Summarize the findings from your horizontal and vertical analyses.
In the long run, which company is more likely to win the global “coffee war”: Starbucks or McDonalds? Do you see another potential competitor? Who and why?
July 8, 2019Use basic financial analysis to examine any horizontal changes in Starbucks’ accounts receivable balances over time
July 8, 2019Summarize the findings from your horizontal and vertical analyses.
Question Description
Go to Yahoo Finance and enter SBUX in the search bar to access the financial statements for Starbucks. Access the two most recent income statements and balance sheets that are provided, and prepare horizontal and vertical analyses of both. In approximately 250-500 words, summarize the findings from your horizontal and vertical analyses. Submit your assignment in an Excel workbook. The workbook required is attached.
APA style is not required, but solid academic writing is expected.
This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.
Starbucks Balance Sheet and Income Statement
| 1 Unsatisfactory 0.00% |
2 Less than Satisfactory 65.00% |
3 Satisfactory 75.00% |
4 Good 85.00% |
5 Excellent 100.00% |
||
|---|---|---|---|---|---|---|
| 85.0 %Content | ||||||
| 35.0 %Horizontal Analysis | Horizontal analysis of income statements and balance sheets is not included. | Horizontal analysis of income statements and balance sheets is incomplete or incorrect. | Horizontal analysis of income statements and balance sheets is included but contains multiple errors and demonstrates lack of basic understanding of concepts. | Horizontal analysis of income statements and balance sheets is complete and contains minimal errors. Clear understanding of concepts is demonstrated. | Horizontal analysis of income statements and balance sheets is complete and correct, demonstrating superior understanding of concepts and providing explanatory support data and figures. | |
| 35.0 %Vertical Analysis | Vertical analysis of income statements and balance sheets is not included. | Vertical analysis of income statements and balance sheets is incomplete or incorrect. | Vertical analysis of income statements and balance sheets is included but contains multiple errors and demonstrates lack of basic understanding of concepts. | Vertical analysis of income statements and balance sheets is complete and contains minimal errors. Clear understanding of concepts is demonstrated. | Vertical analysis of income statements and balance sheets is complete and correct, demonstrating superior understanding of concepts and providing explanatory support data and figures. | |
| 15.0 %Summary of Findings | Summary of findings is not included. | Summary of findings is incomplete or incorrect. | Summary of findings is included but lacks explanation and does not demonstrate basic understanding of concepts. | Summary of findings is complete and contains relevant explanation and demonstrates clear understanding of concepts. | Summary of findings is complete and correct, demonstrating superior understanding of concepts and providing explanatory support data and figures. | |
| 15.0 %Mechanics and Formatting | ||||||
| 5.0 %Mechanics of Writing (includes spelling, punctuation, grammar, language use) | Surface errors are pervasive enough that they impede communication of meaning. Inappropriate word choice or sentence construction is used. | Frequent and repetitive mechanical errors distract the reader. Inconsistencies in language choice (register) or word choice are present. Sentence structure is correct but not varied. | Some mechanical errors or typos are present, but they are not overly distracting to the reader. Correct and varied sentence structure and audience-appropriate language are employed. | Prose is largely free of mechanical errors, although a few may be present. The writer uses a variety of effective sentence structures and figures of speech. | Writer is clearly in command of standard, written, academic English. | |
| 5.0 %Paper Format (use of appropriate style for the major and assignment) | Template is not used appropriately, or documentation format is rarely followed correctly. | Appropriate template is used, but some elements are missing or mistaken. A lack of control with formatting is apparent. | Appropriate template is used. Formatting is correct, although some minor errors may be present. | Appropriate template is fully used. There are virtually no errors in formatting style. | All format elements are correct. | |
| 5.0 %Documentation of Sources (citations, footnotes, references, bibliography, etc., as appropriate to assignment and style) | Sources are not documented. | Documentation of sources is inconsistent or incorrect, as appropriate to assignment and style, with numerous formatting errors. | Sources are documented, as appropriate to assignment and style, although some formatting errors may be present. | Sources are documented, as appropriate to assignment and style, and format is mostly correct. | Sources are completely and correctly documented, as appropriate to assignment and style, and format is free of error. | |
