Marketing Mix and Competitive Advantage?Business Research Worksheets Overview – Spring 2019 v2.pdf1BUSINESS RESEARCH WORKSHEETS Due dates: view course calendar Total worth: 150 points. Three Individual Research Worksheets 50 points each.OVERVIEW The Business Research Worksheets are designed to assist you in applying business concepts you learned in class to a real-world corporation or stock-traded company of your choice, subject to instructor approval. This assignment will give you the opportunity to refine your research skills, learn about an industry or Business Company and practice critical-thinking and online investigative research. You will be allowed in-class research days to conduct online research to complete this assignment. Thus, you will be required to be in-class and bring to class a WIFI enabled computer to complete your research for this assignment. You also may want to bring your smart phone as a WIFI backup. Research on your Business Worksheets must be thoroughly accurate and complete. Note: This is an individual assignment and must be completed WITHOUT the assistance of any team or class peer. Your research data should represent the most current information available. Your data will be verified, assessed and similarity checked through TurnItIn.com.There are three parts to this assignment.  Individual: Choose a company to research – it must be different from any company your team peers selected.  Complete your company research worksheets on marketing, management, and finance. All three worksheets templates are located in the Content Area of D2L.  Post all three Business Research Worksheets into the D2L assignment box by the required due date (view syllabus for date).CHOOSE YOUR COMPANY Due date: view syllabus calendar Process: Step #1: Review the List of stock-traded companies on the PDF posted in the D2L Content Area. Step #2: From the company list, select a company of interest to research that is publically traded on the stock exchange. Step #3: Consult with your team peers to insure that each of you have selected a different company to research. If there is a conflict; resolve it by making sure each team member has selected a different company to research. Step #4: Download a copy of the Company Selection Form from the D2L Content Area and complete. Only one completed Company Selection Form per team is needed for the instructor’s approval. Step #5: Turn the Selection Form in to the instructor for the “Okay” to start your research.NOTE: Your Company must be publicly traded on a stock exchange. Once you select a company, you will not be allowed to switch to another company. Do not select a company not listed that is not publicly traded. If you do so, you will not be able to find all your data to properly complete this assignment, as well as will be subject to a severe grading penalty. Make sure that you find sufficient information about your company’s history, mission statement, values, management, organizational structures, marketing strategies, and finances. If you do encounter problems researching data, you must properly document and report your research steps and website URLs visited.  It is highly recommended that you log on to http://finance.yahoo.com , or Google search information to verify that your companies’ stock is currently publically traded on one of the following stock exchanges: NYSE, AMEX, or NASDAQ stock exchange.INDIVIDUAL BUSINESS RESEARCH WORKSHEETS (3) Worth: Worksheets are worth 50 points each, for a total of 150 points.Format and Submittal Process:These Research Worksheets are developed to assist you in researching information about your selected company. Each worksheet should be completed along with your textbook readings and online research. All worksheets are due per the course syllabus calendar date (same date for all sheets) and must be uploaded into the D2L drop-box area. Start2your research early. LATE OR EMAILED WORKSHEETS WILL NOT BE GRADED! I recommend you read through each worksheet and ask any questions you may have about completing these research worksheets during in-class work days. UBP Marketing Research Worksheet requires analysis of your selected corporation’s marketing strategies. UBP Management Research Worksheet requires analysis of your selected corporation’s overall business management approach. UBP Financial Worksheet requires analysis of your selected corporation’s financial position.This Assignment must be uploaded into the D2L drop-box area by the due date indicated on the course calendar. Late Work or turn-in of an assignment in a paper-copy format will not be graded. Document upload must be in a Doc, Docx or PDF format only, NOT in OTD, PAGES, or WPS formats. DO NOT EMAIL THE INSTRUCTOR YOUR ASSIGNMENT. WORKSHEETS NOT POSTED OR IN THE WRONG FORMAT WILL NOT BE GRADED!3Format and Submittal Process:  All UBP Research Worksheets must be typed and professional in spacing and format.  