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: 5
Dec. 31, 2021

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
-34.9%
0.46
-16.0%
-8.7
-139.2%
$66,519,663
$65,556,845
($12,167,624)
($22,907,947)
($60,610,688)
26.5%
30.1%

Baldwin
3.5%
1.09
3.8%
2.3
8.6%
$0
$133,154,974
$15,319,907
$4,632,842
($7,008,042)
22.1%
48.7%

Chester
10.9%
1.10
11.9%
1.6
19.3%
$0
$210,565,919
$44,008,912
$22,859,429
$48,010,279
17.6%
51.0%

Digby
2.8%
1.02
2.8%
2.1
5.9%
$0
$181,190,173
$18,560,208
$5,034,197
$16,504,192
20.9%
46.3%

Erie
6.4%
1.04
6.6%
1.5
9.7%
$0
$150,775,634
$19,923,445
$9,640,489
$42,040,067
21.5%
46.5%

Ferris
-6.9%
0.57
-3.9%
2.1
-8.2%
$25,525,896
$115,039,321
($164,972)
($7,918,161)
$18,738,100
28.0%
44.4%

Page 1

Top
Stocks & Bonds

Round: 5

C82751

December 31 , 2021

Stock Market Summary

Company
Andrews
Baldwin
Chester
Digby
Erie
Ferris

Close
$1.00
$18.18
$68.01
$43.34
$65.38
$25.93

Change
$0.00
$8.50
$15.41
$10.76
$1.72
($22.08)

Shares
2,400,000
3,964,774
3,417,912
2,883,561
2,399,957
2,808,779

MarketCap ($M)
$2
$72
$232
$125
$157
$73

Book Value
($6.86)
$13.60
$34.73
$29.57
$41.46
$34.35

EPS
($9.54)
$1.17
$6.69
$1.75
$4.02
($2.82)

Dividend
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

Yield
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%

P/E
-0.1
15.5
10.2
24.8
16.3
-9.2

Bond Market Summary

Company
Andrews

Baldwin

Chester

Digby

Erie

Ferris

Series#

Face

Yield

Close$

S&P

14.0S2022
11.3S2027
13.7S2028
14.2S2029
13.3S2031

$20,850,000
$10,000,000
$16,000,000
$20,000,000
$10,110,000

14.1%
13.0%
14.4%
14.6%
14.4%

99.30
86.68
95.40
97.29
92.41

DDD
DDD
DDD
DDD
DDD

14.0S2022
11.3S2027
13.2S2029
14.2S2030
12.6S2031

$20,850,000
$6,000,000
$8,000,000
$3,000,000
$4,000,000

13.9%
12.3%
13.3%
13.6%
13.2%

100.53
91.70
99.05
104.05
95.73

CCC
CCC
CCC
CCC
CCC

14.0S2022
11.3S2027
12.6S2028

$20,850,000
$18,994,000
$24,266,000

13.7%
11.3%
11.9%

102.33
99.58
105.58

A
A
A

14.0S2022
11.3S2027
13.2S2028
12.3S2031

$15,442,754
$6,000,000
$37,517,000
$10,000,000

13.9%
12.1%
13.1%
12.8%

100.89
93.20
100.89
96.20

CCC
CCC
CCC
CCC

14.0S2022
11.3S2027

$18,877,981
$18,994,000

13.6%
11.1%

102.89
102.13

AA
AA

14.0S2022
11.3S2027
11.8S2029
10.4S2031

$20,850,000
$10,000,000
$3,000,000
$15,000,000

13.9%
12.1%
12.5%
12.1%

100.89
93.20
94.24
85.89

CCC
CCC
CCC
CCC

Next Year's Prime Rate 8.50%

CAPSTONE COURIER

Page 2

Top
Financial Summary
Cash Flow Statement Survey

Round: 5
December 31, 2021

C82751
Andrews

Baldwin

Chester

Digby

Erie

Ferris

($22,908)

$4,633

$22,859

$5,034

$9,640

($7,918)

$9,713
$4,337

$10,957
($208)

$15,120
($195)

