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Holly	
  Virginia	
  Sweezey	
  
Professional	
  Portfolio	
  	
  
Introduction	
  	
  
²  Holly	
  Virginia	
  Sweezey	
  is	
  creative,	
  self-­‐motivated,	
  driven,	
  detail	
  oriented,	
  and	
  
passionate	
  individual	
  seeking	
  a	
  position	
  that	
  utilizes	
  her	
  unique	
  skill	
  set	
  and	
  builds	
  
upon	
  her	
  knowledge	
  of	
  the	
  fashion	
  industry.	
  Holly	
  graduated	
  from	
  the	
  Fashion	
  
Institute	
  of	
  Design	
  &	
  Merchandising	
  and	
  continues	
  to	
  build	
  her	
  merchandising,	
  
trend,	
  and	
  business	
  knowledge.	
  She	
  is	
  an	
  excellent	
  at	
  multi-­‐tasking	
  through	
  prior	
  
educational	
  and	
  work	
  experience,	
  as	
  well	
  as	
  having	
  	
  a	
  strong	
  background	
  in	
  
analytical	
  research.	
  	
  
²  At	
  the	
  Fashion	
  Institute	
  of	
  Design	
  &	
  Merchandising	
  Holly	
  has	
  acquired	
  extensive	
  
knowledge	
  in	
  analytical	
  research,	
  target	
  markets	
  analysis,	
  buying,	
  building	
  strong	
  
branding	
  and	
  promotional	
  campaigns,	
  and	
  and	
  the	
  ability	
  to	
  understand	
  and	
  
translated	
  trend	
  research	
  .	
  	
  Holly	
  acquired	
  her	
  undergraduate	
  degree	
  from	
  the	
  
University	
  of	
  Redlands	
  	
  in	
  Theatre	
  Arts	
  which	
  has	
  created	
  a	
  deeper	
  understanding	
  
of	
  the	
  of	
  Zeitgeist.	
  	
  
	
  
Merchandise	
  Marketing	
  	
  
Key	
  Areas	
  of	
  Study:	
  
² Marketing	
  
² Merchandising	
  	
  
² Business/Management	
  
² Math/Buying	
  
Marketing	
  	
  
Potential	
  target	
  markets	
  are	
  researched	
  and	
  defined.	
  These	
  
consumer	
  insights	
  and	
  	
  knowledge,	
  as	
  they	
  pertain	
  to	
  the	
  
retail	
  business	
  environment,	
  are	
  used	
  to	
  create	
  the	
  
appropriate	
  marketing	
  and	
  branding	
  strategies	
  designed	
  to	
  
be	
  successful	
  in	
  a	
  competitive	
  marketplace.	
  
	
  
Areas	
  of	
  Study: 	
  	
  
² 	
  Brand	
  Management	
  Strategies 	
  	
  
² Promotions	
  in	
  the	
  Merchandising	
  Environment 	
  	
  
Target	
  Market	
  Analysis	
  	
  
Brand	
  Resonance	
  Pyramid	
  	
  
 	
  	
  SWOT	
  Analysis	
  	
  
Strengths	
  	
  
•  Unique	
  &	
  customizable	
  fitness	
  experience	
  
•  One	
  location	
  for	
  a	
  variety	
  of	
  “on-­‐trend”	
  
classes	
  
•  Consumers	
  are	
  exposed	
  to	
  new	
  fitness	
  
experiences	
  	
  
•  Close	
  to	
  public	
  transit	
  	
  
•  Walk	
  able	
  location,	
  near	
  restaurants	
  and	
  
shopping	
  	
  
Weaknesses	
  	
  
•  Cost	
  are	
  higher	
  than	
  the	
  average	
  gym	
  
membership	
  
•  Low	
  brand	
  recognition	
  	
  
•  Low	
  brand	
  salience	
  
•  Instructor	
  retention	
  and	
  reliability	
  rates	
  are	
  
low	
  for	
  all	
  fitness	
  centers	
  	
  
Opportunities	
  	
  
•  Gentrification	
  in	
  the	
  area	
  
•  Metro	
  expansion	
  from	
  National	
  Blvd	
  to	
  Santa	
  
Monica	
  
•  Urban	
  revitalization	
  in	
  90232	
  	
  
•  Silicon	
  beach	
  bringing	
  millennial	
  and	
  young	
  
professionals	
  to	
  the	
  area	
  
•  	
  Affordable	
  rents	
  and	
  reasonable	
  housing	
  
costs	
  	
  
Threats	
  	
  
•  Competitors	
  such	
  as	
  Cardio	
  Barre,	
  LA	
  Fitness,	
  
and	
  Gold’s	
  Gym	
  
•  High	
  membership	
  costs	
  
•  Raising	
  employment	
  costs	
  
•  Limited	
  parking	
  for	
  consumers	
  during	
  peak	
  
hours	
  
•  Instructor	
  loyalty	
  	
  
•  Competitors	
  adapting	
  and	
  using	
  the	
  
Resurgence	
  model	
  	
  
Marketing	
  Campaign	
  
Media	
  Strategy	
  	
  
²  Magazine	
  Advertisement	
  	
   ²  Facebook	
  Banner	
  Advertisement	
  	
  
²  Facebook	
  Fan	
  Page	
  
Branding	
  Management	
  Strategies	
  	
  
CARBON Beauté Media	
  Kit	
  
Includes:	
  	
  
²  Press	
  Release	
  
²  Press	
  Photos	
  
²  Press	
  List	
  
²  Fact	
  Sheet	
  	
  
Merchandising	
  	
  
These	
  courses	
  and	
  projects	
  provide	
  an	
  opportunity	
  to	
  research	
  the	
  
trends	
  that	
  predict	
  consumer	
  buying	
  patterns	
  and	
  how	
  a	
  variety	
  of	
  
strategic	
  merchandising	
  decisions	
  can	
  separate	
  your	
  organization	
  
from	
  the	
  competition.	
  
	
  
Areas	
  of	
  Study: 	
  	
  
²  Retail	
  Environment 	
  	
  
²  	
  Merchandising	
  Strategies 	
  	
  
²  	
  Concepts	
  in	
  Trend	
  Forecasting 	
  	
  
²  	
  Applied	
  Trend	
  Forecasting 	
  	
  
²  	
  Contemporary	
  Business	
  Strategies	
  
Macy’s	
  Case	
  Study	
  	
  
•  Thesis	
  Statement	
  	
  
-­‐	
  Men’s	
  active	
  wear	
  the	
  ideal	
  market	
  for	
  Macy’s	
  to	
  expand	
  private	
  label	
  offerings.	
  With	
  Macy’s	
  ability	
  to	
  turn	
  out	
  
successful	
  private	
  label	
  brands	
  and,	
  the	
  growth	
  of	
  the	
  men’s	
  fashion	
  market	
  outpacing	
  that	
  of	
  women’s	
  wear	
  an	
  
expansion	
  of	
  private	
  label	
  men’s	
  active	
  wear	
  will	
  help	
  Macy’s	
  remain	
  current	
  and	
  competitive	
  as	
  well	
  as	
  increase	
  
profits.	
  	
  
•  Action	
  Point	
  1	
  
-­‐	
  Target	
  Market	
  focus	
  on	
  Millennial	
  Men	
  ages	
  15-­‐25.	
  The	
  chief	
  reason	
  for	
  this	
  is	
  that,	
  millennial	
  males	
  are	
  more	
  likely	
  to	
  
be	
  early	
  adopters.	
  Due	
  to	
  this	
  early	
  adopter	
  behavior	
  this	
  age	
  bracket	
  creates	
  the	
  ideal	
  market	
  segmentation.	
  	
  
•  Action	
  Point	
  2	
  
-­‐	
  Not	
  wanting	
  to	
  detract	
  from	
  the	
  success	
  of	
  existing	
  private	
  labels	
  or	
  diminish	
  the	
  branding	
  a	
  new	
  private	
  label	
  should	
  
be	
  created	
  for	
  the	
  expansion	
  into	
  men’s	
  sports	
  wear.	
  	
  The	
  new	
  athletic	
  private	
  label	
  strength	
  will	
  be	
  reminiscent	
  of	
  a	
  
current	
  name	
  brand	
  offering	
  at	
  Macy’s,	
  The	
  North	
  Face.	
  	
  
Action	
  Point	
  3	
  
-­‐	
  To	
  have	
  the	
  strongest	
  impact	
  on	
  the	
  target	
  market	
  I	
  would	
  suggest	
  creating	
  a	
  pop-­‐up	
  shop-­‐esq	
  display	
  where	
  the	
  
merchandise	
  will	
  live	
  in	
  the	
  store.	
  This	
  will	
  create	
  a	
  strong	
  brand	
  identity	
  as	
  well	
  as	
  give	
  the	
  new	
  private	
  label	
  a	
  more	
  
“brand	
  name”	
  feel.	
  The	
  “pop-­‐up	
  shop”	
  will	
  generate	
  interest	
  not	
  only	
  from	
  the	
  target	
  consumer	
  but	
  create	
  higher	
  foot	
  
traffic	
  in	
  the	
  men’s	
  department,	
  which	
  will	
  increase	
  over	
  all	
  net	
  sales.	
  	
  
Merchandise	
  Strategies	
  Macy’s	
  Case	
  Study	
  	
  
²  Price	
  Comparison	
  and	
  
Merchandise	
  mix	
  
²  Pop	
  Up	
  Shop	
  for	
  New	
  
Private	
  Label	
  	
  
RECAST	
  Trend	
  Report	
  
Color	
  Story	
  Inspiration	
  
Color	
  Palette	
   Textures	
  
Silhouette	
  Inspiration	
  
Oversized	
  	
   Shift	
  Dresses	
   Long	
  Hemlines	
   Slouchy	
  Fit	
  
	
  
Mega	
  Trend:	
  Clean	
  Living	
  	
  
Mega	
  Trend	
  Street	
  Report	
  
 	
  	
  	
  	
  	
  	
  	
  	
  	
  Competitive	
  Analysis	
  	
  
	
  	
   Target	
  consumer	
   Visual	
  Presenta2on	
   Merch	
  Mix	
  
Uniqueness	
  of	
  Product	
  
Offereing	
   	
  Best	
  Seller	
  
Michael	
  Kors	
  
	
  
Age:	
  26-­‐45,	
  Gender:	
  
Female,	
  Ethnicity	
  mix:	
  	
  
predominate	
  Caucasian,	
  
Income	
  level:	
  stable	
  with	
  
disposable	
  income.	
  
