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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. 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
Gross Margin
Financial Leverage Ratio
Dollar Markdown Formula
2. When new styles or models come out every year - thus forcing the obsolescence of the previous year's model
Forced Obsolescence
Promotional Markdown
Markdown
Temporary Price Reduction
3. Represents the total dollar markdown as a percentage of total dollar net sales. This is typically not for an individual item.
Depreciation
Markdown Percentage
Cost of Goods Sold (COGS) Formula
Markdown Percentage Formula
4. Total Markup on all goods on hand/ retail price of all goods on hand
Cumulative Markup % Formula
Financial Leverage Ratio Formula
Markdown Cancellation ($) Formula
Return on Net Worth
5. The value of this calculation is that consumers can understand the price reduction when the retailer is promoting this merchandise.
Markdown Cancellation ($) Formula
Off-Price Markdowns
Ideal Markdown
Return on Net Worth (RONW) Formula
6. One that is just enough to move the goods
New Price
Financial Leverage Ratio Formula
Loss-Leader
Ideal Markdown
7. Strategy employed by retailers to buy and carry a predetermined number of price lines for a category of merchandise
Pricing Strategies: Price Lining
Cost of Goods Sold (COGS) Formula
Planned Initial Markup % Formula
Pricing Errors
8. All of the capital used in operating the store - whether provided by the owners or creditors (vendors - banks)
Original Price
Markdown Cancellation ($) Formula
Late Markdowns
Return on Assets
9. Price reduction for merchandise that has not lived up to buyers' expectations. Includes broken assortments of merchandise - merchandise lines that buyers no longer want to carry - shopworn goods - items that haven't sold because of an event beyond bu
Markdown Cancellations
Clearance Markdowns
Liabilities
Pricing Strategies: Price Zones
10. The number of items remaining in stock x dollar markdown
Markdown Cancellation ($) Formula
Return on Assets (ROA) Formul
Acid Test or Quick Ratio (QR) Formula
Adage of Profitability for Retailers
11. 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
Cost of Goods Sold (COGS) Formula
GMROII (Gross Margin Return on Inventory Investment)
Ideal Markdown
Return on Assets
12. Buying errors - promotion errors - pricing errors - uncontrollable errors
Cash Flow Formula
Reasons for taking Markdowns
Early Markdowns
Markdown
13. 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.
Markup
Profit Margin Analysis Formula
Assets
Pricing Strategies
14. The weather - merchandise is shopworn - economic downturn
Markup
Initial Markup (IMU)
Cost of Goods Sold
Uncontrollable Errors
15. 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.
Off-Price Markdowns
Clearance Markdowns
Current Liabilities
Acid test or Quick Ratio
16. Statistical forecasting tool that helps retailers to predict how apparel markdowns may affect the bottom-line business and objectives before the markdowns are implemented
Return on Assets
Markdown optimization
Fixed Liabilities
Sell-Through Rate
17. 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
Cash Flow Formula
Markdown Optimization
Net Profit
18. 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
Current Assets
Markup
Price Sensitivity
Fixed Assets
19. 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
Ideal Markdown
Reasons for taking Markdowns
Return on Net Worth
Debt Equity Ratio
20. Cash Received by the retailer-cash leaving the retailer
Cash Flow Formula
Expense Ratio
Pricing Depends on 2 factors
Promotion Errors
21. Price change that results in reestablishing the original retail price to merchandise after it was temporarily marked down
Markdown Cancellations
Sell-Through Rate
Gross Margin
Current Assets
22. Sales for the period/ average inventory
Expense Ratio Formula
Return on Net Worth (RONW) Formula
Turnover Rate Formula
LIFO (last in - first out)
23. Liabilities+ Owner's equity or net worth
Balance Sheet
Assets Formula
Temporary Price Reduction
Clearance Markdowns
24. Net Profit/ Net Sales
Selling Price Formula
Inventory
Profit Margin Analysis Formula
Off-Price Markdowns
25. Merchandise Available for sale at cost/ Merchandise available for sale at retail
Markdown Percentage Formula
Cumulative Markup % Formula
Cost Complement Formula
Financial Leverage Ratio
26. 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
Fixed Liabilities
LIFO (last in - first out)
Selling Price Formula
Net Profit
27. Having the right merchandise - at the right time - for the right price - in the right place
Cost of Goods Sold
Current Liabilities
Adage of Profitability for Retailers
Inventory
28. 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.
