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Retail Management

Company Sources Checklist

Where can you find information on a company's strengths and weaknesses, operations & supply chain, merchandising and pricing, marketing strategy and more?  Be sure to check these sources:

Sources for Company Reports - Internal Info

Evaluate a company's shopping site, but also review the following key corporate sources, often under Investor Relations:

  • Annual Form 10-K SEC filing
    - Provides information on operations, marketing and organization
    • An introduction to the 10-K can be found here.
    • Alternatives to the 10-K include
      • 20-F SEC filing for non-US companies,
      • SEDAR Info for Canadian companies
  • Annual Report to Stockholders
    - President's letter often outlines strategy
    - Report itself may tell you much about its marketing
  • CEO Interviews, Conference Calls and/or press releases - updates on strategy, often found at corporate web sites.

If you need to refresh your knowledge of the above sources, check out this tutorial from Baruch College Library.

Besides the corporate web site, you can find Form-10K and other corporate filings at these sites.

Analysts Reports & News - External Opinions

    Corporate Responsibility Reports

    What does the company say about its social responsbility and sustainability initiatives?