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RETAIL MERCHANDISE PLANNING: REFERENCE GUIDE
TABLE OF CONTENTS
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1. Today's Buying Environment & The Buying Function in Retail
| Spreadsheet A: Using Computerized Spreadsheets
| Retail Math: Markup
| Spreadsheet B: Calculating Individual and Cumulative Markups
2. Buying For Different Types of Retail Formats
| Retail Math: Profit and Loss Statement
| Spreadsheet C: Calculating Components of Operating Statements
| Annual Report Project: Nike
3. Purchasing Merchandise & Motivating Customers to Buy
| NRF Trend Report 2018
4. Understanding Product Trends: What Customers Buy
5. Planning and Forecasting
| Retail Math: Forecasting
| Spreadsheet E: Calculating Stock Turnover and Stock-Sales Ratio
6. Preparing Buy Plans
| Retail Math: Preparing Buying Plans
| Spreadsheet F: Preparing Buying Plans
7. Developing Assortment Plans & Controlling Inventories
| Retail Math: Developing Assortment Plans
| Spreadsheet G: Calculating Assortment Plans
| Retail Math: Controlling Inventories
| Spreadsheet H: Calculating GMROI
8. Selecting Vendors and Building Partnerships
9. Guest Speakers
10. Buying Project: Bombas in Urban Outfitters
| Presentation
| White Paper
Buying Environment & Buying Function
| Spreadsheet A
| Retail Math | Markup
| Spreadsheet B
Buying For Different Types of Retail Formats| Spreadsheet G
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![](https://static.wixstatic.com/media/6af54f_f60e539aec4b49a89ee8471b5936529a~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_240,w_1275,h_1410/fill/w_107,h_119,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_f60e539aec4b49a89ee8471b5936529a~mv2_d_1275_1650_s_2.jpg)
Retail Math | Markup
![](https://static.wixstatic.com/media/6af54f_77bb0310e5b34d0286c7746faec9537f~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_317,w_1275,h_1333/fill/w_108,h_113,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_77bb0310e5b34d0286c7746faec9537f~mv2_d_1275_1650_s_2.jpg)
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| Retail Math | Proft and Loss Statement
| Spreadsheet C
| Annual Report Project | Nike
Purchasing Merchandise & Motivating Customers
![](https://static.wixstatic.com/media/6af54f_297ab44eb0b344688b6e83bb3cb8aadd~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_238,w_1275,h_1412/fill/w_107,h_119,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_297ab44eb0b344688b6e83bb3cb8aadd~mv2_d_1275_1650_s_2.jpg)
Retail Math | Profit and Loss Statement
![](https://static.wixstatic.com/media/6af54f_a4c04379d62d40eabe1210c1630ebb0d~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_319,w_1275,h_1331/fill/w_108,h_113,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_a4c04379d62d40eabe1210c1630ebb0d~mv2_d_1275_1650_s_2.jpg)
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![](https://static.wixstatic.com/media/6af54f_4e68c4649761485bb26743a4aacc9e3a~mv2_d_1650_1275_s_2.jpg/v1/crop/x_0,y_102,w_1650,h_1173/fill/w_119,h_84,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_4e68c4649761485bb26743a4aacc9e3a~mv2_d_1650_1275_s_2.jpg)
Annual Report Project | Nike
![](https://static.wixstatic.com/media/6af54f_bb9a90f6eea54d478e2079fc6f18055e~mv2_d_2550_1650_s_2.jpg/v1/fill/w_113,h_73,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_bb9a90f6eea54d478e2079fc6f18055e~mv2_d_2550_1650_s_2.jpg)
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Understanding Product Trends
Planning and Forecasting
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Retail Math | Forecasting
| Retail Math | Forecasting
![](https://static.wixstatic.com/media/6af54f_2e78b1759fa746139d544c91bf53ff73~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_145,w_1275,h_1505/fill/w_108,h_127,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_2e78b1759fa746139d544c91bf53ff73~mv2_d_1275_1650_s_2.jpg)
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| Spreadsheet E
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Preparing Buy Plans
NRF
![](https://static.wixstatic.com/media/6af54f_d0aace22918242e69956b87690ca7abb~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_136,w_1275,h_1514/fill/w_108,h_128,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_d0aace22918242e69956b87690ca7abb~mv2_d_1275_1650_s_2.jpg)
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| Retail Math | Preparig Buying Plans
Suited to be viewed on desktop.
