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Page 1 Front Page

Page 2 Stocks & Bonds


Page 3 Financial Summary
Page 4 Production Analysis

Page 5 Traditional Segment Analysis


Page 6 Low End Segment Analysis
Page 7 High End Segment Analysis
Page 8 Performance Segment Analysis
Page 9 Size Segment Analysis

PRINT

Page 10 Market Share


Page 11 Perceptual Map
Page 12 HR/TQM Report
Page 13 Ethics Report

Top

Round: 6
Dec. 31, 2022

C82751

Andrews
Anusha Aggarwal
Twiga Dua
VARUN GAUR
Sahil Girdhar
Tanmay Jagdale
Vaibhav Juneja
Smit Shah

Baldwin
Aditya Aggarwal
Sameer Ganu
Sonam Khubchandani
Arun Lahoti
Makarand Mahajan
Aditya Singal
Anand Tripathy

Chester
Ayushi Arora
Harsh Aswani
Kunal Chawla
Rafaa Dalvi
Yashovardhan Dandriyal
Rajasekharan G
Sahil Shah

Digby
Akash Goenka
Rohit Gupta
Sarthak Gupta
Ankit Jain
Radhika Jhawar
Siddharth Khurana
Aakansha Lalani
Aakansha Lalani

Erie
Akshay Shiv Madan
Chetan Palta
Dhaval Sangoi
Anubhav Sehgal
Aksh Shah
Dhwani Shah
Varun Shankaran

Ferris
Karan Anchalia
Akriti Bhardwaj
Anirudh Bhatotia
Yealeena Chakrabarti
Premanshu Das
DISHA DHOKA
Vishwa Tanna

Selected Financial Statistics


ROS
Asset Turnover
ROA
Leverage (Assets/Equity)
ROE
Emergency Loan
Sales
EBIT
Profits
Cumulative Profit
SG&A / Sales
Contrib. Margin %

CAPSTONE COURIER

Andrews
-50.9%
0.42
-21.6%
-3.0
-63.9%
$80,164,363
$55,492,373
($16,636,712)
($28,247,530)
($88,858,218)
35.7%
27.0%

Baldwin
0.0%
1.12
0.0%
2.1
-0.1%
$0
$122,550,451
$6,174,198
($47,082)
($7,055,124)
24.3%
47.6%

Chester
10.0%
1.03
10.3%
1.6
16.7%
$20,488,370
$214,762,727
$42,686,087
$21,426,882
$69,437,160
17.8%
49.5%

Digby
0.3%
0.86
0.3%
2.0
0.5%
$0
$188,434,670
$13,022,572
$567,547
$17,071,740
20.7%
42.9%

Erie
-3.9%
0.98
-3.8%
1.6
-6.1%
$0
$154,628,571
($3,668,892)
($5,986,334)
$36,053,733
28.5%
44.3%

Ferris
-21.1%
0.43
-9.1%
2.1
-18.9%
$0
$83,663,129
($15,843,516)
($17,651,475)
$1,086,625
38.4%
41.4%

Page 1

Top
Stocks & Bonds

Round: 6

C82751

December 31 , 2022

Stock Market Summary


Company
Andrews
Baldwin
Chester
Digby
Erie
Ferris

Close
$1.00
$15.64
$65.48
$36.01
$40.56
$6.36

Change
$0.00
($2.53)
($2.53)
($7.33)
($24.82)
($19.56)

Shares
2,880,000
3,964,774
3,247,016
3,460,273
2,476,428
3,370,535

MarketCap ($M)
$3
$62
$213
$125
$100
$21

Book Value
($15.36)
$13.34
$39.58
$32.03
$39.78
$27.71

EPS
($9.81)
($0.01)
$6.60
$0.16
($2.42)
($5.24)

