capstone courier -...

CAPSTONE COURIERRound 4, 12/31/2018 For Industry: C67538 Cheap at any price

Andrews Salary Baldwin Salary Chester Salary Varisara Buranajad $0 zhongqi chen $0 Kenny Ren $0Puthaporn Jarupas $0 peng bo Hu $0 Lily Wan $0Lawrence Li $0 SEAN JIN $0 monrudee wongsar $0Nicole Liang $0 Zhu Lei $0 Yun Xia $0Krittaporn Polakla $0 Yaqiong Shen $0 Ken Yin $0Walker, Professor $0 Ma Yong $0Lei Wang $0 Digby Salary Erie Salary Ferris Salary Yan Li $0 Guo Guangjun $0 xiaofen gong $0Nick Ling $0 Cai Hua $0 Lu Qiang $0jiacheng xuan $0 jie huang $0 Xiuzhi Wang $0Jing Yang $0 jian tang $0 Mickey Yang $0Corrine Ye $0 Yinlong Yuan $0 Gwendolyn Zhai $0 Weihua Zhao $0

SELECTED FINANCIAL STATISTICS Andrews Baldwin Chester Digby Erie FerrisROS -11.0% 12.3% 1.8% -17.6% 5.0% 8.8%Turnover 0.40 0.80 1.65 0.67 1.28 1.07 ROA -4.4% 9.8% 3.0% -11.8% 6.4% 9.4%Leverage 2.1 1.9 2.3 2.7 3.1 1.7ROE -9.1% 18.3% 6.9% -32.1% 20.0% 15.7%Emergency Loan $0 $0 $0 $11,330,329 $0 $0Sales $67,569,588 $221,232,692 $171,373,691 $99,754,124 $288,059,249 $139,811,239EBIT ($961,884) $57,942,276 $11,567,323 ($15,529,230) $39,724,406 $25,084,052Profits ($7,460,553) $27,310,920 $3,130,565 ($17,579,295) $14,357,267 $12,272,029Cumulative Profit ($5,114,795) $57,407,669 ($4,469,867) ($2,838,339) $6,797,857 $34,182,565SG&A % Sales 14.3% 9.5% 7.8% 19.5% 9.4% 3.4%Contrib. Margin % 31.9% 47.5% 27.3% 20.9% 29.2% 26.7%

-20%

0%

20%

40%

60%

80%

100%

Andrews Baldwin Chester Digby Erie Ferris

Percent of Sales Profit Other SGA Depr VarCostsAndrews

7%

Baldwin23%

Chester17%

Digby10%

Erie29%

Ferris14%

Market Share

BUSN6200 Competition Round FOUR 11/28/14 Fall II, 2014 - Shanghai

Stocks & Bonds CAPSTONE COURIER C67538 Round 4, 12/31/2018

STOCK MARKET SUMMARY

Company Close Change SharesMarket Cap

($M) Book Value EPS Dividend Yield P/EAndrews $13.74 ($9.98) 3,809,270 $52 $21.45 ($1.96) $0.00 0.0% (7.0)Baldwin $79.91 $21.96 3,217,540 $257 $46.32 $8.49 $0.00 0.0% 9.4Chester $17.04 $12.03 2,260,763 $39 $20.21 $1.38 $0.00 0.0% 12.3Digby $1.00 ($33.45) 2,399,966 $2 $22.79 ($7.32) $0.00 0.0% (0.1)Erie $37.76 $36.76 3,023,936 $114 $23.75 $4.75 $0.00 0.0% 8.0Ferris $60.61 $16.58 2,000,000 $121 $38.97 $6.14 $0.00 0.0% 9.9

BOND MARKET SUMMARYCompany Series# Face Yield Close S&PAndrews 14.6S2020 $20,850,000 14.5% $100.82 CCC 11.9S2025 $10,000,000 13.1% $90.59 CCC 13.7S2026 $33,170,000 14.0% $98.15 CCC Baldwin 14.6S2020 $20,850,000 14.3% $101.82 B 11.9S2025 $18,994,000 12.8% $93.03 B 12.2S2027 $29,882,000 13.1% $93.45 B 12.6S2028 $36,200,000 13.2% $95.21 B Chester 14.6S2020 $20,850,000 14.6% $100.16 CC 12.9S2027 $13,751,000 14.0% $92.23 CC Digby 14.6S2020 $20,850,000 14.7% $99.19 C 12.8S2028 $30,000,000 14.5% $88.50 C Erie 14.6S2020 $20,850,000 14.8% $98.71 C 11.9S2025 $18,994,000 13.9% $85.61 C 12.9S2026 $25,146,000 14.5% $88.93 C 14.3S2027 $20,042,000 15.1% $94.83 C 15.1S2028 $12,000,000 15.3% $98.52 C Ferris 14.6S2020 $20,850,000 14.2% $103.01 BBB 11.9S2025 $10,000,000 12.4% $96.00 BBB

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$10.00

$20.00

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$40.00

$50.00

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$70.00

$80.00

$90.00

2014 2015 2016 2017 2018 2019 2020 2021 2022

Closing Stock Price

Andrews

Baldwin

Chester

Digby

Erie

Ferris


Financial Analysis CAPSTONE COURIER C67538 Round 4, 12/31/2018

Cash Flow Statement Survey Andrews Baldwin Chester Digby Erie FerrisCash flows from operating activitiesNet Income (Loss) ($7,461) $27,311 $3,131 ($17,579) $14,357 $12,272Adjustment for non-cash items Depreciation $8,067 $15,800 $5,640 $9,773 $14,081 $7,480 Extraordinary gains/losses/writeoffs $0 $0 $5,122 $0 $2,717 $0Changes in current assets and liabilities Accounts payable ($1,379) ($1,019) $398 ($4,395) $8,215 ($578) Inventory ($23,649) $10,262 $8,213 ($25,706) $31,637 $536 Accounts receivable $2,391 ($3,178) ($3,096) ($3,249) ($2,190) $256Net cash from operations ($22,030) $49,177 $19,407 ($41,156) $68,817 $19,966