Worksheets that are not typed will not be accepted. No make-ups allowed.  Use APA Reference Page Format for noting reference sources on each worksheet.You may cut and paste each worksheet table into a word document format and type in your findings. HOWEVER, worksheets are also attached in the associated Content and assignment drop-box areas.12BUSINESS RESEARCH WORKSHEETSResearch List of Companies 2019.pdfUnderstanding Business Project – List of CompaniesOrganization Industry Organization IndustryEli Lilly Pfizer Glaxo SmithklineDrug Manufacturer Carnival Ameristar Casinos Royal Caribbean CruiseResorts and CasinosDeere & Co. Kubota CaterpillarAgricultural MachineryMcDonald’s Corp. Starbuck’s The Cheesecake Factory Burger King Wendy’s Dunkin Donuts Krispy CremeRestaurantsFacebook Google AOL YahooInternet Info ProvidersMicrosoft Oracle IBM SAPApplication SoftwareBoston Beer Co. Anheuser-Busch Molson Coors BrewingBeverages (alcoholic)Motorola Verizon Honeywell Research in Motion (Blackberry Products) QualCommCommunication EquipmentAmazon eBay Netflix OverstockCatalogue and Mail OrderWhole Food Markets Safeway KrogerRetail (Grocery)General Electric Siemens Koniklyjke Philips Electronics Panasonic Sony Honeywell InternationalDiversified MachinesTesla Motors General Motors Ford Toyota HondaAutomobileCoach Fossil Gap ZumiezApparel / AccessoriesTarget Corporation Costco Wal-Mart Home Depot Lowes Bed, Bath and Beyond Barnes & Noble CVS Coldwater Creek Nordstrom’s Macy’sRetail (Department & Discount)Wyndham Worldwide Hilton Hotels Marriot International Hotel GroupLodging Kraft Foods Hershey Foods Mondelez International Hillshire Brand Tyson HormelFood ProcessingAvon RevlonPersonal Products ExxonMobile Conoco/Phillips ChevronOil and Gas ProductionHarley-Davidson Polaris IndustriesRecreational VehiclesAmerican Express Wells Fargo CitigroupConsumer Financial ServicesMattel Hasbro JAKKS PacificToys Dell Computers Hewlett – Packard ApplePersonal ComputersNike Under Armour Lululemon Adias ColumbiaSports Textile/ApparelTime Warner News Corp ViacomNews GroupsOrganization Industry Organization IndustryCoca-Cola Monster Beverages Pepsi Dr. Pepper National Beverage CorpBeverages (non- alcoholic)Southwest Airlines Jet Blue United ContinentalRegional AirlinesAflac Insurance United Parcel Services Federal ExpressAir Delivery & FreightDreamWorks Animation Walt Disney CompanyEntertainment Hydrogenics Corp. Plug Power Fuel Cell Energy Ballard Power SystemsIndustrial Electrical Equip.SELECT YOUR COMPANY FORM – SPRING 2019 v1.docxSELECT YOUR COMPANY FORM FOR THE BUSINESS RESEARCH WORKSHEET ASSIGNMENT:BGEN 204 SECTION #:_YOUR TEAM’S NAME:_________________________Print Member’s NameName of selected Company to be researched1.2.3.4.5.6.[ ] By completing this form, each student understands that they must conduct independent research without collaborating with any other team member or class peer. Thus, this is an individual assignment, not a team assignment.[ ] Each team member must select a different company to research.[ ] All corporations/companies must be publically traded on the New York, American, or NASDQ stock exchange. Once you make a selection, it cannot be changed. Be sure to upload your individual completed Business Research Worksheets into the proper D2L assignment drop box by the established due date.MANAGEMENT RESEARCH WORKSHEET (1) v1.docxMANAGEMENT RESEARCH WORKSHEET – Worth 50 pointsYour Company: _______Use the following table to document your research. Be sure the table is neat and professional. Watch your spacing and do not separate headings from content. If you have problems using this table, you may create your own.Background Information – Learn as much as you can about the background and current situation of your company. Gather information from your company’s web site and Yahoo Financial.See Company Profile on http://finance.yahoo.com , www.google.com or your company’s web site. List 4-5 key points about your company’s history and/or current situation.1.2.3.4.5.Planning: Mission, Values, Corporate Social Responsibility – Successful companies use a mission statement and values to guide their decision-making and foster public trust. In addition to these “touchstones for decision-making,” most companies today are involved in socially responsible activities.What is your company’s mission statement? Write it here.Does your company have a Code