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Spread F
![](https://static.wixstatic.com/media/6af54f_3bf86ff081ce4025b381938f0ba03edb~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_125,w_1273,h_1525/fill/w_108,h_129,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_3bf86ff081ce4025b381938f0ba03edb~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_5cc87a0c37cf44af8df0e90e6ab4b067~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_170,w_1275,h_1480/fill/w_108,h_125,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_5cc87a0c37cf44af8df0e90e6ab4b067~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_1e8a2fef54cc4752a7b29e13ddd4ae21~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_138,w_1275,h_1512/fill/w_108,h_128,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_1e8a2fef54cc4752a7b29e13ddd4ae21~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_8bfb0b42ee01432ba4392661a00cde69~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_132,w_1275,h_1518/fill/w_108,h_129,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_8bfb0b42ee01432ba4392661a00cde69~mv2_d_1275_1650_s_2.jpg)
Assortment Plan and Controlling Inventor
![](https://static.wixstatic.com/media/6af54f_5ad9717e17ed481884e6274bb699f66a~mv2_d_1275_1650_s_2.png/v1/fill/w_60,h_78,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_5ad9717e17ed481884e6274bb699f66a~mv2_d_1275_1650_s_2.png)
Retail math | developing assortment plan
![](https://static.wixstatic.com/media/6af54f_25b928512c6147a2932b166e24cc63ae~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_140,w_1275,h_1510/fill/w_108,h_128,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_25b928512c6147a2932b166e24cc63ae~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_f931542a60374766b7713ee0b74a8fe5~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_142,w_1275,h_1508/fill/w_108,h_128,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_f931542a60374766b7713ee0b74a8fe5~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_b12f7c80b1f74acd8253d687c72a292d~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_136,w_1275,h_1514/fill/w_108,h_128,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_b12f7c80b1f74acd8253d687c72a292d~mv2_d_1275_1650_s_2.jpg)
Spreadsheet G
Retail Math | Preparing Buy Plans
Retail Math | Developing Assortment Plans
![](https://static.wixstatic.com/media/6af54f_b12f7c80b1f74acd8253d687c72a292d~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_149,w_1275,h_576/fill/w_108,h_49,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_b12f7c80b1f74acd8253d687c72a292d~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_9fb2cd7812af42f8a8c7b42513cd11d6~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_342,w_1275,h_1308/fill/w_107,h_110,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_9fb2cd7812af42f8a8c7b42513cd11d6~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_f2cd01e2dfc64b37b0864dee0c931d38~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_164,w_1275,h_1410/fill/w_107,h_119,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_f2cd01e2dfc64b37b0864dee0c931d38~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_73df5d5f0bda4e8fa867508611f26806~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_142,w_1275,h_1508/fill/w_108,h_127,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_73df5d5f0bda4e8fa867508611f26806~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_5d92ad1f603d435fb2ae405dd0077161~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_149,w_1275,h_1501/fill/w_108,h_127,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_5d92ad1f603d435fb2ae405dd0077161~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_1203c2015dfe42db893c53b9917ea312~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_134,w_1275,h_1516/fill/w_107,h_127,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_1203c2015dfe42db893c53b9917ea312~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_bf970f8c04c14c2f99fd6acbbb5b9028~mv2_d_1275_1650_s_2.jpg/v1/crop/x_2,y_125,w_1271,h_1351/fill/w_108,h_115,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_bf970f8c04c14c2f99fd6acbbb5b9028~mv2_d_1275_1650_s_2.jpg)
Retail Math | conrolling inventory
![](https://static.wixstatic.com/media/6af54f_d0da998cade84fdaabc0104f96cd67e6~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_134,w_1275,h_1516/fill/w_107,h_127,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_d0da998cade84fdaabc0104f96cd67e6~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_07b99744aea24bfca3327dc66cf8fc40~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_138,w_1275,h_1512/fill/w_108,h_128,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_07b99744aea24bfca3327dc66cf8fc40~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_698350c06c3d4bf59040367f6bcfbf29~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_306,w_1275,h_1344/fill/w_108,h_114,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_698350c06c3d4bf59040367f6bcfbf29~mv2_d_1275_1650_s_2.jpg)
Spreadsheet H
![](https://static.wixstatic.com/media/6af54f_b5b0a119569f49da9fed6b3b2dde87bf~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_178,w_1275,h_1472/fill/w_107,h_124,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_b5b0a119569f49da9fed6b3b2dde87bf~mv2_d_1275_1650_s_2.jpg)
Selecting Vendors & business partners
![](https://static.wixstatic.com/media/6af54f_f9b883bf627b4a11a39b2e50418ddbf4~mv2_d_1275_1650_s_2.png/v1/fill/w_60,h_78,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_f9b883bf627b4a11a39b2e50418ddbf4~mv2_d_1275_1650_s_2.png)
Guest Speakers
Retail Math | Controlling Inventories
![](https://static.wixstatic.com/media/6af54f_3e204b9c600d4f14a858f70fa0b37517~mv2_d_1275_1650_s_2.jpg/v1/fill/w_108,h_140,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_3e204b9c600d4f14a858f70fa0b37517~mv2_d_1275_1650_s_2.jpg)
Guest Speakers: Urban Outfitters & Five Below
![](https://static.wixstatic.com/media/6af54f_a93a38f5f4a844bcaa521fae26c41380~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_34,w_1275,h_1616/fill/w_108,h_137,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_a93a38f5f4a844bcaa521fae26c41380~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_ba6956724f0a420182ab3ecbb33c1399~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_15,w_1275,h_1603/fill/w_108,h_135,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_ba6956724f0a420182ab3ecbb33c1399~mv2_d_1275_1650_s_2.jpg)
![](https://static.wixstatic.com/media/6af54f_134dc3262b6a426a90ae6ee10a789775~mv2_d_1275_1650_s_2.jpg/v1/crop/x_0,y_134,w_1275,h_432/fill/w_108,h_37,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6af54f_134dc3262b6a426a90ae6ee10a789775~mv2_d_1275_1650_s_2.jpg)
Presentation
Buying Project: Bombas in Urban Outfitters
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