Industrial Trend - Efficiency
3
According to the chart of Industrial Trend - Efficiency of Real Estate industry in China and USA. Obviously, we can see that Chinese Real Estate industry has a high-level Median inventory Days, which means China holds more inventories in the Real Estate industry than USA. That means it is more important for Chinese Real Estate industry to its inventory management.
3/25
Industrial Trend - Efficiency
4
According to the chart of Industrial Trend - Efficiency of Food & Staples Retailing industry in China and USA. The same phenomeon happened again, we can see that Chinese Food & Staples Retailing industry has a higher level of Median inventory Days than that of USA, which means China holds more inventories in the Food & Staples industry than USA. That means it is also more important for Chinese Food & Staples Retailing industry to its inventory management.
4/25
Benchmark by KPI - Inventory / Total Assets
7
According to the Media data of Benchmark by KPI - Inventory / Total Assets, we can see that in the USA, Banks industry ranks the first(0.18), and Food & Staples Retailing ranks the second at 0.15, then the Capital Goods ranks the third(0.11)
7/25
Benchmark by KPI - Inventory / Total Assets
8
According to the Media data of Benchmark by KPI - Inventory / Total Assets in China, we can see that Real Estate industry ranks the first(0.38), and Food & Staples Retailing ranks the second at 0.13, then the Capital Goods ranks the third(0.12). It is interesting that except the first rank between China and USA is different, the second rank and the third rank of the industry is the same, they are Food & Staples Retailing and Capital Goods, respectively.
8/25
Industrial Trend - Profitability
9
According to the Industrial Trend - Profitability of the Real Estate industry in China and USA, we can find that in the first two charts, American Real Estate industry shows more profitable power than Chinese, because the line of Median Gross Margin and Operating Margin of the American is higher than Chinese.
9/25
Industrial Trend - Profitability
10
According to the Industrial Trend - Profitability of the Food & Staples Retailing industry in China and USA, we can find the situation is different from the last analysis.Overall, the lines of the three charts interwoven with each other., however, the lines of lChinese ranks the higher position in the most of time. For this reason, we can say that the Food & Staples Retailing industry in China shows more profitable ability than Amercian.
10/25
Value Driver Analysis
12
According to the Value Driver Analysis, we can find that the slope of the chart has a number rather than zero, which means Net income is an important factor which can be considered as a Y variable for Inventory turnover.
12/25
Value Driver Analysis
13
According to the Value Driver Analysis, we can find that the slope of the chart has a number rather than zero, which means Operating Income or Loss is an important factor which can be considered as a Y variable for Inventory turnover.
13/25
Value Driver Analysis
14
According to the Value Driver Analysis, we can find that the slope of the chart has a number rather than zero, which means Total Cost is an important factor which can be considered as a Y variable for Inventory turnover.
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Value Driver Analysis
16
According to the Value Driver Analysis, we can find that the slope of the chart has a number rather than zero, which means Total Cost is an important factor which can be considered as a Y variable for Inventory turnover in Food & Staples .Retailing industry.
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Value Driver Analysis
17
According to the Value Driver Analysis, we can find that the slope of the chart has a number rather than zero, which means Net Income is an important factor which can be considered as a Y variable for Inventory turnover in Food & Staples .Retailing industry.
17/25
Value Driver Analysis
18
According to the Value Driver Analysis, we can find that the slope of the chart has a number rather than zero, which means Total Revenue is an important factor which can be considered as a Y variable for Inventory turnover in Food & Staples .Retailing industry.
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Enterprise Comparison - Efficiency
21
In the chart of Enterprise Comparison - Efficiency, we compare with two companies which are Albertsons Companies, Inc. and Village Super Market, Inc. We can see that Albertsons Companies, Inc has larger number in the areas such as Asset turnover, inventory turnover, Cash conversion Cycle, however, Village Super Market, Inc has larger number in RD/PD
21/25
Enterprise Comparison - size
22
In the chart of Enterprise Comparison - size, we can see the difference clearer.Albertsons Companies, Inc. has an overall advantage in Total Revenue, Gross profit, Net income, Operating income or Loss, Profit before Tax, compared with Village Super Market, and such advantage is obvious.
22/25
Enterprise Trend - Efficiency
23
According to the chart of Enterprise Trend - Efficiency, we can find that the Albertsons Companies, Inc. and Village Super Market, Inc has many similar trends in inventory days, cash conversion cycle and labor productity, and the number of the former is much higher than that of the later. However, the trend of the former's Payable Days/ receiveanle days becomes increase gradually., which is a good news for Albertsons Companies.
23/25
Benchmark by KPI - Inventory Days
24
According to the Benchmark by KPI - Inventory Days, we can find that the ratio of Food & Staples Retailing's 90th percentile to 10th percnetile is the smallest, which is only around 3. For this reason I will choose Food & Staples Retailin industry to find the companies.
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KPI Examination(Village Super Market,Inc)
25
Compared with the former KPI Examination, Village Super Market,Inc has a better number of Gross Margin, lower Free cash flow growth rate, lower CCC and lnventory days, which means it is more profitable, less growing and more efficient than the Albertsons Companies, Inc.
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