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Walmart Expansion Analysis – Part 1
[WLOs: 3, 4] [CLOs: 2, 3, 5, 6]
  
Watch this video featuring Dr. Kevin   Kuznia, Academic Department Chair.
 
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Prior to beginning work on this assignment, review Chapter 24 of your textbook and the Walmart Case Study.  downloadYou will also need to access Walmart’s most recent annual report from Walmart’s Financial Information (Links to an external site.) page. You can use the annual report to gather additional international data.
In this final project you will continue to build on your Walmart Case study work from previous courses. Imagine that you have been hired as a data analyst for Walmart. The Walmart executive team has asked you to gather data that will assist them in determining if this foreign market is a viable option for a Walmart expansion. You will continue to research the same region you have chosen to expand to in your previous MBA courses. Please refer to the Walmart Case StudyLinks to an external site. for the list of available regions.
Your Final Project will be comprised of two parts. In Part 1 you will be required to gather and analyze data for your case study paper. In Part 2 you will need to create a 3- to 5-minute video presentation using the data gathered in your paper to make your recommendation to the Walmart executive team.
Walmart Expansion Analysis Final Project, Part 1: Walmart Case Study Paper (17 points)
You have been tasked with collecting and analyzing key data points that will assist Walmart in their decision to expand to your chosen region. In Part I, you will gather data from various sources, use the tools learned throughout this class to analyze data, and determine the best way to present this data to the Walmart executive team. Finally, you will make a recommendation on whether or not this foreign market is a viable option for a Walmart expansion.
Note: It is OK to not recommend an expansion to your chosen region. Just be sure to justify your recommendation.
Step 1: Data Collection
As a data analyst, you will be required to locate data from multiple sources. It is recommended that you use the Mergent Database in the University of Arizona Global Campus Library, the Business Insight Global database in the University of Arizona Glob

al Campus Library, and Walmart’s latest Annual Report to begin your data collection. These databases should serve as a guide for your research. You are expected to identify additional data sources that will be useful in your analysis.
Accessing Mergent database:
You can locate current Walmart data from the Mergent database in the University of Arizona Global Campus Library. Review the Mergent Online: Accessing Mergent Online (Links to an external site.) for instructions on accessing and searching the database. Search for “Walmart” and select “Walmart Inc.”
Navigate to the Company Financials tab. You may want to review the Income Statement for items such as net sales, operating expenses, projected income, etc. It is recommended that you review data from at least the last five years.
If you wish, you can export this data into an excel document by selecting the “Download” option in the upper right corner of the Mergent page.
Accessing Business Insights: Global database:
To access the Business Insight Global database, access the University of Arizona Global Campus Library and select to the “Find Articles and More”. Next, select “Databases A-Z”, then find the “Business Insights: Global” database. In the search bar, type “Walmart”, ensuring the “Company” tab is selected from the dropdown menu. You may want to review items such as gross profit, interest expense, net income, etc.
Business Insights: Global also has some information on Walmart in particular countries that may be useful in your research. To search, type Walmart or Wal-mart into the search bar at the top of the Business Insights: Global homepage, ensuring “Country” is selected from the drop-down menu. This will provide results that cover Walmart in areas such as China, Brazil, Chile, India, Puerto Rico, Argentina, and Canada. You may wish to gather data for countries that are closest to your region for comparison.
Accessing Walmart’s annual report:
You can find Walmart’s most recent annual report on their Financial Information (Links to an external site.) page. You can use the annual report to gather additional international data.
Here are some examples of data that may be useful to an analyst: