THE FINANCIAL REPORTING PROJECT Spring 2015 This project involves an in-depth analysis of a publicly traded company, and a comparison to its peers in the industry. Your groups have been created for you and are available on Blackboard. Each group should choose one company from the following list of companies: Coca-Cola (2013) General Mills (2013) Colgate-Palmolive (2013) Nike (2013) CVS (2013) Target (2013) Best Buy Co. (2013) Dr. Pepper Snapple (2013) Ford Motor Co. (2013) Keurig Green Mountain (2014) Bed Bath & Beyond (2013) Costco (2014) INSTRUCTIONS : - The selection of which company to analyze is the decision of the group. - Each group should email me a list of their top five preferences by Monday, February 23 rd at 4:00 pm. Companies will then be assigned based on the order in which the requests are received. YOUR EMAIL MUST INCLUDE THE NAMES OF ALL OF YOUR GROUP MEMBERS AS WELL AS THE START TIME OF YOUR SECTION (8 am, 9:15 am, or 10:30 am) IN ORDER TO RECEIVE PRIORITY. - Obtain a copy of your company’s Annual Report for the date listed above. Google it! REQUIREMENTS : - You are required to hand in two separate reports: Report 1 and Report 2 (details on the following pages). - You are also required to hand in two excel files (one with each report) that include your computations for ratios. Excel files must be formatted with equations linked to financial information listed in a table. You will be shown in class. - When calculating ratios, please use the formulas found in the text (Libby, Libby, Short, 8 th Ed.) - A major objective of the project is to help develop your communication skills, including the ability to communicate clearly and concisely. Hence, each report is restricted to 5 pages maximum (excluding cover page, excel files and appendices). - Your report must be double-spaced, in Times New Roman font (12-point) with a 1” margin throughout (left, right, top and bottom). - All information sources must be cited (MLA formatting is preferred).
- The style of the report is to be written as though you are consultants and you are preparing a report for your manager who could then present the report to a client. Therefore, you are to write this in a report format (although no need for an executive summary). You can use headings where appropriate (particularly when the questions are broken into different segments) but do not simply provide a ‘list’ of answers. You should also not use the words “I/we” (in reference to the authors) or “its” (in reference to the company) etc. 1 - When discussing dollar amounts, please write as (example 1) $65 million, not $65,000,000; (example 2) $3.8 billion, not $3,800,000,000. - Each report must be emailed by one group member to Professor Erickson, and submitted through ‘Turnitin’ (on Blackboard) by the due date/time. Excel files are to be emailed with the report but not put through Turnitin (Turnitin cannot accept excel files).