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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Access post-trade information.
   • Determine objectives of post-trade analysis and product category to be reviewed.
   • Source financial and merchandise performance data from specified trading period.
   • Source supplier performance data from specified trading period.
   • Source customer and store feedback from specified trading period.
   • Obtain summaries of promotional activity that occurred during the specified trading period.
   • Review and make informed conclusions about competitor performance during the specified trading period.
   • Consult with relevant stakeholders to seek input on merchandise performance for the specified trading period.
2. Analyse post-trade information.
   • Confirm accuracy and integrity of performance information and data.
   • Evaluate financial performance data against performance indicators to determine financial performance of the product category.
   • Analyse post-trade information and data to develop evidence-based conclusions about merchandise performance.
   • Identify strengths, weaknesses, opportunities and threats based on findings.
3. Report on findings.
   • Document post-trade findings according to organisational requirements.
   • Use findings to make recommendations for improved merchandise category performance.
   • Communicate findings to relevant personnel.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

source and analyse the following post-trade performance information from a six-month trading period, for one product category:

financial performance

product performance

supplier performance

customer feedback

store feedback

competitor activity

promotional performance

use findings from the above analysis to document a post-trade analysis report identifying:

strengths

weaknesses

opportunities:

new

missed

threats

make recommendations for improved merchandise performance.

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Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in the elements and performance criteria of this unit:

post-trade analysis:

purpose

role in informing merchandise strategy

performance indicators and their role in post-trade analysis:

financial:

sales

gross profit margin

Gross Margin Return on Investment

stock to sales

stockturn

sell-through rates

average sale price

unit sales

purchase margin

markdowns

stock availability

best and worst sellers

full-price, markdown and promotional

Stock Keeping Unit performance

product performance

supplier performance

promotional performance

competitor activity

key stakeholders and their role in post-trade analysis:

buyers

planners

production

visual merchandisers

stores

management

marketing

warehousing

customer

techniques used to interpret financial and performance information

types of conclusions that can be drawn from a post-trade analysis

types of recommendations made following a post-trade analysis

formats for post-trade analysis reporting.

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