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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. Cost + Markup
Current Assets
Profit and Loss Statement (P&L Statement)
The Cost Method
Selling Price Formula
2. 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
Financial Leverage Ratio
Loss-Leader
LIFO (last in - first out)
Adage of Profitability for Retailers
3. Evaluates the managament of capital
Return on Sales
Early Markdowns
Markdown optimization
Adage of Profitability for Retailers
4. 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
Off-Price Markdown Percentage Formula
Markdown Percentage
Price Sensitivity
Pricing Errors
5. 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.
The Cost Method
5 Steps of Retail Inventory Method
Accounts Receivable (AR)
Pricing Strategies: Price Lining
6. Assesses the retailers ability to realize adequate return on the money that is invested by the retail owner.
Operating Expenses
Off-Price Markdowns
Current Ratio (CR) Formula
Return on Net Worth
7. (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%
Current Ratio
Return on Assets (ROA) Formul
Planned Initial Markup % Formula
Cost of Goods Sold
8. Improper displays - merchandise returns due to high pressure selling
Pricing Strategies: Price Lining
Promotion Errors
Return on Net Worth (RONW) Formula
Fixed Liabilities
9. Ranges of prices that appeals for a particular group of consumers
Markdown Cancellations
Regular Price
Debt Equity Ratio
Pricing Strategies: Price Zones
10. The extent to which a retailer is using debt or borrowed funds to operate the business. (The higher the FLR the higher the debt)
Ideal Markdown
Financial Leverage Ratio
Cost of Goods Sold
Debt Equity Ratio
11. 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
Debt Equity Ratio
Ideal Markdown
Return on Net Worth
12. (gross margin % x Turnover) / (100%-markup %)
The Cost Method
Liabilities
Markup % of Cost Formula
Gross Margin Return on Inventory Investment-GMROI Formula
13. Promotional markdown that involves selling at or near cost for promotional purposes
Loss-Leader
Return on Sales
Late Markdowns
LIFO (last in - first out)
14. 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.
Liabilities
Clearance Markdowns
Cumulative Markup % Formula
Promotional Markdown
15. 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
Retail Price Formula
Inventory
New Price
Debt Equity Ratio
16. The weather - merchandise is shopworn - economic downturn
Liabilities
Return on Assets (ROA) Formul
Net Sales
Uncontrollable Errors
17. Beggining inventory for a time period+ purchases=merchandise available for sale- ending inventory
Cost of Goods Sold (COGS) Formula
Forced Obsolescence
Financial Leverage Ratio Formula
Gross Margin
18. The prices from lowest to highest that are carried within a merchandise category
Assets Formula
Early Markdowns
Pricing Strategies: Price Ranges
Uncontrollable Errors
19. The cost of merchandise that was sold (including the method that was used to determine cost)
Cost of Goods Sold
5 Steps of Retail Inventory Method
Promotional Markdown
Inventory
20. Cannot be readily converted to cash within one year. (Fixtures - equipment - land/buildings)
Retail Price Formula
Fixed Assets
Reasons for taking Markdowns
The Cost Method
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.
