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The advertising manager for Bertolon Inc, a manufacturer of women’s’ shoes, is c

ID: 2578368 • Letter: T

Question

The advertising manager for Bertolon Inc, a manufacturer of women’s’ shoes, is currently working on a major promotional campaign. Her ideas include the installation of a new lighting system and increased display space that will add $34,000 in fixed costs to the $270,000 currently spent by the company. In an effort to increase sales volume the advertising manager is also proposing a 5% price decrease from the current selling price of $40 per pair of shoes. The company is currently selling 20,000 pairs of shoes and expects that these changes would bring a 20% increase in the number of shoes sold. The current variable costs for a pair of shoes are $22 and management expects this figure to remain unchanged.

Management is impressed with the advertising manager’s initiative and ideas but is concerned about the effects these changes will have on company profits, break-even point and margin of safety.

Requirements

1.  Using Microsoft Excel prepare a contribution margin income statement based on the company’s current operations.   The income statement should be properly formatted and include sales, variable costs and contribution margin in total and also on a per unit basis.   Right below the income statement calculate the following based on the current operations:

Break even in units sold

Break even in dollars

Margin of safety in units

Margin of safety in dollars

2.  Using Microsoft Excel prepare a contribution margin income statement based the advertising managers recommendations. The income statement should be properly formatted and include sales, variable costs and contribution margin in total and also on a per unit basis.   Right below the income statement calculate the following based on the current operations:

Break even in units sold

Break even in dollars

Margin of safety in units

Margin of safety in dollars

Explanation / Answer

Answer

Amount in $

Per Unit $

Units

Sales

800000

40

20000

Variable Cost

440000

22

20000

Contribution Margin

360000

18

20000

Fixed Cost

270000

Net Operating Income

90000

A

Fixed Cost

270000

B

Contribution per unit

18

C=A/B

Break Even in Units sold

15000

D

Sales price

40

E=C x D

Break Even point in Sales Dollars

600000

F [given]

Total Sales

800000

G= F -E

Margin of Safety Sales in dollars

200000

H

Sales Price

40

I=G/H

Margin of Safety in Units sold

5000

Amount in $

Per Unit $

Units

Sales

912000

38

24000

Variable Cost

528000

22

24000

Contribution Margin

384000

16

24000

Fixed Cost

304000

Net Operating Income

80000

A

Fixed Cost

304000

B

Contribution per unit

16

C=A/B

Break Even in Units sold

19000

D

Sales price

38

E=C x D

Break Even point in Sales Dollars

722000

F [given]

Total Sales

912000

G= F -E

Margin of Safety Sales in dollars

190000

H

Sales Price

38

I=G/H

Margin of Safety in Units sold

5000

Amount in $

Per Unit $

Units

Sales

800000

40

20000

Variable Cost

440000

22

20000

Contribution Margin

360000

18

20000

Fixed Cost

270000

Net Operating Income

90000

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