Each section of BUS 001/097 has been assigned an industry and your research and analysis will
be based on a company within that industry. Throughout the semester, a number of global issues
will have been presented, discussed and debated during the class discussions/group
presentations. Now, you are challenged to develop the Final Report on your company and this
report must be designed to include addressing the 4 functional business areas of Marketing,
Management, Accounting and Finance.
Your Executive Summary Report should be focused against researching the following:
1. How your firm operates within the Global Business Environment – market
presence, organization structure, etc.
2. An in-depth analysis of key competitors and how your firm compares to them.
Include a SWOT analysis and identify Competitive Advantages vs Vulnerabilities.
3. The overall Marketing Strategy of your firm – customer groups, product/service
offerings and go-to-market implications – product mix, pricing, distribution,
communications (if applicable must cover top 2-3 global brands within the firm).
4. The company’s Management Supply Chain – complexities and how your firm
organizes to maximize impact, while minimizing cost exposure (by brand if
applicable).
5. The Accounting or Calibrated Performance of your firm – underlying factors
behind the firm’s financial statements. What does a 5-year trend on a common size
Income Statement and Balance Sheet tell you? Key takeaways and implications
going forward?
6. The Financial Strategy of your firm – Ratio Analysis, Risk/Return Factors and
implications going forward? What does a 5-year trend on key financial ratios tell
you? (refer back to the ratios covered in class) What does a DuPont Analysis of
your company and its closest competitor tell you?
Note: Your report is an Executive Summary – 10 pages (Note: you may include any exhibits or
charts in an appendix as long as you reference the exhibits/charts in your written report. Such
exhibits/charts do not count toward the 10 page limit). Also, all financial data for your firm can
be found using www.thomsonone.com as accessed in the Financial Services Lab (FSL).
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