Balisi, John Renzie P., Florentino, Jim Kenneth P., Manuel, Oshin Queen T., Narra, Hannalee A., Naval, Dixie M., Reyes, Cassandra Eunice T., Sunga, Patrick C. 4 0
A Five-Year strategic financial plan for Upson International Corp. 6 6 Balisi, John Renzie P., Florentino, Jim Kenneth P., Manuel, Oshin Queen T., Narra, Hannalee A., Naval, Dixie M., Reyes, Cassandra Eunice T., Sunga, Patrick C. - - - 314 pages - - - - - . - . - 0 . - . - 0 .
Financial Plan: (BSBA major in Financial Management) - Pamantasan ng Lungsod ng Maynila, 2024
5
ABSTRACT: This Strategic Financial Plan evaluates Upson International Corporation's (UIC) financial performance from 2019 to 2023. Established in 1995, UIC is a leading IT retailer in the Philippines with brands like Octagon and Microvalley, operating over 232 branches nationwide. Despite its success, Upson faces challenges in managing overstocked and obsolete inventory, which ties up capital and affects profitability. To address this, the study uses financial tools like horizontal and vertical analysis, financial ratios, and regression to assess Upson's performance. It proposes three strategies: (1) implementing HubSpot CRM to enhance customer retention, (2) targeting B2B customers in provincial areas for bulk sales of slow-moving stock, and (3) launching pop-up shops to clear excess inventory directly to consumers. After evaluating these options, targeting B2B customers in provincial areas is the most effective strategy. It will help improve inventory turnover, reduce costs, and open up new growth opportunities in underserved markets, ensuring Upson remains a leader in the competitive IT retail sector.
5
2 = =
2
2 --0------
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0 2 --
--20------
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/ 2
/ 2
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A Five-Year strategic financial plan for Upson International Corp. 6 6 Balisi, John Renzie P., Florentino, Jim Kenneth P., Manuel, Oshin Queen T., Narra, Hannalee A., Naval, Dixie M., Reyes, Cassandra Eunice T., Sunga, Patrick C. - - - 314 pages - - - - - . - . - 0 . - . - 0 .
Financial Plan: (BSBA major in Financial Management) - Pamantasan ng Lungsod ng Maynila, 2024
5
ABSTRACT: This Strategic Financial Plan evaluates Upson International Corporation's (UIC) financial performance from 2019 to 2023. Established in 1995, UIC is a leading IT retailer in the Philippines with brands like Octagon and Microvalley, operating over 232 branches nationwide. Despite its success, Upson faces challenges in managing overstocked and obsolete inventory, which ties up capital and affects profitability. To address this, the study uses financial tools like horizontal and vertical analysis, financial ratios, and regression to assess Upson's performance. It proposes three strategies: (1) implementing HubSpot CRM to enhance customer retention, (2) targeting B2B customers in provincial areas for bulk sales of slow-moving stock, and (3) launching pop-up shops to clear excess inventory directly to consumers. After evaluating these options, targeting B2B customers in provincial areas is the most effective strategy. It will help improve inventory turnover, reduce costs, and open up new growth opportunities in underserved markets, ensuring Upson remains a leader in the competitive IT retail sector.
5
2 = =
2
2 --0------
6 --0-- 2 --------
0 2 --
--20------
--------20--
--------20--
----2
/ 2
/ 2
/
/