MBA5020CaseFrmwk

Report on Chosen Company

List Stock ticker symbol ________

Exchange where traded _________

Address of company headquarters _________

Company phone number __________

Your name, etc.
PART 1, COMPANY OVERVIEW:

a. Company’s Description .

Target Company is a general retailer with its stores acroos 50 U.S states and the

Columbian districts. The firm is headquartered in Minneapolis, Minnesota which has

been its hometown since its inception in 1962. The company sells a wide variety of

general and food merchandise ranging from clothing, household items, electronics and

toys. The company has an overall employees of approximately 400,000 with a tagline of

“Expect More. Pay Less

b. Company history

Goodfellow Dry Goods was the company's initial name until it was changed to

Dayton's Dry Goods Company in 1903 and then to Dayton Company in 1910. In

Roseville, Minnesota, the first Target shop debuted in 1962, and its parent corporation

changed its name to the Dayton Corporation in 1967. A significant development is that

the corporation has concentrated its efforts to grow in the central United States since the

opening of Target Stores. Target added Mondo Llama, Favorite Day, and Kindfull to its

collection of wholly owned brands. Target expanded its collaborations with Disney,

Apple, and Levi Strauss & Co. and introduced Ulta Beauty at Target.

c. Organization

Target company has a decentralized organizational type of structure which means

differenst people are delegated responsibilities for making key business decisions. At the

top of this chain is the company’s CEO Brian Cornwell who is delegated various
 responsibilities to his executives. In any of the Company’s target store there are also

individuals who are responsible for various tasks. The target company wholly relies on a

team of environment at various levels of the business.

d. Main products and services

The company offers a wide range of goods and collections, including food and

drinks, clothing and accessories for men, women, and children, baby items, household

necessities, home furnishings, patio and garden design, and kitchen and dining.

d. Geographic area of operations

California has 314 retail stores, or nearly 16% of all Target locations in the US,

making it the state with the most Target locations. Although Target's locations include

more than just physical structures or locations on a map, the company also has offices

and supply chain facilities all over the world.

PART 2, FINANCIAL OVERVIEW: Use the most recent 5 years data

a. Sales and Income Record:

------------- Fiscal Years

2019 2020 2021 2022 2023

-- Sales ____ ____ ____ ____ ____

-- Net Income ____ ____ ____ ____ ____

 GRAPH OF SALES & NET INCOME, FY 2019– 2023

100
90
80
70
60
50 Sales
Net income
40
30
20
10
0
2019 2020 2021 2022

b. Expense Distribution:

FY 2022

Depreciation & Amortization Expense $2.7B

SG&A Expense $20.59B

Unusual Expense $62B

EBIT after Unusual Expense $3.85B

Interest Expense $482B

PIE CHART OF EXPENSES, FY 20xx

 25

20

15 Series1
Series2
Series3
10 Series4
Series5

0
1 2

c. Assets Distribution:

Year-end FY 2022 (most current year)

Assets:

Cash _$4.02

Accounts receivable ________

Inventory __$403

Fixed Assets _$5.53B

Other Assets ___$8B

Total:

PIE CHART OF ASSETS, Year-end FY 20xx

COMMENTS: Comment on the company’s asset distribution.

c. Capital Structure:

Year-end FY 2023__

Current Liabilities _$5.59B_

Long-term & Other Liabilities ________

Preferred Stock (if any) __N/A

Common Equity _ $11.23B

Total:

CAPITAL STRUCTURE PIE CHART, Year-end FY 20**

PART 3, TREND ANALYSIS: Use the most recent 5 years

a. Sales and Income Record:

------------- Fiscal Years -------------

2019 2020 2021 2022 2023

-- Sales 75.36B 78.11B 93.56B 106.01B 109.12B

% change in sales each year ____ 3.66 % 19.78% 13.30% 2.94%

Average change over 4 years _____

Net Income 2.93B 3.27B 4.37B 6.95B 2.78B

% change in net income each year -- 11.57% 33.62% 59.02% -59.98%

--Average change over 4 years _____

Graph the percent changes in sales and net income.

COMMENTS: Comment on the trends you see in your numbers.

b. Stock Price Record:

 ------------- Fiscal Years -------------

2019 2020 2021 2022 2023-last

---Stock price at FYE ____ ____ ____ ____ ____

---Dividends paid during year ____ ____ ____ ____ ____

---Total Return to Holders ____ ____ ____ ____ ____

--Average change over 4 years _____

---Dow Jones Index at FYE ____ ____ ____ ____ ____

---Total Return on Index ____ ____ ____ ____ ____

--Average change over 4 years _____

---S & P 500 Index at FYE ____ ____ ____ ____ ____

---Total Return on Index ____ ____ ____ ____ ____

 --Average change over 4 years _____

COMMENTS: Comment on the trends you see in your numbers.

If a person invested $10,000 in each of the 3 items, how much would the investment grow to

over the same periods of 4 years?

------------- Fiscal Years -------------

2019 2020 2021 2022 2023-last

---Chosen Co. 10,000 $10,360 $10,720 __$11,080 $11,440 $11,800

---Dow Jones 10,000 $10,060 _$10,120 $10,180 $10,240 $10,300

---S & P 500 10,000 $$10,025 $10, 050 $10,075 $10,100 $10,125

Graph the change in value over the 4 years for the 3 different investments.

COMMENTS: Comment on the trends you see in your numbers and graph.
PART 4, CONCLUSIONS AND RECOMMENDATIONS

The total assets of the Target Company have been found by the sum of all assets on the

firm’s balance sheet. The total liabilities from 2019 to 2023 have been found as the value of the

total possible claims against the corporation. In terms of Total liabilities and shareholders'

investment was found to be $53,335 which composed of the common and preferred stock. The

gross margin rate was determined by the Gross margin divided by the sales. The other rates were

determined by dividing the applicable amount of total revenue. Additional revenues included a

total of $185M and $734M of profit sharing income.

References

APPENDIX A:Income statement

APPENDIX B: Balance sheet