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Since 1999, enabling retailers and store owners to "Turn on your financial headlights!"

Adversity Test for Retailers

The Adversity Test is a quick, self-diagnostic tool. It enables you to evaluate the strength of your retail business: how well might you withstand unexpected adversity?

The information gained from this test can help you in at least two ways. First, you can identify your business’ weaknesses and vulnerabilities, so you can decide where to focus your management efforts. 

Second, you can better prepare to gain your banker’s support for additional loans, ideally before you need it, instead of finding yourself in a cash crisis and then trying to deal with the bank.

©Copyright 1999-2012.  The Retail Owners Institute®.  All rights reserved.

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Retail Business Insights

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Five Key Ratios
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1. Current Ratio

Your current ratio measures liquidity, or ability to pay your bills on time. It tells you how much money is available in current assets to pay current liabilities.

Current assets (cash on hand, accounts receivable and inventory) are those assets that can be turned into cash within one year. Current liabilities are all liabilities due to be paid within one year.

The formula for your current ratio is: Current Ratio = Current Assets ÷ Current Liabilities

As a rule, the larger the number, the more able your business is to meet its obligations. A 2:1 ratio, or $2 of current assets for each $1 of current liabilities, is generally considered average.

2. Debt-To-Worth Ratio

This ratio measures the financial strength of your business. It compares the amount of money loaned to your business by creditors to the amount invested by owners.

The formula for this ratio is: Debt-To-Worth = Total Debt (Liabilities) ÷ Net Worth (Equity)

In this case, a smaller number indicates a stronger business. A 1:1 ratio, or $1 of total liabilities for each $1 of equity, is considered average.

3. Inventory Turnover

Your inventory turnover ratio shows you, in theory, how often the dollar value of your inventory is sold and then completely replaced over a one-year period.

The formula for finding inventory turnover is: Inventory Turnover = Cost of Goods Sold ÷ Average Inventory at Cost

A second formula is: Inventory Turnover = Annual Net Sales ÷ Average Inventory at Retail

High turnover indicates merchandise moving swiftly through your store, which generally means fewer losses from markdowns, pilferage and obsolescence.

4. Gross Margin (also known as Gross Profit)

Based on your income statement, your gross margin ratio is a percentage measure of pre-expense profitability. Before figuring the gross margin percentage, you must deduct the Cost of Goods Sold ($) for your merchandise from sales to find your gross margin dollars.

The formula for your gross margin ratio is then: Gross Margin Percentage = Gross Profit (Margin) ÷ Sales

The higher the number, the greater the merchandising efficiency.

5. Profit Before Taxes Margin

Another yardstick of profitability is your profit before taxes ratio. Often called your return on sales, this percentage reflects the amount of money remaining from sales dollars after deducting all expenses except income tax.

The formula for your profit before taxes percentage is: Profit Percentage = Profit Before Taxes ÷ Sales

Theoretically, the higher the percentage, the better off you are. However, many retailers choose to take profits out of the business via salary and benefits to avoid the tax obligation of high profits.



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Which Bank for You?
Which Bank for You?

Bankers - Where Are They When You Need Them?

Most retailers are constantly in and out of the debt market to finance daily operations.  Having a reliable lender is vital to your success.  Recognize that your banker - the "relationship manager" - is in fact a salesperson; the actual credit decision will be made by "the loan committee".

Your responsibility is to arm your banker to effectively present your request to the Loan Committee.  And that demands that you "speak their language". Especially in today's economy, the need to speak "Conversational Banker-ese" is greater than ever.

Plus, consider carefully the pro's and cons of different types of financial partner you might approach. Let's start with an overview. 

  Advantages Disadvantages
Traditional
Banks
  • Stability
  • Array of financial services
  • Many to choose from
  • Competitive pricing
  • Lack of retail industry experience or focus
  • Often slow to respond; impersonal
  • Less interested in smaller transactions
  • Generally available only to profitable companies
Private Equity Funds
  • Provide "hands on" value/added expertise
  • Generally well-capitalized
  • May provide access to industry and management expertise
  • Provide "hands on" value/added expertise (Yes, it's the good news/bad news thing!)
  • Strict investment criteria
  • Equity ownership required
  • Required returns often 25% +
  • Require track record of a proven concept
Asset-Based Lenders
  • Nontraditional transactions
  • Fewer financial covenants
  • Industry focused
  • Rigid documentation standards
  • Higher transaction costs
  • Onerous reporting
  • Traditionally perceived as lending only to troubled companies

The Institute's Owner's Dashboard
The Institute's Owner's Dashboard

Focus on Your Financial Strength 

Use The Institute's Owner's Dashboard Trend Form to track your progress. It's a simple - yet powerful! - three-step process:

Step 1: Enter LY results for five key ratios

Step 2: Enter This Year's Targets

Step 3: Each month (no later than the 10th of the month!) enter YTD results

Immediately see whether - and if so, where - you need to make adjustments now to achieve the results you want. "Lead time" is one of your most valuable assets.  Use our Owner's Dashboard Trend Form  to put time on your side.

(Need more info on these ratios, how to calculate them, and what they mean?  See the Retail Finance Basics section here at The ROI.  And, view this online webcast from The ROI Co-Founders for more about the Owner's Dashboard. Click here to download and printout your own master copy of the Owner's Dashboard Trend Form)


Copyright 1999–2012 by The Retail Owners Institute® and Outcalt & Johnson: Retail Strategists, LLC