Dividend
$0.00
$0.25
$0.00
$0.00
$0.00
$0.00

Yield
0.0%
1.6%
0.0%
0.0%
0.0%
0.0%

P/E
-0.1
-1438.5
9.9
218.2
-16.8
-1.2

Bond Market Summary


Company
Andrews

Baldwin

Chester

Digby

Erie

Ferris

Series#

Face

Yield

Close$

S&P

11.3S2027
13.7S2028
14.2S2029
13.3S2031
14.8S2032

$10,000,000
$16,000,000
$20,000,000
$10,110,000
$2,000,000

13.5%
15.1%
15.5%
15.4%
15.9%

83.74
90.50
91.59
86.32
92.83

DDD
DDD
DDD
DDD
DDD

11.3S2027
13.2S2029
14.2S2030
12.6S2031

$6,000,000
$8,000,000
$3,000,000
$4,000,000

12.6%
13.9%
14.3%
13.8%

89.46
94.92
99.08
91.22

B
B
B
B

11.3S2027
12.6S2028

$18,994,000
$24,266,000

12.0%
12.8%

94.02
98.40

BBB
BBB

11.3S2027
13.2S2028
12.3S2031

$6,000,000
$37,517,000
$10,000,000

12.5%
13.7%
13.6%

90.09
96.13
90.67

B
B
B

11.3S2027
10.8S2032

$18,994,000
$15,000,000

12.0%
12.2%

94.36
88.56

A
A

11.3S2027
11.8S2029
10.4S2031
13.0S2032

$10,000,000
$3,000,000
$15,000,000
$45,000,000

12.7%
13.3%
13.0%
14.1%

89.14
88.60
80.08
92.33

CCC
CCC
CCC
CCC

Next Year's Prime Rate 10.00%


CAPSTONE COURIER

Page 2

Top
Financial Summary
Cash Flow Statement Survey

Round: 6
December 31, 2022

C82751
Andrews

Baldwin

Chester

Digby

Erie

Ferris

($28,248)

($47)

$21,427

$568

($5,986)

($17,651)

$9,013
$2,029

$10,957
$5

$17,260
$107

$16,073
$0

$12,307
($248)

$8,832
($3,156)

($685)
($5,213)
$3,108
($19,995)

$892
($7,438)
$872
$5,240

$1,519
($17,170)
($701)
$22,442

$2,584
($22,014)
($595)
($3,384)

($1,197)
$4,394
($317)
$8,953

$41
$7,127
$2,579
($2,228)

$2,871

$0

($32,625)

($50,400)

($10,256)

$35,784

$0
$480
$0
$2,000
$0
($76,520)
$11,000
$80,164

($991)
$0
$0
$0
($1,000)
($22,000)
$10,000
$0

$0
$0
($11,622)
$0
($15,000)
$0
$0
$20,488

$0
$24,994
$0
$0
$0
($15,000)
$30,000
$0

$0
$5,000
$0
$15,000
$0
$0
$0
$0

$0
$14,565
$0
$45,000
$0
($50,526)
$0
$0

$17,125

($13,991)

($6,134)

$39,994

$20,000

$9,039

$0

($8,751)

($16,317)

($13,790)

$18,697

$42,594

Balance Sheet Survey


Cash
Accounts Receivable
Inventory
Total Current Assets

Andrews
$0
$2,281
$58,091
$60,371

Baldwin
$3,259
$10,073
$13,931
$27,263

Chester
$0
$35,892
$20,531
$56,423

Digby
$4,998
$15,488
$59,362
$79,847

Erie
$31,806
$12,709
$13,360
$57,875

Ferris
$42,594
$6,876
$23,198
$72,669

Plant and equipment


Accumulated Depreciation
Total Fixed Assets

$135,200
($64,560)
$70,640

$164,350
($82,112)
$82,238

$258,900
($106,747)
$152,153

$241,100
($101,100)
$140,000

$184,600
($84,508)
$100,092

$175,282
($54,262)
$121,020

Total Assets

$131,011

$109,501

$208,576

$219,847

$157,967

$193,689

Accounts Payable
Current Debt
Long Term Debt
Total Liabilities

$5,112
$112,014
$58,110
$175,236

$5,748
$29,855
$21,000
$56,604

$10,117
$26,680
$43,260
$80,057

$10,068
$45,443
$53,517
$109,028

$6,588
$18,878
$33,994
$59,460

$6,435
$20,850
$73,000
$100,285

Common Stock
Retained Earnings
Total Equity

$19,240
($63,465)
($44,225)

$35,550
$17,347
$52,897

$41,807
$86,712
$128,519

$68,354
$42,465
$110,819

$37,060
$61,447
$98,507

$66,924
$26,480
$93,405

Total Liabilities & Owners' Equity

$131,011

$109,501

$208,576

$219,847

$157,967

$193,689

Income Statement Survey


Sales
Variable Costs (Labor, Material, Carry)
Depreciation
SGA (R&D, Promo, Sales, Admin)
Other (Fees, Writeoffs, TQM, Bonuses)
EBIT
Interest (Short term, Long term)
Taxes
Profit Sharing
Net Profit

Andrews
$55,492
$40,494
$9,013
$19,818
$2,803
($16,637)
$26,821
($15,210)
$0
($28,248)

Baldwin
$122,550
$64,171
$10,957
$29,728
$11,520
$6,174
$6,247
($25)
$0
($47)

Chester
$214,763
$108,381
$17,260
$38,129
$8,306
$42,686
$9,049
$11,773
$437
$21,427

Digby
$188,435
$107,604
$16,073
$38,985
$12,750
$13,023
$12,132
$312
$12
$568

Erie
$154,629
$86,152
$12,307
$44,086
$15,752
($3,669)
$5,541
($3,223)
$0
($5,986)

Ferris
$83,663
$49,054
$8,832
$32,098
$9,522
($15,844)
$11,313
($9,505)
$0
($17,651)

