Coffee Shop Business Plan Example | Upmetrics

1 Coffee ShopCoffee is always a good ideaBusinessPlan[YEAR]John Doe10200 Bolsa Ave, Westminster, CA, 92683(650) of ContentsExecutive Summary4 Objectives5 Mission Statement5 Guiding Principles5 Keys to Success5 Financial Summary6 Net Income6 Chart6 Business Overview7 Ownership8 Owners8 JOHN DOE8 Legal Form8 Start-Up Summary9 Location and Facilities9 Products and Services10 Products/Services Descriptions11 Menu11 product /Service Sourcing11 Inventory Management12 Warehousing and Fulfillment12 Future Products/Services12 Market Analysis13 Industry Analysis14 Competitive Landscape14 Products, Operations, Technology14 Market Size14 Industry Participants15 Chart15 Market Segments16 Market Tests16 Target Market Segment Strategy16 Market Needs16 Market Growth171 / 37 Positioning17 Competitive Analysis18 Competitive Comparison19 Main Competitors19 Roasterie Cafe19 Take Five Coffee Bar19 Homer s Coffee House19 Marketing And Sales20 SWOT Analysis21 Strategy Pyramid22 Unique Selling Proposition (USP)

2 22 Competitive Edge22 Marketing Strategy and Positioning23 Positioning Statement23 Pricing Strategy23 Promotion and Advertising Strategy24 Website24 Marketing Programs24 Sales Strategy24 Sales Forecast24 Sales Programs25 Legal25 Milestones25 Exit Strategy26 Organization and Management27 Organizational Structure28 Management Team28 Management Team Gaps28 Personnel Plan28 Financial Plan30 Important Assumptions31 Start-Up Costs32 Source and Use of Funds33 Projected Profit and Loss34 Balance Sheet Projections35 Cash Flow Statement362 / 37 Easy to use Business Plan SoftwareGet started using a Business plan template is always the fastest way to write yourbusiness plan, but as you know, you can't just fill in the blanks along with a template. Youwill need a collaborative tool that guides you on every step of your can help. With Upmetrics , you can easily bring your team to write aprofessional Business plan with automated financial forecasts.

3 You can also do:200+ Sample Business plansGet access to hundreds of sample Business plans covering almostall industries to kick start your Business plan writing. This helpsyou to get an idea how the perfect Business plan should look Sample Business PlansStep-By-Step GuideYou'll receive step-by-step instruction as soon as you select anybusiness plan template. We made Business planning easy withprompt help and examples on every step of your Business How It WorksConduct accurate financial projectionsDo not worry about not having accounting skills. With Upmetrics ,Simply enter your sales and costs figures, and we'll prepare all ofyour monthly/quarterly and yearly financial How It Works[YEAR] Business Plan | Coffee Shop3 / SummaryObjectivesMission StatementGuiding PrinciplesKeys to SuccessFinancial Summary[YEAR] Business Plan | Coffee Shop4 / 37 Start Writing Cooper s Cup will be a new cafe located in the Phoenix city of 1,500 square foot caf will be located in the newly constructed MarketSquare Plaza located on the northeast corner of 135th Street and MissionStreet.

4 The anchor tenant, the Price Chopper grocery store, has already takenoccupancy and the excellent location brings more than 10,000 shoppersObjectivesStart Writing primary objectives of the Business plan for Cooper s Cup are below:To increase revenues $36,000 or 5% in Year 2 and $73,000 or 10% byYear 3 Achieve a profit margin of in Year 2 and by Year 3 Mission StatementStart Writing Cooper s Cup is committed to its products and employees which theybelieve is the recipe for market PrinciplesStart Writing Cooper s Cup is committed to values such as excellence, passion, quality,integrity, and leadership which allow them to navigate challenges and providefor future opportunities. These core beliefs start with their commitment to theirproducts and their employees. Cooper s Cup rewards excellence and cherishesloyalty. The cafe will work with its employees to build strong businesses and aKeys to SuccessTo unlock help try Upmetrics !

5 To unlock help try Upmetrics ! To unlock help try Upmetrics ! To unlock help try Upmetrics ! [YEAR] Business Plan | Coffee Shop5 / 37 Start Writing Cooper s Cup stands out from the competition. Below are their Keysto Success:Great Products providing exemplary products at market prices will makecustomers want to return again and againFinancial SummaryNet IncomeFinancial YearSalesGross MarginNet ProfitYear12000006000050000 Year22500007000065000 Year33000009000080000 SalesGross MarginNet Writing unlock help try Upmetrics ! [YEAR] Business Plan | Coffee Shop6 / OverviewOwnershipLegal FormStart-Up SummaryLocation and Facilities[YEAR] Business Plan | Coffee Shop7 / 37 Start Writing Doe100 SharesJOHN DOEO wner - Cooper s Cup will be owned 100% by John Doe. Mr. Doe a graduate ofArizona State University has an undergraduate degree in Business high school, he worked as a waiter in a local hospital Coffee shop thatpurchased its beans from a local roaster.

