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The following questions are designed to determine the manner in which supermarket/wholesaler food business is conducted, the meaning of various terms, and methods of internal bookkeeping. The Commission believes that such information is necessary if the role and importance of supermarket and food wholesaler is to be properly and thoroughly understood.

1. Define "gross margin” as it is used with respect to cash discounts, advertising, manufacturing, warehousing, transportation and store overhead costs.

Cash discounts

Store overhead costs
2. How are promotional mark-downs treated?

(A) Promotional mark-downs are treated as an expense. . Yes

No (B) Promotional mark-downs are treated as a reduction of gross margin. Yes

No 3. There may be material differences between stores. For example, there may be differences in parking facilities, delicatessen departments, liquor departments, soft good departments, etc.

(A) List all possible material differences between stores which operate as part of addressee's business.

(B) Indicate whether additional services, e.g., delicatessen, parking etc., increases or decreases the gross margin for store offering services.

4. Define the store contribution to the operation's net profit and overhead.

5. What product categories do you place within the following departments for accounting purposes?

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6. Provide the following information for all stores located within the Commonwealth.

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7. Please describe in complete detail the company's principal activities.

8. Please state the names and addresses of your company's 15 largest customers by dollar volume and state the exact amount of that dollar volume.

9. Please state the names and addresses of your company's 20 largest suppliers by dollar volume and state the exact amount of that dollar volume.

10. Please state the names and addresses of the persons with whom you have competed in the past and presently compete against for the custom of the 20 customers listed in paragraph 2 above (wholesalers only).

11. Please state whether there is any equity or long-term (more than 120 days) debt interest of your company in any company engaged in the retail distribution of food products.

12. Please describe the manner in which food brokers compete with food wholesalers.



13. State whether your company provides services or facilities to its customers, in addition to the sale of products to them, in any of the following areas: (a) retail pricing

Yes No (b) advertising

Yes No (c) delivery/pick-up.


No d) credit


No in store set-up

Yes No (f) computerized order taking


(g) other:

Yes No

Yes No 14. If the answer to question number 13 is answered either fully or in part in the affirmative, please describe in precise detail the service provided; whether there is a charge therefor; if it is available to all customers; whether there is a minimum dollar on unit order before these services are made available; whether any or all of these services are provided by your competitors to their customers.

15. With regard to the extension of credit by your company, please state:

(1) The terms which are generally available to your customers;

(2) Whether certain customers are provided with better terms than others, and if so, which criteria is utilized by your company in determining which company receives the best credit terms.


ITEM B. COMPANY AFFILIATIONS Complete one Item B sheet for each active domestic company in which the addressee company had more than a 50 percent ownership interest at any time during the fiscal year given in Item A above.

1. Exact company title:
2. Mailing address:
3. Place of incorporation (State or country):
4. Date of incorporation (month/day/year):

5. Employer Identification Number(s) assigned to this company for reporting income and payroll taxes:

6. Describe the company's principal activities:

7. Total sales or receipts (including transactions with affiliates) in this company's most recently completed fiscal year:

8. Approximate percentage of total sales or receipts, as given in subitem 7, above, which originated from domestic operations:

9. If company was not more than 50 percent owned throughout entire fiscal year, give the first and last days on which it was more than 50 percent owned (month/day/year):


10. If subitem 9 is applicable, please explain what happened:


Complete a separate Item C for each line of business of the QFR Reporting Company.

1. Primary activity code for this line of business 2. List the segments which are included in this line of business: Name, city, State, zip code, and primary activity:

3. Specialization of the line of business. To facilitate the determination of the relative importance of primary products and secondary products in this line of business, please provide a breakdown of its sales or receipts. Use 5-digit Census of Manufacturers product classes for manufacturing activities and 2-digit Standard Industrial Classification (SIC) industries for non-manufacturing activities. Where

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