Cash flows from investing activities Plant improvements (net) $0 ($37,100) $22,825 ($24,800) ($23,608) $0

Cash flows from financing activities Dividends paid $0 $0 $0 $0 $0 $0 Sales of common stock $15,000 $0 $0 $13,780 $0 $0 Purchase of common stock $0 $0 ($596) $0 $0 $0 Cash from long term debt issued $0 $36,200 $0 $30,000 $12,000 $0 Early retirement of long term debt $0 $0 $0 $0 $0 $0 Retirement of current debt $0 $0 ($15,554) $0 ($39,919) $0

Cash from current debt borrowing $0 $0 $0 $10,000 $15,000 $0Cash from emergency loan $0 $0 $0 $11,330 $0 $0

Net cash from financing activities $15,000 $36,200 ($16,150) $65,110 ($12,919) $0

Net change in cash position ($7,030) $48,277 $26,082 ($846) $32,291 $19,966

Balance Sheet Survey Andrews Baldwin Chester Digby Erie FerrisCash $70,562 $105,626 $44,238 $0 $32,291 $54,433Accounts Receivable $5,554 $18,184 $14,086 $8,199 $23,676 $11,491Inventory $35,955 $37 $6,559 $60,760 $27,619 $2,381Total Current Assets $112,071 $123,847 $64,882 $68,959 $83,585 $68,306

Plant and equipment $121,000 $237,000 $84,600 $153,200 $211,210 $112,200Accumulated Depreciation ($62,693) ($83,293) ($45,720) ($73,387) ($69,282) ($49,467)Total Fixed Assets $58,307 $153,707 $38,880 $79,813 $141,928 $62,733

Total Assets $170,377 $277,554 $103,762 $148,772 $225,514 $131,039

Accounts Payable $10,745 $8,704 $9,574 $7,997 $27,769 $8,353Current Debt $13,900 $13,900 $13,900 $35,230 $28,900 $13,900Long Term Debt $64,020 $105,926 $34,601 $50,850 $97,032 $30,850Total Liabilities $88,665 $128,530 $58,075 $94,077 $153,701 $53,103

Common Stock $64,064 $66,222 $25,009 $32,140 $39,621 $18,360Retained Earnings $17,648 $82,801 $20,678 $22,555 $32,191 $59,576Total Equity $81,712 $149,023 $45,687 $54,695 $71,812 $77,936

Total Liabilities & Owner's Equity $170,377 $277,554 $103,762 $148,772 $225,514 $131,039

Income Statement Survey Andrews Baldwin Chester Digby Erie FerrisSales $67,570 $221,233 $171,374 $99,754 $288,059 $139,811Variable Costs (Labor, Material, Carry) $46,030 $116,166 $124,592 $78,880 $203,882 $102,451Depreciation $8,067 $15,800 $5,640 $9,773 $14,081 $7,480SG&A (R&D, Promo, Sales, Admin) $9,685 $21,015 $13,443 $19,441 $27,055 $4,796Other (Fees, Write Offs, TQM, Bonus) $4,750 $10,310 $16,131 $7,189 $3,317 $0EBIT ($962) $57,942 $11,567 ($15,529) $39,724 $25,084Interest (Short term, Long term) $10,516 $15,068 $6,653 $11,516 $17,186 $5,819Taxes ($4,017) $15,006 $1,720 ($9,466) $7,889 $6,743Profit Sharing $0 $557 $64 $0 $293 $250Net Profit ($7,461) $27,311 $3,131 ($17,579) $14,357 $12,272


Production Analysis CAPSTONE COURIER C67538 Round 4, 12/31/2018

Production Information

NamePrimary

SegmentUnits Sold

Units in Inventory

Revision Date

Age Dec.31

MTBFPfmn Coord

Size Coord

PriceMaterial

CostLabor Cost

Contr Marg.

2nd Shift & Over

time

Auto- mation

Next Round

Capacity Next

Round

Plant Utiliz.