$12,713
$0

$10,797
$936

$16,893
$0

($3,484)
$5,390
$1,703
($5,249)

($1,026)
$8,498
$564
$23,418

$1,423
($1,879)
($1,496)
$35,832

($3,174)
$1,819
($761)
$15,631

$599
($16,164)
$2,220
$8,029

($55)
($17,428)
$3,047
($5,461)

($2,403)

$1,268

($12,865)

($5,200)

($20,044)

($58,200)

$0
$0
$0
$10,110
$0
($78,977)
$10,000
$66,520

$0
$2,000
$0
$4,000
$0
($40,676)
$22,000
$0

$0
$0
($2,000)
$0
$0
($13,900)
$0
$0

$0
$15,000
$0
$10,000
$0
($31,644)
$15,000
$0

$0
$0
$0
$0
$0
$0
$0
$0

$0
$20,000
$0
$15,000
$0
($21,865)
$25,000
$25,526

$7,653

($12,676)

($15,900)

$8,356

$0

$63,661

$0

$12,010

$7,067

$18,788

($12,015)

$0

Balance Sheet Survey

Cash
Accounts Receivable
Inventory
Total Current Assets

Andrews
$0
$5,388
$52,878
$58,266

Baldwin
$12,010
$10,944
$6,493
$29,447

Chester
$16,317
$35,190
$3,362
$54,869

Digby
$18,788
$14,892
$37,348
$71,028

Erie
$13,109
$12,393
$17,754
$43,255

Ferris
$0
$9,455
$30,326
$39,781

Plant and equipment

Accumulated Depreciation
Total Fixed Assets

$145,700
($61,147)
$84,553

$164,350
($71,155)
$93,195

$226,800
($90,247)
$136,553

$190,700
($85,027)
$105,673

$174,960
($73,065)
$101,895

$253,400
($90,920)
$162,480

Total Assets

$142,819

$122,642

$191,423

$176,701

$145,150

$202,261

Accounts Payable
Current Debt
Long Term Debt
Total Liabilities

$5,797
$76,520
$76,960
$159,277

$4,856
$22,000
$41,850
$68,706

$8,598
$0
$64,110
$72,708

$7,484
$15,000
$68,960
$91,444

$7,785
$0
$37,872
$45,657

$6,394
$50,526
$48,850
$105,769

Common Stock
Retained Earnings
Total Equity

$18,760
($35,217)
($16,457)

$35,550
$18,386
$53,935

$46,344
$72,371
$118,715

$43,360
$41,898
$85,258

$32,060
$67,434
$99,493

$52,360
$44,132
$96,491

Total Liabilities & Owners' Equity

$142,819

$122,642

$191,423

$176,701

$145,150

$202,261

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
$65,557
$45,798
$9,713
$17,371
$4,842
($12,168)
$23,075
($12,335)
$0
($22,908)

Baldwin
$133,155
$68,364
$10,957
$29,422
$9,093
$15,320
$8,047
$2,546
$95
$4,633

Chester
$210,566
$103,133
$15,120
$36,969
$11,335
$44,009
$8,123
$12,560
$467
$22,859

Digby
$181,190
$97,359
$12,713
$37,808
$14,750
$18,560
$10,657
$2,766
$103
$5,034

Erie
$150,776
$80,679
$10,797
$32,439
$6,936
$19,923
$4,789
$5,297
$197
$9,640

Ferris
$115,039
$64,000
$16,893
$32,241
$2,070
($165)
$12,017
($4,264)
$0
($7,918)

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

Top
Production Analysis

Round: 5
December 31, 2021

C82751

Production Information

Name

Primary
Segment

Units
Sold

Unit
Inven
tory

Revision Date

Age
Dec.31

MTBF

Pfmn
Coord

Size
Coord

Material
Price
Cost

Labor
Cost

Contr.
Marg.

2nd Shift
&
Overtime

Auto
mation Capacity
Next
Next
Round
Round

Plant
Utiliz.

