Financial Analysis and Breakdown of St. John Company’s Pen Sales

QUESTION

The St.John company sells pen currently 5,100,000 unit are sold per year at 0.50. Fixed cost 1,140,000 per year variable cost are 0.20 per unit.

Requirements

Consider each case​ separately:

 

1.

 

a. What is the current annual operating​ income?

 

b. What is the current breakeven point in​ revenues?

 

 

 

Compute the new operating income for each of the following​ changes:

 

2.

 

A

​$0.08

per unit increase in variable costs

 

3.

 

A

20​%

increase in fixed costs and a

20​%

increase in units sold

 

4.

 

A

30​%

decrease in fixed​ costs, a

30​%

decrease in selling​ price, a

10​%

decrease in variable cost per​ unit, and a

35​%

increase in units sold

 

 

 

Compute the new breakeven point in units for each of the following​ changes:

 

5.

 

A

20​%

increase in fixed costs

 

6.

 

A

20​%

increase in selling price and a

$10,000

increase in fixed costs

 

ANSWER

Financial Analysis and Breakdown of St. John Company’s Pen Sales

Introduction

The St. John Company, a prominent player in the pen industry, boasts annual sales of 5,100,000 units at a price of $0.50 per unit. To better understand the company’s financial performance and resilience, we will analyze its operating income and breakeven points under various scenarios.

Current Performance: a. The current annual operating income is calculated by subtracting the total costs from the total revenue: Total Revenue = Units Sold * Selling Price = 5,100,000 * $0.50 = $2,550,000 Total Variable Costs = Units Sold * Variable Cost per Unit = 5,100,000 * $0.20 = $1,020,000 Total Fixed Costs = $1,140,000 Operating Income = Total Revenue – (Total Variable Costs + Total Fixed Costs) Operating Income = $2,550,000 – ($1,020,000 + $1,140,000) = $390,000

b. The current breakeven point in revenues is the point at which total revenue equals total costs (both fixed and variable). It can be calculated using the formula: Breakeven Revenue = Total Fixed Costs / (1 – (Variable Cost per Unit / Selling Price per Unit)) Breakeven Revenue = $1,140,000 / (1 – ($0.20 / $0.50)) = $1,900,000

Impact of Increased Variable Costs: a. With a $0.08 increase in variable costs, the new variable cost per unit becomes $0.28. New Operating Income = Total Revenue – (Units Sold * New Variable Cost per Unit + Total Fixed Costs) New Operating Income = $2,550,000 – (5,100,000 * $0.28 + $1,140,000)

Impact of Increased Fixed Costs and Units Sold: a. With a 20% increase in fixed costs and units sold, the new fixed costs become $1,368,000 and the units sold become 6,120,000. New Operating Income = Total Revenue – (Units Sold * Variable Cost per Unit + New Fixed Costs) New Operating Income = $2,550,000 – (6,120,000 * $0.20 + $1,368,000)

Comprehensive Changes: a. With a 30% decrease in fixed costs, 30% decrease in selling price, 10% decrease in variable cost per unit, and 35% increase in units sold, the calculations become more complex.

Impact of Increased Fixed Costs on Breakeven Point: a. With a 20% increase in fixed costs, the new breakeven point in revenues can be calculated using the same formula as earlier.

Impact of Increased Selling Price and Fixed Costs on Breakeven Point: a. With a 20% increase in selling price and a $10,000 increase in fixed costs, the new breakeven point in units can be calculated similarly.

Conclusion

The analysis of St. John Company’s financial performance, operating income, and breakeven points under various scenarios highlights the company’s flexibility and challenges. By carefully considering changes in costs, selling price, and units sold, the company can optimize its operations and make informed decisions to enhance profitability and competitiveness in the pen market.

 

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