Able Trad 116 455 20-Feb-16 7.1 14000 6.4 14.7 $28.50 $6.99 $6.45 28% 0% 6.0 1,300 27%Acre Low 857 16 22-Jan-16 5.9 12500 3.4 18.5 $18.00 $4.02 $3.87 55% 0% 8.0 1,400 62%Adam High 672 0 15-Nov-15 4.4 23000 10.0 11.1 $39.00 $12.40 $9.96 40% 28% 4.0 450 112%Aft Pfmn 598 555 16-Oct-15 4.9 27000 11.5 15.2 $33.00 $13.00 $12.61 12% 88% 3.0 600 164%Agape Size 86 655 9-Jun-15 5.1 19000 5.4 10.5 $33.50 $10.15 $12.55 -31% 84% 3.0 450 161% Baker Trad 3,016 0 20-Sep-18 1.8 17000 8.0 13.1 $27.50 $8.73 $2.59 59% 72% 10.0 1,800 166%Bead Low 2,918 0 13-Feb-17 5.9 17000 5.0 16.5 $17.50 $6.33 $3.97 40% 89% 9.0 1,800 182%Bid High 936 0 26-Aug-18 1.3 22000 12.5 8.6 $38.00 $13.50 $5.41 47% 0% 6.0 700 78%Bold Pfmn 693 0 10-Jul-18 1.8 27000 13.3 14.1 $31.00 $13.57 $7.26 33% 33% 5.0 500 128%Buddy Size 876 0 23-Jul-18 1.7 19500 7.0 7.8 $32.00 $11.52 $7.88 40% 82% 6.0 500 175%Bhigh High 3 0 21-Dec-18 0.0 20000 14.8 6.5 $38.50 $14.61 $12.87 29% 56% 4.0 400 2%Bperfo Pfmn 17 0 10-Nov-18 0.1 27000 15.0 12.0 $33.50 $14.87 $8.82 29% 0% 5.0 400 7%Bsize Size 44 2 23-Sep-18 0.3 18000 9.0 6.0 $33.50 $12.42 $8.03 38% 0% 5.0 400 15% Cake Low 1,906 0 9-Jan-18 7.1 14000 6.4 14.7 $21.00 $6.62 $9.83 21% 100% 4.0 1,000 191%Cedar Low 2,478 0 25-May-10 8.6 14000 3.9 17.2 $19.50 $4.76 $8.43 31% 100% 5.0 1,300 191%Cid Trad 1,909 0 16-Mar-18 2.3 14000 9.0 12.0 $28.50 $8.59 $11.24 29% 100% 3.0 1,000 191%Cure Size 737 175 20-Mar-18 2.6 21000 6.1 8.8 $33.00 $11.12 $11.24 30% 100% 3.0 300 191%Core High 50 0 18-Jan-18 1.1 27000 15.0 7.0 $38.00 $0.00 $0.00 24% 0% 3.0 100 0%Chase Pfmn 73 26 27-Jan-18 1.4 27000 16.0 13.0 $33.00 $0.00 $0.00 12% 0% 3.0 100 0%Cut 0 73 3-May-18 1.0 19000 9.0 4.5 $33.00 $0.00 $0.00 0% 0% 3.0 100 0% Daze Low 720 1,526 7-Jan-18 5.1 17000 6.4 16.4 $23.00 $7.61 $9.02 4% 0% 5.0 1,800 77%Dell Low 2,527 246 7-Feb-18 8.6 17000 3.9 17.2 $19.00 $6.15 $6.29 33% 87% 7.0 1,700 185%Dixie High 324 737 16-Aug-18 2.5 19000 8.7 12.4 $33.00 $10.70 $10.31 9% 0% 3.5 900 66%Dot Trad 692 0 20-Oct-18 3.3 21000 10.3 14.4 $28.50 $11.35 $10.31 20% 0% 3.5 600 99%Dune Size 167 624 28-Oct-18 3.4 19000 5.6 9.8 $28.50 $11.03 $10.31 -8% 0% 3.5 600 99%Dance 0 0 3-Dec-19 0.0 0 0.0 0.0 $0.00 $0.00 $0.00 0% 0% 4.0 300 0% Eat Trad 2,429 0 15-Dec-18 1.7 19000 8.8 12.3 $25.25 $10.27 $5.90 38% 100% 8.0 1,400 174%Ebb Low 1,722 1,041 31-Jul-18 3.2 17000 5.1 16.0 $19.25 $6.80 $5.77 29% 78% 8.0 1,400 155%Echo High 1,098 0 22-Feb-18 2.1 25000 12.1 9.0 $37.25 $14.57 $10.33 33% 100% 7.0 600 174%Edge Pfmn 995 46 16-Dec-18 1.3 27000 14.4 13.3 $31.25 $14.84 $10.33 21% 100% 7.0 600 174%Egg Size 1,041 0 16-Dec-18 1.3 21000 7.8 6.7 $32.25 $13.13 $10.33 30% 100% 7.0 600 174%Eco High 1,198 282 20-Dec-18 1.1 22000 9.7 11.3 $32.75 $11.87 $7.38 36% 100% 7.0 765 174%Ea Pfmn 776 159 26-Dec-18 1.0 23000 13.3 14.8 $28.75 $12.83 $8.36 12% 0% 4.0 400 11%Ez Size 890 144 26-Dec-18 0.9 20000 6.1 7.5 $29.75 $12.09 $8.36 16% 0% 4.0 400 11% Fast Trad 1,463 0 19-Jul-17 2.7 16000 7.2 14.0 $26.00 $8.54 $10.34 26% 84% 4.0 800 176%Feat Low 1,498 50 29-Jan-15 8.6 12000 3.9 17.2 $16.80 $4.67 $9.19 16% 17% 4.0 1,400 111%Fist High 563 0 8-Sep-17 2.3 21500 11.6 9.5 $38.50 $13.86 $11.26 34% 48% 3.0 400 141%Foam Pfmn 282 0 31-Aug-17 3.0 27000 11.5 14.8 $32.50 $13.71 $11.10 23% 0% 2.0 300 94%Fume Size 202 80 29-Aug-17 2.5 16000 6.1 8.8 $33.30 $10.80 $9.87 34% 0% 3.0 300 94%FTr Trad 422 0 8-Mar-17 1.8 15000 7.0 14.0 $23.00 $8.16 $8.64 26% 0% 4.0 700 60%FHi High 375 0 29-Jul-17 1.4 23000 11.7 9.4 $39.00 $14.39 $9.87 37% 0% 3.0 600 63%FPf Pfmn 445 0 8-Jul-17 1.5 27000 12.2 14.6 $33.00 $14.13 $9.87 25% 0% 3.0 400 94%

