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Case Study–Spending and Headcount Forecast

You are playing the role of the divisional manager of the new e-bike division of Fox Factory Holding Corporation. The divisional manager is preparing to request funding to introduce the product and begin sales. Three options have been identified (note that these are fictitious assumptions):

Produce the new e-bike internally,

Outsource manufacturing to another manufacturer, and

License the design to an existing company for royalties on future sales.

In your assignment,
Develop a 3-year spending and headcount forecast in Excel for the next three years for the three potential options. Please do not forecast the current year.
Explain the key issues and considerations for the forecast.

Note: Please use the most recent Quarterly Report (Quarterly Results | Fox Factory Holding Corp. (ridefox.com)) (Form 10-Q) published on the Fox Factory Investor Overview website. Please use the earnings announcement, for example: “Fox Factory Holding Corp. Announces Third Quarter 20XX Financial Results” for the relevant required information.

The Case Study–Spending and Headcount Forecast project,

Case Study–Spending and Headcount Forecast
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