RETAIL FINANCIAL ANALYSIS

Prerequisites & course information

Requisites: CNSR SCI 257 , ( ACCT I S 100 or 300 or GEN BUS 310 ), and ( GEN BUS 106 or A A E 335 ), or graduate/professional standing Course Designation: Core GenEd - Mathematics & Quantitative Reasoning Grad 50% - Counts toward 50% graduate coursework requirement Repeatable for Credit: No Last Taught: Fall 2026 Learning Outcomes: 1. Understand and define the different roles in merchandising, product development and manufacturing to produce products at the right time, right place, right price, right quantity, and right appeal for customers Audience: Both Grad & Undergrad 2. Utilize the retail method of inventory to calculate book and physical inventory and explain the cause and effects of overages and shortages Audience: Both Grad & Undergrad 3. Demonstrate the mathematical calculations and processes frequently used in the retail and manufacturing industry to evaluate inventory performance Audience: Both Grad & Undergrad 4. Apply negotiation alternatives between retailers and manufactures Audience: Both Grad & Undergrad 5. Define and calculate measurements of inventory mark-ups & profit indicators Audience: Both Grad & Undergrad 6. Differentiate inventory pricing and markdowns strategies Audience: Both Grad & Undergrad 7. Define and calculate measurements of inventory rate of sale Audience: Both Grad & Undergrad 8. Define and calculate the components of a retailer’s merchandise financial plan and forecast based upon market influences Audience: Both Grad & Undergrad 9. Apply methods for analyzing and correcting problems related to retail assortments, purchases, inventory and sales Audience: Both Grad & Undergrad 10. Prepare, modify and evaluate merchandising planning methods used to create seasonal inventory budgets Audience: Both Grad & Undergrad 11. Evaluate the causes and effects of retail pricing adjustments Audience: Both Grad & Undergrad 12. Evaluate profit and loss statements of retailers and manufacturers and impact of performances Audience: Both Grad & Undergrad 13. Synthesis speed and profit to create a merchandise plan and forecast along with a full financial plan based upon a set of provided data Audience: Graduate Learning Outcomes: 1. Understand and define the different roles in merchandising, product development and manufacturing to produce products at the right time, right place, right price, right quantity, and right appeal for customers Audience: Both Grad & Undergrad 2. Utilize the retail method of inventory to calculate book and physical inventory and explain the cause and effects of overages and shortages Audience: Both Grad & Undergrad 3. Demonstrate the mathematical calculations and processes frequently used in the retail and manufacturing industry to evaluate inventory performance Audience: Both Grad & Undergrad 4. Apply negotiation alternatives between retailers and manufactures Audience: Both Grad & Undergrad 5. Define and calculate measurements of inventory mark-ups & profit indicators Audience: Both Grad & Undergrad 6. Differentiate inventory pricing and markdowns strategies Audience: Both Grad & Undergrad 7. Define and calculate measurements of inventory rate of sale Audience: Both Grad & Undergrad 8. Define and calculate the components of a retailer’s merchandise financial plan and forecast based upon market influences Audience: Both Grad & Undergrad 9. Apply methods for analyzing and correcting problems related to retail assortments, purchases, inventory and sales Audience: Both Grad & Undergrad 10. Prepare, modify and evaluate merchandising planning methods used to create seasonal inventory budgets Audience: Both Grad & Undergrad 11. Evaluate the causes and effects of retail pricing adjustments Audience: Both Grad & Undergrad 12. Evaluate profit and loss statements of retailers and manufacturers and impact of performances Audience: Both Grad & Undergrad 13. Synthesis speed and profit to create a merchandise plan and forecast along with a full financial plan based upon a set of provided data Audience: Graduate