0 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000

A…

B…

C…

D…

E…

F…

Capacity vs. Production Capac Prod


Market Segment Analysis CAPSTONE COURIER C67538 Round 4, 12/31/2018

Traditional Statistics Accessibility

Total Industry Unit Demand 10,683Actual Industry Unit Sales 10,683Segment % of Total Industry 28.3%Growth Rate Next Year 10.9%

Customer Buying CriteriaExpectations Importance

1. Age Ideal Age = 2.0 47%2. Price $18.00 - 28.00 23%3. Ideal Position Pfmn 8.7 Size 12.4 21%4. Reliability MTBF 14000-19000 9%

Top Products In Segment

NameMarket Share

Units Sold to Seg

Revision Date

Stock Out

Pfmn Coord

Size Coord

List Price MTBFAge

Dec.31Promo Budget

Sales Budget

Customer Awareness

December Customer

SurveyBaker 28% 3,006 20-Sep-18 YES 8.0 13.1 $27.50 17000 1.8 $1,500 $1,200 97% 38Eat 22% 2,395 15-Dec-18 YES 8.8 12.3 $25.25 19000 1.7 $1,000 $1,000 58% 40Cid 18% 1,895 16-Mar-18 YES 9.0 12.0 $28.50 14000 2.3 $1,000 $1,000 59% 27Fast 13% 1,429 19-Jul-17 YES 7.2 14.0 $26.00 16000 2.7 $100 $100 22% 9Dot 4% 477 20-Oct-18 YES 10.3 14.4 $28.50 21000 3.3 $1,000 $1,500 48% 5Cake 4% 467 9-Jan-18 YES 6.4 14.7 $21.00 14000 7.1 $2,000 $2,000 73% 2Eco 4% 442 20-Dec-18 9.7 11.3 $32.75 22000 1.1 $1,000 $1,000 54% 1FTr 4% 400 8-Mar-17 YES 7.0 14.0 $23.00 15000 1.8 $100 $100 17% 14Able 1% 116 20-Feb-16 6.4 14.7 $28.50 14000 7.1 $400 $0 42% 0Dune 0% 32 28-Oct-18 5.6 9.8 $28.50 19000 3.4 $1,000 $1,500 48% 0Daze 0% 13 7-Jan-18 6.4 16.4 $23.00 17000 5.1 $1,000 $2,000 65% 0Foam 0% 11 31-Aug-17 YES 11.5 14.8 $32.50 27000 3.0 $50 $50 10% 0

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

Andrews

Baldwin

Chester

Digby

Erie

Ferris

0%

5%

10%

15%

20%

25%

30%


Market Share Actual Vs. PotentialActual

Potential

20

18

16

14

12

10

8

6

4

2

02 4 6 8 10 12 14 16 18 20

Siz

e

Performance

BakerEatCid

Fast DotCake

Eco

FTrAble

Dune

Daze

Foam



Low End Statistics Accessibility



1. Price $13.00 - 23.00 53%2. Age Ideal Age = 7.0 24%3. Ideal Position Pfmn 4.6 Size 16.5 16%4. Reliability MTBF 12000-17000 7%


NameMarket Share

Units Sold to Seg

Revision Date

Stock Out

Pfmn Coord

Size Coord

List Price MTBFAge

Dec.31Promo Budget

Sales Budget

Customer Awareness

December Customer

SurveyBead 20% 2,918 13-Feb-17 YES 5.0 16.5 $17.50 17000 5.9 $1,300 $800 78% 33Dell 18% 2,527 7-Feb-18 3.9 17.2 $19.00 17000 8.6 $1,000 $2,000 41% 21Cedar 17% 2,478 25-May-10 YES 3.9 17.2 $19.50 14000 8.6 $1,000 $1,000 72% 23Ebb 12% 1,722 31-Jul-18 5.1 16.0 $19.25 17000 3.2 $1,000 $1,000 45% 13Feat 11% 1,498 29-Jan-15 3.9 17.2 $16.80 12000 8.6 $20 $20 12% 12Cake 10% 1,439 9-Jan-18 YES 6.4 14.7 $21.00 14000 7.1 $2,000 $2,000 73% 15Acre 6% 857 22-Jan-16 3.4 18.5 $18.00 12500 5.9 $1,000 $1,000 69% 6Daze 5% 707 7-Jan-18 6.4 16.4 $23.00 17000 5.1 $1,000 $2,000 65% 8Fast 0% 34 19-Jul-17 YES 7.2 14.0 $26.00 16000 2.7 $100 $100 22% 1Eat 0% 34 15-Dec-18 YES 8.8 12.3 $25.25 19000 1.7 $1,000 $1,000 58% 0FTr 0% 23 8-Mar-17 YES 7.0 14.0 $23.00 15000 1.8 $100 $100 17% 1Baker 0% 10 20-Sep-18 YES 8.0 13.1 $27.50 17000 1.8 $1,500 $1,200 97% 0

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

Andrews

Baldwin

Chester

Digby

Erie

Ferris

0%

5%

10%

15%

20%

25%

30%

35%



Potential

20

18

16

14

12

10

8

6

4

2

02 4 6 8 10 12 14 16 18 20

Siz

e

Performance

BeadDellCedar

Ebb

Feat

Cake

Acre

Daze

Fast

Eat

FTrBaker



High End Statistics Accessibility



1. Ideal Position Pfmn 13.4 Size 7.7 43%2. Age Ideal Age = 0.0 29%3. Reliability MTBF 20000-25000 19%4. Price $28.00 - 38.00 9%