Balance Sheet
Fixed Assets
5 Steps of Retail Inventory Method
Accounts Receivable (AR)
29. Price is changed (up or down)
FIFO (First in - First out)
New Price
Acid test or Quick Ratio
Return on Assets
30. Evaluates the managament of capital
Forced Obsolescence
Acid Test or Quick Ratio (QR) Formula
Return on Sales
Loss-Leader
31. 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
Profit Margin
Loss-Leader
Fixed Liabilities
New Price
32. Inventory Valuation Method that combines taking inventory at retail prices and adjusting the cost value to reflect current retail value. 5 Steps Involved.
Profit and Loss Statement (P&L Statement)
Cost of Goods Sold (COGS) Formula
Retail Inventory Method
Markup
33. Current Assets/ Current Liabilities
Current Ratio (CR) Formula
Return on Net Worth (RONW) Formula
Debt Equity Ratio Formula
Net Sales
34. Usually lower than original - but held for longer period
Regular Price
Expense Ratio
Cumulative Markup
Profit Margin Analysis Formula
35. Assesses the retailers ability to realize adequate return on the money that is invested by the retail owner.
Return on Net Worth
The Cost Method
Pricing Strategies: Price Ranges
Markdown optimization
36. Beggining inventory for a time period+ purchases=merchandise available for sale- ending inventory
Cost of Goods Sold (COGS) Formula
Planned Initial Markup % Formula
Off-Price Markdowns
Markdown optimization
37. An aggregate of the original selling price. Should cover all expenses of the store - desired profit - take into account price reductions - alteration costs.
Retail Price Formula
Ideal Markdown
Initial Markup (IMU)
Pricing Strategies: Price Lining
38. The prices from lowest to highest that are carried within a merchandise category
Assets Formula
Loss-Leader
Retail Price Formula
Pricing Strategies: Price Ranges
39. 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
Profit Margin
Current Liabilities
Early Markdowns
Late Markdowns
40. Dollar markup ($)/ retail price ($)
Markup % of Retail Formula
Pricing Errors
Debt Equity Ratio Formula
Pricing Strategies
41. Costs involved in running the business
Operating Expenses
Debt Equity Ratio
Cash Flow Formula
Regular Price
42. Cost Price/ (100%-markup %)
Retail Price Formula
Turnover Rate Formula
Forced Obsolescence
Markup
43. (gross margin % x Turnover) / (100%-markup %)
Gross Margin Return on Inventory Investment-GMROI Formula
Fixed Liabilities
Initial Markup (IMU)
Regular Price
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)
New Price
Acid Test or Quick Ratio (QR) Formula
Debt Equity Ratio
45. Financial debts incurred by a retailer
Liabilities
Profit Margin Analysis Formula
Net Profit
Pricing Strategies: Price Ranges
46. The cost of merchandise that was sold (including the method that was used to determine cost)
LIFO (last in - first out)
Cost of Goods Sold
Selling Price Formula
Current Assets
47. When fixed assets such as fixtures and equipment are continually used and therefore lose some of their monetary value (Ex: your car)
Cumulative Markup % Formula
FIFO (First in - First out)
Depreciation
Net Sales
48. Dollar Markdown of Merchandise/ original retail selling price of merchandise being marked down
Markdown Cancellations
Dollar Markdown Formula
Off-Price Markdown Percentage Formula
Initial Markup (IMU)
49. Dollar markup ($)/ cost price ($)
Markup % of Cost Formula
Markup
Financial Leverage Ratio
Turnover Rate Formula
50. Cost + Markup
Promotion Errors
Depreciation
Current Liabilities
Selling Price Formula