Able
Acre
Aft
A1S
A2H
A2P

Low
Low
Pfmn
Size
High

795
955
297
350
262
0

0
602
346
1,151
511
0

2/16/2022
7/12/2020
12/15/2021
8/16/2021
8/9/2021
8/1/2020

4.8
5.5
1.2
1.2
1.3
1.4

14000
12000
27000
21000
22000
25000

6.3
3.1
13.8
7.5
13.4
13.7

13.9
16.0
13.0
5.5
6.6
6.6

$20.00
$19.50
$33.00
$33.00
$37.00
$0.00

$0.00
$4.69
$14.93
$13.59
$15.22
$0.00

$0.00
$1.61
$8.41
$8.07
$16.14
$0.00

34%
63%
21%
8%
-3%
0%

0%
63%
100%
63%
63%
0%

8.0
10.0
6.0
6.0
1.0
1.0

900
1,500
350
600
800
600

0%
32%
119%
81%
97%
0%

Baker
Bead
Bid
Bold
Buddy
Boo

Trad
Low
High
Pfmn
Size
High

1,713
1,934
296
559
312
548

0
273
4
58
120
62

9/4/2021
9/12/2022
9/17/2021
10/8/2021
9/26/2021
8/6/2021

1.5
9.6
1.4
1.5
1.5
1.2

14100
12000
22500
27000
19000
25000

8.2
3.0
13.0
14.2
7.2
13.4

11.7
17.0
7.0
12.7
5.8
6.6

$25.75
$15.75
$36.20
$31.25
$32.50
$37.00

$8.16
$3.87
$13.84
$13.96
$11.74
$14.81

$4.25
$1.42
$8.05
$6.26
$6.26
$7.51

52%
64%
41%
35%
38%
39%

38%
40%
18%
0%
0%
0%

8.0
10.0
5.0
6.0
6.0
5.0

1,250
1,500
225
550
460
450

137%
139%
117%
96%
34%
81%

Cake
Cedar
Cid
Coat
Cure
Cobra
Common
Copper

Trad
Low
High
Pfmn
Size
Low
Trad
High

1,956
2,904
580
718
649
916
990
444

0
66
49
0
112
0
0
1

9/5/2021
6/9/2021
12/15/2021
10/3/2021
8/11/2021
8/31/2021
9/5/2021
10/11/2021

1.3
5.1
1.0
1.2
1.3
2.1
1.6
0.8

14100
12000
25000
27000
19100
12100
14100
25000

8.5
4.7
13.4
14.4
7.5
4.7
8.5
11.7

11.4
15.3
6.0
12.4
5.5
15.2
11.4
6.5

$24.40
$15.20
$35.90
$31.20
$31.20
$16.20
$24.70
$35.90

$8.04
$4.87
$14.42
$13.55
$11.48
$4.93
$8.04
$13.70

$3.70
$1.27
$6.91
$5.90
$5.90
$1.20
$3.82
$6.17

52%
62%
42%
39%
44%
61%
53%
45%

72%
100%
33%
45%
45%
54%
100%
0%

8.0
10.0
5.0
6.0
6.0
10.0
8.0
5.0

1,150
1,600
450
500
500
600
750
450

170%
198%
132%
144%
144%
153%
198%
99%

Daze
Dell
Dixie
Dot
Dune
Dare
Dwarf
Double

Trad
Low
High
Pfmn
Size
High
Size
High

1,716
2,148
388
676
453
719
640
61

138
0
328
20
145
75
45
925

9/1/2021
7/5/2020
11/23/2021
9/28/2021
10/6/2021
7/2/2021
7/14/2021
7/13/2020

1.4
5.5
1.2
1.3
1.3
1.3
1.3
2.0

15000
12000
24000
27000
19000
25000
20000
25000

8.5
4.0
13.2
14.4
7.5
13.4
7.5
14.3

11.5
16.0
6.8
12.5
5.6
6.6
5.6
5.7

$26.50
$16.80
$36.30
$31.98
$31.50
$36.95
$32.48
$37.49

$8.35
$4.45
$13.99
$13.70
$11.56
$14.40
$11.83
$15.02

$3.91
$1.10
$6.54
$6.01
$5.76
$8.10
$6.55
$6.54

54%
63%
36%
39%
42%