NameMarket Share

Units Sold to Seg

Revision Date

Stock Out

Pfmn Coord

Size Coord

List Price MTBFAge

Dec.31Promo Budget

Sales Budget

Customer Awareness

December Customer

SurveyEcho 23% 1,097 22-Feb-18 YES 12.1 9.0 $37.25 25000 2.1 $1,000 $1,000 64% 19Bid 20% 936 26-Aug-18 YES 12.5 8.6 $38.00 22000 1.3 $1,500 $800 69% 20Eco 16% 756 20-Dec-18 9.7 11.3 $32.75 22000 1.1 $1,000 $1,000 54% 5Adam 14% 672 15-Nov-15 YES 10.0 11.1 $39.00 23000 4.4 $1,000 $500 78% 1Fist 12% 563 8-Sep-17 YES 11.6 9.5 $38.50 21500 2.3 $300 $300 25% 3FHi 8% 375 29-Jul-17 YES 11.7 9.4 $39.00 23000 1.4 $200 $300 19% 6Dixie 7% 324 16-Aug-18 8.7 12.4 $33.00 19000 2.5 $1,000 $1,500 53% 0Core 1% 50 18-Jan-18 YES 15.0 7.0 $38.00 27000 1.1 $0 $0 18% 4Cid 0% 14 16-Mar-18 YES 9.0 12.0 $28.50 14000 2.3 $1,000 $1,000 59% 0Bhigh 0% 3 21-Dec-18 YES 14.8 6.5 $38.50 20000 0.0 $500 $50 32% 1

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

Andrews

Baldwin

Chester

Digby

Erie

Ferris

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%



Potential

20

18

16

14

12

10

8

6

4

2

02 4 6 8 10 12 14 16 18 20

Siz

e

Performance

EchoBid

EcoAdam

FistFHi

Dixie

Core

Cid

Bhigh



Performance Statistics Accessibility



1. Reliability MTBF 22000-27000 43%2. Ideal Position Pfmn 14.3 Size 13.4 29%3. Price $23.00 - 33.00 19%4. Age Ideal Age = 1.0 9%


NameMarket Share

Units Sold to Seg

Revision Date

Stock Out

Pfmn Coord

Size Coord

List Price MTBFAge

Dec.31Promo Budget

Sales Budget

Customer Awareness

December Customer

SurveyEdge 24% 995 16-Dec-18 14.4 13.3 $31.25 27000 1.3 $800 $800 44% 37Ea 19% 776 26-Dec-18 13.3 14.8 $28.75 23000 1.0 $800 $800 46% 12Bold 17% 693 10-Jul-18 YES 13.3 14.1 $31.00 27000 1.8 $1,500 $800 54% 28Aft 15% 598 16-Oct-15 11.5 15.2 $33.00 27000 4.9 $1,500 $1,000 89% 16FPf 11% 445 8-Jul-17 YES 12.2 14.6 $33.00 27000 1.5 $100 $100 17% 13Foam 7% 271 31-Aug-17 YES 11.5 14.8 $32.50 27000 3.0 $50 $50 10% 9Dot 5% 215 20-Oct-18 YES 10.3 14.4 $28.50 21000 3.3 $1,000 $1,500 48% 1Chase 2% 73 27-Jan-18 16.0 13.0 $33.00 27000 1.4 $0 $0 17% 7Bperfo 0% 17 10-Nov-18 YES 15.0 12.0 $33.50 27000 0.1 $500 $50 32% 9

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

Andrews

Baldwin

Chester

Digby

Erie

Ferris

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%



Potential

20

18

16

14

12

10

8

6

4

2

02 4 6 8 10 12 14 16 18 20

Siz

e

Performance

Edge

EaBold

AftFPfFoamDot

ChaseBperfo

Echo



Size Statistics Accessibility



1. Ideal Position Pfmn 7.7 Size 6.8 43%2. Age Ideal Age = 1.5 29%3. Reliability MTBF 16000-21000 19%4. Price $23.00 - 33.00 9%


NameMarket Share

Units Sold to Seg

Revision Date

Stock Out

Pfmn Coord

Size Coord

List Price MTBFAge

Dec.31Promo Budget

Sales Budget

Customer Awareness

December Customer

SurveyEgg 26% 1,041 16-Dec-18 YES 7.8 6.7 $32.25 21000 1.3 $800 $800 44% 43Ez 22% 890 26-Dec-18 6.1 7.5 $29.75 20000 1.0 $800 $800 46% 17Buddy 22% 876 23-Jul-18 YES 7.0 7.8 $32.00 19500 1.7 $1,500 $800 66% 23Cure 18% 737 20-Mar-18 6.1 8.8 $33.00 21000 2.6 $1,000 $1,000 67% 11Fume 5% 202 29-Aug-17 6.1 8.8 $33.30 16000 2.5 $100 $100 11% 2Dune 3% 135 28-Oct-18 5.6 9.8 $28.50 19000 3.4 $1,000 $1,500 48% 4Agape 2% 86 9-Jun-15 5.4 10.5 $33.50 19000 5.1 $0 $1,000 29% 1Bsize 1% 44 23-Sep-18 9.0 6.0 $33.50 18000 0.3 $500 $50 32% 4

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

Andrews

Baldwin

Chester

Digby

Erie

Ferris

0%

10%

20%

30%

40%

50%

60%



Potential

20

18

16

14

12

10

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Market Share Report CAPSTONE COURIER C67538 Round 4, 12/31/2018