of Ethics or Value Statement? Briefly describe.Indicate which overall business strategies the company seems to be following and explain why you think so: mass merchant, luxury marketer, or analytic approach. Be sure to define the term and give an example.Identify two ways the company contributes to society through monetary donations, hosted events, or other corporate socially responsible activities.Organization –Identify the type of organizational structure the company appears to use (see text).Define the type of structure, explain why you think this structure fits your organization and give an example.Leadership –Current CEO or Founder’s Name: _________.Read one article about the current CEO or Founder of your company and outline at least four things you learned about him/her.What essential management skills do you think your CEO demonstrates? Identify the skill, define, and give an example of at least two skills. (View textbook).What leadership style do you think your CEO embodies. Identify, define and give an example (View textbook).Motivation –Go to http://money.cnn.com/magazines/fortune/bestcompanies/2011/full_list/ (year can be adjusted online)Is your company listed as one of the top 100 companies? ______Investigate three companies that are in the top 100.List the company’s name and briefly describe, “what makes it so great.” You will find this info by clicking on the company link.1.2.3.What can you learn about employee motivation from this site and why companies are considered “good to work for”?A good place to work?Based on your management research, do you think your company would be a good place to work? State your position and then give three reasons and evidence that defend your position.Position:Reason and evidence that defends your position:1.2.3.List References using APA Reference Page format –Include all resources you used to develop this worksheet here – use APA Reference Page Formatting.Professionalism and format –Table looks neat and professional. Spacing is accurate and in appropriate relationship to text. No excessive white space and headings and text are on same page.Total Points1MARKETING RESEARCH WORKSHEET (2) v2.docxMARKETING RESEARCH WORKSHEET – Worth 50 pointsYour Company: _______Use the following table to document your research. Be sure the table is neat and professional. Watch your spacing and do not separate headings from content. If you have problems using this table, you may create your own. See Company Profile on http://finance.yahoo.com , www.google.com or your company’s web site.Target Market –Your Company’s Target Market:Identify and specifically describe (geographic, psychographic, demographic) the primary target market for your company.Product /Service –Your Company’s Products/ Services:Briefly, describe the products or services your company provides for its target market?Needs and Wants – Benefits and Features –Describe how your company’s product/service meets the needs and wants of its target market. What utility does it satisfy (View your text).Price –Your Company’s Pricing Strategies:Select the type of pricing method your company uses (view your text).Define the pricing strategy and then give an example of why you think this is the strategy they use.Place/Distribution – This element of the 4”Ps” can identify both the logistics of getting a product to market and where the product will be sold. For this exercise, research “place” from the standpoint of “retail outlets” –Your Distribution Strategy:Does your company use intermediaries? Give an example?What type of retail outlets does it use? (See Retail Store Formats in textbook). Explain your answer and give an example.Promotion – How does your company go about promoting its product to the target customer? Examine the promotional mix (personal selling, advertising, direct marketing, public relations, sales promotion, and social media) used for this product.Your Company’s Promotional MixChoose a video or commercial advertisement. Include the web link.Briefly analyze this strategy:What is the core message of the promotion?What advertising appeals does it use (View your textbook). Identify and define appeal type, give an example from your video.Besides video/commercial advertising, identify two other promotional strategies your company uses. (View your textbook). Identify, define and give an example of each promotional strategy.Marketing Mix and Competitive Advantage?Based on your marketing research, do you think your company has developed a strong marketing mix and thus created a competitive advantage? State your position and then give three reasons and evidence that defend your position.Position:Reason