Cash flows from operating activities


Net Income (Loss)
Adjustment for non-cash items:
Depreciation
Extraordinary gains/losses/writeoffs
Changes in current assets and liabilities:
Accounts payable
Inventory
Accounts receivable
Net cash from operations
Cash flows from investing activities
Plant improvements (net)
Cash flows from financing activities
Dividends paid
Sales of common stock
Purchase of common stock
Cash from long term debt issued
Early retirement of long term debt
Retirement of current debt
Cash from current debt borrowing
Cash from emergency loan
Net cash from financing activities
Net change in cash position

CAPSTONE COURIER

Page 3

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Production Analysis

Round: 6
December 31, 2022

C82751

Production Information
Primary
Segment

Units
Sold

Unit
Inven
tory

Able
Acre
A1S
A2H
A2P

Trad
Low
Size
High
High

560
1,149
314
199
179

Baker
Bead
Bid
Bold
Buddy
Boo

Trad
Low
High
Pfmn
Size
High

Cake
Cedar
Cid
Coat
Cure
Cobra
Common
Copper

Revision Date

Age
Dec.31

548
1,015
837
459
368

2/16/2022
4/7/2024
10/25/2022
9/9/2022
11/21/2023

1,482
1,411
315
627
437
483

370
792
75
0
0
168

Trad
Low
High
Pfmn
Size
Low
Trad
High

1,544
3,235
492
891
598
1,188
1,485
307

Daze
Dell
Dixie
Dot
Dune
Dare
Dwarf
Double

Trad
Low
High
Pfmn
Size
High
Size
High

Eat
Ebb
Edge2
Edge
Egg
Ehigh1
Ehigh2
Ehigh3

Trad
Low

Name

Fast
Feat
Fist
Foam
Fume
Flow
Fauna

Pfmn
Size
High
High
High
Trad
Low
High
Pfmn
Size

Labor
Cost

Contr.
Marg.

