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American Apparel

Team 15

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Ryan Wong

Kevin Liu

Yuan Zhang

Cameron Lucero

Henna Kabra

Shawn Yu

Thao Ngo

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Was Charney’s recovery plan successful?

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Charney’s Plan

  • “Improving operating performance”
  • “Overhauling of the entire process of inventory management”
  • “Crush the cost while focusing on getting the required EBIT quarterly”

“Dov, in his upbeat spirits, made an extensive plan for the recovery of the company through improving the operating performance, overhauling of the entire process of inventory management and severely trying to crush the cost while focusing on getting the required EBIT quarter by quarter in order to meet the requirements of heavy debt that it has taken.”

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Key Financial Issues

  • Took too much debt without any recovery plans
  • Made Cash Flow Mistakes by accelerated growth in brick and mortar stores globally in 2008
  • Production loss due to hiring undocumented employees

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Horizontal Analysis

Balance Sheet

Quarterly from 2011 to 2012

Total assets increases by 2.7%

Total liabilities increases by 15.6%

Total stockholders’ equity decreases by 71%

Annually from Dec 2010 to 2011

Total assets decreases by 1%

Total liabilities increases by 9.4%

Income Statement

Three months ended Sep 30

EBITA decreases by 27568%

Net loss increases by 16428%

Nine months ended Sep 30

EBITA decreases by 72%

Net loss increases by 50%

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Vertical Analysis

Balance Sheet:

Quarterly from Dec 11, 2011 to Sep 30, 2012

Current assets is 71% in 2011 & 70% in 2012

Current liabilities is 52% in 2011 & 57% in 2012

Total stockholders’ equity is 15% in 2011 & 4% in 2012

Annually from Dec 2010 to 2011:

Current assets is 66% in 2010 & 71% in 2011

Current liabilities is 85% in 2010 & 52% in 2011

Income statement:

Three months period:

EBITA is -2% in 2011 & 3% in 2012

Net loss is 5% in 2011 & 12% in 2012

Nine months period:

EBITA is -5% in 2011 & -1% in 2012

Net loss is 7% in 2011 & 9% in 2012

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Financial Ratios

Debt-to-equity:

Total liabilities/ Shareholders’ equity

319768 / 13877 = 23

Current ratio:

Current assets / Current liabilities

232858 / 180766 = 1.2

Return on equity:

Net income / Shareholders’ equity

(-19012/13877) x 100 = -137%

Extent of loss:

Net loss / Net sales

19012 / 162160 = 0.11

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Our Plan

Limit Brick and Mortar

Rebrand

Improve Ecommerce

(Short Term)

(Short Term)

(Long Term)

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Limit Brick and Mortar Stores

  • Reduce retail stores by 50%
    • Save $4,437,500 in leasing cost

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Rebrand

  • Fire the CEO
    • Push “Made in America” image

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Improve Ecommerce

  • Focus on online sales
    • Basics
      • More Warehouses
        • Shipping improvement

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Financial Plan

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Sales Forecast (U.S. Only)

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Sales Forecast With Changing Retail

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Ecommerce Replacing Our Retail Sales (for nine months ending in september)

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Expenses

Key changes:

$4,437,500 left over from closing 50% of US brick and mortar stores

-$300,000 for rebranding marketing campaign

-$990,000 for warehouses

-$12,000,000 for e-commerce infrastructure (shipping, etc.)

_____________________________________________

$8,852,500 needed from investors

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Incentives to Obtain our Loan

Retail e-commerce sales worldwide from 2014 to 2019 (in billion U.S. dollars)

Seeking a total of 9 million dollars

Why should they invest?

-Firing Charney

-Made in America

-Vision for Ecommerce

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Assets and Liabilities

Key changes:

Property (Assets):

$65,959,000 (existing)

-$4,437,500 (from cutting retail 50%)

+$990,000 (warehouses)

____________________

$62,512,000

Long Term Debt (Liabilities):

$97,142,000

+$9,000,000

______________

$106,292,000

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Break Even Analysis

2011 Net Loss : -$9,008,640

Total sales 2016:

$186,494,000

Total sales 2011:

$175,435,000

$186,494,000

-$175,435,000

=$11,590,000

2016 Net Profit: $11,590,000

2011

2012

2013

2014

2015

2016

5 Years

Domestic Sales:

How many years will it take to pull American Apparel out of loss?

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Summary

Our new vision

Rebranding campaign

Ecommerce model

5 years

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Thank You