38%
43%
-88%

70%
3%
0%
28%
14%
100%
73%
0%

8.0
10.0
5.0
6.0
6.0
5.0
6.0
5.0

1,100
1,400
550
500
400
600
400
600

169%
102%
73%
126%
113%
198%
171%
17%

Eat
Ebb
Edge
Egg
Ehigh1
Ehigh2
Ehigh3

Trad
Low
Pfmn
Size
High
High

1,564
2,174
796
740
481
182
0

0
430
6
85
0
581
0

9/12/2021
10/26/2021
8/1/2021
8/1/2021
3/5/2021
12/11/2020
3/27/2022

1.3
4.9
1.4
1.4
1.4
1.0
0.0

17500
15000
27000
21000
25000
25000
0

8.4
4.7
14.4
7.5
12.7
14.1
0.0

11.6
15.3
12.5
5.6
7.3
5.9
0.0

$25.49
$16.97
$31.98
$32.49
$36.96
$36.98
$0.00

$8.90
$5.71
$13.62
$12.02
$13.84
$14.79
$0.00

$4.01
$1.39
$6.73
$6.77
$8.45
$7.97
$0.00

50%
63%
37%
42%
39%
14%
0%

58%
88%
62%
66%
100%
54%
0%

8.0
10.0
6.0
6.0
5.0
5.0
5.0

1,050
1,600
500
500
210
500
500

156%
186%
160%
164%
198%
152%
0%

Fast
Feat
Fist
Foam
Fume

Trad
Low
High
Pfmn
Size

1,619
1,358
369
623
469

15
1,229
616
71
365

12/18/2021
1/15/2021
12/17/2021
11/12/2021
11/12/2021

1.1
9.6
1.1
1.2
1.2

14000
13000
22500
27000
19000

8.2
3.0
13.0
14.4
7.5

11.9
17.0
6.9
12.5
5.6

$25.50
$18.00
$37.50
$32.50
$32.50

$8.77
$4.51
$15.08
$15.32
$12.92

$4.46
$1.48
$7.90
$6.58
$6.58

49%
62%
27%
33%
35%

37%
35%
0%
0%
0%

8.0
10.0
5.0
6.0
6.0

1,500
2,100
1,300
1,300
900

136%
134%
72%
87%
84%

CAPSTONE COURIER

Page 4

Top
Traditional Market Segment Analysis

C82751

Round: 5
December 31, 2021

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

0.0%

Traditional Customer Buying Criteria

1.
2.
3.
4.

Expectations
Ideal Age = 2.0
$17.50 - 27.50
Pfmn 8.5 Size 11.5
MTBF 14000-19000

Age
Price
Ideal Position
Reliability

Importance
47%
23%
21%
9%

Perceptual Map for Traditional Segment

Top Products in Traditional Segment

Name
Cake
Daze
Baker
Fast
Eat
Common
Able

Market
Share
20%
18%
18%
17%
16%
10%
2%

Units Sold
to Seg
1,956
1,716
1,711
1,615
1,564
990
217

CAPSTONE COURIER

Revision
Date
Stock Out
9/5/2021
YES
9/1/2021
9/4/2021
YES
12/18/2021
9/12/2021
YES
9/5/2021
YES
2/16/2022
YES

Pfmn
Coord
8.5
8.5
8.2
8.2
8.4
8.5
6.3

Size
Coord
11.4
11.5
11.7
11.9
11.6
11.4
13.9

List
Price
$24.40
$26.50
$25.75
$25.50
$25.49
$24.70
$20.00

MTBF
14100
15000
14100
14000
17500
14100
14000

Age
Dec.31
1.26
1.37
1.48
1.11
1.29
1.57
4.75

Promo Cust. AwareBudget

ness
$1,400
100%
$1,400
100%
$1,400
100%
$3,300
100%
$1,400
100%
$2,000
100%
$1,500
100%

Sales Cust. Access- Dec. Cust.

