Management Capstone Can you interpret the report of this round and tell what Andrews did good and wrong during the round. Contents R o st er Select ed

Management Capstone Can you interpret the report of this round and tell what Andrews did good and wrong during the round. Contents

R o st er

Select ed F in a n cia l St a t ist ics

Andrews Baldwin Chester Digby Erie Average

ROS 4.1% 11.6% 19.7% 4.0% 15.7% 11.0%

Asset Turnover 1.48 0.95 1.22 1.36 1.01 1.20

ROA 6.1% 11.0% 24.1% 5.4% 15.8% 12.5%

Leverage 2.54 1.71 1.76 1.97 1.86 1.97

ROE 15.6% 18.8% 42.4% 10.7% 29.4% 23.4%

Sales $231,768 $241,317 $367,855 $239,487 $210,225 $258,130

EBIT $27,412 $57,312 $129,880 $24,958 $63,738 $60,660

Pro�t $9,575 $27,987 $72,501 $9,557 $32,972 $30,518

Cumulative Pro�t ($1,095) $69,581 $189,744 $35,917 $99,721 $78,774

SG&A to Sales Ratio 14.19% 10.22% 6.81% 13.02% 6.18% 10.08%

Contribution Margin 36.63% 46.53% 53.71% 30.97% 49.00% 43.37%

Emergency Loan $0 $0 $0 $0 $0 $0

CP103585_1    Round  8 – 2029
Report

Section 1 Front Page

Section 2 Stock & Bonds

Section 3 Financial Summary

Section 4 Product Analysis

Section 5 Traditional Segment Analysis

Section 6 Low End Segment Analysis

Section 7 High End Segment Analysis

Section 8 Performance Segment Analysis

Section 9 Size Segment Analysis

Section 10 Market Share

Section 11 Perceptual Map

Section 12 Custom Modules

Andrews

Prachi Chaudhary

Nahomie Konzi

Deborah Amisa

Baldwin

Wenhao Li

Hu Sheng Chieh

Shuaihao Mou

Chester

Marcos Rocca

Dakota Rosson

Andrea Montealegre Zambrano

Digby Erie

Percent of Sales

Variable Costs
Depreciation
SG&A
Other
Profit

Andrews Baldwin Chester Digby Erie
0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Market Share

AndrewsAndrews
18.0 %18.0 %
Andrews
18.0 %

BaldwinBaldwin
18.7 %18.7 %
Baldwin
18.7 %

ChesterChester
28.5 %28.5 %
Chester
28.5 %

DigbyDigby
18.6 %18.6 %
Digby
18.6 %

ErieErie
16.3 %16.3 %
Erie
16.3 %

Andrews Baldwin Chester Digby Erie

Stock & Bonds Round: 8 Dec. 31, 2029CP103585_1
St o ck Ma r ket Su mma r y

Company Closing Price Change Shares Outstanding Market Cap Book Value EPS Dividend Yield P/E