2nd Shift
&
Overtime

$8.00
$4.29
$0.00
$14.92
$15.29

$5.24
$1.69
$0.00
$16.67
$16.67

37%
58%
10%
-7%
-21%

100%
69%
0%
59%
59%

8.0
10.0
6.0
1.0
1.0

900
1,500
600
800
600

123%
104%
0%
18%
91%

$25.30
$15.90
$36.20
$31.00
$32.00
$36.75

$7.77
$4.77
$13.86
$13.37
$11.58
$13.99

$4.16
$1.33
$8.63
$6.11
$5.99
$8.02

52%
64%
38%
38%
44%
38%

50%
30%
73%
5%
0%
32%

8.0
10.0
5.0
6.0
6.0
5.0

1,250
1,500
225
550
460
450

148%
129%
172%
104%
69%
131%

10.8
15.3
5.0
11.8
4.5
15.2
10.8
5.7

$24.30
$14.70
$35.49
$31.15
$31.15
$15.69
$24.45
$35.49

$7.84
$4.44
$14.18
$13.38
$11.31
$4.50
$7.84
$13.86

$3.82
$1.29
$7.16
$6.30
$5.90
$1.29
$3.86
$7.16

50%
60%
37%
37%
43%
62%
52%
35%

89%
100%
44%
80%
39%
100%
100%
44%

8.0
10.0
5.0
6.0
6.0
10.0
8.0
5.0

1,200
1,700
450
500
450
900
1,100
450

187%
198%
143%
178%
138%
198%
198%
143%

9.2
4.0
14.0
15.4
8.2
14.3
8.2
14.3

10.8
16.0
6.0
11.7
4.6
5.7
4.6
5.6

$23.20
$15.30
$35.50
$31.40
$31.50
$36.45
$32.48
$35.00

$8.08
$4.00
$13.50
$13.36
$11.75
$13.96
$11.49
$13.99

$4.09
$1.36
$6.61
$6.54
$6.32
$8.14
$6.80
$6.61

45%
64%
36%
36%
43%
28%
40%
14%

100%
100%
0%
64%
44%
95%
96%
0%

8.0
10.0
5.0
6.0
6.0
5.0
6.0
5.0

1,500
1,800
550
500
400
900
700
600

198%
198%
97%
163%
143%
193%
194%
33%

19000
15000
27000
27000
21000
25000
25000
25000

9.3
4.7
16.4
15.4
8.2
12.7
14.3
15.2

10.7
15.3
11.1
11.8
4.6
7.3
5.7
4.8

$23.89
$14.19
$6.00
$31.47
$31.99
$36.47
$36.48
$36.47

$9.20
$5.23
$0.00
$13.34
$11.75
$12.94
$13.96
$14.52

$4.08
$1.26
$0.00
$6.62
$6.17
$6.95
$6.69
$6.69

47%
54%
0%
37%
43%
44%
33%
20%

86%
38%
0%
64%
29%
9%
0%
0%

8.0
10.0
6.0
6.0
6.0
8.0
5.0
5.0

1,050
1,600
300
450
500
200
500
500

184%
136%
0%
163%
128%
108%
57%
43%

14000
13000
25000
27000
19000
0
0

9.0
3.0
14.0
15.4
8.2
0.0
0.0

11.3
17.0
5.9
11.8
4.6
0.0
0.0

$25.20
$15.80
$36.40
$31.70
$31.70
$0.00
$0.00

$8.11
$0.00
$14.73
$14.24
$11.98
$0.00
$0.00

$4.42
$0.00
$8.21
$6.84
$6.84
$0.00
$0.00

50%
56%
25%
34%
37%
0%
0%

19%
0%
0%
0%
0%
0%
0%

8.0
1.0
5.0
6.0
6.0
10.0
8.0

1,300
1
1,000
1,000
900
600
400

110%
0%
18%
55%
36%
0%
0%

MTBF

Pfmn
Coord

Size
Coord

3.3
6.5
1.2
1.3
2.4

14000
12000
21000
22000
25000

8.0
3.1
8.2
14.3
13.7

12.0
16.0
4.6
5.7
6.6

$23.50
$16.50
$32.00
$37.00
$33.25

9/3/2022
9/12/2022
9/5/2022
8/26/2022
8/27/2022
7/2/2022

1.4
5.4
1.4
1.4
1.4
1.4

14100
12000
25000
27000
20500
25000

9.0
5.2
14.1
15.4
8.1
14.3

10.9
14.8
5.9
11.8
4.7
5.7

609
0
200
0
133
0
0
338

8/3/2022
6/9/2021
7/13/2022
7/19/2022
7/23/2022
8/31/2021
8/3/2022
12/16/2022

1.3
6.1
1.3
1.3
1.4
3.1
1.5
0.9

14100
12000
25000
27000
19100
12100
14100
25000

9.2
4.7
14.3
15.5
8.3
4.7
9.2
14.0

1,635
2,760
468
789
590
483
536
380

681
12
391
46
126
747
286
743

8/17/2022
7/5/2020
6/16/2022
7/29/2022
8/6/2022
7/8/2022
7/19/2022
2/20/2022

1.4
6.5
1.4
1.4
1.4
1.4
1.4
1.9

15000
12000
24000
27000
21000
25000
20000
25000

1,900
2,609
0
738
688
200
487
53

31
0
0
0
36
16
381
163

10/12/2022
10/26/2021
7/19/2022
7/19/2022
7/19/2022
6/7/2023
3/1/2022
3/27/2022

1.2
5.9
0.4
1.4
1.4
2.4
1.4
0.8

1,186
597
283
623
451
0
0

257
632
517
0
237
0
0

12/17/2022
1/15/2021
12/17/2022
10/30/2022
10/30/2022
5/19/2023
4/15/2023

1.1
10.6
1.1
1.2
1.2
0.0
0.0

CAPSTONE COURIER

Material
Price
Cost

Auto
mation Capacity
Next
Next
Round
Round

Plant
Utiliz.

Page 4

Top
Traditional Market Segment Analysis

C82751

Round: 6
December 31, 2022

Traditional Statistics
Total Industry Unit Demand
Actual Industry Unit Sales
Segment % of Total Industry

9,769
9,769
28.4%

Next Year's Segment Growth Rate

9.2%

Traditional Customer Buying Criteria


1.
2.
3.
4.

Expectations
Ideal Age = 2.0
$17.00 - 27.00
Pfmn 9.2 Size 10.8
MTBF 14000-19000

Age
Price
Ideal Position
Reliability

Importance
47%
23%
21%
9%

Perceptual Map for Traditional Segment

Top Products in Traditional Segment


Name
Eat
Daze
Cake
Common
Baker
Fast
Able

Market
Share
19%
17%
16%
15%
15%
12%
6%

Units Sold
to Seg
1,900
1,635
1,544
1,485
1,482
1,185
538

CAPSTONE COURIER

Revision
Date
Stock Out
10/12/2022
8/17/2022
8/3/2022
8/3/2022
YES
9/3/2022
12/17/2022
2/16/2022

Pfmn
Coord
9.3
9.2
9.2
9.2
9.0
9.0
8.0

Size
Coord
10.7
10.8
10.8
10.8
10.9
11.3
12.0

List
Price
$23.89
$23.20
$24.30
$24.45
$25.30
$25.20
$23.50

MTBF
19000
15000
14100
14100
14100
14000
14000

Age
Dec.31
1.25
1.37
1.33
1.49
1.40
1.07
3.31

Promo Cust. AwareBudget


ness
$2,350
98%
$2,340
99%
$1,500
91%
$1,500
91%
$1,800
95%
$1,700
94%
$1,600
88%

Sales Cust. Access- Dec. Cust.


Budget
ibility
Survey
$4,358
97%
64
$1,986
98%
58
$3,090
100%
56
$2,060
100%
59
$3,600
100%
52
$4,488
100%
33
$1,515
72%
12
Page 5

Top
Low End Market Segment Analysis

C82751

Round: 6
December 31, 2022

Low End Statistics


Total Industry Unit Demand
Actual Industry Unit Sales
Segment % of Total Industry

12,972
12,972
37.8%

Next Year's Segment Growth Rate

11.7%

Low End Customer Buying Criteria


1.
2.
3.
4.