Budget
ibility
Survey
$2,000
98%
52
$2,500
82%
43
$3,000
87%
48
$3,300
91%
34
$3,000
78%
51
$2,000
98%
63
$1,800
68%
3
Page 5

Top
Low End Market Segment Analysis

C82751

Round: 5
December 31, 2021

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

0.0%

Low End Customer Buying Criteria

1.
2.
3.
4.

Expectations
$12.50 - 22.50
Ideal Age = 7.0
Pfmn 4.2 Size 15.8
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
Ebb
Dell
Bead
Feat
Acre
Cobra
Able
Fast
Baker

Market
Share
22%
17%
17%
15%
10%
7%
7%
4%
0%
0%

Units Sold
to Seg
2,904
2,174
2,148
1,934
1,358
955
916
577
4
2

CAPSTONE COURIER

Revision
Date
Stock Out
6/9/2021
10/26/2021
7/5/2020
YES
9/12/2022
1/15/2021
7/12/2020
8/31/2021
YES
2/16/2022
YES
12/18/2021
9/4/2021
YES

Pfmn
Coord
4.7
4.7
4.0
3.0
3.0
3.1
4.7
6.3
8.2
8.2

Size
Coord
15.3
15.3
16.0
17.0
17.0
16.0
15.2
13.9
11.9
11.7

List
Price
$15.20
$16.97
$16.80
$15.75
$18.00
$19.50
$16.20
$20.00
$25.50
$25.75

MTBF
12000
15000
12000
12000
13000
12000
12100
14000
14000
14100

Age
Dec.31
5.08
4.89
5.54
9.60
9.60
5.53
2.13
4.75
1.11
1.48

Promo Cust. AwareBudget

ness
$1,400
100%
$1,400
100%
$1,400
100%
$1,400
100%
$2,900
100%
$900
75%
$1,400
100%
$1,500
100%
$3,300
100%
$1,400
100%

Sales Cust. Access- Dec. Cust.

Budget
ibility
Survey
$2,000
95%
62
$3,000
88%
49
$3,000
87%
50
$3,000
83%
27
$2,900
86%
18
$1,000
74%
19
$2,000
95%
35
$1,800
74%
14
$3,300
86%
0
$3,000
83%
0
Page 6

Top
High End Market Segment Analysis

C82751

Round: 5
December 31, 2021

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

0.0%

High End Customer Buying Criteria

1.
2.
3.
4.

Expectations
Pfmn 13.4 Size 6.6
Ideal Age = 0.0
MTBF 20000-25000
$27.50 - 37.50

Ideal Position
Age
Reliability
Price

Importance
43%
29%
19%
9%

Perceptual Map for High End Segment

Top Products in High End Segment

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

Market
Share
17%
13%
13%
11%
10%
9%
9%
7%
6%
4%
1%

Units Sold
to Seg
719
580
548
481
444
388
369
296
262
182
61

CAPSTONE COURIER

Revision
Date
Stock Out
7/2/2021
12/15/2021
8/6/2021
3/5/2021
YES
10/11/2021
11/23/2021
12/17/2021
9/17/2021
8/9/2021
12/11/2020
7/13/2020

Pfmn
Coord
13.4
13.4
13.4
12.7
11.7
13.2
13.0
13.0
13.4
14.1
14.3

Size
Coord
6.6
6.0
6.6
7.3
6.5
6.8
6.9
7.0
6.6
5.9
5.7

List
Price
$36.95
$35.90
$37.00
$36.96
$35.90
$36.30
$37.50
$36.20
$37.00
$36.98
$37.49

MTBF
25000
25000
25000
25000
25000
24000
22500
22500
22000
25000
25000

Age
Dec.31
1.32
1.05
1.22
1.42
0.84
1.23
1.09
1.45
1.31
1.04
1.95

Promo Cust. AwareBudget

ness
$2,000
100%
$1,400
100%
$2,000
99%
$2,000
100%
$2,000
92%
$1,400
100%
$2,900
100%
$1,250
85%
$1,800
53%
$3,000
100%
$3,000
91%

Sales Cust. Access- Dec. Cust.