Andrews $30.06 $13.04 3,765,593 $113m $16.32 $2.54 $0.00 0% 11.82

Baldwin $103.13 $25.25 2,786,639 $287m $53.30 $10.04 $0.00 0% 10.27

Chester $228.48 $71.26 2,350,559 $537m $72.69 $30.84 $18.88 8.3% 7.41

Digby $48.75 $8.94 2,824,953 $138m $31.63 $3.38 $6.72 13.8% 14.41

Erie $102.81 $19.15 2,686,059 $276m $41.73 $12.28 $12.78 12.4% 8.38

Stock Price

34.2534.2534.25

16.2616.2616.26

111 111

17.117.117.1 16.4316.4316.43

1.321.321.32

17.0117.0117.01
30.0630.0630.06

111

16.2616.2616.26
23.5223.5223.52

37.4237.4237.42
51.3351.3351.33

77.8977.8977.89

103.13103.13103.13

28.8828.8828.88

63.3763.3763.37

94.6294.6294.62

157.22157.22157.22

228.48228.48228.48

41.9541.9541.95 37.5937.5937.59 39.7139.7139.71
48.0148.0148.01

31.1631.1631.16
39.8239.8239.82

48.7548.7548.75

33.0333.0333.03

77.2877.2877.28

Andrews Baldwin Chester Digby Erie

2021 2022 2023 2024 2025 2026 2027 2028 2029
$0

$20

$40

$60

$80

$100

$120

$140

$160

$180

$200

$220

$240

B o n d Ma r ket Su mma r y

Company Series Face Value Yield Closing Price S&P Rating

Andrews

13.9S2034
14.4S2035
14.9S2036
15.3S2037
16.0S2038

$1,510,204
$39,600,000
$18,300,000
$14,000,000
$10,000,000

15.08%
15.47%
15.78%
15.99%
16.22%

$92.20
$93.05
$94.40
$95.70
$98.63

CC
CC
CC
CC
CC

Baldwin

11.3S2032
13.5S2033
13.5S2035
14.5S2036
14.3S2037
15.3S2038
14.5S2039

$9,000,000
$8,000,000

$11,100,000
$6,000,000

$25,300,000
$20,000,000
$15,400,000

12.14%
13.82%
13.93%
14.38%
14.3%

14.59%
14.35%

$93.07
$97.68
$96.91

$100.85
$100.00
$104.89
$101.03

BBB
BBB
BBB
BBB
BBB
BBB
BBB

Chester

12.7S2033
13.7S2034
14.3S2035
15.1S2036

$5,570,036
$26,700,000
$38,000,000
$5,200,000

13.4%
14.08%
14.41%
14.73%

$94.81
$97.29
$99.23

$102.53

BB
BB
BB
BB

Digby

11.6S2033
12.5S2034
12.7S2035
13.7S2036
14.1S2037
14.9S2038
14.8S2039

$1,904,806
$544,225

$14,794,529
$4,689,371

$26,562,691
$10,011,217
$3,668,620

12.92%
13.74%
14.02%
14.61%
14.83%
15.11%
15.1%

$89.76
$90.99
$90.59
$93.80
$95.10
$98.58
$98.01

B
B
B
B
B
B
B

Erie

12.6S2034
12.8S2035
13.7S2036
13.4S2037
14.7S2038

$3,791,259
$18,321,399
$5,384,386

$21,251,938
$28,378,535

13.61%
13.85%
14.36%
14.3%

14.77%

$92.59
$92.39
$95.40
$93.68
$99.52

BB
BB
BB
BB
BB

Next Year’s Prime Rate: 11%

Financial Summary Round: 8 Dec. 31, 2029CP103585_1
Ca sh F lo w St a t emen t

Andrews Baldwin Chester Digby Erie

Cash From Operations

Net Income(Loss) $9,575 $27,987 $72,501 $9,557 $32,972

Adjustment For Non-Cash Items

Depreciation $11,013 $15,333 $25,147 $14,547 $18,132

Extraordinary Gains/Losses/Write-offs ($4,419) ($541) $0 $0 ($292)

Changes In Current Assets And Liabilities

Accounts Payable $1,106 ($837) ($15,059) $1,756 $1,044

Inventory $7,641 ($6,569) $646 ($10,747) $2,934

Accounts Receivable ($1,639) $691 ($12,901) ($667) ($3,608)

Net Cash From Operations $23,278 $36,065 $70,333 $14,445 $51,182

Cash From Investing

Net Plant Improvements $10,280 ($2,590) ($8,320) $0 $0

Cash From Financing

Dividends Paid $0 $0 ($44,379) ($18,985) ($34,319)

Sales Of Common Stock $0 $15,200 $0 $0 $0

Purchase Of Common Stock $0 $0 ($19,400) $0 ($1,157)

Cash From Long-Term Debt Issued $0 $15,400 $0 $3,669 $0

Early Retirement Of Long-Term Debt $0 $0 $0 $0 ($2,763)

Retirement Of Current Debt ($15,000) ($5,000) ($28,200) ($27,364) ($29,218)

Cash From Current Debt Borrowing $0 $0 $42,800 $10,182 $10,417

Cash From Emergency Loan $0 $0 $0 $0 $0

Net Cash From Financing ($15,000) $25,600 ($49,179) ($32,498) ($57,040)

Net Change In Cash $18,558 $59,075 $12,835 ($18,053) ($5,858)

B a la n ce Sh eet

Andrews Baldwin Chester Digby Erie

Cash $53,810 $71,020 $42,666 $27,593 $37,908

Accounts Receivable $19,049 $19,834 $30,235 $19,684 $17,279

Inventory $5,650 $24,443 $23,342 $20,225 $7,950

Total Current Assets $78,509 $115,297 $96,243 $67,502 $63,137

Plant And Equipment $165,200 $230,000 $377,200 $218,200 $271,980

Accumulated Depreciation ($87,453) ($91,060) ($172,418) ($109,713) ($126,997)

Total Fixed Assets $77,747 $138,940 $204,782 $108,487 $144,983

Total Assets $156,257 $254,238 $301,025 $175,989 $208,120

Accounts Payable $11,388 $10,904 $11,884 $14,271 $8,492

Current Debt $0 $0 $42,800 $10,182 $10,417

Long-Term Debt $83,410 $94,800 $75,470 $62,175 $77,128

Total Liabilities $94,798 $105,704 $130,154 $86,629 $96,037

Common Stock $37,251 $53,560 $28,996 $47,269 $46,638

Retained Earnings $24,207 $94,974 $141,876 $42,091 $65,445

Total Equity $61,458 $148,534 $170,871 $89,360 $112,084

Total Liabilities & Owner’s Equity $156,257 $254,238 $301,025 $175,989 $208,120

I n co me St a t emen t

Andrews Baldwin Chester Digby Erie

Sales $231,768 $241,317 $367,855 $239,487 $210,225

Total Variable Costs (Labor, Material, Carry) $146,874 $129,025 $170,273 $165,309 $107,205

Depreciation $11,013 $15,333 $25,147 $14,547 $18,132

SG&A $32,888 $24,658 $25,064 $31,190 $12,984

Other (Fees/Write-offs/Bonuses/Relocation Fee) $13,581 $14,989 $17,491 $3,483 $8,167

