Overview Case considerations Key topics

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Overview Case considerations Key topics
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Overview Case considerations Key topics 8/25/2019 Panera Bread Overview Case considerations Key topics 8/25/2019 Senior Seminar in Finance

Senior Seminar in Finance 8/25/2019 Overview Time of case: end of 2007 Panera Bread must forecast it’s business and determine how to finance future growth. Spreadsheet file available: Panera.xls NOTE—be sure to refer to MEMO in spreadsheet 8/25/2019 Senior Seminar in Finance

Senior Seminar in Finance Case considerations Complete financing forecast for 2007 and then project financials through 2012—use the “worksheet” in the spreadsheet file as the forecast template. To sure to include forecast assumptions with model. Be sure to compute key ratios, such as debt and DuPont ratios. 8/25/2019 Senior Seminar in Finance

Senior Seminar in Finance Case considerations How does revenue growth affect profit margin and debt? How do food costs affect profit and debt? 8/25/2019 Senior Seminar in Finance

Senior Seminar in Finance Case considerations Can Panera manage the resulting debt indicated in forecast? Compute various debt measures and compare to comparable companies 8/25/2019 Senior Seminar in Finance

Senior Seminar in Finance Case considerations For case, assume: NOTE: debt is the “plug”—balances the balance sheet and indicates external funds needed Share repurchase ($75M) occurs in 2008 Interest expense 6% of debt Sales growth 25% for 2008-9; 5% for 2010-12 8/25/2019 Senior Seminar in Finance

Senior Seminar in Finance Key topics Forecasting and sensitivity analysis Financing strategies; managing growth 8/25/2019 Senior Seminar in Finance

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