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Edwards & Shaw is a merchandising company that is the sole distributor of a prod

ID: 2431013 • Letter: E

Question

Edwards & Shaw is a merchandising company that is the sole distributor of a product that is increasing in popularity. The company’s income statement for the three most recent months is listed below.

Edwards and Shaw

Income Statement

For the Three Months Ending September

July

August

September

Sales in Units

4,500

5,000

6,000

Sales Revenue

$675,000

$750,000

$900,000

Cost of Goods Sold

275,000

300,000

350,000

Gross Margin

400,000

450,000

550,000

Operating Expenses:

Advertising Expense

11,000

11,000

11,000

Shipping Expense

27,000

30,000

36,000

Salaries and Commissions

127,500

135,000

150,000

Legal Expense

7,000

7,000

7,000

Depreciation Expense

10,000

10,000

10,000

Total Operating Expenses

182,500

193,000

214,000

Operating Income

$217,500

$257,000

$336,000

Edwards and Shaw expect to sell 6,500 units in October. Prepare an absorption income statement for October.

July

August

September

Sales in Units

4,500

5,000

6,000

Sales Revenue

$675,000

$750,000

$900,000

Cost of Goods Sold

275,000

300,000

350,000

Gross Margin

400,000

450,000

550,000

Operating Expenses:

Advertising Expense

11,000

11,000

11,000

Shipping Expense

27,000

30,000

36,000

Salaries and Commissions

127,500

135,000

150,000

Legal Expense

7,000

7,000

7,000

Depreciation Expense

10,000

10,000

10,000

Total Operating Expenses

182,500

193,000

214,000

Operating Income

$217,500

$257,000

$336,000

3. Edwards and Shaw expect to sell 6,500 units in October. Prepare an absorption income statement for October (assume we produce and sell the same number of units). Sales in Units 6,500 Sales Revenue Operating Income

Explanation / Answer

3) Firstly we need to seperate the cost of goods sold into variable and fixed component which is shown as follows:-

Variable cost of goods sold per unit = (COGS August - COGS July)/(Units sold August - Units sold July)

= ($300,000 - $275,000)/(5,000 - 4,500)

= $25,000/500 = $50 per unit

Fixed COGS = COGS August - Variable COGS

= $300,000 - (5,000 units*$50) = $50,000

Sales price per unit = Sales Revenue August/Units sold

= $750,000/5,000 units = $150 per unit

Shipping expense per unit (as its is variable) = Shipping expense August/Units sold

= $30,000/5,000 units = $6 per unit

Advertising expense, Legal expense and depreciation expense are fixed costs and will remain same in October.

Variable salaries and commissions per unit = (Cost August - Cost July)/(Units August - Units July)

= ($135,000 - $127,500)/(5,000 - 4,500)

= $7,500/500 = $15 per unit

Fixed salaries and commissions = $135,000 - (5,000 units*$15) = $60,000

Edwards and Shaw

Absorption Income Statement

For the Month Ending October (Amounts in $)

Sales in units 6,500 Sales Revenue (6,500 units*$150) 975,000 Cost of Goods Sold [(6,500 units*$50)+$50,000] (375,000) Gross Margin (A) 600,000 Operating Expenses: Advertising Expense 11,000 Shipping Expense (6,500 units*$6) 39,000 Salaries and Commissions [(6,500 units*$15)+$60,000] 157,500 Legal Expense 7,000 Depreciation Expense 10,000 Total Operating Expenses (B) 224,500 Operating Income (A-B) 375,500
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