EBIT $27,412 $57,312 $129,880 $24,958 $63,738

Interest (Short-Term/Long-Term) $12,381 $13,376 $16,063 $9,955 $11,976

Taxes $5,261 $15,378 $39,836 $5,251 $18,117

Pro�t Sharing $195 $571 $1,480 $195 $673

Net Pro�t $9,575 $27,987 $72,501 $9,557 $32,972

Product Analysis Round: 8 Dec. 31, 2029CP103585_1

Production vs Capacity

8,3228,3228,322

9,7409,7409,740

14,47514,47514,475

9,1739,1739,173

10,25110,25110,251

4,5004,5004,500

5,5005,5005,500

8,2008,2008,200

7,3507,3507,350

7,2007,2007,200

Production Capacity

Andrews

Baldwin

Chester

Digby

Erie

0 2k 4k 6k 8k 10k 12k 14k 16k1k 3k 5k 7k 9k 11k 13k 15k

P la n t I n f o r ma t io n

Name
Primary
Segment

Units
Sold

Inventory
Revision

Date
Age

Dec.31
MTBF

Pfmn
Coord

Size Price
Material

Cost
Labor
Cost

Contribution
Margin

2nd Shift &
Over-time

Auto.
Next

Round

Capacity
Next Round

Plant
Utilization

Able Traditional 1,935 0 1-May-2029 1.6 19,000 9.9 9.9 $26.00 $9.16 $6.48 38.5% 100% 8 1,000 200%

Acre Low End 2,461 0 6-June-2029 2.4 17,000 5.3 14 $18.00 $6.03 $6.37 30.9% 84% 7 1,250 184%

Adam Traditional 556 0 19-Apr-2029 2.3 20,000 10.1 9.4 $26.00 $9.65 $6.43 36.7% 91.7% 8 300 192%

Aft Performance 956 12 26-June-2029 1.4 27,000 16 10.4 $31.00 $13.43 $6.48 34.5% 100% 7 500 200%

Agape Size 944 241 5-July-2029 1.4 21,000 9 3 $31.00 $12.00 $6.42 37.7% 90% 8 500 190%

Alan Size 521 0 28-Nov-2029 1.1 25,000 9.6 2.6 $31.00 $13.39 $4.73 42.4% 75% 9 300 175%

Ark High End 750 0 31-Aug-2029 1.2 25,000 16.1 3.9 $36.00 $14.49 $6.44 41.4% 93.7% 8 400 194%

Attic Performance 665 44 27-May-2028 1.6 27,000 17.8 10.4 $31.00 $14.12 $4.81 35.2% 90% 8 250 190%

Baker Traditional 2,167 159 1-May-2028 2.9 19,000 9.9 10.1 $26.00 $8.78 $3.13 52.3% 100% 10 1,200 200%

Bat High End 1,303 5 28-May-2029 1.5 24,000 16.1 3.9 $36.00 $13.70 $6.22 43.6% 92.9% 7 700 193%

Bead Low End 2,081 1,713 8-Oct-2029 4.2 15,000 5.7 14.3 $19.00 $5.27 $3.09 53% 86.8% 10 1,900 187%

Bid High End 1,211 0 28-May-2029 1.6 25,000 16.1 3.9 $36.50 $13.98 $6.12 43.9% 78.6% 8 700 179%

Bold Performance 819 132 16-June-2029 1.6 26,000 17.4 10.4 $31.50 $13.19 $4.47 40.5% 60% 8 500 160%

Buddy Size 891 331 3-June-2029 1.6 20,000 9.6 2.6 $32.00 $11.54 $5.03 40.4% 40% 7.5 500 140%

Cake Traditional 2,000 0 16-June-2028 2.7 19,000 10.1 9.9 $24.00 $8.71 $1.36 57.5% 100% 10 1,000 200%

Cat High End 1,371 396 23-May-2029 1.5 25,000 16.1 3.9 $35.00 $13.69 $1.36 55.1% 100% 10 800 200%

Cedar Low End 4,867 709 27-July-2026 8 17,000 5.5 14.5 $17.75 $5.59 $1.36 58.9% 100% 10 2,400 200%

Cid High End 1,400 0 30-Apr-2029 1.6 25,000 16.1 3.9 $34.00 $13.69 $2.38 52.6% 75% 10 800 175%

Coat Performance 1,292 164 11-Apr-2029 1.6 27,000 17.4 10.4 $29.00 $13.19 $2.18 43.9% 27.8% 10 900 128%

Cozy Performance 1,105 197 28-Apr-2029 1.6 27,000 17.4 10.4 $29.25 $13.19 $1.34 48.2% 87.5% 10 600 188%

Cure Size 1,158 248 4-May-2029 1.6 21,000 9.6 2.6 $29.25 $11.57 $2.09 49.3% 13.9% 10 900 114%

Cute Size 1,160 240 6-June-2029 1.5 21,000 9.6 2.6 $29.50 $11.57 $1.32 55.3% 71.9% 10 800 172%

Daze Traditional 1,749 152 26-Jan-2030 2.8 19,000 9.6 10.4 $25.50 $9.38 $8.52 26.7% 100% 6.5 1,000 200%

Dell Low End 2,295 239 31-May-2027 7.6 14,000 5.4 14.6 $20.00 $5.26 $3.68 52.2% 75% 9 1,400 175%

Dixie High End 1,038 301 6-Dec-2029 1.1 25,000 16.6 3.4 $36.00 $15.54 $11.51 21.4% 50% 4.5 900 150%