Budget
ibility
Survey
$1,700
94%
69
$2,000
89%
80
$2,000
85%
67
$3,000
83%
60
$2,000
89%
59
$1,700
94%
65
$2,900
81%
53
$1,250
85%
43
$2,000
69%
34
$1,000
83%
43
$1,700
94%
21
Page 7

Top
Performance Market Segment Analysis

C82751

Round: 5
December 31, 2021

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

0.0%

Performance Customer Buying Criteria

1.
2.
3.
4.

Expectations
MTBF 22000-27000
Pfmn 14.4 Size 12.5
$22.50 - 32.50
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
Edge
Coat
Dot
Foam
Bold
Aft

Market
Share
22%
20%
18%
17%
15%
8%

Units Sold
to Seg
796
718
676
623
559
297

CAPSTONE COURIER

Revision
Date
Stock Out
8/1/2021
10/3/2021
YES
9/28/2021
11/12/2021
10/8/2021
12/15/2021

Pfmn
Coord
14.4
14.4
14.4
14.4
14.2
13.8

Size
Coord
12.5
12.4
12.5
12.5
12.7
13.0

List
Price
$31.98
$31.20
$31.98
$32.50
$31.25
$33.00

MTBF
27000
27000
27000
27000
27000
27000

Age
Dec.31
1.38
1.20
1.33
1.19
1.51
1.16

Promo Cust. AwareBudget

ness
$1,400
100%
$1,400
100%
$1,400
100%
$2,300
100%
$2,000
100%
$800
70%

Sales Cust. Access- Dec. Cust.

Budget
ibility
Survey
$3,000
83%
75
$2,500
74%
78
$2,800
74%
68
$2,300
67%
59
$2,000
60%
60
$900
34%
32
Page 8

Top
Size Market Segment Analysis

C82751

Round: 5
December 31, 2021

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

0.0%

Size Customer Buying Criteria

1.
2.
3.
4.

Expectations
Pfmn 7.5 Size 5.6
Ideal Age = 1.5
MTBF 16000-21000
$22.50 - 32.50

Ideal Position
Age
Reliability
Price

Importance
43%
29%
19%
9%

Perceptual Map for Size Segment

Top Products in Size Segment

Name
Egg
Cure
Dwarf
Fume
Dune
A1S
Buddy

Market
Share
20%
18%
18%
13%
13%
10%
9%

Units Sold
to Seg
740
649
640
469
453
350
312

CAPSTONE COURIER

Revision
Date
Stock Out
8/1/2021
8/11/2021
7/14/2021
11/12/2021
10/6/2021
8/16/2021
9/26/2021

Pfmn
Coord
7.5
7.5
7.5
7.5
7.5
7.5
7.2

Size
Coord
5.6
5.5
5.6
5.6
5.6
5.5
5.8

List
Price
$32.49
$31.20
$32.48
$32.50
$31.50
$33.00
$32.50

MTBF
21000
19100
20000
19000
19000
21000
19000

Age
Dec.31
1.38
1.30
1.31
1.19
1.33
1.23
1.50

Promo Cust. AwareBudget

ness
$1,400
100%
$1,400
100%
$2,500
100%
$2,300
100%
$1,400
100%
$1,200
66%
$1,500
100%

Sales Cust. Access- Dec. Cust.

Budget
ibility
Survey
$3,000
84%
92
$2,500
76%
81
$1,800
91%
79
$2,300
68%
62
$1,800
91%
75
$1,200
36%
41
$1,900
62%
58
Page 9