Expectations
$12.00 - 22.00
Ideal Age = 7.0
Pfmn 4.7 Size 15.3
MTBF 12000-17000

Price
Age
Ideal Position
Reliability

Importance
53%
24%
16%
7%

Perceptual Map for Low End Segment

Top Products in Low End Segment


Name
Cedar
Dell
Ebb
Bead
Cobra
Acre
Feat
Able

Market
Share
25%
21%
20%
11%
9%
9%
5%
0%

Units Sold
to Seg
3,235
2,760
2,609
1,411
1,188
1,149
597
22

CAPSTONE COURIER

Revision
Date
Stock Out
6/9/2021
YES
7/5/2020
10/26/2021
YES
9/12/2022
8/31/2021
YES
4/7/2024
1/15/2021
2/16/2022

Pfmn
Coord
4.7
4.0
4.7
5.2
4.7
3.1
3.0
8.0

Size
Coord
15.3
16.0
15.3
14.8
15.2
16.0
17.0
12.0

List
Price
$14.70
$15.30
$14.19
$15.90
$15.69
$16.50
$15.80
$23.50

MTBF
12000
12000
15000
12000
12100
12000
13000
14000

Age
Dec.31
6.08
6.54
5.89
5.45
3.13
6.53
10.60
3.31

Promo Cust. AwareBudget


ness
$1,500
91%
$2,320
99%
$2,350
98%
$1,800
96%
$1,500
91%
$1,200
67%
$1,000
87%
$1,600
67%

Sales Cust. Access- Dec. Cust.


Budget
ibility
Survey
$3,090
100%
79
$1,833
99%
59
$4,358
100%
88
$3,450
97%
54
$2,060
100%
45
$1,667
77%
19
$0
91%
6
$1,515
77%
1
Page 6

Top
High End Market Segment Analysis

C82751

Round: 6
December 31, 2022

High End Statistics


Total Industry Unit Demand
Actual Industry Unit Sales
Segment % of Total Industry

4,330
4,330
12.6%

Next Year's Segment Growth Rate

16.2%

High End Customer Buying Criteria


1.
2.
3.
4.

Expectations
Pfmn 14.3 Size 5.7
Ideal Age = 0.0
MTBF 20000-25000
$27.00 - 37.00

Ideal Position
Age
Reliability
Price

Importance
43%
29%
19%
9%

Perceptual Map for High End Segment

Top Products in High End Segment


Name
Cid
Ehigh2
Dare
Boo
Dixie
Double
Bid
Copper
Fist
Ehigh1
A2H
A2P

Market
Share
11%
11%
11%
11%
11%
9%
7%
7%
7%
5%
5%
4%

Units Sold
to Seg
492
487
483
483
468
380
315
307
283
200
199
179

CAPSTONE COURIER

Revision
Date
Stock Out
7/13/2022
3/1/2022
7/8/2022
7/2/2022
6/16/2022
2/20/2022
9/5/2022
12/16/2022
12/17/2022
6/7/2023
9/9/2022
11/21/2023

Pfmn
Coord
14.3
14.3
14.3
14.3
14.0
14.3
14.1
14.0
14.0
12.7
14.3
13.7

Size
Coord
5.0
5.7
5.7
5.7
6.0
5.6
5.9
5.7
5.9
7.3
5.7
6.6

List
Price
$35.49
$36.48
$36.45
$36.75
$35.50
$35.00
$36.20
$35.49
$36.40
$36.47
$37.00
$33.25

MTBF
25000
25000
25000
25000
24000
25000
25000
25000
25000
25000
22000
25000

Age
Dec.31
1.26
1.44
1.40
1.36
1.39
1.91
1.38
0.94
1.06
2.42
1.30
2.41

Promo Cust. AwareBudget


ness
$1,400
94%
$2,800
100%
$2,320
99%
$1,750
95%
$2,320
99%
$2,600
94%
$1,300
82%
$1,400
88%
$1,400
91%
$1,250
92%
$1,700
64%
$1,500
18%

Sales Cust. Access- Dec. Cust.


Budget
ibility
Survey
$2,884
100%
80
$3,735
100%
79
$1,833
100%
75
$2,250
98%
74
$1,986
100%
69
$2,291
100%
66
$1,500
98%
66
$1,648
100%
87
$4,129
99%
73
$415
100%
24
$1,515
80%
34
$1,515
80%
21
Page 7

Top
Performance Market Segment Analysis

C82751

Round: 6
December 31, 2022

Performance Statistics
Total Industry Unit Demand
Actual Industry Unit Sales
Segment % of Total Industry

3,669
3,669
10.7%

Next Year's Segment Growth Rate

19.8%

Performance Customer Buying Criteria


1.
2.
3.
4.

