Costco Case Analysis

Equity (finance) , Balance sheet , Expense

  • School: Lamar University, TX
  • Term: fall
  • Year: 2014

Table of Contents
Executive Summary2
Mission and Values4
Strategic Path Forward5
Goal 1 Strategies6
Goal 2 Strategies6
Lead Measurement7
Moving Forward7
Warehouse Stores and Supercenters Industry Analysis8
Warehouse Stores an Supercenters Industry Performance9
Products and Markets10
Key Success Factors12
Shopping Experience14
Online Retail15
Financial Analysis16
Income Statement16
Balance Sheet and Stockholder Equity16
Statement of Cash Flow17
Liquidity and Efficiency23
Financial Leverage26
Cash Flow Analysis26
Statement of Stockholders Equity Analysis27
Generate Additional Profit31
Organization Analysis33
Mission, Vison, and Values33
Current Strategy and Business Model34
Expanding Across Industries35
Key Success Factors35
Customer Loyalty36
Human Resources37
Brand Recognition37
Costco CRX Technology37
Distribution Channel38
Appraisal and the Future38

The following is an analysis of Costco Wholesale Corporation. As a group, we are tasked with defining our position in the industry by producing an executive summary, giving a broad industry analysis, a complete financial analysis, an organizational analysis, and producing what we feel is Costco’s issue statement. Our primary objective is to use said information in determining the future direction that most benefits stakeholders while furthering customer value.

Costco Wholesale Corporation is the leading competitor in the warehouse industry in the United States, and one of the largest retailer outlets in the world. Founded in 1976, Costco grew from its roots in Seattle, Washington in 1983 to a worldwide corporation expanding over 9 countries and gaining over 71 million members as of 2013 and a retention...
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