The	
  majority	
  of	
  the	
  purses	
  line	
  the	
  
walls	
  in	
  shelving	
  units.	
  Accessories	
  are	
  
in	
  the	
  center	
  of	
  the	
  store,	
  with	
  small	
  
cases	
  surrounding	
  a	
  large	
  case	
  in	
  the	
  
center	
  of	
  the	
  store.	
  	
  
M.	
  K.	
  offers	
  women's	
  apparel,	
  
handbags,	
  shoes,	
  and	
  
accessories.	
  M.K.	
  offers	
  men's	
  
apparel,	
  accessories,	
  and	
  bags.	
  	
   Affordable	
  luxury.	
  
MICHAEL	
  Michael	
  Kors	
  
Large	
  Reese	
  Satchel	
  
Coach	
  
Age:	
  26-­‐45,	
  Gender:	
  
Female,	
  Ethnicity	
  mix:	
  	
  
predominate	
  Caucasian,	
  
Income	
  level:	
  stable	
  with	
  
disposable	
  income.	
  
The	
  accessories	
  line	
  3/4	
  of	
  the	
  	
  wall.	
  
The	
  front	
  end	
  of	
  the	
  store	
  walls	
  have	
  
they're	
  larger	
  purses.	
  The	
  center	
  of	
  
the	
  store	
  has	
  smaller	
  purses	
  that	
  are	
  
on	
  glass	
  and	
  silver	
  trimmed	
  tables.	
  	
  
Coach	
  offers	
  women's	
  shoes,	
  
apparel,	
  wallets,	
  accessories,	
  
jewelry,	
  fragrances,	
  swim,	
  
handbags,	
  and	
  outerwear.	
  Coach	
  
offers	
  men's	
  bags,	
  wallets,	
  shoes,	
  
tech,	
  watches,	
  clothing,	
  and	
  
fragrances.	
  
serial	
  numbers	
  that	
  
authen2cate	
  the	
  bags.	
  	
  
The	
  Weekend	
  Borough	
  Bag	
  
In	
  Leather	
  
Burberry	
  
Age:	
  26-­‐45,	
  Gender:	
  
Female,	
  Ethnicity	
  mix:	
  	
  
predominate	
  Caucasian,	
  
Income	
  level:	
  stable	
  with	
  
disposable	
  income.	
  
The	
  store	
  is	
  set	
  up	
  with	
  basics	
  in	
  the	
  
center	
  ie.	
  Tees	
  and	
  and	
  sweaters.	
  
Jacket,	
  dress	
  shirts,	
  and	
  accessories	
  
line	
  the	
  wall.	
  	
  
Burberry	
  offers	
  women's	
  apparel,	
  
shoes,	
  bags,	
  fragrances,	
  make-­‐
up,	
  and	
  accessories.	
  Burberry	
  
offers	
  men's	
  apparel,	
  bags,	
  
shoes,	
  accessories,	
  watches,	
  and	
  
fragrances.	
  Burberry	
  also	
  offers	
  
children's	
  apparel.	
  	
  
Live-­‐streamed	
  catwalk	
  
shows.	
   The	
  Trench	
  Coat	
  
Marc	
  Jacobs	
  
Age:	
  26-­‐45,	
  Gender:	
  
Female,	
  Ethnicity	
  mix:	
  	
  
predominate	
  Caucasian,	
  
Income	
  level:	
  stable	
  with	
  
disposable	
  income.	
  	
  
Purses	
  line	
  the	
  walls	
  on	
  shelves	
  that	
  
are	
  back	
  lit.	
  Toward	
  the	
  back	
  of	
  the	
  
store	
  the	
  clothing	
  op2ons	
  line	
  the	
  
walls	
  aer	
  the	
  purses.	
  In	
  the	
  center	
  of	
  
the	
  store	
  are	
  the	
  accessories	
  in	
  white	
  
and	
  glass	
  cases.	
  	
  
M.	
  C.	
  offers	
  women's	
  apparel,	
  
bags,	
  shoes,	
  accessories,	
  
fragrances,	
  make-­‐up,	
  watches,	
  
and	
  eyewear.	
  M.C.	
  offers	
  men's	
  
apparel,	
  shoes,	
  accessories,	
  
fragrances,	
  watches,	
  and	
  
eyewear.	
  M.C.	
  offers	
  childern's	
  
appearl,	
  swim	
  and	
  baby	
  bags.	
  	
  
Associated	
  with	
  being	
  
"cool".	
   Classic	
  Q	
  Hillier	
  Hobo	
  
Juicy	
  Couture	
  
Age:	
  26-­‐45,	
  Gender:	
  
Female,	
  Ethnicity	
  mix:	
  	
  
predominate	
  Caucasian,	
  
Income	
  level:	
  stable	
  with	
  
disposable	
  income.	
  
The	
  store	
  is	
  crowned	
  and	
  product	
  is	
  in	
  
every	
  available	
  place	
  in	
  the	
  store.	
  
Clothing	
  and	
  purses	
  are	
  on	
  the	
  walls	
  
in	
  racks	
  and	
  shelving	
  units..	
  Clothing	
  
purses,	
  and	
  accessories	
  are	
  in	
  the	
  
center	
  of	
  the	
  store	
  on	
  tables	
  and	
  on	
  
racks.	
  The	
  store	
  is	
  set	
  up	
  somewhat	
  
like	
  a	
  maze.	
  	
  
J.C.	
  offers	
  women's	
  apparel,	
  
swim,	
  pajamas,	
  bags,	
  fragrances,	
  
jewelry,	
  watches,	
  and	
  
accessories	
  .J.C.	
  offers	
  young	
  girls	
  
apparel,	
  swim,	
  bags,	
  and	
  
accessories.	
  	
  	
   Velour	
  tracksuit.	
  
Viva	
  la	
  Juicy	
  la	
  fleur	
  
Fragrance	
  
Contemporary	
  Business	
  Strategies:	
  Understanding	
  
Changing	
  Demographics	
  	
  
	
  
Business/Management	
  	
  	
  
	
  	
  	
  	
  	
  The	
  business	
  administration	
  courses	
  are	
  designed	
  to	
  prepare	
  for	
  the	
  
responsibilities,	
  skills	
  and	
  challenges	
  required	
  of	
  today’s	
  leaders.	
  
Emphasis	
  is	
  placed	
  on	
  how	
  to	
  be	
  proactive	
  to	
  changes	
  in	
  the	
  
marketplace,	
  develop	
  and	
  implement	
  strategies	
  to	
  accomplish	
  
goals	
  and	
  exceed	
  expectations	
  in	
  a	
  team	
  environment.	
  
	
  
Areas	
  of	
  Study:	
  	
  
²  Organizational	
  Behavior	
  &	
  Management 	
  	
  
²  Entrepreneurship 	
  	
  
	
  
Business	
  Plan	
  Resurgence	
  Fitness	
  Executive	
  Summary	
  
Executive	
  Summary:	
  
	
  	
  
Name:	
  
The	
  name	
  for	
  this	
  innovative	
  lifestyle	
  center	
  is	
  Resurgence	
  Fitness.	
  The	
  word	
  Resurgence	
  as	
  defined	
  
by	
  Merriam	
  Webster	
  is,	
  “a	
  rising	
  again	
  into	
  life,	
  activity,	
  or	
  prominence”	
  [1].	
  This	
  word	
  was	
  chosen	
  as	
  
the	
  name	
  of	
  our	
  establishment	
  due	
  to	
  its	
  evocative,	
  unique	
  nature	
  and	
  gender	
  neutrality.	
  	
  
Description:	
  	
  
Resurgence	
  Fitness	
  is	
  a	
  unique	
  one-­‐stop	
  lifestyle	
  center	
  that	
  will	
  house	
  the	
  latest	
  innovations	
  in	
  
class-­‐based	
  fitness	
  such	
  as,	
  barre,	
  CrossFit,	
  yoga,	
  and	
  Pilates.	
  	
  The	
  advantage	
  Resurgence	
  Fitness	
  
will	
  have	
  over	
  its	
  competition	
  is	
  that	
  it	
  can	
  adapt	
  and	
  phase	
  out	
  classes	
  that	
  are	
  no	
  longer	
  relevant	
  
to	
  our	
  target	
  market	
  and	
  replace	
  them	
  with	
  the	
  next	
  on-­‐trend	
  innovation.	
  Resurgence	
  will	
  strive	
  to	
  
create	
  a	
  unique	
  and	
  customizable	
  fitness	
  experience	
  that	
  allows	
  the	
  consumer	
  to	
  be	
  the	
  architect	
  of	
  
their	
  own	
  wellness	
  and	
  allow	
  them	
  the	
  freedom	
  to	
  experience	
  new	
  fitness	
  trends	
  in	
  one	
  convenient	
  
location	
  without	
  significantly	
  impacting	
  their	
  wallets.	
  	
  	
  
Our	
  Mission:	
  
The	
  divergent	
  designers	
  of	
  Resurgence	
  Fitness	
  are	
  passionate	
  devotees	
  to	
  health	
  and	
  wellness.	
  
Resurgence	
  Fitness’	
  goal	
  is	
  to	
  transfer	
  that	
  passion	
  into	
  this	
  establishment	
  through	
  a	
  reinvention	
  
and	
  revitalization	
  of	
  the	
  fitness	
  industry.	
  Resurgence	
  Fitness	
  will	
  foster	
  a	
  community	
  environment	
  
that	
  will	
  forge	
  interpersonal	
  relationships	
  between	
  staff	
  and	
  the	
  customers.	
  We	
  will	
  strive	
  to	
  know	
  
all	
  of	
  our	
  members	
  and	
  treat	
  them	
  as	
  friends	
  instead	
  of	
  bar	
  codes.	
  Resurgence	
  will	
  create	
  an	
  
encouraging	
  space	
  for	
  all	
  levels	
  of	
  fitness	
  and	
  promote	
  the	
  feeling	
  of	
  enjoyment	
  through	
  wellness	
  
instead	
  of	
  a	
  chore.	
  Through	
  our	
  cutting-­‐edge	
  structure	
  we	
  will	
  create	
  a	
  wellness	
  world	
  that	
  our	
  
consumer	
  can	
  grow	
  and	
  thrive	
  with,	
  through	
  choice	
  and	
  innovation.	
  	
  
	
  
Business	
  Plan:	
  Resurgence	
  Fitness	
  Competitive	
  
Matrix	
  
Business	
  Plan:	
  Selling	
  Investors	
  On	
  the	
  Industry	
  	
  
Business	
  Plan:	
  Future	
  Opportunities	
  	
  
Math/Buying	
  	
  
The	
  buying	
  course	
  strategies	
  are	
  the	
  analytical	
  processes	
  that	
  include	
  
planning,	
  purchasing	
  and	
  allocation	
  of	
  merchandise,	
  along	
  with	
  the	
  
technical	
  knowledge	
  required	
  in	
  today’s	
  fashion	
  industry.	
  