Expectations
MTBF 22000-27000
Pfmn 15.4 Size 11.8
$22.00 - 32.00
Ideal Age = 1.0

Reliability
Ideal Position
Price
Age

Importance
43%
29%
19%
9%

Perceptual Map for Performance Segment

Top Products in Performance Segment


Name
Coat
Dot
Edge
Bold
Foam

Market
Share
24%
21%
20%
17%
17%

Units Sold
to Seg
891
789
738
627
623

CAPSTONE COURIER

Revision
Date
Stock Out
7/19/2022
YES
7/29/2022
7/19/2022
YES
8/26/2022
YES
10/30/2022
YES

Pfmn
Coord
15.5
15.4
15.4
15.4
15.4

Size
Coord
11.8
11.7
11.8
11.8
11.8

List
Price
$31.15
$31.40
$31.47
$31.00
$31.70

MTBF
27000
27000
27000
27000
27000

Age
Dec.31
1.32
1.37
1.41
1.43
1.18

Promo Cust. AwareBudget


ness
$1,400
94%
$2,170
98%
$2,150
98%
$1,400
94%
$1,400
94%

Sales Cust. Access- Dec. Cust.


Budget
ibility
Survey
$2,884
94%
87
$1,833
93%
77
$3,735
100%
84
$2,100
82%
73
$4,129
89%
69
Page 8

Top
Size Market Segment Analysis

C82751

Round: 6
December 31, 2022

Size Statistics
Total Industry Unit Demand
Actual Industry Unit Sales
Segment % of Total Industry

3,613
3,613
10.5%

Next Year's Segment Growth Rate

18.3%

Size Customer Buying Criteria


1.
2.
3.
4.

Expectations
Pfmn 8.2 Size 4.6
Ideal Age = 1.5
MTBF 16000-21000
$22.00 - 32.00

Ideal Position
Age
Reliability
Price

Importance
43%
29%
19%
9%

Perceptual Map for Size Segment

Top Products in Size Segment


Name
Egg
Cure
Dune
Dwarf
Fume
Buddy
A1S

Market
Share
19%
17%
16%
15%
12%
12%
9%

Units Sold
to Seg
688
598
590
536
451
437
314

CAPSTONE COURIER

Revision
Date
Stock Out
7/19/2022
7/23/2022
8/6/2022
7/19/2022
10/30/2022
8/27/2022
YES
10/25/2022

Pfmn
Coord
8.2
8.3
8.2
8.2
8.2
8.1
8.2

Size
Coord
4.6
4.5
4.6
4.6
4.6
4.7
4.6

List
Price
$31.99
$31.15
$31.50
$32.48
$31.70
$32.00
$32.00

MTBF
21000
19100
21000
20000
19000
20500
21000

Age
Dec.31
1.41
1.37
1.37
1.38
1.17
1.42
1.20

Promo Cust. AwareBudget


ness
$2,350
98%
$1,400
92%
$2,200
98%
$2,200
98%
$1,850
95%
$1,550
92%
$1,800
73%

Sales Cust. Access- Dec. Cust.


Budget
ibility
Survey
$3,735
100%
102
$2,884
96%
89
$1,833
100%
97
$1,680
100%
80
$4,488
90%
71
$2,100
83%
82
$1,364
48%
47
Page 9

