Flora-Stats Annual Report 1998

1998 Wholesaler’s Profitability Report (1997 Data)

Executive Summary

Financial performance varied widely within WF&FSA in 1997. As can be seen in the exhibit on the facing page, the typical firm had sales of $3,638, 101 and a pre-tax profit of 2.0 percent. In contrast, the high-profit firm had sales of $3,875,758, and profit of 5.6 percent. Of greatest consequence, the typical firm had a pre-tax return on assets (profit before taxes expressed as a percentage of total assets) of 7.6 percent. For the high profit firm return on assets was 24.0 percent.

A number of factors led to the differences in results. In most instances these differences can best be illustrated by what are commonly called the critical profit variables (CPVs). The following exhibit compares the typical and the high profit firm on the critical profit variables.

The Critical Profit Variables

Typical WF&FSA Dist. High Profit WF&FSA
Gross Margin
Reflects the ability to buy and sell optimally
32.2% 33.8%
Operating Expense
Focuses on expense control
30.8% 28.1%
Inventory Turnover
Reflects how well inventory is managed
11.1 Times 13.4 Times
Average Collection Period
Reflects acconts receivable collection practices
47.5 Days 39.5 Days

The high profit firm seldom performs better on all of the critical profit variables. Instead, it is the sum-total of their performance on the CPVs which produces higher overall results. The nature of the differences between the typical and the high profit firm and the underlying reasons for those differences need to be understood by everyone.

The typical and the high profit firms have different sales volumes. They also differ on the critical profit variables identified above. The result is dramatically improved operating performance. The following exhibit indicates the results the typical firm achieved and the results the high profit company earned.

An Overview of Financial Results

Typical WF&FSA Dist. High Profit WF&FSA
Net Sales $3,638,101 $3,875,758
Cost of Goods Sold 2,467,360 $2,565,752
Gross Margin 1,170,741 1,310,006
Operating Expenses 1,119,807 1,090,638
Operating Profit 50,933 219,368
Other Income/Expense 23,284 -1,550
Profit Before Taxes $74,217 $217,818
Total Assets $980,620 $905,551
Return on Assets 7.6% 24.0%

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