	
  
Areas	
  of	
  Study:	
  	
  
²  	
  Merchandise	
  Math 	
  	
  
²  	
  Technology	
  for	
  Merchandise	
  Buying	
  	
  
²  	
  Merchandise	
  Buying 	
  	
  
²  	
  Applied	
  Buying 	
  	
  
²  	
  Merchandise	
  Allocation 	
  	
  
	
  
Merchandise	
  Trend	
  Analysis	
  	
  
	
  	
   	
  	
  
Opportuni)es	
  
	
  	
   Threats	
  	
  
Areas	
  of	
  inves)ga)on	
  	
   %	
   	
  	
   %	
   	
  	
  
Current	
  Sales	
  Trends	
   1.5%	
  
Current	
  sales	
  overall	
  are	
  up	
  for	
  the	
  year	
  in	
  the	
  retail	
  sector	
  despite	
  the	
  slow	
  
growth	
  in	
  June.	
  (wsj.com)	
  	
  
2%	
  
Retail	
  sales	
  only	
  claimed	
  0.2%	
  in	
  June.	
  This	
  has	
  been	
  the	
  slowest	
  
growth	
  of	
  the	
  year.	
  	
  (wsj.com)	
  Declining	
  traffic	
  in	
  tradi2onal	
  
malls	
  is	
  having	
  a	
  significant	
  effect	
  on	
  brick	
  and	
  mortar	
  sales	
  as	
  
well.	
  (Kantar.com)	
  	
  
Economic	
  Trends	
   2%	
  
The	
  employment	
  outlook	
  in	
  the	
  United	
  States	
  is	
  steadily	
  improving.	
  The	
  
unemployment	
  rate	
  has	
  dropped	
  to	
  6.1%	
  (according	
  to	
  bls.gov	
  as	
  of	
  7/3/14),	
  
the	
  lowest	
  level	
  in	
  more	
  than	
  6	
  years.	
  The	
  overall	
  economy	
  is	
  improving	
  as	
  
well	
  according	
  to	
  Federal	
  Reserve	
  Chairman,	
  Janet	
  Yellen,	
  per	
  her	
  remarks	
  in	
  
a	
  recent	
  hearing	
  with	
  Congress	
  (Forbes.com).	
  But,	
  infla2on	
  and	
  lackluster	
  
GDP	
  growth	
  con2nue	
  to	
  put	
  the	
  job	
  growth	
  and	
  overall	
  economic	
  health	
  into	
  
ques2on	
  (Forbes.com).	
  Yet,	
  consumer	
  confidence	
  has	
  held	
  steady	
  in	
  recent	
  
months	
  according	
  to	
  the	
  Gallup	
  Economic	
  Confidence	
  Index	
  (Gallup.com).	
  	
  
	
  	
   	
  	
  
Fashion	
  Trends	
   2.5%	
  
According	
  to	
  Vouge.co.uk	
  Six2es	
  style	
  dresses	
  (in	
  bold	
  geometric	
  prints),	
  
Wool	
  outerwear	
  (neutral	
  color	
  paleke	
  in	
  an	
  oversized	
  style	
  with	
  an	
  earthy	
  
undertone),	
  and	
  the	
  color	
  Red	
  (in	
  knits,	
  gowns,	
  and	
  coats)	
  are	
  on	
  trend	
  for	
  
2014.	
  Silhouekes	
  on	
  trend	
  for	
  2014	
  are	
  belted	
  coats,	
  bell	
  skirts	
  and	
  
androgynous	
  lines.	
  (vogue.co.uk/fashion/trends/2014-­‐15)	
  
	
  	
   	
  	
  
Promo2on	
   0.5%	
  
Nordstrom	
  is	
  focusing	
  it's	
  adver2sing	
  in	
  its	
  online	
  plamorm.	
  Specifically	
  on	
  
Pinterest.	
  	
  
	
  	
   	
  	
  
Compe22on	
  	
   	
  	
   	
  	
   3%	
  
Due	
  to	
  Nordstrom	
  recent	
  push	
  in	
  the	
  discount	
  market	
  their	
  
compe22on	
  has	
  the	
  advantage	
  in	
  the	
  higher	
  end	
  consumer.	
  Both	
  
Niemen	
  Marcus	
  and	
  Bloomingdales	
  have	
  increased	
  their	
  online	
  
presence	
  while	
  maintain	
  a	
  higher	
  end	
  image.	
  (Kantar.com)	
  
Expansion	
  	
   3%	
  
Focused	
  growth	
  in	
  the	
  online	
  sector	
  has	
  the	
  company	
  focusing	
  its	
  financal	
  
resources	
  in	
  that	
  area.	
  Nordstrom	
  is	
  alloca2ng	
  $1.2M	
  to	
  building	
  up	
  its	
  
mobile	
  app	
  and	
  website	
  as	
  well	
  as	
  furthing	
  its	
  online	
  efforts	
  with	
  their	
  
subsitaries	
  such	
  as	
  Nordstrom	
  Rack	
  and	
  Haute	
  Look.	
  Nordstrom	
  brick	
  and	
  
mortar	
  and	
  rack	
  stores	
  are	
  expanding	
  into	
  Canada.	
  (Forbes.com)	
  
	
  	
  
	
  	
  
Social/Poli2cal	
   	
  	
   	
  	
   1%	
  
Immigra2on	
  is	
  the	
  highest	
  point	
  of	
  conten2on.	
  A	
  recent	
  Gallup	
  
poll	
  showed	
  that	
  immigra2on	
  is	
  at	
  important	
  issue	
  at	
  17%	
  which	
  
is	
  larger	
  than	
  dissa2sfac2on	
  with	
  government	
  (16%)	
  ,	
  economy	
  
(15%)	
  ,	
  and	
  jobs	
  (14%).	
  	
  (CNN.com)	
  
Legal	
   0%	
  	
  	
   0%	
  	
  	
  
Employment	
  Trend	
   2%	
  
Unemployment	
  has	
  dropped	
  to	
  6.1%	
  in	
  the	
  United	
  States.	
  The	
  employment	
  in	
  
the	
  retail	
  sector	
  alone	
  has	
  grown	
  by	
  317,000.(bls.gov	
  as	
  of	
  7/3/14)	
  
	
  	
   	
  	
  
Total	
   9.5	
  	
  	
   -­‐6	
  	
  	
  
%	
  of	
  Increase	
  or	
  Decrease	
   	
  	
   3.5	
  	
  	
   	
  	
  
Department	
  Analysis	
  	
  Department	
  Modifica2on	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
Company	
  Nordstrom	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   Season	
  	
   Fall	
  
Department	
  WILDFOX	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   Year	
   2014	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
Classifica2on	
  1:	
  Sunglasses	
   Price	
  Points	
  	
   $150-­‐169	
   $179	
  	
   $189	
  	
   $199	
  	
   $219	
  	
  TOTAL	
  	
  
%	
  to	
  Total	
  Dept.:	
  15%	
   %	
  to	
  total	
  	
   20%	
   20%	
   20%	
   30%	
   10%	
   100.0%	
  
	
  	
   Sizes	
   Round	
   Cat	
  Eye	
   Heart	
   Aviators	
   Classic	
   	
  	
  
	
  	
   %	
  to	
  total	
  	
   15%	
   5%	
   30%	
   25%	
   25%	
   100.0%	
  
	
  	
   Colors	
   Red	
   Black	
  	
   White	
  	
   Gold	
   Blue	
   	
  	
  
	
  	
   %	
  to	
  total	
  	
   15%	
   30%	
   15%	
   25%	
   15%	
   100.0%	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
Classifica2on	
  2:	
  Tops	
   Price	
  Points	
  	
   $59	
  	
   $68	
  	
   $78	
  	
   $82	
  	
   $92	
  	
  	
  	
  
%	
  to	
  Total	
  Dept:	
  25%	
   %	
  to	
  total	
  	
   40%	
   35%	
   10%	
   10%	
   5%	
   100.0%	
  
	
  	
   Sizes	
   X-­‐Small	
   Small	
   Medium	
   Large	
  	
   	
  	
   	
  	
  
	
  	
   %	
  to	
  total	
  	
   10%	
   25%	
   40%	
   25%	
  	
  	
   100.0%	
  
	
  	
   Colors	
   Grey	
  w/Print	
   Pink	
  w/Print	
   White	
  w/Print	
   Blue	
  w/Print	
   Red	
   	
  	
  
	
  	
   %	
  to	
  total	
  	
   35%	
   15%	
   25%	
   10%	
   15%	
   100.0%	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
Classifica2on	
  3:	
  Sweaters	
   Price	
  Points	
  	
   $82	
  	
   $98	
  	
   $108	
  	
   $122	
  	
   $128	
  	
  	
  	
  
%	
  to	
  Total	
  Dept:	
  25%	
   %	
  to	
  total	
  	
   23%	
   23%	
   24%	
   15%	
   15%	
   100.0%	
  
	
  	
   Sizes	
   X-­‐Small	
   Small	
   Medium	
   Large	
  	
   	
  	
   	
  	
  
	
  	
   %	
  to	
  total	
  	
   15%	
   20%	
   40%	
   25%	
  	
  	
   100.0%	
  
	
  	
   Colors	
   Black	
   Plaid	
   Flower	
  Print	
   Graphic	
   	
  	
   	
  	
  
	
  	
   %	
  to	
  total	
  	
   40%	
   30%	
   15%	
   15%	
  	
  	
   100.0%	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
Classifica2on	
  4:	
  Bokoms	
   Price	
  Points	
  	
   $88	
  	
   $98	
  	
   $154	
  	
   $184	
  	
   $268	
  	
  	
  	
  
%	
  to	
  Total	
  Dept:	
  20%	
   %	
  to	
  total	
  	
   25%	
   30%	
   25%	
   15%	
   5%	
   100.0%	
  
	
  	
   Sizes	
   X-­‐Small	
   Small	
   Medium	
   Large	
   	
  	
   	
  	
  
	
  	
   %	
  to	
  total	
  	
   10%	
   20%	
   35%	
   35%	
  	
  	
   100.0%	
  
	
  	
   Colors	
   Light	
  Blue	
   Dark	
  Blue	
   Black	
  	
   Denim	
   	
  	
   	
  	
  
	
  	
   %	
  to	
  total	
  	
   10%	
   20%	
   40%	
   30%	
  	
  	
   100.0%	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
Classifica2on	
  5:	
  Swim	
  	
