...You Are an Investment Analyst Accounting Management ACC 557 December 10, 2012 Analyze each company’s history, product / services, major customers, major suppliers, and leadership and provide a synopsis of each company. Pepsi-Cola began as a drink developed by a pharmacist named Caleb Bradham in his drugstore in 1893. The soft drink was made to be a tonic to aid in digestion and as a refreshing drink that gives an energy boost. This concoction made of pepsin and kola nuts was originally called “Brad’s Drink” named after its inventor, but was later changed to Pepsi-Cola to be more marketable. Originally, this beverage was sold in drug stores and at soda fountains, but was later sold in bottled form to facilitate mass distribution. The Great Depression was a major setback for many American companies and there was no exception for Pepsi. However, the company strived to remain strong and offered its product for five cents in the mid thirties while touting that their product offered twice as much for half the price of Coke’s product. During this time their ad campaigns and marketing tactics worked and their company continued to remain profitable despite a harsh economic climate. Pepsi marketed its products to virtually everyone, young and old, but they often utilized creative marketing tactics to entice new customers to try their products. In the mid 1940’s Pepsi began a marketing campaign to gain more popularity with African American customers whom the company...
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...Running Head: COMPANY ANALYSIS PepsiCo and Coca Cola Introduction Various organizations around the world have a lot of share in the market. Theses organizations try to make sure that, they work in such a manner that, they have a competitive advantage in the market. Here, in the present paper, the discussion shall include two organizations. The first organization is PepsiCo and the second organization considered here is Coca Cola. These organizations are in the beverage industry and also provide various kinds of food products to the customers. The organizations considered in the present paper have a major share in the market and these organizations try to ensure that, they will continue to have a competitive position in the market in the future. Here, in the present paper, various kinds of things shall be considered. The things will include the financial performance of the organization, the products, stock prices, and the impact of the few events on the stock prices of the organization. In this way, various kinds of things shall be taken into consideration. Description of PepsiCo The organization considered in the present situation is PepsiCo. The organization is an American multinational corporation which is engaged in the beverage and the food industry. This organization is doing its activities in the field of food and beverage industry. The organization provides to the customers by way of manufacturing, marketing and distribution, the grain based snacks. It was...
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...Entrepreneurial Leadership Yvonne T. Johnson Dr. Etta Steed BUS 508 Contemporary Business October 26, 2013 Determine how Five Guys philosophy sets it apart from other fast-food chains. In 1986 Five Guys started out as a little family burger operation with five locations and a steady following in Northern VA. Today, there are 570 stores across the U.S. and Canada with sales of $483 million. All Family members remain actively involved, in spite of company growth. One reason that Five Guys are different from any fast-food chain is because they have a philosophy of maintaining the basics, in which they still shadowing currently. For more than two decades, Five Guys has not changed their menu, despite of pressures from other franchises. Five guys believe in keeping it simple, even with their visual images upon entering their establishment. They have a nostalgic setting from a 1950’s diner, and a military canteen, which keeps décor to a mimuim. They have a quality selection of buns in which the supplier is local. They offer ingredients such as sautéed mushrooms, jalapeno peppers and grilled onions. And while the customers are patiently waiting for a great burger, Five Guys offer an unshelled peanut, which has become their famous trademark. Five guys being a fast-food restaurant does what other restaurants offer. They send secret shoppers twice a week to every location, and the family is traveling constantly, visiting every store. By sticking to the basics, five Guys leaves their...
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...Assignment 2: You Are an Investment Analyst Student Name Prof Name ACC557 Strayer 2015 Introduction: World is occupied by a lot of businesses working around it. Out of them little arable to get that much fame that they are known by every single living being around the world. In this paper, we are going to make a comparison of such two beverage giants which are famous all around the Globe. One of them is PepsiCo and other is Coca-Cola. Both of them are operating in the beverage industry and are considered to be the leaders of it. Collectively, both of them are able to grab around more than half of the beverage market share across the globe. Description of PepsiCo PepsiCo Inc. was established in 1965, it was a merger of 2 companies called Pepsi-Cola and Frito-Lay. Pepsi-Cola was formed in 1890s by a pharmacist New Bern. Pepsi is considered to be one of the largest consumer trading companies operating all around the word. Currently it is operating in more than 200 countries of the world. Based on the ranking of revenues...
