BUSI 601 University of Ghana Week 7 Chipotle Mexican Grill Case Study Analysis Chipotle Mexican Grill case study 1.Competitive forces, Competitive Profile
BUSI 601 University of Ghana Week 7 Chipotle Mexican Grill Case Study Analysis Chipotle Mexican Grill case study
1.Competitive forces, Competitive Profile Matrix (CPM), and competitors ratios
Deliverables for this section include:
a.Competitive forces analysis
b.CPM and analysis
c.Competitors ratios and analyis
2.Current and historical Financial Statements (Income Statement (I/S), Balance Sheet (B/S) and Statement of Cash Flows) from the 3 most current years for the firm
The financial statements must include changes (deltas) between years. BUSI 690
GROUP CASE STUDY INSTRUCTIONS
Complete a case study of ABC Corporation (your instructor will assign the specific company for
the case study at the beginning of Module/Week 7), in the case section of the text (e.g. Case
Number 3).
A formal, in-depth case study analysis requires you to utilize the entire strategic management
process. Assume your group is a consulting team asked by the ABC Corporation to analyze its
external/internal environment and make strategic recommendations. You must include exhibits
to support your analysis and recommendations.
The case study must include these components:
A minimum of 15 pages of text plus the exhibits
Cover page (must include the company name, your group name, a list of the active team
members, the date of submission, and a references page; the document must follow
current APA guidelines)
Matrices, which must be exhibits/attachments in the appendix and not part of the body of
the analysis (The Strategy Club has excellent templates/examples for exhibits and
matrices: http://strategyclub.com/free-student-template/)
Case study deliverables (text must follow this order with current APA level headings for each
component):
1. Executive Summary
2. Existing mission, objectives, and strategies
3. A new mission statement (include the number of the component in parenthesis before
addressing that component)
Great mission statements address these 9 components:
Customers: Who are the firms customers?
Products or services: What are the firms major products or services?
Markets: Geographically, where does the firm compete?
Technology: Is the firm technologically current?
Concern for survival, growth, and profitability: Is the firm committed to
growth and financial soundness?
Philosophy: What are the basic beliefs, values, aspirations, and ethical
priorities of the firm?
Self-concept: What is the firms distinctive competence or major competitive
advantage?
Concern for public image: Is the firm responsive to social, community, and
environmental concerns?
Concern for employees: Are employees a valuable asset of the firm?
4. Analysis of the firms existing business model
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BUSI 690
5. SWOT Analysis (comes from researching the firm, industry, and competitors)
It is important to know the difference between causes and effects in the SWOT
analysis. Causes are important, not effects. Once the SWOT Analysis is created, each
group needs to construct the SWOT Bivariate Strategy Matrix.
Deliverables for this section include:
a. SWOT Analysis
b. Internal Factor Evaluation (IFE) Matrix
c. External Factor Evaluation (EFE) Matrix
d. SWOT Bivariate Strategy Matrix
6. BCG Matrix (follow the Strategy Clubs template, not the textbooks format)
7. Competitive forces, Competitive Profile Matrix (CPM), and competitors ratios
Deliverables for this section include:
a. Competitive forces analysis
b. CPM and analysis
c. Competitors ratios and analyis
8. Current and historical Financial Statements (Income Statement (I/S), Balance Sheet
(B/S) and Statement of Cash Flows) from the 3 most current years for the firm
The financial statements must include changes (deltas) between years.
9. Ratios from the most current and available 3 years with deltas and analysis
10. Alternative strategies (giving advantages and alternatives for each)
11. Pro-Forma Financial Statements (I/S, B/S and Statement of Cash Flows) with deltas
out 3 years and analysis
Each year must have 2 columns: 1 with your strategy and 1 without your strategy.
a. Include Pro-Forma ratios for the first year out with deltas contrasting from the
most current years ratios.
12. Net Present Value analysis of proposed strategys new cash flow and EPS/EBIT
analysis you may use Excel to calculate these.
NOTE: To construct the first cash flow (cf1) at the very minimum, the new revenue
from your strategy(s) must be discounted back to the present value by calculating
EBIT and that figure will be your cfn for each year. cf0 (initial cost of your strategy),
cf1 (discounted cash flow first year), r (opportunity cost of capital, the rate of the next
best alternative use of cash/debt/equity resources).
a. ?????? = ?????0 +
????1
(1+??)1
????
????
????
2
3
??
+ (1+??)
2 + (1+??)3
(1+??)??
13. Specific recommended strategy and long term objectives
Explain why you chose the strategy, and discuss how much the strategy will cost to
implement and how much new revenue your strategy will create. Include your action
timetable agenda for accomplishing your strategy.