   Price	
  Points	
  	
   $50	
  	
   $76	
  	
   $78	
  	
   $138	
  	
  	
  	
   	
  	
  
%	
  to	
  Total	
  Dept:	
  15%	
   %	
  to	
  total	
  	
   35%	
   35%	
   30%	
   5%	
  	
  	
   105.0%	
  
	
  	
   Sizes	
   X-­‐Small	
   Small	
   Medium	
   Large	
   	
  	
   	
  	
  
	
  	
   %	
  to	
  total	
  	
   25%	
   25%	
   30%	
   20%	
  	
  	
   100.0%	
  
	
  	
   Colors	
   Pink	
   Black	
  	
   Blue	
   White	
   Graphic	
   	
  	
  
	
  	
   %	
  to	
  total	
  	
   25%	
   30%	
   5%	
   5%	
   35%	
   100.0%	
  
6	
  Month	
  Buying	
  Plan	
  
Actual	
  -­‐	
  Last	
  Year	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   AUG	
   SEP	
   OCT	
   NOV	
   DEC	
   JAN	
   Total	
   Actual	
  Markdown	
  
Beg.Month	
  Stock	
   $531.6	
  	
   $688.5	
  	
   $567.3	
  	
   $990.3	
  	
   $940.7	
  	
   $366.4	
  	
   $4,084.8	
  	
   $	
   %	
  
STS	
  Ratio	
   2.4	
   3.0	
   3.3	
   3.2	
   1.9	
   3.7	
   2.7	
   $339.5	
  	
   22.2%	
  
Sales	
   $221.4	
  	
   $230.6	
  	
   $172.6	
  	
   $310.0	
  	
   $493.2	
  	
   $99.3	
  	
   $1,527.0	
  	
  	
  	
  
Sales	
  %	
  Total	
   14.5%	
   15.1%	
   11.3%	
   20.3%	
   32.3%	
   6.5%	
   100.0%	
  	
  	
  
Markdowns	
   $30.8	
  	
   $32.0	
  	
   $33.5	
  	
   $66.2	
  	
   $113.8	
  	
   $63.2	
  	
   $339.5	
  	
  Average	
  Stock	
  
Markdown	
  %	
   13.9%	
   13.9%	
   19.4%	
   21.4%	
   23.1%	
   63.6%	
   22.2%	
   	
  	
   ACT	
  
Purchases	
   $409.1	
  	
   $141.4	
  	
   $629.1	
  	
   $326.6	
  	
   $32.7	
  	
   $188.2	
  	
   $1,727.0	
  	
  	
  	
   $639.6	
  	
  
End	
  Month	
  Stock	
   $688.5	
  	
   $567.3	
  	
   $990.3	
  	
   $940.7	
  	
   $366.4	
  	
   $392.1	
  	
   $3,945.3	
  	
  Turnover	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   ACT	
  
Future	
  Sales	
   FEB	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   2.4	
  
	
  	
   $108.9	
  	
  	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
STS	
  Ratio	
   3.6	
   MARKUP	
  %	
   59.5%	
  
Plan	
  -­‐	
  This	
  Year	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   AUG	
   SEP	
   OCT	
   NOV	
   DEC	
   JAN	
   Total	
   Actual	
  Markdown	
  
Beg.Month	
  Stock	
   $550.0	
   $715.9	
   $589.3	
   $1,026.7	
   $969.9	
   $380.1	
   $4,267.2	
   $	
   %	
  
STS	
  Ratio	
   2.4	
   3.0	
   3.3	
   3.2	
   1.9	
   3.7	
   2.7	
   $350.00	
   22.2%	
  
Sales	
   $229.2	
   $238.6	
   $178.6	
   $320.8	
   $510.5	
   $102.7	
   $1,580.4	
  	
  	
  
Sales	
  %	
  Total	
   14.5%	
   15.1%	
   11.3%	
   20.3%	
   32.3%	
   6.5%	
   100.0%	
   3.5%	
  
Markdowns	
   $31.9	
   $33.2	
   $34.6	
   $68.7	
   $117.9	
   $65.3	
   $350.9	
  Average	
  Stock	
  
Markdown	
  %	
  	
   13.9%	
   13.9%	
   19.4%	
   21.4%	
   23.1%	
   63.6%	
   22.2%	
   PLN	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
   	
  	
  
Purchases	
   $426.9	
   $145.2	
   $650.6	
   $332.7	
   $38.6	
   $193.7	
   $1,751.8	
  	
  	
   667.6	
  
End	
  Month	
  Stock	
   $715.9	
   $589.3	
   $1,026.7	
   $969.9	
   $380.1	
   $405.8	
   $4,087.7	
  Turnover	
  
Future	
  Sales	
   FEB	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   PLN	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
   	
  	
  
	
  	
   $112.7	
  	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   $2.37	
  
STS	
  Ratio	
   3.6	
   MARKUP	
  %	
   	
  	
  
Open	
  To	
  Buy	
  
Open To Buy Worksheet             Total
    Aug Sep Oct Nov Dec Jan Spring
BOM Actual/Frcst $1,635.0 $1,470.7 $1,752.4 $1,721.8 $1,582.8 $1,668.3 $9,831.04
  Plan $1,600.0 $1,415.5 $1,585.5 $1,550.0 $1,365.0 $1,450.5 $8,966.5
  Last year $1,725.0 $1,535.3 $1,695.7 $1,688.9 $1,473.1 $1,602.1 $9,720.1
  Act to Plan % 2.2% 3.9% 10.5% 11.1% 16.0% 15.0% 9.6%
  Actual to LY % -5.2% -4.2% 3.3% 1.9% 7.4% 4.1% 1.1%
Monthly STS Actual/Frcst 3.4 3.2 3.0 3.5 3.6 3.2 3.3
Ratio/ Plan 3.5 3.2 2.9 3.2 3.1 2.8 2.0
Season Turn Last Year 3.8 3.5 3.2 3.5 3.4 3.1 1.8
Sales Actual/Frcst $483.0 $458.4 $583.2 $494.7 $445.0 $517.0 $2,981.20
  Plan $460.0 $445.0 $545.0 $485.0 $445.0 $517.0 $2,897.0
  Last year $454.1 $433.8 $536.2 $484.9 $432.8 $516.8 $2,858.6
  Act to Plan % 5.0% 3.0% 7.0% 2.0% 0.0% 0.0% 2.9%
  Actual to LY % 6.4% 5.7% 8.8% 2.0% 2.8% 0.0% 4.3%
Markdown $ Actual/Frcst $106.3 $55.0 $122.5 $69.3 $50.0 $148.0 $550.98
  Plan $94.5 $48.5 $58.5 $51.5 $50.0 $148.0 $451.0
  Last year $100.8 $44.5 $57.2 $50.8 $53.2 $168.4 $474.9
Markdown % Actual/Frcst 22% 12.0% 21.0% 14.0% 11.2% 28.6% 18.5%
  Plan 20.5% 10.9% 10.7% 10.6% 11.2% 28.6% 15.6%
  Last year 22.2% 10.3% 10.7% 10.5% 12.3% 32.6% 16.6%
Receipts Actual/Frcst $425.0 $795.0 $675.0 $425.0 $580.5 $345.0 $3,245.5
  Plan $370.0 $663.5 $568.0 $351.5 $580.5 $345.0 $2,878.5
  Last year $365.2 $638.7 $586.6 $319.9 $615.0 $350.0 $2,875.4
EOM Actual/Frcst $1,470.7 $1,752.4 $1,721.8 $1,582.8 $1,668.3 $1,348.3 $9,544.4
  Plan $1,415.5 $1,585.5 $1,550.0 $1,365.0 $1,450.5 $1,130.5 $8,497.0
  Last year $1,535.3 $1,695.7 $1,688.9 $1,473.1 $1,602.1 $1,266.9 $9,262.0
Open to Buy   -55.2 -166.9 -171.8 -217.8 -217.8 -217.8  
Purchase	
  Order	
  	
  PURCHASE ORDER PO #: 61146
STORE NAME: Nordstrom	
   	
  	
   VENDOR: Kensie	
   	
  	
   FREIGHT ALLOWANCE: Nordstrom	
  
DEPT: Women's	
  Dresses	
   ADDRESS: 860	
  S	
  Los	
  Angeles	
  	
   FOB PT: Los	
  Angeles	
  
ORDER DATE: 11/15/14	
  	
  	
   Los	
  Angeles	
  CA	
  90015	
   SHIP VIA: Ground	
   	
  	
  
DO NOT SHIP BEFORE: 25-­‐Nov	
  	
  	
   TERMS: 2%/15,	
  30	
  	
  
CANCEL IF NOT RECD: 5-­‐Jan	
  	
  	
  
CLASS STYLE DESCRIPTION COLOR SIZE
TOTAL
UNITS Unit Cost COST TOTAL Unit Retail RETAIL TOTAL MU% MU $
Tank	
  Top	
  Dress	
   KS3K9S65	
   Spaced	
  Daisie	
   Black	
  Combo	
  	
   XS	
   7	
   	
  $44.00	
  	
   	
  $308.00	
  	
   	
  $89.00	
  	
   	
  $623.00	
  	
   50.6%	
   	
  $315.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   S	
   11	
   	
  $44.00	
  	
   	
  $484.00	
  	
   	
  $89.00	
  	
   	
  $979.00	
  	
   50.6%	
   	
  $495.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   M	
   22	
   	
  $44.00	
  	
   	
  $968.00	
  	
   	
  $89.00	
  	
   	
  $1,958.00	
  	
   50.6%	
   	
  $990.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   L	
   22	
   	
  $44.00	
  	
   	
  $968.00	
  	
   	
  $89.00	
  	
   	
  $1,958.00	
  	
   50.6%	
   	
  $990.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   XL	
   11	
   	
  $44.00	
  	
   	
  $484.00	
  	
   	
  $89.00	
  	
   	
  $979.00	
  	
   50.6%	
   	
  $495.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   Subtotal	
   	
  	
   	
  	
   	
  $3,212.00	
  	
   	
  $6,497.00	
  	
   	
  $3,285.00	
  	
  
	
  	
   KS3K9822	
   Stretchy	
  Make	
   Egg	
  Shell	
  Combo	
   XS	
   6	
   	
  $49.00	
  	
   	
  $294.00	
  	
   	
  $99.00	
  	
   	
  $594.00	
  	
   50.5%	
   	
  $300.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   S	
   14	
   	
  $49.00	
  	
   	
  $686.00	
  	
   	
  $99.00	
  	
   	
  $1,386.00	
  	
   50.5%	
   	
  $700.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   M	
   41	
   	
  $49.00	
  	
   	
  $2,009.00	
  	
   	
  $99.00	
  	
   	
  $4,059.00	
  	
   50.5%	
   	
  $2,050.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   L	
   39	
   	
  $49.00	
  	
   	
  $1,911.00	
  	
   	
  $99.00	
  	
   	
  $3,861.00	
  	
   50.5%	
   	
  $1,950.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   XL	
   18	
   	
  $49.00	
  	
   	
  $882.00	
  	
   	
  $99.00	
  	
   	
  $1,782.00	
  	
   50.5%	
   	
  $900.00	
  	
  
	