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...Assignment 2: You Are an Investment Analyst Due Week 10 and worth 320 points As the CFO of your corporation, you are in charge of preparing and analyzing financial statements that will be presented to potential investors and creditors. However, before you can present the financial statements to investors and creditors, you need to prepare the financial statements with supporting analysis. Select one (1) pair of the following companies to conduct your financial statement analysis. • Pepsi versus Coca Cola, or • Amazon versus eBay Write an eight to ten (8-10) page paper in which you: 1. Analyze each company’s history, product / services, major customers, major suppliers, and leadership, and provide a synopsis of each company. 2. Identify three (3) profitability ratios that creditors may be interested in. Calculate the ratio for each company, and prepare a report to summarize your findings on the financial health of each company. Also, recommend to management the manner in which they can improve each of the three (3) ratios identified. 3. Summarize at least two (2) news events (this may include mergers, acquisitions, or political issues) that occurred from 2012 to the present day, and analyze the impact that these events had on each company’s financial statements. Indicate the primary way in which the merger, acquisition or political issues influence potential investors’ and creditors’ perception of both companies. 4. Analyze each company’s income statement over the past...
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...Marriott International Vs Hilton Worldwide As an employee of Marriott International, this assignment gives us the opportunity, to compare the company I work for to our competitor Hilton Worldwide. Both companies are the largest ever in the hospitality industry around the world, and both are growing faster than ever. Company’s history The Marriott was founded in 1927. All began with an A&W root beer stand a family owned business in Washington, D.C. Founder J.Willard and his wife Alice, got their young business by quenching people’s thirst during Washington DC‘s hot, muggy summers. Then The Marriotts add hot food items to their menu and the name “Hot Shoppes was born (International, 2014). Today, with his headquarter based in Bethesda, Md., Marriott operates more than 4,087 properties in over 80 countries and territories around the world, over 697,000 rooms under 16 brands including Courtyard, Renaissance and Ritz-Carlton; more than 800 new Marriott-operated properties are in the works worldwide. Founded by J. Willard Marriott, the company is now led by President and Chief Executive Officer Arne Sorenson and J. Willard Marriott's son, J. W. Marriott, Jr. is the Executive Chairman. 19 1111119 Hilton International began around 1919, when Conrad Hilton bought The Mobley, a hotel in Cisco, Texas. Mr. Hilton had greater ambitions, over the next few years; he added other Texas hotels in his assets. In 1943, with the purchase of the Roosevelt and Plaza hotels in New York City...
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...COMPANY SYNOPSIS NIKE, Inc. NIKE is a multinational recognized company that is coined as one of the largest sellers of athletics footwear and apparel with revenues grossing $30,601 million. (Marketline, 2016) Its management team consists of an executive board of directors, corporate governance team and a board of directors. Its Board of Directors Philip H. Knight, is one of its co-founders. Knight and his partner Bill Bowerman founded at that time Blue Ribbon Sports in 1964 and changed its name officially to NIKE, Inc. in 1971. NIKE is known for its strong brands like NIKE, Jordan, Converse, and Hurley and has partnered with many high profile athletes such as Michael Jordan, Kobe Bryant, and LeBron James to test and market its strong portfolio of brands. NIKE also incorporates a team of coaches, athletes, trainers, equipment managers, orthopedists, podiatrists, and a slewful of other experts to ensure they’re focused primarily on R&D activities that propel their brand to the forefront. (MarketLine, 2016) This focus and their alignment with external forces is vital due the intense competition and a growing number of counterfeit products. Another approach of NIKE that has deemed lucrative in their market is their Multi-Channel Approach. NIKE sells its products through various channels such as retailing online and in-store. At the end of 2015 NIKE’s portfolio consisted of 592 retail stores, which includes 512 factory stores and 73 online stores internationally. In addition...
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...the New York investment banking firm of Rubin, Stern, and Hertz (RSH), was in a bind. His star semiconductor analyst, Peter Thompson, had abruptly announced his resignation; he had received an offer from one of RSH’s competitors. But Peter was not only a star analyst, he was also RSH’s only semiconductor analyst. This was certainly not a role that could be left vacant for long and, right now, RSH particularly needed strong coverage of the semiconductor industry because of an upcoming deal with the PowerChip company. (See Exhibit 1.) Stephen examined how much money Peter generated for the firm and saw that he could legitimately raise Peter’s compensation. Then he devised a backup plan: to split Peter’s team by encouraging Peter’s junior analyst, Rina Shea, to stay at RSH. Peter ended up leaving the firm and Stephen promoted Rina to senior analyst, assigning her to cover PowerChip and the rest of the semiconductor industry, at least temporarily, while he decided whether to offer her the position permanently or hire someone from outside the firm. Now Stephen faced the task of finding a permanent replacement for Peter. Should he make Rina a permanent offer or hire from outside? RSH Research Department RSH’s corporate culture was especially strong in its research division. Senior research analysts often began as junior analysts and remained at the firm long after the research director gave them their own franchises. Instead of competing with each other, most analysts at the firm supported...