Doom Performance 971 95 2-Dec-2029 1 27,000 17.8 10.1 $31.00 $14.89 $7.81 24.5% 5% 6 1,000 105%

Dot Performance 963 92 14-Nov-2029 1.2 27,000 17.9 10 $31.00 $14.95 $8.78 21.1% 10.5% 5.5 950 111%

Dune Size 816 35 14-Nov-2029 1.4 19,000 10.1 2.3 $31.00 $12.49 $8.40 31% 0% 5.5 900 89%

Dust Size 850 86 18-Dec-2029 1 19,000 10 2.2 $31.00 $12.51 $7.64 33.5% 0% 6 1,200 79%

Eat Low End 3,028 452 17-Jan-2026 8.1 12,500 5.5 14.5 $18.50 $4.69 $2.44 59.6% 89.2% 9.4 1,850 189%

Ebb Low End 3,353 324 14-Oct-2027 7.4 12,000 5.3 13.7 $17.00 $4.76 $2.35 54.8% 61.1% 9.4 1,800 161%

Echo Traditional 1,972 152 6-Mar-2029 2.5 14,000 10.5 9.5 $24.00 $8.12 $6.12 39.9% 24.2% 6.5 1,650 124%

Egg Traditional 2,079 0 9-Feb-2029 2.6 15,000 10.7 9.3 $24.00 $8.53 $5.86 39.1% 5.3% 6.4 1,900 105%

Traditional Segment Analysis Round: 8 Dec. 31, 2029CP103585_1

To p P r o d u ct s

Name Price
Units Sold Potential

Sold
Stock
Out

Revision
Date

Age Pfmn Size MTBF
Sales

Budget
Customer

Accessibility
Promo
Budget

Customer
Awareness

Customer
Satisfaction

Baker $26.00 2,167 1,911 No 1-May-2028 2.9 9.9 10.1 19,000 $1,800 100% $1,400 100% 40

Egg $24.00 2,077 1,548 Yes 9-Feb-2029 2.6 10.7 9.3 15,000 $1,056 100% $1,800 100% 48

Cake $24.00 2,000 2,371 Yes 16-June-2028 2.7 10.1 9.9 19,000 $1,200 100% $1,400 100% 59

Echo $24.00 1,963 1,457 No 6-Mar-2029 2.5 10.5 9.5 14,000 $1,056 100% $1,800 100% 50

Able $26.00 1,935 1,685 Yes 1-May-2029 1.6 9.9 9.9 19,000 $2,900 100% $1,400 100% 62

Daze $25.50 1,749 1,483 No 26-Jan-2030 2.8 9.6 10.4 19,000 $1,878 73% $1,700 100% 33

Adam $26.00 556 1,993 Yes 19-Apr-2029 2.3 10.1 9.4 20,000 $2,900 100% $1,400 100% 70

Traditional Statistics
2029 Total Market Size 12,447

2029 Total Units Sold 12,447

Segment % of Total Industry 23.6%

2030 Demand Growth Rate 9.2%

Traditional Customer Buying Criteria
Expectations Importance

Age 2 Years 47%

Price $16.00 – $26.00 23%

Positioning Performance 10.6 Size 9.4 21%

Service Life 14,000 – 19,000 Hours 9%

Accessibility

Accessibility

Andrews

Baldwin

Chester

Digby

Erie

0% 20% 40% 60% 80% 100%

Perceptual Map for Traditional

Performance

S
iz

e CakeCakeCakeBakerBakerBakerEchoEchoEchoEggEggEgg

DazeDazeDaze
AbleAbleAble
AdamAdamAdam

0 2 4 6 8 10 12 14 16 18 20
0

2

4

6

8

10

12

14

16

18

20

Actual vs. Potential Market Share

Actual Potential

Andrews Baldwin Chester Digby Erie
0%

2%

4%

6%

8%

10%

12%

14%

16%

18%

20%

22%

24%

26%

28%

30%

32%

34%

36%

Low End Segment Analysis Round: 8 Dec. 31, 2029CP103585_1

To p P r o d u ct s

Name Price
Units Sold Potential

Sold
Stock
Out

Revision
Date

Age Pfmn Size MTBF
Sales

Budget
Customer

Accessibility
Promo
Budget

Customer
Awareness

Customer
Satisfaction

Cedar $17.75 4,867 4,839 No 27-July-2026 8 5.5 14.5 17,000 $1,200 100% $1,400 100% 53

Ebb $17.00 3,353 3,332 No 14-Oct-2027 7.4 5.3 13.7 12,000 $1,056 99% $1,800 100% 39

Eat $18.50 3,028 3,010 No 17-Jan-2026 8.1 5.5 14.5 12,500 $1,056 99% $1,800 100% 32

Acre $18.00 2,461 2,553 Yes 6-June-2029 2.4 5.3 14 17,000 $2,900 100% $1,400 100% 27

Dell $20.00 2,295 2,282 No 31-May-2027 7.6 5.4 14.6 14,000 $1,878 71% $1,700 100% 25

Bead $19.00 2,081 2,069 No 8-Oct-2029 4.2 5.7 14.3 15,000 $1,700 99% $1,400 100% 29