  	
   Subtotal	
   	
  	
   	
  	
   	
  $5,782.00	
  	
   	
  $11,682.00	
  	
   	
  $5,900.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  	
  	
   	
  	
   	
  	
   	
  	
  
Cap	
  Sleeve	
  Dresses	
  	
   KS2K9S12	
   Floral	
  Lace	
   Iced	
  Orange	
  Combo	
   XS	
   8	
   	
  $49.00	
  	
   	
  $392.00	
  	
   	
  $99.00	
  	
   	
  $792.00	
  	
   50.5%	
   	
  $400.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   S	
   19	
   	
  $49.00	
  	
   	
  $931.00	
  	
   	
  $99.00	
  	
   	
  $1,881.00	
  	
   50.5%	
   	
  $950.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   M	
   36	
   	
  $49.00	
  	
   	
  $1,764.00	
  	
   	
  $99.00	
  	
   	
  $3,564.00	
  	
   50.5%	
   	
  $1,800.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   L	
   32	
   	
  $49.00	
  	
   	
  $1,568.00	
  	
   	
  $99.00	
  	
   	
  $3,168.00	
  	
   50.5%	
   	
  $1,600.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   XL	
   13	
   	
  $49.00	
  	
   	
  $637.00	
  	
   	
  $99.00	
  	
   	
  $1,287.00	
  	
   50.5%	
   	
  $650.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   Subtotal	
   	
  	
   	
  	
   $5,292.00	
  	
  	
   	
  $10,692.00	
  	
   	
  	
   	
  $5,400.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   KS3K9898	
   Drapey	
  French	
  Terry	
   Heather	
  Charcoal	
  Combo	
   XS	
   12	
   	
  $44.00	
  	
   	
  $528.00	
  	
   	
  $89.00	
  	
   	
  $1,068.00	
  	
   50.6%	
   	
  $540.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   S	
   40	
   	
  $44.00	
  	
   	
  $1,760.00	
  	
   	
  $89.00	
  	
   	
  $3,560.00	
  	
   50.6%	
   	
  $1,800.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   M	
   99	
   	
  $44.00	
  	
   	
  $4,356.00	
  	
   	
  $89.00	
  	
   	
  $8,811.00	
  	
   50.6%	
   	
  $4,455.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   L	
   52	
   	
  $44.00	
  	
   	
  $2,288.00	
  	
   	
  $89.00	
  	
   	
  $4,628.00	
  	
   50.6%	
   	
  $2,340.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   XL	
   33	
   	
  $44.00	
  	
   	
  $1,452.00	
  	
   	
  $89.00	
  	
   	
  $2,937.00	
  	
   50.6%	
   	
  $1,485.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   Subtotal	
   	
  	
   	
  	
   $10,384.00	
  	
  	
   	
  $21,004.00	
  	
   	
  	
   	
  $10,620.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  	
  	
   	
  	
   	
  	
   	
  	
  
Spagher	
  Strap	
  Dresses	
   KS3K9S55	
   Mirrored	
  Mini	
  Floral	
   Black	
  Combo	
  	
   XS	
   5	
   	
  $39.00	
  	
   	
  $195.00	
  	
   	
  $79.00	
  	
   	
  $395.00	
  	
   50.6%	
   	
  $200.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   S	
   9	
   	
  $39.00	
  	
   	
  $351.00	
  	
   	
  $79.00	
  	
   	
  $711.00	
  	
   50.6%	
   	
  $360.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   M	
   22	
   	
  $39.00	
  	
   	
  $858.00	
  	
   	
  $79.00	
  	
   	
  $1,738.00	
  	
   50.6%	
   	
  $880.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   L	
   17	
   	
  $39.00	
  	
   	
  $663.00	
  	
   	
  $79.00	
  	
   	
  $1,343.00	
  	
   50.6%	
   	
  $680.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   XL	
   9	
   	
  $39.00	
  	
   	
  $351.00	
  	
   	
  $79.00	
  	
   	
  $711.00	
  	
   50.6%	
   	
  $360.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   Subtotal	
   	
  	
   	
  	
   $2,418.00	
  	
  	
   	
  $4,898.00	
  	
   	
  	
   	
  $2,480.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   KS3K9914	
   Uneven	
  Dots	
   Black	
  Combo	
  	
   XS	
   4	
   	
  $44.00	
  	
   	
  $176.00	
  	
   	
  $89.00	
  	
   	
  $356.00	
  	
   50.6%	
   	
  $180.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   S	
   21	
   	
  $44.00	
  	
   	
  $924.00	
  	
   	
  $89.00	
  	
   	
  $1,869.00	
  	
   50.6%	
   	
  $945.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   M	
   34	
   	
  $44.00	
  	
   	
  $1,496.00	
  	
   	
  $89.00	
  	
   	
  $3,026.00	
  	
   50.6%	
   	
  $1,530.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   L	
   29	
   	
  $44.00	
  	
   	
  $1,276.00	
  	
   	
  $89.00	
  	
   	
  $2,581.00	
  	
   50.6%	
   	
  $1,305.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   XL	
   9	
   	
  $44.00	
  	
   	
  $396.00	
  	
   	
  $89.00	
  	
   	
  $801.00	
  	
   50.6%	
   	
  $405.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   Subtotal	
   	
  	
   	
  	
   $4,268.00	
  	
  	
   	
  $8,633.00	
  	
   	
  	
   	
  $4,365.00	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   	
  	
   Discount	
   2%	
   Subtotal	
  	
   	
  	
   	
  	
   $44,864.00	
  	
  	
   	
  $90,669.00	
  	
   	
  	
   	
  $45,805.00	
  	
  
TOTAL	
  (Aer	
  discount)	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   $43,966.72	
  	
  	
   	
  $90,669.00	
  	
   51.5%	
   	
  $46,702.28	
  	
  
Assortment	
  Plan	
  	
  Department:	
  Dresses	
   	
  	
   	
  	
   Month:	
  DEC	
   	
  	
   	
  	
  
Class:	
   	
  	
   Class	
  %	
   Class	
  Purchase	
  $	
   	
  	
   	
  	
  
Tank	
  	
   	
  	
   20%	
   $18.1	
  	
  	
   	
  	
  
Short	
  Sleeve	
   	
  	
   30%	
   $27.2	
  	
  	
   	
  	
  
Cap	
  Sleeve	
   	
  	
   35%	
   $31.7	
  	
  	
   	
  	
  
Spagher	
   	
  	
   15%	
   $13.6	
  	
  	
   	
  	
  
	
  	
   	
  	
   Planned	
  Receipts	
   $90,600.0	
  	
  	
   	
  	
  
	
  	
   	
  	
   Actual	
  Receipts	
   $90,402.0	
  	
  	
   	
  	
  
Classifica)on	
  #1	
  	
  
Style	
   Descrip)on	
   Unit	
  Retail	
   Ttl	
  Units	
  for	
  Style	
   Size	
   %	
  by	
  Size	
   Units	
  by	
  Size	
   Total	
  $	
  
KS3K9S65	
   Spaced	
  Daisies	
   $89.00	
  	
   72	
  XS	
   10%	
   7	
   $640.8	
  
KS3K9S65	
   Spaced	
  Daisies	
   $89.00	
  	
  	
  	
   S	
   15%	
   11	
   $961.2	
  
KS3K9S65	
   Spaced	
  Daisies	
   $89.00	
  	
  	
  	
   M	
   30%	
   22	
   $1,922.4	
  
KS3K9S65	
   Spaced	
  Daisies	
   $89.00	
  	
  	
  	
   L	
   30%	
   22	
   $1,922.4	
  
KS3K9S65	
   Spaced	
  Daisies	
   $89.00	
  	
  	
  	
   XL	
   15%	
   11	
   $961.2	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   Subtotal	
   $6,408.0	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
KS3K9822	
   Stretchy	
  Make	
   $99.00	
   118	
  XS	
   5%	
   6	
   $584.1	
  
KS3K9822	
   Stretchy	
  Make	
   $99.00	
  	
  	
   S	
   12%	
   14	
   $1,401.8	
  
KS3K9822	
   Stretchy	
  Make	
   $99.00	
  	
  	
   M	
   35%	
   41	
   $4,088.7	
  
KS3K9822	
   Stretchy	
  Make	
   $99.00	
  	
  	
   L	
   33%	
   39	
   $3,855.1	
  
KS3K9822	
   Stretchy	
  Make	
   $99.00	
  	
  	
   XL	
   15%	
   18	
   $1,752.3	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   Subtotal	
   $11,682.0	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   TOTAL	
   $18,090.0	
  
Classifica)on	
  #2	
  
Style	
   Descrip)on	
   Unit	
  Retail	
   Ttl	
  Units	
  for	
  Style	
   Size	
   %	
  by	
  Size	
   Units	
  by	
  Size	
   Total	
  $	
  
KS3K9824	
   Square	
  Eyelet	
   	
  $119.00	
  	
   176	
  XS	
   10%	
   18	
   $2,094.4	
  
KS3K9824	
   Square	
  Eyelet	
   	
  $119.00	
  	
  	
  	
   S	
   20%	
   35	
   $4,188.8	
  
KS3K9824	
   Square	
  Eyelet	
   	
  $119.00	
  	
  	
  	
   M	
   30%	
   53	
   $6,283.2	
  
KS3K9824	
   Square	
  Eyelet	
   	
  $119.00	
  	
  	
  	
   L	
   25%	
   44	
   $5,236.0	
  
KS3K9824	
   Square	
  Eyelet	
   	
  $119.00	
  	
  	
  	
   XL	
   15%	
   26	
   $3,141.6	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   Subtotal	
   $20,944.0	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
KS3K9823	
   Open	
  Lace	
   	
  $89.00	
  	
   70	
  XS	
   5%	
   4	
   $311.5	
  
KS3K9823	
   Open	
  Lace	
   	
  $89.00	
  	
  	
  	
   S	
   12%	
   8	
   $747.6	
  
KS3K9823	
   Open	
  Lace	
   	
  $89.00	
  	
  	
  	
   M	
   35%	
   25	
   $2,180.5	
  
KS3K9823	
   Open	
  Lace	
   	
  $89.00	
  	
  	
  	