Top
Market Share Report

Actual Market Share in Units

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

Trad
9,769
28.4%

Low
12,972
37.8%

2.2%

4.5%
7.4%

2.2%

11.8%

Baker
Bead
Bid
Bold
Buddy
Boo
Total

17.5%

0.0%
14.9%

Cake
Cedar
Cid
Coat
Cure
Cobra
Common
Copper
Total

20.0%

Daze
Dell
Dixie
Dot
Dune
Dare
Dwarf
Double
Total

17.6%

Eat
Ebb
Edge
Egg
Ehigh1
Ehigh2
Total

16.0%

16.0%

16.8%

Fast
Feat
Fist
Foam
Fume
Total

16.5%

0.0%
10.5%

17.5%

10.1%
30.1%

14.9%
22.4%

High
4,330
12.6%

Pfmn
3,669
10.7%

8.1%
6.1%
6.1%

6.8%
12.7%
19.5%

13.4%

8.1%

15.3%
15.3%

19.6%

7.1%
29.4%
16.6%

10.3%
23.7%

9.0%

19.6%

18.4%

16.6%
17.6%

16.5%

CAPSTONE COURIER

Round: 5
December 31, 2021

C82751

16.6%

1.4%
27.0%

16.8%

10.5%

8.5%
8.5%

9.7%
9.7%

18.4%

21.7%

17.0%
17.0%

Total
34,353
100.0%
2.3%
2.8%
0.9%
1.0%
0.8%
7.7%

Potential Market Share in Units

Units
Demanded
% of Market
Able
Acre
Aft
A1S
A2H
Total

Trad
9,769
28.4%

Low
12,972
37.8%

1.9%

4.3%
6.7%

1.9%

5.0%
5.6%
0.9%
1.6%
0.9%
1.6%
15.6%

Baker
Bead
Bid
Bold
Buddy
Boo
Total

15.1%

5.7%
8.4%
1.7%
2.1%
1.9%
2.7%
2.9%
1.3%
26.6%

Cake
Cedar
Cid
Coat
Cure
Cobra
Common
Copper
Total

17.5%

5.0%
6.3%
1.1%
2.0%
1.3%
2.1%
1.9%
0.2%
19.8%

Daze
Dell
Dixie
Dot
Dune
Dare
Dwarf
Double
Total

14.4%

Eat
Ebb
Edge
Egg
Ehigh1
Ehigh2
Total

17.2%

20.5%

4.5%
6.3%
2.3%
2.1%
1.4%
0.5%
17.3%

Fast
Feat
Fist
Foam
Fume
Total

14.2%

13.0%
13.0%

4.7%
4.0%
1.1%
1.8%
1.4%
12.9%

8.6%
8.6%

18.0%

18.0%

12.5%
17.7%

21.7%
11.1%
4.2%
15.3%

Size
3,613
10.5%

30.3%

20.5%

15.1%

19.8%
37.3%

11.0%
13.7%

13.7%
20.4%

High
4,330
12.6%

Pfmn
3,669
10.7%

7.8%
5.4%
5.4%

6.1%
11.3%
17.4%

13.1%

7.8%

14.8%
14.8%

21.4%

12.6%
33.1%
17.2%

12.7%
25.8%

8.0%

21.4%

17.9%

14.6%
14.4%

17.2%

14.2%

17.2%

1.3%
23.9%

15.3%

15.3%
9.6%

9.7%

7.5%
7.5%

9.7%
9.7%

8.6%
8.6%

18.0%

18.0%

12.5%
17.7%

17.9%

21.7%
16.2%
3.8%
19.9%

Size
3,613
10.5%

21.7%

16.4%
16.4%

30.3%

Total
34,353
100.0%
2.1%
2.5%
0.8%
1.0%
0.7%
7.2%
4.3%
5.2%
0.8%
1.6%
0.9%
1.4%
14.2%
5.0%
7.7%
1.7%
2.3%
1.9%
4.8%
5.6%
1.6%
30.5%
4.1%
6.5%
1.0%
1.9%
1.3%
1.8%
1.9%
0.2%
18.7%

20.5%

4.9%
5.8%
2.3%
2.2%
2.0%
0.5%
17.6%

13.0%
13.0%

4.0%
3.6%
0.9%
1.8%
1.4%
11.8%

20.5%

Page 10

Top
Perceptual Map

Round: 5
December 31, 2021

C82751

Perceptual Map for All Segments

Andrews
Name
Able
Acre
Aft
A1S
A2H
A2P

Pfmn
6.3
3.1
13.8
7.5
13.4
13.7

Size
13.9
16.0
13.0
5.5
6.6
6.6

Baldwin
Revised
2/16/2022
7/12/2020
12/15/2021
8/16/2021
8/9/2021
8/1/2020

Name
Baker
Bead
Bid
Bold
Buddy
Boo

Pfmn
8.2
3.0
13.0
14.2
7.2
13.4

Revised
9/1/2021
7/5/2020
11/23/2021
9/28/2021
10/6/2021
7/2/2021
7/14/2021
7/13/2020