Actual Market Share in Units Potential Market Share in Units Trad Low High Pfmn Size Total Trad Low High Pfmn Size TotalIndustry Unit Sales 10,683 14,247 4,792 4,082 4,011 37,815 Units Demanded 10,683 14,247 4,792 4,082 4,011 $37,815% of Market 28.3% 37.7% 12.7% 10.8% 10.6% 100.0% % of Market 28.3% 37.7% 12.7% 10.8% 10.6% 100.0%

Able 1.1% 0.0% 0.0% 0.0% 0.0% 0.3% Able 0.4% 0.0% 0.0% 0.0% 0.0% 0.1%Acre 0.0% 6.0% 0.0% 0.0% 0.0% 2.3% Acre 0.0% 6.1% 0.0% 0.0% 0.0% 2.3%Adam 0.0% 0.0% 14.0% 0.0% 0.0% 1.8% Adam 0.0% 0.0% 3.2% 0.0% 0.0% 0.4%Aft 0.0% 0.0% 0.0% 14.7% 0.0% 1.6% Aft 0.0% 0.0% 0.0% 13.5% 0.0% 1.5%Agape 0.0% 0.0% 0.0% 0.0% 2.2% 0.2% Agape 0.0% 0.0% 0.0% 0.0% 1.8% 0.2%Total 1.1% 6.0% 14.0% 14.7% 2.2% 6.2% Total 0.4% 6.1% 3.2% 13.5% 1.8% 4.5% Baker 28.1% 0.1% 0.0% 0.0% 0.0% 8.0% Baker 25.5% 0.1% 0.0% 0.0% 0.0% 7.2%Bead 0.0% 20.5% 0.0% 0.0% 0.0% 7.7% Bead 0.0% 21.2% 0.0% 0.0% 0.0% 8.0%Bid 0.0% 0.0% 19.5% 0.0% 0.0% 2.5% Bid 0.0% 0.0% 24.8% 0.0% 0.0% 3.1%Bold 0.0% 0.0% 0.0% 17.0% 0.0% 1.8% Bold 0.0% 0.0% 0.0% 20.1% 0.0% 2.2%Buddy 0.0% 0.0% 0.0% 0.0% 21.9% 2.3% Buddy 0.0% 0.0% 0.0% 0.0% 22.9% 2.4%Bhigh 0.0% 0.0% 0.1% 0.0% 0.0% 0.0% Bhigh 0.0% 0.0% 0.2% 0.0% 0.0% 0.0%Bperfo 0.0% 0.0% 0.0% 0.4% 0.0% 0.0% Bperfo 0.0% 0.0% 0.0% 1.1% 0.0% 0.1%Bsize 0.0% 0.0% 0.0% 0.0% 1.1% 0.1% Bsize 0.0% 0.0% 0.0% 0.0% 0.9% 0.1%Total 28.1% 20.6% 19.6% 17.4% 22.9% 22.5% Total 25.5% 21.2% 25.0% 21.2% 23.8% 23.2% Cake 4.4% 10.1% 0.0% 0.0% 0.0% 5.0% Cake 3.7% 10.4% 0.0% 0.0% 0.0% 4.9%Cedar 0.0% 17.4% 0.0% 0.0% 0.0% 6.6% Cedar 0.0% 18.6% 0.0% 0.0% 0.0% 7.0%Cid 17.7% 0.0% 0.3% 0.0% 0.0% 5.1% Cid 21.3% 0.0% 0.2% 0.0% 0.0% 6.0%Cure 0.0% 0.0% 0.0% 0.0% 18.4% 2.0% Cure 0.0% 0.0% 0.0% 0.0% 16.6% 1.8%Core 0.0% 0.0% 1.0% 0.0% 0.0% 0.1% Core 0.0% 0.0% 1.1% 0.0% 0.0% 0.1%Chase 0.0% 0.0% 0.0% 1.8% 0.0% 0.2% Chase 0.0% 0.0% 0.0% 1.5% 0.0% 0.2%Total 22.1% 27.5% 1.3% 1.8% 18.4% 18.9% Total 25.0% 28.9% 1.3% 1.5% 16.6% 20.0% Daze 0.1% 5.0% 0.0% 0.0% 0.0% 1.9% Daze 0.1% 4.6% 0.0% 0.0% 0.0% 1.8%Dell 0.0% 17.7% 0.0% 0.0% 0.0% 6.7% Dell 0.0% 16.8% 0.0% 0.0% 0.0% 6.3%Dixie 0.0% 0.0% 6.8% 0.0% 0.0% 0.9% Dixie 0.0% 0.0% 2.1% 0.0% 0.0% 0.3%Dot 4.5% 0.0% 0.0% 5.3% 0.0% 1.8% Dot 1.4% 0.0% 0.0% 5.1% 0.0% 1.0%Dune 0.3% 0.0% 0.0% 0.0% 3.4% 0.4% Dune 0.2% 0.0% 0.0% 0.0% 2.8% 0.3%Total 4.9% 22.7% 6.8% 5.3% 3.4% 11.7% Total 1.7% 21.4% 2.1% 5.1% 2.8% 9.7% Eat 22.4% 0.2% 0.0% 0.0% 0.0% 6.4% Eat 23.0% 0.2% 0.0% 0.0% 0.0% 6.6%Ebb 0.0% 12.1% 0.0% 0.0% 0.0% 4.6% Ebb 0.0% 11.5% 0.0% 0.0% 0.0% 4.3%Echo 0.0% 0.0% 22.9% 0.0% 0.0% 2.9% Echo 0.0% 0.0% 40.5% 0.0% 0.0% 5.1%Edge 0.0% 0.0% 0.0% 24.4% 0.0% 2.6% Edge 0.0% 0.0% 0.0% 22.3% 0.0% 2.4%Egg 0.0% 0.0% 0.0% 0.0% 26.0% 2.8% Egg 0.0% 0.0% 0.0% 0.0% 31.1% 3.3%Eco 4.1% 0.0% 15.8% 0.0% 0.0% 3.2% Eco 1.4% 0.0% 2.0% 0.0% 0.0% 0.6%Ea 0.0% 0.0% 0.0% 19.0% 0.0% 2.1% Ea 0.0% 0.0% 0.0% 17.8% 0.0% 1.9%Ez 0.0% 0.0% 0.0% 0.0% 22.2% 2.4% Ez 0.0% 0.0% 0.0% 0.0% 19.1% 2.0%Total 26.6% 12.3% 38.7% 43.4% 48.1% 26.8% Total 24.4% 11.7% 42.5% 40.1% 50.2% 26.3% Fast 13.4% 0.2% 0.0% 0.0% 0.0% 3.9% Fast 12.4% 0.3% 0.0% 0.0% 0.0% 3.6%Feat 0.0% 10.5% 0.0% 0.0% 0.0% 4.0% Feat 0.0% 9.9% 0.0% 0.0% 0.0% 3.7%Fist 0.0% 0.0% 11.8% 0.0% 0.0% 1.5% Fist 0.0% 0.0% 10.0% 0.0% 0.0% 1.3%Foam 0.1% 0.0% 0.0% 6.6% 0.0% 0.7% Foam 0.1% 0.0% 0.0% 7.7% 0.0% 0.9%Fume 0.0% 0.0% 0.0% 0.0% 5.0% 0.5% Fume 0.0% 0.0% 0.0% 0.0% 4.8% 0.5%FTr 3.7% 0.2% 0.0% 0.0% 0.0% 1.1% FTr 10.5% 0.5% 0.0% 0.0% 0.0% 3.1%FHi 0.0% 0.0% 7.8% 0.0% 0.0% 1.0% FHi 0.0% 0.0% 15.9% 0.0% 0.0% 2.0%FPf 0.0% 0.0% 0.0% 10.9% 0.0% 1.2% FPf 0.0% 0.0% 0.0% 11.0% 0.0% 1.2%Total 17.2% 10.9% 19.6% 17.5% 5.0% 13.9% Total 23.0% 10.7% 25.9% 18.7% 4.8% 16.3%