Top
Market Share Report

Actual Market Share in Units


Industry Unit
Sales
% of Market
Able
Acre
A1S
A2H
A2P
Total

Trad
9,769
28.4%

Low
12,972
37.8%

5.5%

0.2%
8.9%

5.5%

9.0%

Baker
Bead
Bid
Bold
Buddy
Boo
Total

15.2%

Cake
Cedar
Cid
Coat
Cure
Cobra
Common
Copper
Total

15.8%

Daze
Dell
Dixie
Dot
Dune
Dare
Dwarf
Double
Total

16.7%

Eat
Ebb
Edge
Egg
Ehigh1
Ehigh2
Ehigh3
Total

19.4%

19.4%

20.1%

Fast
Feat
Fist
Foam
Fume
Total

12.1%

0.0%
4.6%

15.2%

15.2%
31.0%

10.9%

10.9%
24.9%

High
4,330
12.6%

Pfmn
3,669
10.7%

4.6%
4.1%
8.7%

7.3%
11.2%
18.4%

11.4%

17.1%
17.1%

24.3%

9.2%
34.1%
21.3%

7.1%
18.4%

10.8%

12.1%

CAPSTONE COURIER

21.3%

8.8%
30.8%

20.1%

24.3%

21.5%

4.6%

6.5%
6.5%

Total
34,353
100.0%

8.7%

1.6%
3.4%
0.9%
0.6%
0.5%
7.0%

21.5%

20.1%

17.0%
17.0%

Potential Market Share in Units


Units
Demanded
% of Market
Able
Acre
A1S
A2H
A2P
Total

Trad
9,769
28.4%

Low
12,972
37.8%

5.4%

0.2%
7.3%

5.4%

4.3%
4.1%
0.9%
1.8%
1.3%
1.4%
13.8%

Baker
Bead
Bid
Bold
Buddy
Boo
Total

14.9%

4.5%
9.4%
1.4%
2.6%
1.7%
3.5%
4.3%
0.9%
28.4%

Cake
Cedar
Cid
Coat
Cure
Cobra
Common
Copper
Total

15.5%

4.8%
8.0%
1.4%
2.3%
1.7%
1.4%
1.6%
1.1%
22.2%

Daze
Dell
Dixie
Dot
Dune
Dare
Dwarf
Double
Total

16.4%

Eat
Ebb
Edge
Egg
Ehigh1
Ehigh2
Ehigh3
Total

19.2%

19.0%

5.5%
7.6%
2.1%
2.0%
0.6%
1.4%
0.2%
19.4%

Fast
Feat
Fist
Foam
Fume
Total

11.9%

12.5%
12.5%

3.5%
1.7%
0.8%
1.8%
1.3%
9.1%

12.1%
12.1%

16.5%

16.5%

16.3%
14.8%

20.1%
4.6%
11.2%
1.2%
17.1%

Size
3,613
10.5%

8.7%

11.2%
16.7%

Round: 6
December 31, 2022

C82751

31.2%

19.0%

14.9%

16.6%
32.1%

7.5%
9.1%

9.1%
22.7%

High
4,330
12.6%

Pfmn
3,669
10.7%

4.5%
4.1%
8.6%

7.2%
11.0%
18.2%

11.2%

19.0%

7.0%
18.2%

10.7%

18.3%
18.3%

22.6%

22.6%

20.0%

11.0%
16.4%

19.2%

11.9%

19.0%

8.7%
30.4%

25.3%

25.3%
3.9%

3.9%

6.4%
6.5%

8.6%

1.6%
2.8%
0.9%
0.6%
0.5%
6.4%

12.9%
12.9%

16.4%

16.4%

16.2%
14.7%

20.0%

21.9%
5.8%
11.1%
1.2%
18.1%

Total
34,353
100.0%

8.6%

12.5%
35.2%

Size
3,613
10.5%

21.9%

17.3%
17.3%

30.9%

4.2%
3.4%
0.9%
2.0%
1.4%
1.4%
13.3%
4.4%
8.6%
1.4%
2.4%
1.7%
4.7%
4.7%
0.9%
28.9%
4.7%
7.2%
1.3%
2.1%
1.7%
1.4%
1.5%
1.1%
21.1%

18.9%

5.5%
9.6%
2.3%
2.0%
0.7%
1.4%
0.2%
21.6%

12.3%
12.3%

3.4%
1.5%
0.8%
1.8%
1.3%
8.8%

18.9%

Page 10

Top
Perceptual Map

Round: 6
December 31, 2022

C82751

Perceptual Map for All Segments

Andrews
Name
Able
Acre
A1S
A2H
A2P

Pfmn
8.0
3.1
8.2
14.3
13.7

Size
12.0
16.0
4.6
5.7
6.6

Baldwin
Revised
2/16/2022
4/7/2024
10/25/2022
9/9/2022
11/21/2023

Name
Baker
Bead
Bid
Bold
Buddy
Boo

Pfmn
9.0
5.2
14.1
15.4
8.1
14.3

Revised
8/17/2022
7/5/2020
6/16/2022
7/29/2022
8/6/2022
7/8/2022
7/19/2022
2/20/2022

Name
Eat
Ebb
Edge2
Edge
Egg
Ehigh1
Ehigh2
Ehigh3

Pfmn
9.3
4.7
16.4
15.4
8.2
12.7
14.3
15.2

Digby
Name
Daze
Dell
Dixie
Dot
Dune
Dare
Dwarf
Double

Pfmn
9.2
4.0
14.0
15.4
8.2
14.3
8.2
14.3

CAPSTONE COURIER

Size
10.8
16.0
6.0
11.7
4.6
5.7
4.6
5.6

Size
10.9
14.8
5.9
11.8
4.7
5.7

Chester
Revised
9/3/2022
9/12/2022
9/5/2022
8/26/2022
8/27/2022
7/2/2022

Name
Cake
Cedar
Cid
Coat
Cure
Cobra
Common
Copper

Pfmn
9.2
4.7
14.3
15.5
8.3
4.7
9.2
14.0

Erie
Size
10.7
15.3
11.1
11.8
4.6
7.3
5.7
4.8

Size
10.8
15.3
5.0
11.8
4.5
15.2
10.8
5.7

Revised
8/3/2022
6/9/2021
7/13/2022
7/19/2022
7/23/2022
8/31/2021
8/3/2022
12/16/2022

Ferris
Revised
10/12/2022
10/26/2021
7/19/2022
7/19/2022
7/19/2022
6/7/2023
3/1/2022
3/27/2022