New Price
Markup % of Cost Formula
Planned Initial Markup % Formula
Markdown Optimization
22. Short time - like 1 or 2 day sales
Temporary Price Reduction
Markdown optimization
Return on Assets (ROA) Formul
Planned Initial Markup % Formula
23. Price Lining - price zones - price ranges
Cost of Goods Sold
Pricing Strategies
Loss-Leader
Profit Margin
24. Dollar Markdown of Merchandise/ original retail selling price of merchandise being marked down
Net Profit
Inventory
Debt Equity Ratio Formula
Off-Price Markdown Percentage Formula
25. Financial obligations that require payment within a short period of time (Wages - utitilites - Insurance)
Current Liabilities
Profit and Loss Statement (P&L Statement)
Original Price
Markdown Optimization
26. Debts owned by a retailer that require payment over an extended period of time (Fixtures - equipment - and property)
Fixed Liabilities
Price Sensitivity
Assets Formula
Cumulative Markup % Formula
27. Sales less cost of goods sold
Cost Complement Formula
Gross Margin
Cost of Goods Sold (COGS) Formula
Original Price
28. Price is changed (up or down)
Pricing Strategies: Price Lining
New Price
Pricing Strategies
Fixed Assets
29. All of the capital used in operating the store - whether provided by the owners or creditors (vendors - banks)
Debt Equity Ratio Formula
Financial Leverage Ratio
Temporary Price Reduction
Return on Assets
30. Net Profit After Taxes/ Total Assets
Return on Assets (ROA) Formul
Inventory
Markup
Cost Complement Formula
31. Dollar markup ($)/ cost price ($)
Markdown Cancellation ($) Formula
Markup % of Cost Formula
Selling Price Formula
Cumulative Markup % Formula
32. Price change that results in reestablishing the original retail price to merchandise after it was temporarily marked down
Fixed Assets
Promotion Errors
Markdown Cancellations
Selling Price Formula
33. The value of this calculation is that consumers can understand the price reduction when the retailer is promoting this merchandise.
Off-Price Markdowns
Debt Equity Ratio Formula
Assets
Cost Complement Formula
34. Current Assets/ Current Liabilities
Current Ratio (CR) Formula
Profit
Turnover Rate Formula
Operating Expenses
35. (Cash + Accounts Receivable) / Current Liabilities
Acid Test or Quick Ratio (QR) Formula
Markup % of Retail Formula
LIFO (last in - first out)
Adage of Profitability for Retailers
36. Reduction in price of an item - if that item is sold - the result is a lower monetary intake for that item
Pricing Strategies: Price Zones
Uncontrollable Errors
Acid test or Quick Ratio
Markdown
37. When new styles or models come out every year - thus forcing the obsolescence of the previous year's model
Forced Obsolescence
Markup % of Cost Formula
Turnover Rate Formula
Selling Price Formula
38. To make a profit buyers must set an appropriate price considering many variables and using past experience and knowledge of future trends. A markup on an item does not typically remain constant.
Cumulative Markup % Formula
Markup
Loss-Leader
Accounts Receivable (AR)
39. The number of items remaining in stock x dollar markdown
Markdown optimization
Markdown Cancellation ($) Formula
Pricing Strategies: Price Zones
Markup % of Retail Formula
40. (1) Response of consumers and (2) cost of receiving - handling - and placing merchandise for sale.
Markdown optimization
Pricing Depends on 2 factors
Cumulative Markup
Assets Formula
41. The energizing force that fuels and sustains our economic system
Pricing Strategies: Price Ranges
Profit
Price Sensitivity
Clearance Markdowns
42. 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.
Markdown
Late Markdowns
Original Price
Profit Margin
43. Liabilities+ Owner's equity or net worth
Pricing Strategies: Price Ranges
Assets Formula
Markdown optimization
Liabilities
44. An aggregate of the original selling price. Should cover all expenses of the store - desired profit - take into account price reductions - alteration costs.
Markdown Percentage
Clearance Markdowns
Initial Markup (IMU)
Profit Margin
45. 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
Selling Price Formula
Profit and Loss Statement (P&L Statement)
Markup % of Retail Formula
Current Ratio
46. Statistical forecasting tool that helps retailers to predict how apparel markdowns may affect the bottom-line business and objectives before the markdowns are implemented
Fixed Assets
Markdown optimization
Adage of Profitability for Retailers
Current Liabilities
47. Original Retail price- markdown selling price
Dollar Markdown Formula
Return on Net Worth (RONW) Formula
Regular Price
Current Ratio
48. 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.
Acid test or Quick Ratio
Ideal Markdown
Fixed Liabilities
Forced Obsolescence
49. Net dollar markdown/ net dollar selling price
Initial Markup (IMU)
Markup % of Retail Formula
Markdown Percentage Formula
Uncontrollable Errors
50. 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
Markup % of Retail Formula
Markdown Optimization
FIFO (First in - First out)
Dollar Markdown Formula