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...Name Address Email Cell Number Date To whom it may concern, My name is ______, and I am currently a year in school at the University of _______ pursuing a degree in _______. I was first introduced to company during an office visit associated with relevant club/organization/connection. During the office visit I was extremely impressed with not only the analyst experience that company has to offer, but also the culture that is present in the _______ office. I am extremely interested in pursuing the investment banking summer analyst position for the summer of _____. I first became interested in investment banking during _______ while in my freshman year of college. Following the ________, I continued to explore the industry through networking calls and research. I participated in ________during my sophomore year, which reaffirmed my interest in the industry. I then applied to relevant club and was fortunate enough to be accepted. The relevant club has provided me with a greater insight into what is required to become a successful analyst and the opportunity to complete coursework geared towards developing the skills required in the industry. While on campus at the university, I have been able to seek out numerous academic opportunities in addition to leadership roles outside of the academic realm. These experiences have allowed me to expand my existing leadership and teamwork abilities as well as foster the growth of my analytical skills. I am excited by the...
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...Introduction The case is based on Stephen Connor, director of research at the New York investment banking firm of Rubin, Stern, and Hertz (RSH) who is facing a delima of recruiting a Semiconductor analyst in place of the star analyst who recently quit his job. The issue needs immediate attention because of an upcoming deal with the PowerChip company which requires an expert level analyst Rubin, Stern and Hertz(RSH), an investment banking firm based in New York, is faced with the problem of hiring a replacement for their star semi-conductor analyst, Peter Thomson. Star analysts willing to shift companies are difficult to find in the present market scenario. But Stephen Connor, director of research at the firm, with the help of Craig Robertson, a head-hunter at Triple S, has managed to shortlist 3 worthy candidates with diverse profiles. Stephen was also approached by Anita Armstrong on behalf of a fourth candidate, Seth Horkum.RSH is strong in its Research Division, where Stephen Connor, director of RSH, was worried over the departure of a star analyst performer in its semi – conductor area also on may note that RSH’s culture was built on team-oriented approach and Employee turnover was low. The Star semi-conductor analyst Peter has retired. The post is urgently in need of skilled analyst in the domain because of an upcoming deal with POWERCHIP Company.The junior analyst, Rina was promoted to senior analyst as a stop-gap solution. But the Director had to come across a new person immediately...
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...York investment banking firm of Rubin, Stern, and Hertz (RSH), was in a bind. His star semiconductor analyst, Peter Thompson, had abruptly announced his resignation; he had received an offer from one of RSH’s competitors. But Peter was not only a star analyst, he was also RSH’s only semiconductor analyst. This was certainly not a role that could be left vacant for long and, right now, RSH particularly needed strong coverage of the semiconductor industry because of an upcoming deal with the PowerChip company. (See Exhibit 1.) Stephen examined how much money Peter generated for the firm and saw that he could legitimately raise Peter’s compensation. Then he devised a backup plan: to split Peter’s team by encouraging Peter’s junior analyst, Rina Shea, to stay at RSH. Peter ended up leaving the firm and Stephen promoted Rina to senior analyst, assigning her to cover PowerChip and the rest of the semiconductor industry, at least temporarily, while he decided whether to offer her the position permanently or hire someone from outside the firm. Now Stephen faced the task of finding a permanent replacement for Peter. Should he make Rina a permanent offer or hire from outside? RSH Research Department RSH’s corporate culture was especially strong in its research division. Senior research analysts often began as junior analysts and remained at the firm long after the research director gave them their own franchises. Instead of competing with each other, most analysts at the...
