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Marketing by the Numbers



                                                                      fixed costs                        $20,000,000   
                        Unit cost = variable cost + —————— = $250 +   ————— = $270
                                                                     unit sales                            1,000,000



                             unit cost                      $270
                                  Markup price   =   ——————————— = ———  =   $360
                                                     (l - desired return on sales)    l - 0.25

b)                  

                                                     ROI ´ investment                    0.3 ´ $10,000,000   
               ROI price = unit cost +  ——————    =   $270 +     ——————   = $273
                                                         unit sales                                   1,000,000


4.                  

                                                     fixed cost                  $20,000,000  
                   Break-even volume = ———————— = ————— = 232,558.1 units
                                                     price - variable cost      $336 - $250




                                                price - variable cost       $336 - $250  
               Contribution margin =   ———————— = —————— = 0.256 or 25.6%
                                                              price                           $336

                                                     fixed costs                   $20,000,000  
                   Break-even sales  =   ————————  =   —————— =  $78,125,000
                                                     contribution margin             0.256

(1)               

                                                                                       total sales – total variable costs
                                                     Contribution margin =   ———————————
                                                                                                         total sales


                                                     100% - 74%        1 - 0.74  
                   Contribution margin = —————— =   ——— = 1 - 0.74 = 0.26 or 26%
                                                               100%                    1  


2.                  


                    fixed cost + profit goal       $20,000,000 + $5,000,000  
Unit volume = —————————— = —————————— = 290,697.7 units
                             price - variable cost                   $336 - $250


Dollar sales = 290,698 units ´ $336 = $97,674,528
                                                            or
                 fixed cost + profit goal            $20,000,000 + $5,000,000  
     Sales  =   ——————————  =        ——————————   = $97,656,250
                      contribution margin                                 0.256




                              fixed cost + profit goal      $20,000,000 + $3,000,000  
          Unit volume = —————————  =   —————————— = 267,442 units
                                      price - variable cost                 $336 - $250

Dollar sales  = 267,442 units ´ $336 = $89,860,512
or
                             fixed cost + profit goal  $20,000,000 + $3,000,000  
          Dollar sales = ————————— = ——————————  = $89,843,750
                                   contribution margin                         0.256





                                                                 fixed costs                      $2,000,000   
          a.)  Unit cost = variable cost +     —————— = $55 +   ————— = $59
                                                                   unit sales                              500,000


     unit cost                               $59
     b.)  Markup price =   ————————————— =  ———   =   $65.56
                             (l - desired return on sales)              (l - 0.1)



                                                         ROI ´ investment              (0.25 ´ $1,000,000)   
          c.)  ROI price = unit cost +     ——————— =   $55 + ——————    = $55.50
                                                               unit sales                             500,000




         a.)  Dollar markup = selling price - cost = $225 - $125 = $100

                 dollar markup         $100
     b.)  Markup percentage on cost   =   ——————— =  ———   = 0.8 = 80%
                                                               cost                  $125


                 dollar markup         $100
     c.)  Markup percentage on price  =   ——————— =  ———   =   0.44 = 44%
                                                                           price                   $225


d)                  Market demand can be determined as follows:

Q = n ´ q ´ p                                                              
where
Q = total market demand         
n = number of buyers in the market
q = quantity purchased by an average buyer per year
p = price of an average unit
5.                  


                                                     fixed costs                   $22,000,000  
                    Break-even sales = ————————— = —————— = $104,761,905
                                                     contribution margin               0.21

4.                 

                                                                 gross margin         $45,000,000  
                        Gross margin percentage = —————— = —————— = 0.45 = 45%
                                                                        net sales            $100,000,000

(2)             

                                                                 net profit         -$1,000,000  
                             Net profit percentage = ————— = —————— = -0.01 = -1.0%
                                                                      net sales          $100,000,000

d)                 

                                                               total expenses      $46,000,000  
               Operating expense percentage = —————— = —————— = 0.46 = 46%
                                                                        net sales          $100,000,000


e)                  Inventory turnover rate (also called stockturn rate for resellers) is the number of times an inventory turns over or is sold during a specified time period (often one year).

Teaching Note:  It may be computed on a cost, selling price, or a unit basis.  The formulas are:

                                                                                        Cost of goods sold  
                                                          Stockturn rate  =  ———————————
                                                                                       Average inventory at cost
                                                           
or
                                                                                  Selling price of goods sold  
                                                          Stockturn rate  =  ———————————
                                                                                       Avg. selling price of inventory
                                                         
                                                          or

                                                                                           Sales in units  
                                                          Stockturn rate  =  ———————————
                                                                                        Average inventory in units

(1)               
                                            net profit before taxes    -$1,000,000  
               Return on investment = ——————— =   —————— = -.0286 = -2.86%
                                                          investment             $35,000,000


6.                 

                                           net marketing contribution          $4,000,000  
                   Marketing ROS = ——————————— = —————— = 0.04 = 4%
                                                               net sales                        $100,000,000

(2)               

                                  net marketing contribution        $4,000,000  
          Marketing ROI = ——————————— = —————— = 0.0976 = 9.76%
                                             marketing expenses             $41,000,000

(b)               

Market share = (50,000,000 buyers ´ 3 units per buyer) ´ 0.1 = 15 million units



                                                     gross margin              $24,000,000  
a.)  Gross margin percentage=     ——————— =   ——————    =   60%
                                                        net sales                   $40,000,000


                                                 net profit               $7,000,000  
b.)  Net profit percentage   =   ——————— =   ——————    =   17.5%
                                                     net sales               $40,000,000


                                                            total expenses         $17,000,000  
c.) Operating expense percentage    =   ——————— =   ——————    =   42.5%
                                                                   net sales                $40,000,000


                                                     cost of goods sold  
d.)     Inventory turnover rate =   ———————————
                                                      average inventory at cost

                                           $16,000,000                   $16,000,000  
                             =   ———————————   =  ——————     =   1.78
                                  ($11,000,000 + $7,000,000)/2       $9,000,000



                                            net profit before taxes            $7,000,000  
e.)  Return on investment   =   —————————   =      ——————  =   35%
                                                       investment                        $20,000,000


f.)  NMC = net sales - cost of goods sold - marketing expenses
where,
marketing expenses = selling expenses + promotion + freight + managerial salaries and expenses = $5,000,000 + $3,000,000 + $4,000,000 + $2,000,000 = $14,000,000
so,
NMC = $40,000,000 - $16,000,000 - $14,000,000 = $10,000,000
                                  net marketing contribution            $10,000,000  
g.) Marketing ROS   =   ———————————   =   ——————     =   25%
                                                   net sales                              $40,000,000



                                  net marketing contribution           $10,000,000  
h.)  Marketing ROI  =   ———————————   =   ——————     =   71.4%
                                           marketing expenses                  $14,000,000

i.)  Students’ responses will vary on this question.  However, it should be noted that these ratios should be compared to previous ratios for the division, other divisions of the company, competitors, and industry averages.


III.              

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