   L	
   33%	
   23	
   $2,055.9	
  
KS3K9823	
   Open	
  Lace	
   	
  $89.00	
  	
  	
  	
   XL	
   15%	
   11	
   $934.5	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   Subtotal	
   $6,230.0	
  
	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   	
  	
   TOTAL	
   $27,174.0	
  

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Holly Virginia Sweezey Professional Portfolio

  • 1. Holly  Virginia  Sweezey   Professional  Portfolio    
  • 2. Introduction     ²  Holly  Virginia  Sweezey  is  creative,  self-­‐motivated,  driven,  detail  oriented,  and   passionate  individual  seeking  a  position  that  utilizes  her  unique  skill  set  and  builds   upon  her  knowledge  of  the  fashion  industry.  Holly  graduated  from  the  Fashion   Institute  of  Design  &  Merchandising  and  continues  to  build  her  merchandising,   trend,  and  business  knowledge.  She  is  an  excellent  at  multi-­‐tasking  through  prior   educational  and  work  experience,  as  well  as  having    a  strong  background  in   analytical  research.     ²  At  the  Fashion  Institute  of  Design  &  Merchandising  Holly  has  acquired  extensive   knowledge  in  analytical  research,  target  markets  analysis,  buying,  building  strong   branding  and  promotional  campaigns,  and  and  the  ability  to  understand  and   translated  trend  research  .    Holly  acquired  her  undergraduate  degree  from  the   University  of  Redlands    in  Theatre  Arts  which  has  created  a  deeper  understanding   of  the  of  Zeitgeist.      
  • 3. Merchandise  Marketing     Key  Areas  of  Study:   ² Marketing   ² Merchandising     ² Business/Management   ² Math/Buying  
  • 4. Marketing     Potential  target  markets  are  researched  and  defined.  These   consumer  insights  and    knowledge,  as  they  pertain  to  the   retail  business  environment,  are  used  to  create  the   appropriate  marketing  and  branding  strategies  designed  to   be  successful  in  a  competitive  marketplace.     Areas  of  Study:     ²   Brand  Management  Strategies     ² Promotions  in  the  Merchandising  Environment    
  • 7.      SWOT  Analysis     Strengths     •  Unique  &  customizable  fitness  experience   •  One  location  for  a  variety  of  “on-­‐trend”   classes   •  Consumers  are  exposed  to  new  fitness   experiences     •  Close  to  public  transit     •  Walk  able  location,  near  restaurants  and   shopping     Weaknesses     •  Cost  are  higher  than  the  average  gym   membership   •  Low  brand  recognition     •  Low  brand  salience   •  Instructor  retention  and  reliability  rates  are   low  for  all  fitness  centers     Opportunities     •  Gentrification  in  the  area   •  Metro  expansion  from  National  Blvd  to  Santa   Monica   •  Urban  revitalization  in  90232     •  Silicon  beach  bringing  millennial  and  young   professionals  to  the  area   •   Affordable  rents  and  reasonable  housing   costs     Threats     •  Competitors  such  as  Cardio  Barre,  LA  Fitness,   and  Gold’s  Gym   •  High  membership  costs   •  Raising  employment  costs   •  Limited  parking  for  consumers  during  peak   hours   •  Instructor  loyalty     •  Competitors  adapting  and  using  the   Resurgence  model    
  • 8. Marketing  Campaign   Media  Strategy     ²  Magazine  Advertisement     ²  Facebook  Banner  Advertisement     ²  Facebook  Fan  Page  
  • 10. CARBON Beauté Media  Kit   Includes:     ²  Press  Release   ²  Press  Photos   ²  Press  List   ²  Fact  Sheet    
  • 11. Merchandising     These  courses  and  projects  provide  an  opportunity  to  research  the   trends  that  predict  consumer  buying  patterns  and  how  a  variety  of   strategic  merchandising  decisions  can  separate  your  organization   from  the  competition.     Areas  of  Study:     ²  Retail  Environment     ²   Merchandising  Strategies     ²   Concepts  in  Trend  Forecasting     ²   Applied  Trend  Forecasting     ²   Contemporary  Business  Strategies  
  • 12. Macy’s  Case  Study     •  Thesis  Statement     -­‐  Men’s  active  wear  the  ideal  market  for  Macy’s  to  expand  private  label  offerings.  With  Macy’s  ability  to  turn  out   successful  private  label  brands  and,  the  growth  of  the  men’s  fashion  market  outpacing  that  of  women’s  wear  an   expansion  of  private  label  men’s  active  wear  will  help  Macy’s  remain  current  and  competitive  as  well  as  increase   profits.     •  Action  Point  1   -­‐  Target  Market  focus  on  Millennial  Men  ages  15-­‐25.  The  chief  reason  for  this  is  that,  millennial  males  are  more  likely  to   be  early  adopters.  Due  to  this  early  adopter  behavior  this  age  bracket  creates  the  ideal  market  segmentation.     •  Action  Point  2   -­‐  Not  wanting  to  detract  from  the  success  of  existing  private  labels  or  diminish  the  branding  a  new  private  label  should   be  created  for  the  expansion  into  men’s  sports  wear.    The  new  athletic  private  label  strength  will  be  reminiscent  of  a   current  name  brand  offering  at  Macy’s,  The  North  Face.     Action  Point  3   -­‐  To  have  the  strongest  impact  on  the  target  market  I  would  suggest  creating  a  pop-­‐up  shop-­‐esq  display  where  the   merchandise  will  live  in  the  store.  This  will  create  a  strong  brand  identity  as  well  as  give  the  new  private  label  a  more   “brand  name”  feel.  The  “pop-­‐up  shop”  will  generate  interest  not  only  from  the  target  consumer  but  create  higher  foot   traffic  in  the  men’s  department,  which  will  increase  over  all  net  sales.    
  • 13. Merchandise  Strategies  Macy’s  Case  Study     ²  Price  Comparison  and   Merchandise  mix   ²  Pop  Up  Shop  for  New   Private  Label    
  • 15. Color  Story  Inspiration   Color  Palette   Textures  
  • 16. Silhouette  Inspiration   Oversized     Shift  Dresses   Long  Hemlines   Slouchy  Fit    
  • 17. Mega  Trend:  Clean  Living    
  • 18. Mega  Trend  Street  Report  
  • 19.                    Competitive  Analysis         Target  consumer   Visual  Presenta2on   Merch  Mix   Uniqueness  of  Product   Offereing    Best  Seller   Michael  Kors     Age:  26-­‐45,  Gender:   Female,  Ethnicity  mix:     predominate  Caucasian,   Income  level:  stable  with   disposable  income.   The  majority  of  the  purses  line  the   walls  in  shelving  units.  Accessories  are   in  the  center  of  the  store,  with  small   cases  surrounding  a  large  case  in  the   center  of  the  store.     M.  K.  offers  women's  apparel,   handbags,  shoes,  and   accessories.  M.K.  offers  men's   apparel,  accessories,  and  bags.     Affordable  luxury.   MICHAEL  Michael  Kors   Large  Reese  Satchel   Coach   Age:  26-­‐45,  Gender:   Female,  Ethnicity  mix:     predominate  Caucasian,   Income  level:  stable  with   disposable  income.   The  accessories  line  3/4  of  the    wall.   The  front  end  of  the  store  walls  have   they're  larger  purses.  The  center  of   the  store  has  smaller  purses  that  are   on  glass  and  silver  trimmed  tables.     Coach  offers  women's  shoes,   apparel,  wallets,  accessories,   jewelry,  fragrances,  swim,   handbags,  and  outerwear.  Coach   offers  men's  bags,  wallets,  shoes,   tech,  watches,  clothing,  and   fragrances.   serial  numbers  that   authen2cate  the  bags.     The  Weekend  Borough  Bag   In  Leather   Burberry   Age:  26-­‐45,  Gender:   Female,  Ethnicity  mix:     predominate  Caucasian,   Income  level:  stable  with   disposable  income.   The  store  is  set  up  with  basics  in  the   center  ie.  Tees  and  and  sweaters.   Jacket,  dress  shirts,  and  accessories   line  the  wall.     Burberry  offers  women's  apparel,   shoes,  bags,  fragrances,  make-­‐ up,  and  accessories.  Burberry   offers  men's  apparel,  bags,   shoes,  accessories,  watches,  and   fragrances.  Burberry  also  offers   children's  apparel.     Live-­‐streamed  catwalk   shows.   The  Trench  Coat   Marc  Jacobs   Age:  26-­‐45,  Gender:   Female,  Ethnicity  mix:     predominate  Caucasian,   Income  level:  stable  with   disposable  income.     Purses  line  the  walls  on  shelves  that   are  back  lit.  Toward  the  back  of  the   store  the  clothing  op2ons  line  the   walls  aer  the  purses.  In  the  center  of   the  store  are  the  accessories  in  white   and  glass  cases.     M.  C.  offers  women's  apparel,   bags,  shoes,  accessories,   fragrances,  make-­‐up,  watches,   and  eyewear.  M.C.  offers  men's   apparel,  shoes,  accessories,   fragrances,  watches,  and   eyewear.  M.C.  offers  childern's   appearl,  swim  and  baby  bags.     Associated  with  being   "cool".   Classic  Q  Hillier  Hobo   Juicy  Couture   Age:  26-­‐45,  Gender:   Female,  Ethnicity  mix:     predominate  Caucasian,   Income  level:  stable  with   disposable  income.   The  store  is  crowned  and  product  is  in   every  available  place  in  the  store.   Clothing  and  purses  are  on  the  walls   in  racks  and  shelving  units..  Clothing   purses,  and  accessories  are  in  the   center  of  the  store  on  tables  and  on   racks.  The  store  is  set  up  somewhat   like  a  maze.     J.C.  offers  women's  apparel,   swim,  pajamas,  bags,  fragrances,   jewelry,  watches,  and   accessories  .J.C.  offers  young  girls   apparel,  swim,  bags,  and   accessories.       Velour  tracksuit.   Viva  la  Juicy  la  fleur   Fragrance  
  • 20. Contemporary  Business  Strategies:  Understanding   Changing  Demographics      