Name
Eat
Ebb
Edge
Egg
Ehigh1
Ehigh2

Pfmn
8.4
4.7
14.4
7.5
12.7
14.1

Digby
Name
Daze
Dell
Dixie
Dot
Dune
Dare
Dwarf
Double

Pfmn
8.5
4.0
13.2
14.4
7.5
13.4
7.5
14.3

Size
11.5
16.0
6.8
12.5
5.6
6.6
5.6
5.7

CAPSTONE COURIER

Size
11.7
17.0
7.0
12.7
5.8
6.6

Chester
Revised
9/4/2021
9/12/2022
9/17/2021
10/8/2021
9/26/2021
8/6/2021

Name
Cake
Cedar
Cid
Coat
Cure
Cobra
Common
Copper

Pfmn
8.5
4.7
13.4
14.4
7.5
4.7
8.5
11.7

Erie
Size
11.6
15.3
12.5
5.6
7.3
5.9

Size
11.4
15.3
6.0
12.4
5.5
15.2
11.4
6.5

Revised
9/5/2021
6/9/2021
12/15/2021
10/3/2021
8/11/2021
8/31/2021
9/5/2021
10/11/2021

Ferris
Revised
9/12/2021
10/26/2021
8/1/2021
8/1/2021
3/5/2021
12/11/2020

Name
Fast
Feat
Fist
Foam
Fume

Pfmn
8.2
3.0
13.0
14.4
7.5

Size
11.9
17.0
6.9
12.5
5.6

Revised
12/18/2021
1/15/2021
12/17/2021
11/12/2021
11/12/2021

Page 11

Top
HR/TQM Report

Round: 5
December 31, 2021

C82751

HUMAN RESOURCES SUMMARY

Andrews

Baldwin

Chester

Digby

Erie

Ferris

362
196
196

337
337
285

502
502
332

471
471
329

469
460
282

427
427
381

2nd Shift Complement

52

170

142

177

46

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

67.8%
13.8%
27
51
$120
80
100.0%

0.1%
7.0%
24
136
$2,500
80
111.1%

0.0%
6.5%
89
0
$5,000
80
117.2%

0.0%
8.1%
38
207
$3,000
40
110.5%

3.4%
8.6%
58
0
$1,000
40
109.3%

0.0%
9.0%
39
13
$1,000
20
103.2%

Recruiting Cost
Separation Cost
Training Cost

$30
$255
$314

$83
$680
$539

$532
$0
$803

$152
$1,035
$377

$116
$0
$368

$77
$65
$171

Total HR Admin Cost

$599

$1,302

$1,336

$1,564

$484

$313

$26.81
2,500
2.0%
5.0%

$26.81
2,500
2.0%
5.0%

$26.81
2,500
2.0%
5.0%

$26.81
2,500
2.0%
5.0%

$26.81
2,500
2.0%
5.0%

$26.81
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

$0
$0
$0
$0
$0
$0

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

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

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

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

$20
$30
$50
$20
$30
$50

$0
$0
$0
$0
$0

$0
$1,500
$0
$1,500
$9,000

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

$1,500
$1,500
$1,500
$1,500
$13,500

$0
$1,500
$0
$0
$6,000

$20
$30
$50
$20
$320

0.00%
0.00%
0.00%
0.00%
0.00%

8.11%
1.58%
40.01%
4.94%
3.71%

11.80%
14.00%
39.08%
59.18%
11.37%

10.66%
13.45%
40.01%
53.78%
5.18%

11.18%
9.10%
36.31%
55.78%
10.91%

0.13%
0.05%
0.34%
2.51%
0.14%
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Ethics Report

Round: 5
December 31, 2021

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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