6 In addition to being an avid Coffee drinkerhimself, this job allowed him to learn about the Business first-hand. In college, Doeworked in a campus coffeehouse for four years, eventually rising to the position ofassistant manager. Following graduation, Doe secured a Business developmentposition for a regional restaurant chain, which provided additional first-handexposure to the food and beverage industry especially the steps involved inestablishing new FormStart Writing Cooper s Cup will be formed as an S-Corporation wholly owned by unlock help try Upmetrics ! To unlock help try Upmetrics ! [YEAR] Business Plan | Coffee Shop8 / 37 Start-Up SummaryStart Writing Cooper s Cup will have seating for 40 patrons. The rent is $2,075 a month,with a three-five-year lease available. The site consists of 1500 square feet ofleased space consisting of a dining room, a Coffee bar, two restrooms, and astorage room in the back.

7 To be used as a restaurant, this storefront needs tobe plumbed and wired appropriately. Painting, new floors, and countertops areLocation and FacilitiesStart Writing unlock help try Upmetrics ! To unlock help try Upmetrics ! [YEAR] Business Plan | Coffee Shop9 / andServicesProducts/Services DescriptionsProduct/Service SourcingInventory ManagementWarehousing and FulfillmentFuture Products/Services[YEAR] Business Plan | Coffee Shop10 / 37 Products/Services DescriptionsThe Cooper s Cup s primary offering is gourmet roasted coffees with such varieties such as mocha,carmelicious, white mocha, candy bar latte, and brewed Coffee . Complementing the Coffee will be asmoothie line including wild berry, strawberry, peach, mango, and lemonade. Rounding out the simplemenu line will be pastries obtained with an outside supplier, freshly made and delivered daily.

8 Thepastry offerings may vary with seasonality but the primary line will muffins, bread, cookies, scones,and mochaCandy Bar LatteProduct/Service Sourcing[YEAR] Business Plan | Coffee Shop11 / 37 Start Writing Cooper s Cup has negotiated supplier agreements with several local food-service wholesalers and Coffee wholesalers in the Phoenix area that have areputation for quality and reliability:Mean Beans Coffee RoastersInventory ManagementWarehousing and FulfillmentFuture Products/ServicesStart Writing families which comprise the third largest market share in Phoenix, areoften overlooked in the Coffee market. Coffeehouses traditionally have notbeen considered kid friendly. To overcome this hurdle, the Cooper s Cup haslong term plans (5 years) to open a 2nd Coffee shop: A combination indoor playarea/ Coffee bar. This concept allows parents and caregivers an opportunity toTo unlock help try Upmetrics !

9 To unlock help try Upmetrics ! [YEAR] Business Plan | Coffee Shop12 / AnalysisIndustry AnalysisMarket SizeIndustry ParticipantsMarket SegmentsMarket TestsTarget Market Segment Strategy[YEAR] Business Plan | Coffee Shop13 / 37 Start Writing , Arizona is an award-winning place to live and work and is consideredthe leading Business community in the Midwest. National publications andorganizations recognize Phoenix for its Business environment and s a sampling: 6th Place, America s Best Places to Live Money, Top 50 Cities to Live and Play, National Geographic Adventure, 3rd Hottest Town inIndustry AnalysisStart Writing US Coffee shop industry includes about 20,000 stores with combinedannual revenue of about $10 billion. Major companies include Caribou Coffee ,International Coffee & Tea (The Coffee Bean & Tea Leaf), Peet s Coffee , andStarbucks.

10 The industry is concentrated: the top 50 companies generate morethan 70 percent of sales. Coffee shops are part of the specialty eatery industry,Competitive LandscapeStart writing taste and personal income drive demand. The profitability ofindividual companies depends on the ability to secure prime locations, drivestore traffic, and deliver high-quality products. Large companies haveadvantages in purchasing, finance, and marketing. Small companies cancompete effectively by offering specialized products, serving a local market, orProducts, Operations, TechnologyStart writing products include beverages and food. Beverages include brewed coffeeand tea; espresso drinks (cappuccinos, cafe lattes); cold blended beverages;bottled water; soft drinks; and juices. Food includes pastries, bakery items,desserts, sandwiches, and candy. Many Coffee shops sell whole or groundcoffee beans for home consumption.