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// HIGHBANKISSUE 06 · ON THE BOOK

Kowhai Retail Group Ltd

HOMEWARES AND GIFTING RETAIL · 14 STORES

Fourteen stores carrying US$1.1m of aged stock from a Christmas that did not clear — and buying 22% more for the next one. Gross margin has fallen five points on clearance.

COMPOSITE TEACHING CASE

Kowhai Retail Group Ltd is a fictional construction. The figures, relationships and decisions on this page are illustrative — built for teaching, not drawn from any real borrower or transaction.

// WHAT WAS ASKED

THE REQUEST
Existing seasonal
US$2.0m
Requested
US$3.5m
Last peak drawn
US$2.6m including overdraft
Asked for by
Mid-September, when orders ship
ON THE FILE
Revenue
US$31m, up 6%
Aged stock
US$1.1m, 18% of inventory
Gross margin
46%, from 51% on clearance
This year's buy
Up 22%, on an unsold year
Operating cash flow
US$0.4m, down 60%

// WHAT THE BANK DID

Funded to the level the business had demonstrated — US$2.6m with a clean-down covenant — and no further. The increment was left to shareholder money or to evidence: pre-orders.

The reasoning is in the file itself — the four options that were on the table, how readers answered, and the senior banker's read of the same numbers.

Open issue 06

// READ FROM OTHER CHAIRS

The same file, and the same week, from the chairs of the people on the other side of it.

Nothing further is recorded here about Kowhai Retail Group. This record holds published files only — when the business next appears in an issue, its entry grows.

ALL OF HIGHBANK