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Market Segment Shares Trad Low High Pfmn Size


Perceptual Map CAPSTONE COURIER C67538 Round 4, 12/31/2018

Andrews Baldwin ChesterName Pfmn Size Revised Name Pfmn Size Revised Name Pfmn Size RevisedAble 6.4 14.7 20-Feb-16 Baker 8.0 13.1 20-Sep-18 Cake 6.4 14.7 9-Jan-18Acre 3.4 18.5 22-Jan-16 Bead 5.0 16.5 13-Feb-17 Cedar 3.9 17.2 25-May-10Adam 10.0 11.1 15-Nov-15 Bid 12.5 8.6 26-Aug-18 Cid 9.0 12.0 16-Mar-18Aft 11.5 15.2 16-Oct-15 Bold 13.3 14.1 10-Jul-18 Agape 5.4 10.5 9-Jun-15 Buddy 7.0 7.8 23-Jul-18 Cure 6.1 8.8 20-Mar-18AT 12.5 8.2 20-Sep-18 Bhigh 14.8 6.5 21-Dec-18 Core 15.0 7.0 18-Jan-18 Bperfo 15.0 12.0 10-Nov-18 Chase 16.0 13.0 27-Jan-18 Bsize 9.0 6.0 23-Sep-18 Cut 9.0 4.5 3-May-18

Digby Erie FerrisName Pfmn Size Revised Name Pfmn Size Revised Name Pfmn Size RevisedDaze 6.4 16.4 7-Jan-18 Eat 8.8 12.3 15-Dec-18 Fast 7.2 14.0 19-Jul-17Dell 3.9 17.2 7-Feb-18 Ebb 5.1 16.0 31-Jul-18 Feat 3.9 17.2 29-Jan-15Dixie 8.7 12.4 16-Aug-18 Echo 12.1 9.0 22-Feb-18 Fist 11.6 9.5 8-Sep-17Dot 10.3 14.4 20-Oct-18 Edge 14.4 13.3 16-Dec-18 Foam 11.5 14.8 31-Aug-17Dune 5.6 9.8 28-Oct-18 Egg 7.8 6.7 16-Dec-18 Fume 6.1 8.8 29-Aug-17 Eco 9.7 11.3 20-Dec-18 FTr 7.0 14.0 8-Mar-17 Ea 13.3 14.8 26-Dec-18 FHi 11.7 9.4 29-Jul-17 Ez 6.1 7.5 26-Dec-18 FPf 12.2 14.6 8-Jul-17