  • 21. Business/Management                The  business  administration  courses  are  designed  to  prepare  for  the   responsibilities,  skills  and  challenges  required  of  today’s  leaders.   Emphasis  is  placed  on  how  to  be  proactive  to  changes  in  the   marketplace,  develop  and  implement  strategies  to  accomplish   goals  and  exceed  expectations  in  a  team  environment.     Areas  of  Study:     ²  Organizational  Behavior  &  Management     ²  Entrepreneurship      
  • 22. Business  Plan  Resurgence  Fitness  Executive  Summary   Executive  Summary:       Name:   The  name  for  this  innovative  lifestyle  center  is  Resurgence  Fitness.  The  word  Resurgence  as  defined   by  Merriam  Webster  is,  “a  rising  again  into  life,  activity,  or  prominence”  [1].  This  word  was  chosen  as   the  name  of  our  establishment  due  to  its  evocative,  unique  nature  and  gender  neutrality.     Description:     Resurgence  Fitness  is  a  unique  one-­‐stop  lifestyle  center  that  will  house  the  latest  innovations  in   class-­‐based  fitness  such  as,  barre,  CrossFit,  yoga,  and  Pilates.    The  advantage  Resurgence  Fitness   will  have  over  its  competition  is  that  it  can  adapt  and  phase  out  classes  that  are  no  longer  relevant   to  our  target  market  and  replace  them  with  the  next  on-­‐trend  innovation.  Resurgence  will  strive  to   create  a  unique  and  customizable  fitness  experience  that  allows  the  consumer  to  be  the  architect  of   their  own  wellness  and  allow  them  the  freedom  to  experience  new  fitness  trends  in  one  convenient   location  without  significantly  impacting  their  wallets.       Our  Mission:   The  divergent  designers  of  Resurgence  Fitness  are  passionate  devotees  to  health  and  wellness.   Resurgence  Fitness’  goal  is  to  transfer  that  passion  into  this  establishment  through  a  reinvention   and  revitalization  of  the  fitness  industry.  Resurgence  Fitness  will  foster  a  community  environment   that  will  forge  interpersonal  relationships  between  staff  and  the  customers.  We  will  strive  to  know   all  of  our  members  and  treat  them  as  friends  instead  of  bar  codes.  Resurgence  will  create  an   encouraging  space  for  all  levels  of  fitness  and  promote  the  feeling  of  enjoyment  through  wellness   instead  of  a  chore.  Through  our  cutting-­‐edge  structure  we  will  create  a  wellness  world  that  our   consumer  can  grow  and  thrive  with,  through  choice  and  innovation.      
  • 23. Business  Plan:  Resurgence  Fitness  Competitive   Matrix  
  • 24. Business  Plan:  Selling  Investors  On  the  Industry    
  • 25. Business  Plan:  Future  Opportunities    
  • 26. Math/Buying     The  buying  course  strategies  are  the  analytical  processes  that  include   planning,  purchasing  and  allocation  of  merchandise,  along  with  the   technical  knowledge  required  in  today’s  fashion  industry.     Areas  of  Study:     ²   Merchandise  Math     ²   Technology  for  Merchandise  Buying     ²   Merchandise  Buying     ²   Applied  Buying     ²   Merchandise  Allocation      
  • 27. Merchandise  Trend  Analysis             Opportuni)es       Threats     Areas  of  inves)ga)on     %       %       Current  Sales  Trends   1.5%   Current  sales  overall  are  up  for  the  year  in  the  retail  sector  despite  the  slow   growth  in  June.  (wsj.com)     2%   Retail  sales  only  claimed  0.2%  in  June.  This  has  been  the  slowest   growth  of  the  year.    (wsj.com)  Declining  traffic  in  tradi2onal   malls  is  having  a  significant  effect  on  brick  and  mortar  sales  as   well.  (Kantar.com)     Economic  Trends   2%   The  employment  outlook  in  the  United  States  is  steadily  improving.  The   unemployment  rate  has  dropped  to  6.1%  (according  to  bls.gov  as  of  7/3/14),   the  lowest  level  in  more  than  6  years.  The  overall  economy  is  improving  as   well  according  to  Federal  Reserve  Chairman,  Janet  Yellen,  per  her  remarks  in   a  recent  hearing  with  Congress  (Forbes.com).  But,  infla2on  and  lackluster   GDP  growth  con2nue  to  put  the  job  growth  and  overall  economic  health  into   ques2on  (Forbes.com).  Yet,  consumer  confidence  has  held  steady  in  recent   months  according  to  the  Gallup  Economic  Confidence  Index  (Gallup.com).             Fashion  Trends   2.5%   According  to  Vouge.co.uk  Six2es  style  dresses  (in  bold  geometric  prints),   Wool  outerwear  (neutral  color  paleke  in  an  oversized  style  with  an  earthy   undertone),  and  the  color  Red  (in  knits,  gowns,  and  coats)  are  on  trend  for   2014.  Silhouekes  on  trend  for  2014  are  belted  coats,  bell  skirts  and   androgynous  lines.  (vogue.co.uk/fashion/trends/2014-­‐15)           Promo2on   0.5%   Nordstrom  is  focusing  it's  adver2sing  in  its  online  plamorm.  Specifically  on   Pinterest.             Compe22on             3%   Due  to  Nordstrom  recent  push  in  the  discount  market  their   compe22on  has  the  advantage  in  the  higher  end  consumer.  Both   Niemen  Marcus  and  Bloomingdales  have  increased  their  online   presence  while  maintain  a  higher  end  image.  (Kantar.com)   Expansion     3%   Focused  growth  in  the  online  sector  has  the  company  focusing  its  financal   resources  in  that  area.  Nordstrom  is  alloca2ng  $1.2M  to  building  up  its   mobile  app  and  website  as  well  as  furthing  its  online  efforts  with  their   subsitaries  such  as  Nordstrom  Rack  and  Haute  Look.  Nordstrom  brick  and   mortar  and  rack  stores  are  expanding  into  Canada.  (Forbes.com)           Social/Poli2cal           1%   Immigra2on  is  the  highest  point  of  conten2on.  A  recent  Gallup   poll  showed  that  immigra2on  is  at  important  issue  at  17%  which   is  larger  than  dissa2sfac2on  with  government  (16%)  ,  economy   (15%)  ,  and  jobs  (14%).    (CNN.com)   Legal   0%       0%       Employment  Trend   2%   Unemployment  has  dropped  to  6.1%  in  the  United  States.  The  employment  in   the  retail  sector  alone  has  grown  by  317,000.(bls.gov  as  of  7/3/14)           Total   9.5       -­‐6       %  of  Increase  or  Decrease       3.5          
  • 28. Department  Analysis    Department  Modifica2on                                 Company  Nordstrom                       Season     Fall   Department  WILDFOX                       Year   2014                                                                   Classifica2on  1:  Sunglasses   Price  Points     $150-­‐169   $179     $189     $199     $219    TOTAL     %  to  Total  Dept.:  15%   %  to  total     20%   20%   20%   30%   10%   100.0%       Sizes   Round   Cat  Eye   Heart   Aviators   Classic           %  to  total     15%   5%   30%   25%   25%   100.0%       Colors   Red   Black     White     Gold   Blue           %  to  total     15%   30%   15%   25%   15%   100.0%                                   Classifica2on  2:  Tops   Price  Points     $59     $68     $78     $82     $92         %  to  Total  Dept:  25%   %  to  total     40%   35%   10%   10%   5%   100.0%       Sizes   X-­‐Small   Small   Medium   Large                 %  to  total     10%   25%   40%   25%       100.0%       Colors   Grey  w/Print   Pink  w/Print   White  w/Print   Blue  w/Print   Red           %  to  total     35%   15%   25%   10%   15%   100.0%                                   Classifica2on  3:  Sweaters   Price  Points     $82     $98     $108     $122     $128         %  to  Total  Dept:  25%   %  to  total     23%   23%   24%   15%   15%   100.0%       Sizes   X-­‐Small   Small   Medium   Large                 %  to  total     15%   20%   40%   25%       100.0%       Colors   Black   Plaid   Flower  Print   Graphic               %  to  total     40%   30%   15%   15%       100.0%                                   Classifica2on  4:  Bokoms   Price  Points     $88     $98     $154     $184     $268         %  to  Total  Dept:  20%   %  to  total     25%   30%   25%   15%   5%   100.0%       Sizes   X-­‐Small   Small   Medium   Large               %  to  total     10%   20%   35%   35%       100.0%       Colors   Light  Blue   Dark  Blue   Black     Denim               %  to  total     10%   20%   40%   30%       100.0%                                   Classifica2on  5:  Swim     Price  Points     $50     $76     $78     $138             %  to  Total  Dept:  15%   %  to  total     35%   35%   30%   5%       105.0%       Sizes   X-­‐Small   Small   Medium   Large               %  to  total     25%   25%   30%   20%       100.0%       Colors   Pink   Black     Blue   White   Graphic           %  to  total     25%   30%   5%   5%   35%   100.0%  
  • 29. 6  Month  Buying  Plan   Actual  -­‐  Last  Year                                         AUG   SEP   OCT   NOV   DEC   JAN   Total   Actual  Markdown   Beg.Month  Stock   $531.6     $688.5     $567.3     $990.3     $940.7     $366.4     $4,084.8     $   %   STS  Ratio   2.4   3.0   3.3   3.2   1.9   3.7   2.7   $339.5     22.2%   Sales   $221.4     $230.6     $172.6     $310.0     $493.2     $99.3     $1,527.0         Sales  %  Total   14.5%   15.1%   11.3%   20.3%   32.3%   6.5%   100.0%       Markdowns   $30.8     $32.0     $33.5     $66.2     $113.8     $63.2     $339.5    Average  Stock   Markdown  %   13.9%   13.9%   19.4%   21.4%   23.1%   63.6%   22.2%       ACT   Purchases   $409.1     $141.4     $629.1     $326.6     $32.7     $188.2     $1,727.0         $639.6     End  Month  Stock   $688.5     $567.3     $990.3     $940.7     $366.4     $392.1     $3,945.3    Turnover                                       ACT   Future  Sales   FEB                               2.4       $108.9                                 STS  Ratio   3.6   MARKUP  %   59.5%   Plan  -­‐  This  Year                                       AUG   SEP   OCT   NOV   DEC   JAN   Total   Actual  Markdown   Beg.Month  Stock   $550.0   $715.9   $589.3   $1,026.7   $969.9   $380.1   $4,267.2   $   %   STS  Ratio   2.4   3.0   3.3   3.2   1.9   3.7   2.7   $350.00   22.2%   Sales   $229.2   $238.6   $178.6   $320.8   $510.5   $102.7   $1,580.4       Sales  %  Total   14.5%   15.1%   11.3%   20.3%   32.3%   6.5%   100.0%   3.5%   Markdowns   $31.9   $33.2   $34.6   $68.7   $117.9   $65.3   $350.9  Average  Stock   Markdown  %     13.9%   13.9%   19.4%   21.4%   23.1%   63.6%   22.2%   PLN                             Purchases   $426.9   $145.2   $650.6   $332.7   $38.6   $193.7   $1,751.8       667.6   End  Month  Stock   $715.9   $589.3   $1,026.7   $969.9   $380.1   $405.8   $4,087.7  Turnover   Future  Sales   FEB                           PLN                                 $112.7                               $2.37   STS  Ratio   3.6   MARKUP  %      