Name
Fast
Feat
Fist
Foam
Fume

Pfmn
9.0
3.0
14.0
15.4
8.2

Size
11.3
17.0
5.9
11.8
4.6

Revised
12/17/2022
1/15/2021
12/17/2022
10/30/2022
10/30/2022

Page 11

Top
HR/TQM Report

Round: 6
December 31, 2022

C82751

HUMAN RESOURCES SUMMARY


Andrews

Baldwin

Chester

Digby

Erie

Ferris

330
178
178

379
379
288

566
566
331

605
605
366

373
373
265

238
238
221

2nd Shift Complement

91

235

239

108

17

Overtime%
Turnover Rate
New Employees
Separated Employees
Recruiting Spend
Training Hours
Productivity Index

70.0%
14.0%
25
18
$70
80
100.0%

0.0%
6.9%
68
0
$2,500
80
114.0%

0.0%
6.3%
100
0
$5,000
80
120.8%

0.1%
8.0%
183
0
$3,000
40
111.4%

0.1%
8.3%
31
87
$1,000
40
112.2%

0.0%
6.8%
16
189
$4,000
80
109.3%

Recruiting Cost
Separation Cost
Training Cost

$27
$90
$285

$239
$0
$606

$599
$0
$906

$730
$0
$484

$62
$433
$298

$81
$945
$381

Total HR Admin Cost

$401

$845

$1,505

$1,214

$793

$1,407

$28.15
2,500
2.0%
5.0%

$28.15
2,500
2.0%
5.0%

$28.15
2,500
2.0%
5.0%

$28.15
2,500
2.0%
5.0%

$28.15
2,500
2.0%
5.0%

$28.15
2,500
2.0%
5.0%

Needed Complement
Complement
1st Shift Complement

Labor Contract Next Year


Wages
Benefits
Profit Sharing
Annual Raise
Starting Negotiation Position
Wages
Benefits
Profit Sharing
Annual Raise
Ceiling Negotiation Position
Wages
Benefits
Profit Sharing
Annual Raise
Adjusted Labor Demands
Wages
Benefits
Profit Sharing
Annual Raise
Strike Days

TQM SUMMARY
Process Mgt Budgets Last Year
CPI Systems
Vendor/JIT
Quality Initiative Training
Channel Support Systems
Concurrent Engineering
UNEP Green Programs
TQM Budgets Last Year
Benchmarking
Quality Function Deployment Effort
CCE/6 Sigma Training
GEMI TQEM Sustainability Initiatives
Total Expenditures
Cumulative Impacts
Material Cost Reduction
Labor Cost Reduction
Reduction R&D Cycle Time
Reduction Admin Costs
Demand Increase

CAPSTONE COURIER

Andrews

Baldwin

Chester

Digby

Erie

Ferris

$100
$50
$50
$50
$100
$50

$1,000
$1,500
$0
$1,500
$1,000
$1,500

$0
$0
$0
$1,950
$1,950
$1,950

$950
$950
$950
$1,450
$1,450
$1,450

$1,500
$1,500
$1,500
$1,500
$1,500
$1,500

$1,450
$1,450
$1,450
$250
$250
$250

$50
$50
$100
$50
$650

$1,500
$1,000
$1,500
$1,000
$11,500

$1,950
$0
$0
$0
$7,800

$1,450
$950
$950
$950
$11,500

$1,500
$1,500
$1,500
$1,500
$15,000

$250
$1,450
$1,450
$1,450
$9,700

0.00%
0.00%
0.00%
0.00%
0.00%

11.61%
6.24%
40.01%
55.96%
12.90%

11.80%
14.00%
40.01%
60.02%
14.36%

11.80%
14.00%
40.01%
60.02%
13.31%

11.80%
13.94%
40.01%
60.02%
14.40%

5.81%
7.46%
6.86%
18.06%
1.27%
Page 12

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Ethics Report

Round: 6
December 31, 2022

C82751

ETHICS SUMMARY
Other (Fees, Writeoffs, etc.)
Demand Factor
Material Cost Impact
Admin Cost Impact
Productivity Impact
Awareness Impact
Accessibility Impact

The actual dollar impact. Example, $120 means Other increased by $120.
The % of normal. 98% means demand fell 2%.
The % of normal. 104% means matieral costs rose 4%.
The % of normal. 103% means admin costs rose 3%.
The % of normal. 104% means productivity increased by 4%.
The % of normal. 105% means normal awareness was multiplied by 1.05.
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.

Total

Other (Fees, Writeoffs, etc.)


Demand Factor
Material Cost Impact
Admin Cost Impact
Productivity Impact
Awareness Impact
Accessibility Impact

CAPSTONE COURIER

No Impact

Andrews

Baldwin

Chester

Digby

Erie

Ferris

$0
100%
100%
100%
100%
100%
100%

$0
100%
100%
100%
100%
100%
100%

$0
100%
100%
100%
100%
100%
100%

$0
100%
100%
100%
100%
100%
100%

$0
100%
100%
100%
100%
100%
100%

$0
100%
100%
100%
100%
100%
100%

$0
100%
100%
100%
100%
100%
100%
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