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...Problem Statement: Recruiting a new star analyst for RSH Research department in the semiconductor Industry domain while satisfying client, market and organizational expectations. Introduction to Company Rubin, Stern and Hertz(RSH), an investment banking firm based in New York, is faced with the problem of hiring a replacement for their star semi-conductor analyst, Peter Thomson. Star analysts willing to shift companies are difficult to find in the present market scenario. But Stephen Connor, director of research at the firm, with the help of Craig Robertson, a headhunter at Triple S, has managed to shortlist 3 worthy candidates with diverse profiles. Stephen was also approached by Anita Armstrong on behalf of a fourth candidate, Seth Horkum. · RSH is strong in its Research Division. · Stephen Connor, director of RSH, was worried over the departure of a star analyst performer in its semi – conductor area. · RSH’s culture was built on team-oriented approach. · Employee turnover was low. The Star semi-conductor analyst has retired. The post is urgently in need of skilled analyst in the domain because of an upcoming deal with POWERCHIP Company. The junior analyst, Rina was promoted to senior analyst as a stop-gap solution. But the Director had to come across a new person immediately. He creates a pool of eligible candidates – Gerald Baum, David Hughes, Sonia Metha and Seth Horkum. Pre-screening of candidates was commenced by Director through Personal...
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...Assignment 2: You Are an Investment Analyst Due Week 10 and worth 320 points As the CFO of your corporation, you are in charge of preparing and analyzing financial statements that will be presented to potential investors and creditors. However, before you can present the financial statements to investors and creditors, you need to prepare the financial statements with supporting analysis. Select one (1) pair of the following companies to conduct your financial statement analysis. • Pepsi versus Coca Cola, or • Amazon versus eBay Write an eight to ten (8-10) page paper in which you: 1. Analyze each company’s history, product / services, major customers, major suppliers, and leadership, and provide a synopsis of each company. 2. Identify three (3) profitability ratios that creditors may be interested in. Calculate the ratio for each company, and prepare a report to summarize your findings on the financial health of each company. Also, recommend to management the manner in which they can improve each of the three (3) ratios identified. 3. Summarize at least two (2) news events (this may include mergers, acquisitions, or political issues) that occurred from 2012 to the present day, and analyze the impact that these events had on each company’s financial statements. Indicate the primary way in which the merger, acquisition or political issues influence potential investors’ and creditors’ perception of both companies. 4. Analyze each company’s income statement over the...
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...You Are an Investment Analyst; Pepsi versus Coca Cola Renee Cole Dr. Tim Creel December 16, 2012 A closer look at PepsiCo and Coca Cola PepsiCo Pepsi-Cola was created in the late 1890s by Caleb Bradham, a New Bern, N.C. pharmacist. Then in 1965 Pepsi-Cola and Frito-Lay merged to create PepsiCo(No author, 2012). According to No author(2012) PepsiCo operates in the consumer goods sector and produces a variety of foods and drinks to include Lays and Ruffles potato chips, Doritos, Cheetos, Quaker oatmeal, Aunt Jemima mixes and syrups, Quaker grits, Cap n Crunch, Quaker rice cakes, beverage concentrates, fountain syrups, and finished goods under Pepsi, Gatorade, Mountain Dew, Diet Pepsi, Aquafina, ready-to-drink tea, coffee, and brands licensed from Dr Pepper Snapple. PepsiCo’s major customer is Wal-Mart holding 12% of sales (Nooyi, 2010). Major suppliers include E2M who specialize in packaging and manufacturing consulting and SHI International a regional reseller and global IT provider (Freeman, 2010). No author (2012) stated The president of PepisiCo is Zein Abdalla Indra and Nooyi is Chairman and Chief Executive Officer of PepsiCo, a global food and beverage leader with net revenues of more than $65 billion and a product portfolio that includes 22 brands that generate more than $1 billion each in annual retail sales. PepsiCo’s main businesses – Quaker, Tropicana, Gatorade...
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...Introduction RSH, which stands for Rubin, Stern and Hertz is an investment banking company located in New York City. Peter Thomson, who was their star semiconductor analyst, announced his resignation after getting an offer from one of their competitors. Due to this reason, RSH is faced with a challenge of finding Thompson’s replacement since in the current market situation it is hard to get a star analyst ready to shift companies. Thomson was not only the company’s star semiconductor but also the particular one that it had. The company needed a high attention to the semiconductor manufacturing since his role could not be left unoccupied for long. Stephen, who was the manager of research at the company, formulated a backup plan and convinced Rina Peter’s junior analyst to stay in the business and he promoted her to be a senior provisional analyst (Matthews, 2012). Discourse However, Stephen was still faced with a difficult task to hire a permanent replacement for Peter from outside or to offer Rina a permanent deal. The corporate norm of the company was unusually firm in its research sector. The senior research analysts usually began as a junior analyst and later promoted. Various analysts of the company supported each other, and there was no competition between them. The investigators worked and spent much time exploring on other firms in their zones and came up with contrarian opinions on shares. The company’s culture was among it top competitive benefits since the teamwork...
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