  • 30. Open  To  Buy   Open To Buy Worksheet             Total     Aug Sep Oct Nov Dec Jan Spring BOM Actual/Frcst $1,635.0 $1,470.7 $1,752.4 $1,721.8 $1,582.8 $1,668.3 $9,831.04   Plan $1,600.0 $1,415.5 $1,585.5 $1,550.0 $1,365.0 $1,450.5 $8,966.5   Last year $1,725.0 $1,535.3 $1,695.7 $1,688.9 $1,473.1 $1,602.1 $9,720.1   Act to Plan % 2.2% 3.9% 10.5% 11.1% 16.0% 15.0% 9.6%   Actual to LY % -5.2% -4.2% 3.3% 1.9% 7.4% 4.1% 1.1% Monthly STS Actual/Frcst 3.4 3.2 3.0 3.5 3.6 3.2 3.3 Ratio/ Plan 3.5 3.2 2.9 3.2 3.1 2.8 2.0 Season Turn Last Year 3.8 3.5 3.2 3.5 3.4 3.1 1.8 Sales Actual/Frcst $483.0 $458.4 $583.2 $494.7 $445.0 $517.0 $2,981.20   Plan $460.0 $445.0 $545.0 $485.0 $445.0 $517.0 $2,897.0   Last year $454.1 $433.8 $536.2 $484.9 $432.8 $516.8 $2,858.6   Act to Plan % 5.0% 3.0% 7.0% 2.0% 0.0% 0.0% 2.9%   Actual to LY % 6.4% 5.7% 8.8% 2.0% 2.8% 0.0% 4.3% Markdown $ Actual/Frcst $106.3 $55.0 $122.5 $69.3 $50.0 $148.0 $550.98   Plan $94.5 $48.5 $58.5 $51.5 $50.0 $148.0 $451.0   Last year $100.8 $44.5 $57.2 $50.8 $53.2 $168.4 $474.9 Markdown % Actual/Frcst 22% 12.0% 21.0% 14.0% 11.2% 28.6% 18.5%   Plan 20.5% 10.9% 10.7% 10.6% 11.2% 28.6% 15.6%   Last year 22.2% 10.3% 10.7% 10.5% 12.3% 32.6% 16.6% Receipts Actual/Frcst $425.0 $795.0 $675.0 $425.0 $580.5 $345.0 $3,245.5   Plan $370.0 $663.5 $568.0 $351.5 $580.5 $345.0 $2,878.5   Last year $365.2 $638.7 $586.6 $319.9 $615.0 $350.0 $2,875.4 EOM Actual/Frcst $1,470.7 $1,752.4 $1,721.8 $1,582.8 $1,668.3 $1,348.3 $9,544.4   Plan $1,415.5 $1,585.5 $1,550.0 $1,365.0 $1,450.5 $1,130.5 $8,497.0   Last year $1,535.3 $1,695.7 $1,688.9 $1,473.1 $1,602.1 $1,266.9 $9,262.0 Open to Buy   -55.2 -166.9 -171.8 -217.8 -217.8 -217.8  
  • 31. Purchase  Order    PURCHASE ORDER PO #: 61146 STORE NAME: Nordstrom       VENDOR: Kensie       FREIGHT ALLOWANCE: Nordstrom   DEPT: Women's  Dresses   ADDRESS: 860  S  Los  Angeles     FOB PT: Los  Angeles   ORDER DATE: 11/15/14       Los  Angeles  CA  90015   SHIP VIA: Ground       DO NOT SHIP BEFORE: 25-­‐Nov       TERMS: 2%/15,  30     CANCEL IF NOT RECD: 5-­‐Jan       CLASS STYLE DESCRIPTION COLOR SIZE TOTAL UNITS Unit Cost COST TOTAL Unit Retail RETAIL TOTAL MU% MU $ Tank  Top  Dress   KS3K9S65   Spaced  Daisie   Black  Combo     XS   7    $44.00      $308.00      $89.00      $623.00     50.6%    $315.00                     S   11    $44.00      $484.00      $89.00      $979.00     50.6%    $495.00                     M   22    $44.00      $968.00      $89.00      $1,958.00     50.6%    $990.00                     L   22    $44.00      $968.00      $89.00      $1,958.00     50.6%    $990.00                     XL   11    $44.00      $484.00      $89.00      $979.00     50.6%    $495.00                     Subtotal            $3,212.00      $6,497.00      $3,285.00         KS3K9822   Stretchy  Make   Egg  Shell  Combo   XS   6    $49.00      $294.00      $99.00      $594.00     50.5%    $300.00                     S   14    $49.00      $686.00      $99.00      $1,386.00     50.5%    $700.00                     M   41    $49.00      $2,009.00      $99.00      $4,059.00     50.5%    $2,050.00                     L   39    $49.00      $1,911.00      $99.00      $3,861.00     50.5%    $1,950.00                     XL   18    $49.00      $882.00      $99.00      $1,782.00     50.5%    $900.00         Subtotal            $5,782.00      $11,682.00      $5,900.00                                                     Cap  Sleeve  Dresses     KS2K9S12   Floral  Lace   Iced  Orange  Combo   XS   8    $49.00      $392.00      $99.00      $792.00     50.5%    $400.00                     S   19    $49.00      $931.00      $99.00      $1,881.00     50.5%    $950.00                     M   36    $49.00      $1,764.00      $99.00      $3,564.00     50.5%    $1,800.00                     L   32    $49.00      $1,568.00      $99.00      $3,168.00     50.5%    $1,600.00                     XL   13    $49.00      $637.00      $99.00      $1,287.00     50.5%    $650.00                     Subtotal           $5,292.00        $10,692.00          $5,400.00                                                         KS3K9898   Drapey  French  Terry   Heather  Charcoal  Combo   XS   12    $44.00      $528.00      $89.00      $1,068.00     50.6%    $540.00                     S   40    $44.00      $1,760.00      $89.00      $3,560.00     50.6%    $1,800.00                     M   99    $44.00      $4,356.00      $89.00      $8,811.00     50.6%    $4,455.00                     L   52    $44.00      $2,288.00      $89.00      $4,628.00     50.6%    $2,340.00                     XL   33    $44.00      $1,452.00      $89.00      $2,937.00     50.6%    $1,485.00                     Subtotal           $10,384.00        $21,004.00          $10,620.00                                                     Spagher  Strap  Dresses   KS3K9S55   Mirrored  Mini  Floral   Black  Combo     XS   5    $39.00      $195.00      $79.00      $395.00     50.6%    $200.00                     S   9    $39.00      $351.00      $79.00      $711.00     50.6%    $360.00                     M   22    $39.00      $858.00      $79.00      $1,738.00     50.6%    $880.00                     L   17    $39.00      $663.00      $79.00      $1,343.00     50.6%    $680.00                     XL   9    $39.00      $351.00      $79.00      $711.00     50.6%    $360.00                     Subtotal           $2,418.00        $4,898.00          $2,480.00                                                         KS3K9914   Uneven  Dots   Black  Combo     XS   4    $44.00      $176.00      $89.00      $356.00     50.6%    $180.00                     S   21    $44.00      $924.00      $89.00      $1,869.00     50.6%    $945.00                     M   34    $44.00      $1,496.00      $89.00      $3,026.00     50.6%    $1,530.00                     L   29    $44.00      $1,276.00      $89.00      $2,581.00     50.6%    $1,305.00                     XL   9    $44.00      $396.00      $89.00      $801.00     50.6%    $405.00                     Subtotal           $4,268.00        $8,633.00          $4,365.00                                                             Discount   2%   Subtotal             $44,864.00        $90,669.00          $45,805.00     TOTAL  (Aer  discount)                             $43,966.72        $90,669.00     51.5%    $46,702.28    
  • 32. Assortment  Plan    Department:  Dresses           Month:  DEC           Class:       Class  %   Class  Purchase  $           Tank         20%   $18.1           Short  Sleeve       30%   $27.2           Cap  Sleeve       35%   $31.7           Spagher       15%   $13.6                   Planned  Receipts   $90,600.0                   Actual  Receipts   $90,402.0           Classifica)on  #1     Style   Descrip)on   Unit  Retail   Ttl  Units  for  Style   Size   %  by  Size   Units  by  Size   Total  $   KS3K9S65   Spaced  Daisies   $89.00     72  XS   10%   7   $640.8   KS3K9S65   Spaced  Daisies   $89.00         S   15%   11   $961.2   KS3K9S65   Spaced  Daisies   $89.00         M   30%   22   $1,922.4   KS3K9S65   Spaced  Daisies   $89.00         L   30%   22   $1,922.4   KS3K9S65   Spaced  Daisies   $89.00         XL   15%   11   $961.2                                                           Subtotal   $6,408.0                                   KS3K9822   Stretchy  Make   $99.00   118  XS   5%   6   $584.1   KS3K9822   Stretchy  Make   $99.00       S   12%   14   $1,401.8   KS3K9822   Stretchy  Make   $99.00       M   35%   41   $4,088.7   KS3K9822   Stretchy  Make   $99.00       L   33%   39   $3,855.1   KS3K9822   Stretchy  Make   $99.00       XL   15%   18   $1,752.3                                                           Subtotal   $11,682.0                                                           TOTAL   $18,090.0   Classifica)on  #2   Style   Descrip)on   Unit  Retail   Ttl  Units  for  Style   Size   %  by  Size   Units  by  Size   Total  $   KS3K9824   Square  Eyelet    $119.00     176  XS   10%   18   $2,094.4   KS3K9824   Square  Eyelet    $119.00         S   20%   35   $4,188.8   KS3K9824   Square  Eyelet    $119.00         M   30%   53   $6,283.2   KS3K9824   Square  Eyelet    $119.00         L   25%   44   $5,236.0   KS3K9824   Square  Eyelet    $119.00         XL   15%   26   $3,141.6                                                           Subtotal   $20,944.0                                   KS3K9823   Open  Lace    $89.00     70  XS   5%   4   $311.5   KS3K9823   Open  Lace    $89.00         S   12%   8   $747.6   KS3K9823   Open  Lace    $89.00         M   35%   25   $2,180.5   KS3K9823   Open  Lace    $89.00         L   33%   23   $2,055.9   KS3K9823   Open  Lace    $89.00         XL   15%   11   $934.5                                                           Subtotal   $6,230.0                           TOTAL   $27,174.0