and evidence that defends your position:1.2.3.List References using APA Reference Page format –Include all resources you used to develop this worksheet here – use APA Reference Page Formatting. At least two sources.Professionalism and format –Table looks neat and professional. Spacing is accurate and in appropriate relationship to text. No excessive white space and headings and text are on same page.Total Points1Accounting and Finance Research WorkSheet (3)v1.docxACCOUNTING & FINANCIAL MANAGEMENT RESEARCH WORKSHEET – Worth 50 pointsUse the following table to document your research. Be sure the table is neat and professional. Watch your spacing and do not separate headings from content. If you have problems using this table, you may create your own.Go to http://finance.yahoo.com. You will find financial statements at the bottom of the left-hand tool bar. Be sure to click Annual Data Link at top of each financial statement. You may also use www.google.com or your company’s website to research your assignment.Balance SheetDefine each of the terms to the left:Most Current Year AmountPreviousYear AmountTotal Current AssetsTotal AssetsTotal Current LiabilitiesTotal LiabilitiesTotal Stockholder EquityDefine.What line items are included in SH EquityIncomeStatementDefine each of the terms to the left:Most Current Year AmountPreviousYear AmountTotal RevenueGross ProfitOperating Income or LossNet Income/ Profit or LossHow does operating income/loss differ from net income/profit or loss?Cash Flow StatementDefine each of the following terms:Most Current Year AmountPreviousYear AmountChange in Cash &Cash EquivalentsLook at the Cash Flow Statement and figure out what the change in cash & cash equivalents means.Financial Management – Equity Financing & RatiosResearch stock information about your company and a competitor. Choose a competitor by clicking on the link on the left hand tool bar on your company’s Yahoo! Finance summary page. You should find publically traded companies on this link that are competitors. Be sure the competitor you choose is traded on one of the three major US stock exchanges. List your Competitor:____________.On the Summary page, you will find information on you company’s equity financing activity.STOCInfo about Your CompanyInfo on your CompetitorStock Exchange& Stock SymbolStock Exchange:Stock Symbol:Stock Exchange:Stock Symbol:Last Trade Stock PriceFive-year GraphClick on the five-year graph on the right.What year did your company have its highest stock price? Amount? What year did your company have its lowest stock price? Amount? Do you think your company’s stock is trending up or down? Explain.Click on the five-year graph on the right.What year did your competitor have its highest stock price? Amount? What year did your competitor have its lowest stock price? Amount? Do you think your competitor’s stock is trending up or down? Explain.52-week RangeWhat does the 52-week range indicate?52-week Range:What does the 52-week range indicate?52-week Range:Earnings per Share (EPS)Define term Earnings per share:Current EPS:Competitor’s Current EPS:Profit MarginNow click on “Key Statistics” on the left-hand tool bar.Define term Profit Margin:Current Profit Margin:Competitor’s Current Profit Margin:Total Debt/EquityDefine term Debt/EquityCurrent D/E:Competitor’s Current D/E:Which company has the strongest D/E ratio as defined as having the best ability to pay off its long-term debt?Current RatioDefine term Current RatioCurrent Ratio:Competitor’s Current Ratio:Which company has the strongest Current Ratio as defined as having the best ability to pay off its short-term debt?HeadlinesOn the summary page, you will find an area titled “Headlines” there may be articles about your company posted here. You may need to do a Google search for information. Read two current articles (within the past 6 months) pertaining to your company and take notes on key points.Title of Article:Key Points (provide at least 3-4):1.2.3.4.Title of Article:Key Points (provide at least 3-4):1.2.3.4.Investment Opportunity? –Based on your financial research, do you think your company would be a good investment opportunity? State your position and then give three reasons and evidence that defend your position.Position:Reason and evidence that defends your position:1.2.3.List References using APA Reference Page format –Include all resources you used to develop this worksheet here – use APA Reference Page Formatting.Professionalism and format –Table looks neat and professional. Spacing is accurate and in appropriate relationship to text. No excessive white space and headings and text are on same page.Total Points1