Echo $24.00 8 8 No 6-Mar-2029 2.5 10.5 9.5 14,000 $1,056 99% $1,800 100% 0

Egg $24.00 2 2 Yes 9-Feb-2029 2.6 10.7 9.3 15,000 $1,056 99% $1,800 100% 0

Low End Statistics
2029 Total Market Size 18,096

2029 Total Units Sold 18,096

Segment % of Total Industry 35.1%

2030 Demand Growth Rate 11.7%

Low End Customer Buying Criteria
Expectations Importance

Price $11.00 – $21.00 53%

Age 7 Years 24%

Positioning Performance 5.7 Size 14.3 16%

Service Life 12,000 – 17,000 Hours 7%

Accessibility

Accessibility

Andrews

Baldwin

Chester

Digby

Erie

0% 20% 40% 60% 80% 100%

Perceptual Map for Low End

Performance

S
iz

e

CedarCedarCedarBeadBeadBeadEatEatEat
EbbEbbEbb

EchoEchoEchoEggEggEgg

DellDellDell
AcreAcreAcre

0 2 4 6 8 10 12 14 16 18 20
0

2

4

6

8

10

12

14

16

18

20

Actual vs. Potential Market Share

Actual Potential

Andrews Baldwin Chester Digby Erie
0%

2%
4%

6%

8%

10%
12%

14%

16%

18%
20%

22%

24%

26%
28%

30%

32%

34%
36%

38%

High End Segment Analysis Round: 8 Dec. 31, 2029CP103585_1

To p P r o d u ct s

Name Price
Units Sold Potential

Sold
Stock
Out

Revision
Date

Age Pfmn Size MTBF
Sales

Budget
Customer

Accessibility
Promo
Budget

Customer
Awareness

Customer
Satisfaction

Cid $34.00 1,400 1,311 Yes 30-Apr-2029 1.6 16.1 3.9 25,000 $1,200 100% $1,400 100% 77

Cat $35.00 1,371 1,280 No 23-May-2029 1.5 16.1 3.9 25,000 $0 100% $1,400 100% 74

Bat $36.00 1,303 1,217 No 28-May-2029 1.5 16.1 3.9 24,000 $2,000 100% $2,500 100% 71

Bid $36.50 1,211 1,156 Yes 28-May-2029 1.6 16.1 3.9 25,000 $1,800 100% $1,400 100% 68

Dixie $36.00 1,038 971 No 6-Dec-2029 1.1 16.6 3.4 25,000 $1,753 72% $1,700 100% 54

Ark $36.00 750 1,139 Yes 31-Aug-2029 1.2 16.1 3.9 25,000 $2,050 86% $1,400 97% 73

High End Statistics
2029 Total Market Size 7,073

2029 Total Units Sold 7,073

Segment % of Total Industry 14.3%

2030 Demand Growth Rate 16.2%

High End Customer Buying Criteria
Expectations Importance

Positioning Performance 16.1 Size 3.9 43%

Age 0 Years 29%

Service Life 20,000 – 25,000 Hours 19%

Price $26.00 – $36.00 9%

Accessibility

Accessibility

Andrews

Baldwin

Chester

Digby

Erie

0% 20% 40% 60% 80% 100%

Perceptual Map for High End

Performance

S
iz

e

CidCidCidCatCatCatBidBidBidBatBatBat
DixieDixieDixie

ArkArkArk

0 2 4 6 8 10 12 14 16 18 20
0

2

4

6

8

10

12

14

16

18

20

Actual vs. Potential Market Share

Actual Potential

Andrews Baldwin Chester Digby Erie
0%
2%
4%
6%
8%

10%
12%
14%
16%
18%
20%
22%
24%
26%
28%
30%
32%
34%
36%
38%
40%
42%

Performance Segment Analysis Round: 8 Dec. 31, 2029CP103585_1

To p P r o d u ct s

Name Price
Units Sold Potential

Sold
Stock
Out

Revision
Date

Age Pfmn Size MTBF
Sales

Budget
Customer

Accessibility
Promo
Budget

Customer
Awareness

Customer
Satisfaction

Coat $29.00 1,292 1,290 No 11-Apr-2029 1.6 17.4 10.4 27,000 $4,500 100% $2,800 100% 97

Cozy $29.25 1,105 1,103 No 28-Apr-2029 1.6 17.4 10.4 27,000 $0 100% $1,400 100% 83

Doom $31.00 971 970 No 2-Dec-2029 1 17.8 10.1 27,000 $1,753 100% $1,700 100% 72

Dot $31.00 963 962 No 14-Nov-2029 1.2 17.9 10 27,000 $1,753 100% $1,700 100% 71

Aft $31.00 956 964 No 26-June-2029 1.4 16 10.4 27,000 $2,900 100% $1,400 100% 68

Bold $31.50 819 818 No 16-June-2029 1.6 17.4 10.4 26,000 $2,000 100% $1,400 100% 62