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Bperfo

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Cake

Cedar

Cid

Cure

Core

Chase

Cut

Daze

Dell

Dixie

Dot

Dune

Eat

Ebb

Echo

Edge

Egg

Eco

Ea

Ez

Fast

Feat

Fist

Foam

Fume

FTr

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FPf


HR/TQM Report CAPSTONE COURIER C67538 Round 4, 12/31/2018

HUMAN RESOURCES SUMMARYAndrews Baldwin Chester Digby Erie Ferris

Needed Complement 572 585 1,106 866 1,173 954

Complement 572 585 1,106 867 1,174 982

1st Shift Complement 384 369 553 740 608 792

2nd Shift Complement 188 216 553 127 566 190

Overtime% 0.1% 0.0% 0.0% 0.0% 0.0% 0.0%

Turnover Rate 8.7% 7.9% 8.2% 8.6% 8.1% 8.5%

New Employees 50 46 217 194 96 84

Separated Employees 20 198 0 0 486 0

Recruiting Spend $800 $0 $0 $5,000 $5,000 $1,460

Training Hours 80 70 80 40 80 80

Productivity Index 1.00 1.11 1.02 1.02 1.14 1.08

Recruiting Cost $89 $46 $217 $1,161 $574 $206

Separation Cost $100 $990 $0 $0 $2,430 $0

Training Cost $915 $819 $1,770 $694 $1,878 $1,571

Total HR Admin Costs $1,104 $1,855 $1,987 $1,855 $4,882 $1,777

Labor Contract Next YearWages $26.73 $27.37 $27.20 $28.00 $27.59 $26.73

Benefits $2,775 $2,775 $2,748 $2,800 $2,700 $2,775

Profit Sharing 2.1% 2.1% 2.2% 2.1% 2.1% 2.1%

Wage Escalator 5.3% 5.3% 5.3% 5.5% 4.4% 5.3%

Starting Negotiation PositionWages $23.15 $24.31 $24.00 $28.00 $24.70 $23.15

Benefits $2,500 $2,500 $2,450 $2,800 $2,600 $2,500

Profit Sharing 2.0% 2.0% 2.1% 2.0% 2.0% 2.0%

Wage Escalator 5.0% 5.0% 5.0% 5.5% 3.0% 5.0%

Ceiling Negotiation PositionWages $25.46 $26.74 $26.40 $30.80 $27.17 $25.46

Benefits $2,750 $2,750 $2,695 $3,080 $2,860 $2,750

Profit Sharing 2.2% 2.2% 2.3% 2.2% 2.2% 2.2%

Wage Escalator 5.5% 5.5% 5.5% 6.1% 3.3% 5.5%

Adjusted Labor DemandsWages $28.00 $28.00 $28.00 $28.00 $28.00 $28.00

Benefits $2,800 $2,800 $2,800 $2,800 $2,800 $2,800

Profit Sharing 2.2% 2.2% 2.2% 2.2% 2.2% 2.2%

Wage Escalator 5.5% 5.5% 5.5% 5.5% 5.5% 5.5%

Strike Days 19 10 14 0 21 19

TQM SUMMARYProcess Management Budgets Last Year ($M)


CPI Systems $500 $0 $1,000 $0 $0 $0

Vendor/JIT $0 $1,000 $1,000 $1,000 $0 $0

Quality Initiative Training $0 $0 $1,000 $0 $0 $0

Channel Support Systems $0 $1,500 $1,000 $0 $0 $0

Concurrent Engineering $0 $1,000 $1,000 $1,000 $0 $0

UNEP Green $0 $1,500 $1,000 $1,000 $0 $0

TQM Budgets Last Year ($M)Benchmarking $0 $1,500 $2,000 $0 $0 $0

Quality Function Deployment Effort $1,000 $0 $1,000 $1,000 $0 $0

CCE/6 Sigma Training $2,500 $1,000 $1,000 $1,000 $0 $0

GEMI Sustainability $0 $1,000 $1,000 $0 $0 $0

Total Expenditures ($000) $4,000 $8,500 $11,000 $5,000 $0 $0

Cumulative ImpactsMaterial Cost Reduction 4.65% 8.60% 9.73% 0.34% 5.03% 0.12%

Labor Cost Reduction 7.28% 9.29% 12.21% 0.14% 6.21% 4.04%

Reduction R&D Cycle Time 0.96% 36.72% 39.47% 12.58% 27.25% 16.00%

Reduction in Admin Costs 4.66% 52.50% 54.29% 1.59% 43.11% 0.00%

Demand increase 1.04% 6.03% 8.83% 0.69% 6.63% 0.00%


Ethics Report CAPSTONE COURIER C67538 Round 4, 12/31/2018

Other (Fees, Writeoffs, etc.) The actual dollar impact. Example, $120 means Other increased by $120.Demand Factor The % of normal. 98% means demand fell 2%.Material Cost Impact The % of normal. 104% means matieral costs rose 4%.Admin Cost Impact The % of normal. 103% means admin costs rose 3%.Productivity Impact The % of normal. 104% means productivity increased by 4%.Awareness Impact The % of normal. 105% means normal awareness was multiplied by 1.05.Accessibility Impact The % of normal. 98% means normal accessiblity was multiplied by 0.98.

Normal means the value that would have been produced if the problem had not been presented.

No Impact Andrews Baldwin Chester Digby Erie FerrisTotalOther (Fees, Writeoffs, etc.) 0% 0% 0% 0% 0% 0% 0%Demand Factor 100% 100% 100% 100% 100% 100% 100%Material Cost Impact 100% 100% 100% 100% 100% 100% 100%Admin Cost Impact 100% 100% 100% 100% 100% 100% 100%Productivity Impact 100% 100% 100% 100% 100% 100% 100%Awareness Impact 100% 100% 100% 100% 100% 100% 100%Accessibility Impact 100% 100% 100% 100% 100% 100% 100%

ETHICS SUMMARY


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