Coffee Shop
Business Plan Sample

The coffee shop business plan is an essential tool for coffee shop owners and those who want to open a coffee shop.

A coffee shop business plan will give you an idea of how much a coffee shop will cost, how those costs will be funded, and how much money you expect to make from it. 

When it’s ready, you can show it to investors, banks, partners, and anyone else who can help you open a cafe. Getting this document right is worth your time and effort, so make sure you do it right.

After helping entrepreneurs in the USA launch more than 400 independent coffee shops, we know that a business plan is vital for success.

We are here to help you write a coffee shop business plan.

Here’s a business plan sample pdf and a template that will give you some inspiration for what should be included in your coffee shop business plan.

Coffee Shop Business Plan Template

Coffee Shop Business Plan Sample

A coffee shop business plan template should include the following sections. Let’s look at a coffee shop business plan template and discuss what each section should include.

Coffee Shop Business Plan Template

  1. Title Page
  2. Executive Summary
  3. Market Analysis
  4. Competitor Analysis
  5. SWOT Analysis
  6. Marketing Plan
  7. Funding Request
  8. Management Summary
  9. Financial Highlights

1. Business Plan Title Page

Start with the legal name of your business. Provide the address of a likely location or website if you already have one. Include your company logo at the top or bottom of the title page. On the title page, there should also be a table of contents listing each section and its page number.

Coffee Shop Business Plan Template
business plan template cta

What makes a great cover page for a business plan?

Visit our page on business plan cover page examples to download our free business plan cover page templates and create a beautiful cover page yourself.

2. Executive Summary

The Coffee Shoppe will be a business service provider based in Miami, Florida. Founded by Mrs. Nancy Harrigan. The Coffee Shoppe will offer a menu of services which include coffee, lattes, capacinos, expressos, deli sandwiches and baked goods.

While these services will comprise the initial market entry core, long-term plans call for the integration of storage and relocation capabilities to the business mix.

The local area has been in dire need of a service of this type for some time and The Coffee Shoppe plans to adequately serve them through the consistent delivery of real-time hospitality. 

The market is definitely filled with opportunities but in order to capitalize on them, a strong infusion of working capital must be acquiesced. 

The founder projects needing 100K for their business venture with repayment being made out of the profits that are driven annually. Funding that is secured will be used in a variety of areas including marketing, logistics, management, site procurement as well as the day to day operations of the organization.

The marketing for The Coffee Shoppe will be done through a variety of mediums including the Internet, mass media, print and networking. Internet efforts will center on the creation of a user-friendly website that clearly list all of the core services that will be offered. 

To read the full executive summary, click here to download the PDF

Useful Resource: How to write an executive summary for a business plan

Financial Highlights

Financial highlights of coffee shop business plan Sample

Financial Highlights

coffee shop business plan sample startup summary

3. Market Overview

The Company is entering the market at a time when the industry in which it operates is experiencing substantial growth. According to market research firm IBIS World, the Coffee & Snack Shops Industry has seen an average annual growth rate of 5.8% over the last five years, positioning industry revenue to be around $47.7 billion in

2018. The Coffee & Snack Shops industry is projected to see an average annual growth rate of 1.4% over the next five years, placing industry revenue at $51 billion in 2022.

Market Analysis

Market Analysis of Coffee Shop Business Plan Sample

Target Market

Target Market of Coffee shop business plan sample

4. Competitive Analysis

The following is a listing of the primary competitive advantages of the Companv upon entering the market

  • Congenial customer service
  • A central location wit greater foot traffic
    Parking facility available for customers
  • Soothing ambiance for calm eating
  • Excellent visibility from the road
  • Aggressive marketing campaian
  • Understanding visitors food choices and integrating the same in the menu
  • Inviting feedback from customers
  • Key understanding of trends and flavor
  • The company will hire experienced management and staff
Competitive analysis of coffee shop business plan

5. Swot Analysis

The following is an analysis of the SWOT analysis of the coffee shop business as well as the opportunities and threats present in the market.

Strengths

  • Location. The location is one of the primary strengths of the The Coffee Shoppe business model as there are currently no other organizations that have the capabilities to offer the types of services that will be introduced to the market.
  • The founder. Founder Nancy Harrigan is a seasoned, strategic business professional with an eye towards success, profit and achievement. These qualities will form the basis of the The Coffee Shoppe brand and be a catalyst that propels the success of the operation.
  • Servicing of a need. The services that will be brought to the local residents of Miami are one that is truly needed. The fact that The Coffee Shoppe will be satisfying this need will endear the organization to the customer base and allow for consistently strong growth.

Weaknesses

  • Lack of funding. Funding is the sole weakness of the The Coffee Shoppe business venture. While funding is a weakness it should be noted that the founder is confident that if adequate funding is secured, she will be able to develop a viable business.

Opportunities

  • Limited competition. The limited amount of local competition is the primary opportunity for The Coffee Shoppe as it will give the organization the opportunity to develop a loyal customer base while erecting barriers to entry.
  • Small business growth. The projected growth of small businesses will provide another opportunity and will feed opportunities directly into the The Coffee Shoppe pipeline.

Threats

  • Larger organizations. Larger organizations could possibly realize the opportunities that can be found in the local region and begin entering the market. While this is a threat, the founder believes that with strategic marketing, community efforts and customer service, this threat can for the most part be mitigated.

6. Marketing Plan

Marketing for The Coffee Shoppe will be done through a variety of mediums with television, print and the Internet being the primary drivers. The website will have SEO capabilities and will be developed using all of the latest in web and graphics technologies.

In addition to the home website, plans also call for the creation of a strong social media presence using Facebook.com and Twitter.com with regular updates occurring on each of the aforementioned pages.

Commercial time has already been purchased through ABC and commercial production will begin immediately following funding acquisition. Print marketing will consist of advertisements being placed in publications that are typically read by members of the targeted audience including small business owners and corporate types.

Networking will round out the The Coffee Shoppe marketing mix with the founder joining various networking groups that give her the ability to champion the brand that she has created.

7. Funding Request

Fund Requirement for Coffee Shop Business Plan

8. Management Summary

Management Summary Coffee Shop Business Plan

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9. Financial Highlights

coffee shop business plan financial highlights

Financial Indicators

financial indicators of coffee shop business plan samples
Break even analysis
Break even Analysis of Coffee Shop Business Plan
Profit and Loss Statement
profit and loss statement of coffee shop business plan samples
Projected Cash Flow
projected cash flow of coffee shop business plan samples
Projected Balance Sheet
balance sheet of coffee shop business plan samples

Our free real sample business plans will show you how to write a plan that looks as polished and professional as this one.

Click to view the coffee shop business plan sample. Our experienced business plan writers professionally write each business plan and work with you to develop a winning plan.

Coffee Shop Business Plan PowerPoint Presentation

Download Coffee Shop Business Plan Example PDF

We will show you some real-world business plan examples so you may know how to write your own, especially if you are seeking a bank loan or an outside investment and need to use SBA-approved formatting.