gross Margin Return on Inventory Investment)
Markup % of Retail Formula
21. Net Profit/ Net Sales
Return on Net Worth
Off-Price Markdown Percentage Formula
Profit Margin Analysis Formula
Reasons for taking Markdowns
22. Price is changed (up or down)
Cumulative Markup % Formula
Loss-Leader
New Price
Profit Margin
23. Wrong Merchandise - odd assortment colors/sizes - seasonal goods
Promotional Markdown
Promotion Errors
Buying Errors
Markdown Cancellations
24. Liabilities+ Owner's equity or net worth
Markdown Percentage Formula
Retail Price Formula
Promotional Markdown
Assets Formula
25. Evaluates the managament of capital
Retail Inventory Method
Planned Initial Markup % Formula
Return on Sales
Profit and Loss Statement (P&L Statement)
26. Debts owned by a retailer that require payment over an extended period of time (Fixtures - equipment - and property)
Sell-Through Rate
Fixed Liabilities
Cumulative Markup
Markdown Optimization
27. 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
Late Markdowns
Acid Test or Quick Ratio (QR) Formula
5 Steps of Retail Inventory Method
Debt Equity Ratio
28. Cannot be readily converted to cash within one year. (Fixtures - equipment - land/buildings)
Temporary Price Reduction
Pricing Strategies
Fixed Assets
Pricing Errors
29. What the retailer owns in monetary value
Depreciation
Cost Complement Formula
Ideal Markdown
Assets
30. The retailers financial condition at a specific point in time
Operating Expenses
Expense Ratio
Balance Sheet
Reasons for taking Markdowns
31. Merchandise Available for sale at cost/ Merchandise available for sale at retail
Cash Flow Formula
Current Ratio
Cost Complement Formula
The Cost Method
32. Improper displays - merchandise returns due to high pressure selling
Promotion Errors
Ideal Markdown
Net Profit
Pricing Strategies: Price Ranges
33. 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
Off-Price Markdowns
Gross Margin Return on Inventory Investment-GMROI Formula
Current Liabilities
LIFO (last in - first out)
34. 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
Late Markdowns
Net Profit
FIFO (First in - First out)
Retail Price Formula
35. 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
Depreciation
LIFO (last in - first out)
36. Total Assets/ Net Worth
Initial Markup (IMU)
Financial Leverage Ratio Formula
Loss-Leader
Markup % of Retail Formula
37. Having the right merchandise - at the right time - for the right price - in the right place
Debt Equity Ratio
Forced Obsolescence
Adage of Profitability for Retailers
5 Steps of Retail Inventory Method
38. The weather - merchandise is shopworn - economic downturn
New Price
Pricing Strategies: Price Ranges
Uncontrollable Errors
Temporary Price Reduction
39. Price change that results in reestablishing the original retail price to merchandise after it was temporarily marked down
Liabilities
Pricing Strategies: Price Ranges
Current Ratio (CR) Formula
Markdown Cancellations
40. 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
Promotional Markdown
5 Steps of Retail Inventory Method
Price Sensitivity
Turnover Rate Formula
41. The difference between the total delivered cost and the total retail price of merchandise handled during a given period.
Depreciation
Acid test or Quick Ratio
Markdown Optimization
Cumulative Markup
42. Dollar markup ($)/ retail price ($)
Current Liabilities
Pricing Errors
Depreciation
Markup % of Retail Formula
43. Net dollar markdown/ net dollar selling price
Cumulative Markup % Formula
Markdown Percentage Formula
FIFO (First in - First out)
Pricing Strategies: Price Ranges
44. Inventory Valuation Method that combines taking inventory at retail prices and adjusting the cost value to reflect current retail value. 5 Steps Involved.
LIFO (last in - first out)
Pricing Strategies
Retail Inventory Method
Current Ratio
45. Amount of markdown usually less - take the loss early will be easier - strengthen goodwill - replenish stock in lower price lines - leads to higher stock turnover - higher likelihood merchandise will sell in a timely manner
Early Markdowns
Net Profit
Acid test or Quick Ratio
Uncontrollable Errors
46. Can be transformed simply and rapidly into cash
Current Assets
Markdown optimization
Acid test or Quick Ratio
Initial Markup (IMU)
47. (Cash + Accounts Receivable) / Current Liabilities
Pricing Errors
Net Profit
Current Liabilities
Acid Test or Quick Ratio (QR) Formula
48. Financial obligations that require payment within a short period of time (Wages - utitilites - Insurance)
The Cost Method
Profit Margin Analysis Formula
Expense Ratio
Current Liabilities
49. One that is just enough to move the goods
5 Steps of Retail Inventory Method
Ideal Markdown
Return on Net Worth
Profit Margin
50. 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
Inventory
Acid test or Quick Ratio
Planned Initial Markup % Formula