Have your group leader place the results of the case study analysis in a single document and post
it to the Group Case Study forum on your Group Discussion Board Forum.
Submit this assignment by 11:59 pm (ET) on Friday of Module/Week 8.
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BUSI 690
HOW TO DOWNLOAD SEC FINANCIAL DATA INTO EXCEL SPREADSHEETS
There are two ways to pull financial data in Excel format from the SEC site
(http://www.sec.gov/edgar.shtml), depending on how recent the information is.
OPTION 1: For filings that are a year or two old
Go to www.sec.gov.
o In the Filings & Forms box, click on Search for Company Filings.
o Then click on Company or fund name, ticker symbol, CIK (Central Index
Key), file number, state, country, or SIC (Standard Industrial Classification).
o Enter either a company name or ticker symbol into the appropriate box. (Note: it
may be easier to use a ticker symbol because this guarantees you have the right
company.) Choose Find Companies.
o On the next screen, select the appropriate filing or filter by filing type (10-K).
o Newer filings have two button options: Documents and Interactive Data. Select
Interactive Data if that is an option.
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BUSI 690
o Once in Interactive Data, select financial statements. A drop-down box will
appear in the left-hand column. Select the statement that you want. Then, click
View Excel Document above the left-hand column.
o
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BUSI 690
OPTION 2: For older filings
Follow the steps in Option 1 to get to the company filing screen. Since Interactive Data
will not be available, click on Documents.
o There will be several options. Find the link containing the full filing. This is
usually the first link but not always. For a 10-K filing look for a link titled 10-K.
Open Excel. Click on the Data tab in the ribbon and select From Web, the second icon
from the left.
o A web browser will open up. Copy the link from the company 10-K and insert it
into the New Web Query browser that opened up. Click Go to be taken to the
filing. (Note: The browser sometimes runs slow.)
o Find the financial tables you wish to import. Above the tables you should see a
yellow box with a black arrow pointing to the right. Click on each box
corresponding with each financial table that you wish to import. The box will turn
green with a check mark.
o Once all desired tables are selected, click the Import button at the bottom right of
the web browser.
o You will be taken back into the Excel spreadsheet with an Import Data box
open. To import the data, select either a cell in the existing worksheet or New
Worksheet and click OK.
o Data will be uploaded into Excel. Note that this process does a poor job of
formatting the tables. Brackets indicating negativity and currency symbols are
often placed in adjacent cells, necessitating manual entry. For year-over-year
Page 3 of 5
BUSI 690
analysis across multiple filings be careful to ensure that financial sheet items line
up with one another.
Page 4 of 5
BUSI 690
Page 5 of 5
BUSI 690
CASE STUDY GRADING RUBRIC
Criteria
Levels of Achievement
150 Points
Executive Summary
Advanced (A)
5 points
Proficient (B)
4 points
(5 points)
Provides a clear overview
of the papers contents.
Contains enough
information about the case
study.
Captures the purpose and
the main
recommendation(s) in 12
sentences.
Provides key evidence for
the major points.
Closes with a brief
summary and rationale for
the chosen strategy.
No key components were
Provides a less than clear
included.
overview of the papers
contents.
Lacking in information about
the case study.
Captures some of the purpose
and the main
recommendation(s) in 12
sentences.
Provides some key evidence
for the major points.
Brief summary and rationale
are lacking in content for the
chosen strategy.
Mission/Objectives
Strategies
5 points
Provides an overview of
the papers contents.
Contains some information
about the case study.
Captures most of the
purpose and the main
recommendation(s) in 12
sentences.
Provides most key
evidence for the major
points.
Closes with a brief
summary that contains
some rationale for the
chosen strategy.
4 points
1 to 3.9 points
0 points
Discusses existing mission
and objectives.
Discusses existing
strategies.
Begins to develop and
discusses new mission
statement.
Existing mission and
objectives were present.
Discussed existing strategies
in a broad manner, details
were not included.
Discusses new mission
statement.
No key components were
included.
(5 points)
Articulates existing
mission and objectives.
Thoroughly discusses
existing strategies.
Develops and discusses
new mission statement.
Developing (< C)
1 to 3.9 points
Not present
0 points
BUSI 690
New Mission
Statement
(5 points)
Existing Business
Model
(5 points)
SWOT Analysis
(25 points)
5 points
4 points
1 to 3.9 points
0 points
Creates a new mission
statement with the 9 key
components.
Includes the number
before addressing the
component.
5 points
Creates a new mission
Creates a new mission
statement with the 7-8 key
statement with the less than 7
components.
key components.
Includes the number before Includes the number before
addressing the component.
addressing the component.
Clearly articulates the
firms business model.