Attic $31.00 665 665 No 27-May-2028 1.6 17.8 10.4 27,000 $0 100% $1,400 73% 61

Performance Statistics
2029 Total Market Size 6,772

2029 Total Units Sold 6,772

Segment % of Total Industry 14.1%

2030 Demand Growth Rate 19.8%

Performance Customer Buying Criteria
Expectations Importance

Service Life 22,000 – 27,000 Hours 43%

Positioning Performance 17.4 Size 10.4 29%

Price $21.00 – $31.00 19%

Age 1 Years 9%

Accessibility

Accessibility

Andrews

Baldwin

Chester

Digby

Erie

0% 20% 40% 60% 80% 100%

Perceptual Map for Performance

Performance

S
iz

e

CoatCoatCoatCozyCozyCozyBoldBoldBold
DotDotDotDoomDoomDoom

AftAftAft AtticAtticAttic

0 2 4 6 8 10 12 14 16 18 20
0

2

4

6

8

10

12

14

16

18

20

Actual vs. Potential Market Share

Actual Potential

Andrews Baldwin Chester Digby Erie
0%

2%
4%

6%

8%

10%
12%

14%

16%

18%
20%

22%

24%

26%
28%

30%

32%

34%
36%

38%

Size Segment Analysis Round: 8 Dec. 31, 2029CP103585_1

To p P r o d u ct s

Name Price
Units Sold Potential

Sold
Stock
Out

Revision
Date

Age Pfmn Size MTBF
Sales

Budget
Customer

Accessibility
Promo
Budget

Customer
Awareness

Customer
Satisfaction

Cute $29.50 1,160 1,145 No 6-June-2029 1.5 9.6 2.6 21,000 $150 100% $1,400 100% 100

Cure $29.25 1,158 1,143 No 4-May-2029 1.6 9.6 2.6 21,000 $1,050 100% $1,400 100% 100

Agape $31.00 944 932 No 5-July-2029 1.4 9 3 21,000 $2,900 100% $1,400 100% 84

Buddy $32.00 891 879 No 3-June-2029 1.6 9.6 2.6 20,000 $2,300 100% $1,400 100% 79

Dust $31.00 850 840 No 18-Dec-2029 1 10 2.2 19,000 $1,753 100% $1,700 93% 61

Dune $31.00 816 806 No 14-Nov-2029 1.4 10.1 2.3 19,000 $1,753 100% $1,700 100% 67

Alan $31.00 521 596 Yes 28-Nov-2029 1.1 9.6 2.6 25,000 $400 100% $1,400 100% 88

Size Statistics
2029 Total Market Size 6,341

2029 Total Units Sold 6,341

Segment % of Total Industry 13%

2030 Demand Growth Rate 18.3%

Size Customer Buying Criteria
Expectations Importance

Positioning Performance 9.6 Size 2.6 43%

Age 1.5 Years 29%

Service Life 16,000 – 21,000 Hours 19%

Price $21.00 – $31.00 9%

Accessibility

Accessibility

Andrews

Baldwin

Chester

Digby

Erie

0% 20% 40% 60% 80% 100%

Perceptual Map for Size

Performance

S
iz

e

CureCureCureCuteCuteCuteBuddyBuddyBuddyDuneDuneDuneDustDustDust
AgapeAgapeAgapeAlanAlanAlan

