Annual Report Analysis
I choose Starbucks

Objective: To analysis the financial statements of a publicly traded company.
Obtain an annual report from a corporation that is interesting to you. Using techniques you have
learned in the previous weeks, respond to the following questions:
1. Who are the firm’s auditors? Do they provide a clean opinion on the financial
statements?
2. Have there been any subsequent events, errors and irregularities, illegal acts, or relatedparty transactions that have a material effect on the financial statements?
3. Describe the trend in total assets and total liabilities for the years presented.
4. What are the company’s three largest assets for the most recent year presented?
5. What are the company’s three largest liabilities for the most recent year presented?
6. What types of stock does the company have? How many shares are there outstanding
for each type of stock for the most recent year presented?
7. Does the company use the single-step or multiple-step income statement or a variation?
8. Does the income statement contain any separately reported items in any year
presented, included discontinued operations or extraordinary items? If it does, describe
the even that caused the item. Hint: there should be a related footnote.
9. Describe the trend in net income over the years presented.
10. Does the company have other comprehensive income? If yes, what is the nature of the
transaction(s)?
11. Does the company use the indirect or direct method of the cash flow statement?
12. What is the trend in cash from operations for the years presented?
13. What are the 2 largest items included in cash from investing activities?

Guidelines
• Papers must 8 to 10 pages in length (this would be roughly 1/2 page per area included in
the report), 10 point font, double-spaced, include a cover page, table of contents,
introduction, body of the report, summary or conclusion and works cited.
• Even though this is not a scientific-type writing assignment, references are still very
important. At least 3 authoritative, outside references are required (anonymous authors
or web pages are not acceptable). These should be listed on the last page titled "Works
Cited".
• Appropriate citations are required.
• All DeVry University policies are in effect including the plagiarism policy.
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Annual Report Analysis




Papers are due during Week 6 of this course.
Any questions about this paper may be discussed in the weekly Q&A Discussion topic.
This paper is worth 155 total points and will be graded on quality of research topic,
quality of paper information, use of citations, grammar and sentence structure.

Grading Rubrics
Category
Documentation &
Formatting
Organization &
Cohesiveness
Editing
Content
Total

Points %
15

10

15

10

15
110

10
70

155

100

Description

A quality paper will meet or exceed all of the
above requirements.

Best Practices
The following are the best practices in preparing this paper.
• Cover Page - Include who you prepared the paper for, who prepared, and date.
• Table of Contents - List the main ideas and section of your paper and the pages in
which they are located. The illustrations should be included separately.
• Introduction - Use a header on your paper. This will indicate you are introducing your
paper.
The purpose of an introduction or opening:
1. Introduce the subject and why the subject is important.
2. Preview the main ideas and the order in which they will be covered.
3. Establish a tone of the document.
Include in the introduction a reason for the audience to read the paper. Also, include an
overview of what you are going to cover in your paper and the importance of the material. (This
should include or introduce the questions you are asked to answer on each assignment.)
• Body of Your Report - Use a header titled with the name of your project. Example: “An
Analysis of the Financial Statements of Nike”. Then proceed to break out the main ideas.
State the main ideas, state major points in each idea, provide evidence. Break out each
main idea you will use in the body of your paper. Show some type of division like
separate sections that are labeled; separate group of paragraphs; or headers. You would
include the information you found during your research and investigation.
• Summary and Conclusion - Summarizing is similar to paraphrasing but presents the
gist of the material in fewer words than the original. An effective summary identifies the
main ideas and major support points from the body of your report. Minor details are left
out. Summarize the benefits of the ideas and how they affect the tourism industry.
• Work Cited - Use the citation format as specified in the Syllabus.
Additional hints on preparing the best possible project.
1. Apply a three step process of writing… Plan, Write, and Complete.
2. Prepare an outline of your research paper before you go forward.
3. Complete a first draft and then go back to edit, evaluate, and make any changes
required.

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Annual Report Analysis
4. Use visual communication to further clarify and support the written part of your report.
You could use example graphs, diagrams, photographs, flowcharts, maps, drawings,
animation, video clips, pictograms, and tables.

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    • 8 years ago
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