Explicates the value the
business model is
designed to capture.
23 to 25 points
Articulates the firms
business model.
Discusses the value the
business model is designed
to capture.
21 to 22 points
Broadly discusses the firms
business model.
Briefly discusses the value
the business model is
designed to capture.
1 to 20 points
No key components were
included.
Clearly articulates SWOT
Analysis.
IFE Matrix/EFE Matrix
SWOT Bivariate Strategy
Matrix
Provides sufficient outside
research to .corroborate
the OT.
Provides sufficient
analysis of the results of
the SWOT Analysis
section.
Articulates SWOT
Analysis.
IFE Matrix/EFE Matrix
included with minor errors
SWOT Bivariate Strategy
Matrix included with minor
errors
Provides good outside
research to .corroborate the
OT, some details were not
included.
Provides analysis of the
results of the SWOT
Analysis section.
SWOT Analysis included,
analysis needs improvement
IFE Matrix/EFE Matrix,
errors were present
SWOT Bivariate Strategy
Matrix, errors were present
Provides basic outside
research to .corroborate the
OT.
Provides basic discussion of
the results of the SWOT
Analysis section.
No key components were
included.
4 points
1 to 3.9 points
No key components were
included.
0 points
0 points
BUSI 690
BCG Matrix
(5 points)
Competitors
(10 points)
5 points
Develops a thorough
matrix by SBU and
analysis.
4 points
Develops a matrix by SBU
and analysis.
1 to 3.9 points
Develops a matrix, SBU is
incomplete or incorrect,
analysis should be
expounded.
0 points
No key components were
included.
10 points
8 to 9 points
1 to 7 points
0 points
Analyzes competitive
forces.
Includes and analyzes the
Competitive Profile
Matrix (CPM).
Includes and analyzes the
ratios of the firms two
closest competitors (check
the SBUs of each
competitor for
consistency).
Analyzes most of the
competitive forces.
Includes and analyzes most
of the Competitive Profile
Matrix (CPM).
Includes and analyzes most
of the ratios of the firms
two closest competitors
(check the SBUs of each
competitor for
consistency).
Analyzes some of the
competitive forces.
Includes and analyzes some
of the Competitive Profile
Matrix (CPM).
Includes and analyzes some
of the ratios of the firms two
closest competitors (check
the SBUs of each competitor
for consistency).
No key components were
included.
BUSI 690
Financial Statements
and Analysis
(15 points)
Ratio Analysis
(10 points)
Alternative Strategies
(10 points)
13.8 to 15 points
12.6 to 13.6 points
Completes an analysis of
Completes a thorough
the firms financial
analysis of the firms
statements for the 3 most
financial statements for
current years.
the 3 most current years.
Income Statement
Income Statement
Balance Sheet
Balance Sheet
Statement of Cash
Statement of Cash
Flows
Flows
Analysis includes most of
Analysis includes
changes (deltas) for each
the changes (deltas) for
line item for the 3 most
each line item for the 3
current years.
most current years.
10 points
Analyzes ratios from the
most current and available 3
years with deltas and
analysis.
10 points
Lists alternative strategies
(giving advantages and
alternatives for each).
8 to 9 points
1 to 12.5 points
Completes a basic analysis of No key components were
included.
the firms financial
statements for the 3 most
current years.
Income Statement
Balance Sheet
Statement of Cash
Flows
Analysis includes some of
the changes (deltas) for each
line item for the 3 most
current years.
1 to 7 points
Analyzes most ratios from the Analyzes some of the ratios
most current and available 3
from the most current and
years with deltas and analysis. available 3 years with deltas
and analysis.
8 to 9 points
Lists 2 or more alternative
strategies (giving advantages
and alternatives for each).
0 points
1 to 7 points
Lists less than 2 alternative
strategies (giving advantages
and alternatives for each).
0 points
No key components were
included.
0 points
No key components were
included.
BUSI 690
Pro-Forma Financial
Statements
(10 points)
NPV and EPS/EBIT
(10 points)
10 points
8 to 9 points
1 to 7 points
0 points
Includes and analyzes Pro- Includes and analyzes ProForma Financial
Forma Financial
Statements (I/S, B/S and
Statements (I/S, B/S and
Statement of Cash Flows)
Statement of Cash Flows)
with deltas out 3 years.
with deltas out 3 years with
minor errors.
Each Pro-Forma year has
2 columns: 1 with strategy Each Pro-Forma year has 2
columns: 1 with strategy
and 1 column without
and 1 column without
strategy.
strategy, with 2-5 minor
Includes Pro-Forma ratios
errors.
for the first year out with
Includes most of the Prodeltas contrasting from the
Forma ratios for the first
most current years ratios.
year out with deltas
contrasting from the most
current years ratios.