0 2 4 6 8 10 12 14 16 18 20
0

2

4

6

8

10

12

14

16

18

20

Actual vs. Potential Market Share

Actual Potential

Andrews Baldwin Chester Digby Erie
0%
2%
4%
6%
8%

10%
12%
14%
16%
18%
20%
22%
24%
26%
28%
30%
32%
34%
36%
38%
40%

Market Share Round: 8 Dec. 31, 2029CP103585_1

Units Sold vs. Demand

Industry Unit Sales Total Unit Demand

Traditional Low End High End Performance Size
0

5k

10k

15k

20k

Market Share

Traditional Low End High End Performance Size

Andrews Baldwin Chester Digby Erie
0%

10%

20%

30%

40%

50%

Act u a l Ma r ket Sh a r e in Un it s

Name Traditional Low End High End Performance Size Total

Industry Unit Sales 12,447 18,096 7,073 6,772 6,341 50,729

% of Market 24.5% 35.7% 13.9% 13.3% 12.5% 100%

Able 15.5% 0% 0% 0% 0% 3.8%

Acre 0% 13.6% 0% 0% 0% 4.9%

Adam 4.5% 0% 0% 0% 0% 1.1%

Aft 0% 0% 0% 14.1% 0% 1.9%

Agape 0% 0% 0% 0% 14.9% 1.9%

Alan 0% 0% 0% 0% 8.2% 1%

Ark 0% 0% 10.6% 0% 0% 1.5%

Attic 0% 0% 0% 9.8% 0% 1.3%

Total 20% 13.6% 10.6% 23.9% 23.1% 17.3%

Baker 17.4% 0% 0% 0% 0% 4.3%

Bat 0% 0% 18.4% 0% 0% 2.6%

Bead 0% 11.5% 0% 0% 0% 4.1%

Bid 0% 0% 17.1% 0% 0% 2.4%

Bold 0% 0% 0% 12.1% 0% 1.6%

Buddy 0% 0% 0% 0% 14.1% 1.8%

Total 17.4% 11.5% 35.5% 12.1% 14.1% 16.7%

Cake 16.1% 0% 0% 0% 0% 3.9%

Cat 0% 0% 19.4% 0% 0% 2.7%

Cedar 0% 26.9% 0% 0% 0% 9.6%

Cid 0% 0% 19.8% 0% 0% 2.8%

Coat 0% 0% 0% 19.1% 0% 2.5%

Cozy 0% 0% 0% 16.3% 0% 2.2%

Cure 0% 0% 0% 0% 18.3% 2.3%

Cute 0% 0% 0% 0% 18.3% 2.3%

Total 16.1% 26.9% 39.2% 35.4% 36.6% 28.3%

Daze 14% 0% 0% 0% 0% 3.4%

Dell 0% 12.7% 0% 0% 0% 4.5%

Dixie 0% 0% 14.7% 0% 0% 2%

Doom 0% 0% 0% 14.3% 0% 1.9%

Dot 0% 0% 0% 14.2% 0% 1.9%

Dune 0% 0% 0% 0% 12.9% 1.6%

Dust 0% 0% 0% 0% 13.4% 1.7%

Total 14% 12.7% 14.7% 28.6% 26.3% 17.1%

Eat 0% 16.7% 0% 0% 0% 6%

Ebb 0% 18.5% 0% 0% 0% 6.6%

Echo 15.8% 0% 0% 0% 0% 3.9%

Egg 16.7% 0% 0% 0% 0% 4.1%

Total 32.5% 35.3% 0% 0% 0% 20.6%

P o t en t ia l Ma r ket Sh a r e in Un it s

Name Traditional Low End High End Performance Size Total

Units Demanded 12,447 18,096 7,073 6,772 6,341 50,729

% of Market 24.5% 35.7% 13.9% 13.3% 12.5% 100%

Able 13.5% 0% 0% 0% 0% 3.3%

Acre 0% 14.1% 0% 0% 0% 5%

Adam 16% 0% 0% 0% 0% 3.9%

Aft 0% 0% 0% 14.2% 0% 1.9%

Agape 0% 0% 0% 0% 14.7% 1.8%

Alan 0% 0% 0% 0% 9.4% 1.2%

Ark 0% 0% 16.1% 0% 0% 2.2%

Attic 0% 0% 0% 9.8% 0% 1.3%

Total 29.5% 14.1% 16.1% 24.1% 24.1% 20.7%

Baker 15.4% 0% 0% 0% 0% 3.8%

Bat 0% 0% 17.2% 0% 0% 2.4%

Bead 0% 11.4% 0% 0% 0% 4.1%

Bid 0% 0% 16.3% 0% 0% 2.3%

Bold 0% 0% 0% 12.1% 0% 1.6%

Buddy 0% 0% 0% 0% 13.9% 1.7%

Total 15.4% 11.4% 33.5% 12.1% 13.9% 15.9%

Cake 19% 0% 0% 0% 0% 4.7%

Cat 0% 0% 18.1% 0% 0% 2.5%

Cedar 0% 26.7% 0% 0% 0% 9.5%

Cid 0% 0% 18.5% 0% 0% 2.6%

Coat 0% 0% 0% 19.1% 0% 2.5%

Cozy 0% 0% 0% 16.3% 0% 2.2%

Cure 0% 0% 0% 0% 18% 2.3%

Cute 0% 0% 0% 0% 18.1% 2.3%

Total 19% 26.7% 36.6% 35.3% 36.1% 28.5%

Daze 11.9% 0% 0% 0% 0% 2.9%

Dell 0% 12.6% 0% 0% 0% 4.5%

Dixie 0% 0% 13.7% 0% 0% 1.9%

Doom 0% 0% 0% 14.3% 0% 1.9%

Dot 0% 0% 0% 14.2% 0% 1.9%

Dune 0% 0% 0% 0% 12.7% 1.6%

Dust 0% 0% 0% 0% 13.2% 1.7%

Total 11.9% 12.6% 13.7% 28.5% 26% 16.4%

Eat 0% 16.6% 0% 0% 0% 5.9%

Ebb 0% 18.4% 0% 0% 0% 6.6%

Echo 11.7% 0% 0% 0% 0% 2.9%

Egg 12.4% 0% 0% 0% 0% 3.1%

Total 24.1% 35.1% 0% 0% 0% 18.4%

Perceptual Map

Perceptual Map Round: 8 Dec. 31, 2029CP103585_1

Performance

S
iz

e AbleAbleAble

AcreAcreAcre

AdamAdamAdam

AftAftAft

AgapeAgapeAgape
AlanAlanAlan

ArkArkArk

AtticAtticAttic
BakerBakerBaker

BeadBeadBead

BidBidBid

BoldBoldBold

BuddyBuddyBuddy

BatBatBat

CakeCakeCake

CedarCedarCedar

CidCidCid

CoatCoatCoat

CureCureCure

CatCatCat

CuteCuteCute

CozyCozyCozyDazeDazeDaze

