FINANCIAL ANALYSIS Project

Purpose: To assess your ability to develop and interpret measures that examine a company’s financial health.

Yeti Holdings, Inc. makes insulated mugs and coolers for tailgating and outdoor adventures. They are a premium price company – their coolers sell for $400 when the average Coleman cooler costs around $40! Fishermen and campers apparently love Yeti products for their sturdiness and design.

## You are required to do this report in 7 pages (I will enforce the page limit) – typed, double-spaced, 11 font.

# Report Writing Points:

– Begin with an introduction/overview of your report (keep this short, about ½ a page)

– Provide transition between sections

– Use section headings

– End with overall conclusions about Yeti’s financial health

# This is a 4-part written report that has both text and tables. The four parts are:

– Common-size income statement analysis (for 3 years – 2019, 2018, and 2017)

– Ratio analysis (for 2 years – 2019 and 2018 + 1 year of industry ratios provided below)

– DuPont Analysis (for 2 years – 2019 and 2018 + 1 year of industry ratios provided below)

– Implications only (no number crunching needed) of cash flows (for 3 years – 2019, 2018, and 2017)

SAMPLE ASSIGNMENT

Sample-2

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