10 points
8 to 9 points
No key components were
Includes and analyzes Proincluded.
Forma Financial Statements
(I/S, B/S and Statement of
Cash Flows) with deltas out 3
years.
Each Pro-Forma year has 2
columns: 1 with strategy and
1 without strategy, there are
greater than 6 errors.
Includes some of the ProForma ratios for the first year
out with deltas contrasting
from the most current years
ratios.
1 to 7 points
0 points
Develops an NPV
figure/table.
Clearly articulates the cost
of the strategy (-cf0).
Clearly articulates the
subsequent Pro-Forma
cash flows (cf) for the
NPV analysis.
Thoroughly analyzes the
NPV.
Includes and analyzes the
EPS/EBIT figure/table.
Develops an NPV
figure/table, calculation is
incorrect or missing key
components.
Discusses but does not
include details of the cost of
the strategy (-cf0).
Discusses the Pro-Forma
cash flows (cf) for the NPV,
lacks detail and thoughtful
analysis.
Discusses the NPV, analysis
should be further developed.
Includes, without analysis
the EPS/EBIT figure/table.
No key components were
included.
Develops an NPV
figure/table, some minor
errors.
Articulates the cost of the
strategy (-cf0).
Articulates the subsequent
Pro-Forma cash flows (cf)
for the NPV analysis.
Analyzes the NPV.
Includes and discusses the
EPS/EBIT figure/table.
BUSI 690
Recommended
Strategies and
Objectives
(10 points)
Structure
25 points
Grammar/Spelling/
Format
(25 points)
10 points
8 to 9 points
1 to 7 points
0 points
Thoroughly analyzes the
new strategy.
States and discusses the
cost to implement the new
strategy.
Includes an action
timetable agenda for
accomplishing the new
strategy.
Advanced (A)
Analyzes the new strategy.
States and discusses the
cost to implement the new
strategy, minor details
missing.
Includes a timetable
agenda, with most details,
for accomplishing the new
strategy.
Proficient (B)
Thoroughly analyzes the new
strategy.
States and discusses the cost
to implement the new
strategy, missing details.
Includes a basic timetable
agenda for accomplishing the
new strategy, additional
details are needed.
Developing (< C)
No key components were
included.
23 to 25 points
21 to 22 points
1 to 20 points
0 points
Proper spelling and grammar Between 14 spelling,
are used. APA format
grammar, format or citation
including a cover page,
errors are present.
citations and references are
correct.
Between 59 spelling,
grammar, format or citation
errors are present.
Not present
More than 10 spelling,
grammar, format, or
citation errors are
present.
BUSI 690
CASE STUDY GRADING RUBRIC
Criteria
Levels of Achievement
150 Points
Executive Summary
Advanced (A)
5 points
Proficient (B)
4 points
(5 points)
Provides a clear overview
of the papers contents.
Contains enough
information about the case
study.
Captures the purpose and
the main
recommendation(s) in 12
sentences.
Provides key evidence for
the major points.
Closes with a brief
summary and rationale for
the chosen strategy.
No key components were
Provides a less than clear
included.
overview of the papers
contents.
Lacking in information about
the case study.
Captures some of the purpose
and the main
recommendation(s) in 12
sentences.
Provides some key evidence
for the major points.
Brief summary and rationale
are lacking in content for the
chosen strategy.
Mission/Objectives
Strategies
5 points
Provides an overview of
the papers contents.
Contains some information
about the case study.
Captures most of the
purpose and the main
recommendation(s) in 12
sentences.
Provides most key
evidence for the major
points.
Closes with a brief
summary that contains
some rationale for the
chosen strategy.
4 points
1 to 3.9 points
0 points
Discusses existing mission
and objectives.
Discusses existing
strategies.
Begins to develop and
discusses new mission
statement.
Existing mission and
objectives were present.
Discussed existing strategies
in a broad manner, details
were not included.
Discusses new mission
statement.
No key components were
included.
(5 points)
Articulates existing
mission and objectives.
Thoroughly discusses
existing strategies.
Develops and discusses
new mission statement.
Developing (< C)
1 to 3.9 points
Not present
0 points
BUSI 690
New Mission
Statement
(5 points)
Existing Business
Model
(5 points)
SWOT Analysis
(25 points)
5 points
4 points
1 to 3.9 points
0 points
Creates a new mission
statement with the 9 key
components.
Includes the number
before addressing the
component.
5 points
Creates a new mission
Creates a new mission
statement with the 7-8 key
statement with the less than 7
components.
key components.
Includes the number before Includes the number before
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