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23. Horizontal and Vertical Analyses LO4, 5 Comparative income statements are av

ID: 2760573 • Letter: 2

Question

23.

Horizontal and Vertical Analyses LO4, 5

Comparative income statements are available for Johanna's Fine Furs:

2012   

2011   

Sales

$850,000

$800,000

Cost of sales

  325,000

  275,000

Gross profit

525,000

525,000

Operating expenses

  175,000

  120,000

Operating profit

350,000

405,000

Income tax expense

  105,000

  121,500

Net income

$245,000

$283,500

Required

Perform horizontal and vertical analyses on each of the items in the above comparative income statements. Round percentages to one decimal point (i.e., 10.1%).

2012   

2011   

Sales

$850,000

$800,000

Cost of sales

  325,000

  275,000

Gross profit

525,000

525,000

Operating expenses

  175,000

  120,000

Operating profit

350,000

405,000

Income tax expense

  105,000

  121,500

Net income

$245,000

$283,500

Explanation / Answer

Horizontal analyses Vertical analyses 2012 2011 Change in % In $ In % In $ In % Rise / (Fall) in % Sales 850000 100% 800000 100% Cost of sales 325000 38.2% 275000 34.4% 3.9% Gross Profit 525000 61.8% 525000 65.6% -3.9% Operating expenses 175000 20.6% 120000 15.0% 5.6% Operating Profit 350000 41.2% 405000 50.6% -9.4% Income tax expense 105000 12.4% 121500 15.2% -2.8% Net Income 245000 28.8% 283500 35.4% -6.6% Increase in sales by 6.25% results in fall in GP ratio by 3.9% and fall in Net Income by 6.6%

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