DellDellDell

DixieDixieDixie

DotDotDot

DuneDuneDune

DoomDoomDoom

DustDustDust

EatEatEat

EbbEbbEbb

EchoEchoEcho
EggEggEgg

0 2 4 6 8 10 12 14 16 18 20
0

2

4

6

8

10

12

14

16

18

20

An d r ew s

Name Pfmn Size Revised

Able 9.9 9.9 1-May-2029

Acre 5.3 14.0 6-June-2029

Adam 10.1 9.4 19-Apr-2029

Aft 16.0 10.4 26-June-2029

Agape 9.0 3.0 5-July-2029

Alan 9.6 2.6 28-Nov-2029

Ark 16.1 3.9 31-Aug-2029

Attic 17.8 10.4 27-May-2028

B a ld w in

Name Pfmn Size Revised

Baker 9.9 10.1 1-May-2028

Bat 16.1 3.9 28-May-2029

Bead 5.7 14.3 8-Oct-2029

Bid 16.1 3.9 28-May-2029

Bold 17.4 10.4 16-June-2029

Buddy 9.6 2.6 3-June-2029

Ch est er

Name Pfmn Size Revised

Cake 10.1 9.9 16-June-2028

Cat 16.1 3.9 23-May-2029

Cedar 5.5 14.5 27-July-2026

Cid 16.1 3.9 30-Apr-2029

Coat 17.4 10.4 11-Apr-2029

Cozy 17.4 10.4 28-Apr-2029

Cure 9.6 2.6 4-May-2029

Cute 9.6 2.6 6-June-2029

Dig b y

Name Pfmn Size Revised

Daze 9.6 10.4 26-Jan-2030

Dell 5.4 14.6 31-May-2027

Dixie 16.6 3.4 6-Dec-2029

Doom 17.8 10.1 2-Dec-2029

Dot 17.9 10.0 14-Nov-2029

Dune 10.1 2.3 14-Nov-2029

Dust 10.0 2.2 18-Dec-2029

E r ie

Name Pfmn Size Revised

Eat 5.5 14.5 17-Jan-2026

Ebb 5.3 13.7 14-Oct-2027

Echo 10.5 9.5 6-Mar-2029

Egg 10.7 9.3 9-Feb-2029

Custom Modules Round: 8 Dec. 31, 2029CP103585_1
Wo r kf o r ce Su mma r y

Andrews Baldwin Chester Digby Erie

Number of Employees 725 561 345 972 590

First Shift 379 311 205 738 453

Second Shift 346 250 140 234 137

Overtime % 0% 0% 0% 0% 0%

Turnover Rate 14.5% 7.8% 5.0% 14.0% 10.4%

New Employees 184 44 17 210 116

Separated Employees 0 207 23 0 0

Productivity Index 115.8% 116.3% 125.8% 108.0% 120.3%

To t a l Q u a lit y Ma n a g emen t

Andrews Baldwin Chester Digby Erie

Decisions
Benchmarking $0 $2,000 $1,600 $1,000 $0

CCE (Concurrent Engineering)/6 Sigma
Training

$2,000 $2,000 $1,700 $0 $900

CPI (Continuous Process Improvement)
Systems

$2,000 $2,000 $1,700 $0 $900

Channel Support Systems $0 $2,000 $0 $0 $0

Concurrent Engineering $2,000 $0 $0 $0 $0

GEMI TQEM Sustainability $2,000 $2,000 $1,700 $0 $900

QIT (Quality Initiative Training) $2,000 $0 $1,600 $0 $900

Quality Function Deployment Effort $2,000 $2,000 $700 $0 $0

UNEP Green Program $0 $0 $1,600 $0 $900

Vendor/JIT (Just in Time) Inventory $2,000 $2,000 $1,600 $0 $900

Total Expenditures $14,000 $14,000 $12,200 $1,000 $5,400

Yearly Impacts
Material Cost -2.4% -2.4% -2.5% 0% -1.3%

R & D Cycle Time -21.7% 0% -0.1% 0% 0%

Labor Cost -5% -2.1% 0% 0% -2.5%

Demand 0.8% 3.9% 1.8% 0% 0.8%

Administrative Cost -13.2% -27.1% 0% -11.8% -6.6%

H u ma n R eso u r ces

Andrews Baldwin Chester Digby Erie

Decisions
Manufacturing – Training & Assembly
Teams

$2,000 $0 $2,000 $800 $1,400

Sales – Compensation $0 $0 $1,000 $800 $900

Scientists – Recruitment & Retention $2,000 $0 $2,000 $700 $700

Total Expenditures $4,000 $0 $5,000 $2,300 $3,000

Yearly Impacts
R & D Cycle Time -10% 5% -6.7% -0.3% -0.3%

Demand 3% 0% 0% 1% 1.1%

Accessibility 0% 0% 0% 3.2% 3.6%

Productivity Index 5% 0% 5% 2% 3.5%

Turnover Rate 10% 20% 0% 0% -5%

Production After Adjustment 0.5% -1% 0.5% 0% 0%

Cu mu la t iv e I mp a ct s

Andrews Baldwin Chester Digby Erie

Material Cost -4.9% -8.2% -10.1% 0% -3.8%

R & D Cycle Time -53.7% -61.3% -73% 2% 18.5%

Labor Cost -8.9% -7.4% -14% 0% -7.4%

Demand 14.8% 21.8% 24.4% 6.6% 5.8%

Administrative Cost -38.3% -60% -60% -35.5% -19.7%

Accessibility 12.8% 26% 30% 16.8% 19.2%

Productivity Index 15.8% 16.3% 25.8% 8% 20.3%

Turnover Rate 44.5% -22.5% -50% 40% 3.5%

Production After Adjustment -2.3% -2.1% 0.7% -4% -0.9%

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