Coffee shop business plan template


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Not accustomed to writing business plans? Our coffee shop business template will turn a typically challenging process into a total breeze.

Modelled on a complete business plan of a coffee shop in Normandy, our template features both the financial forecast and the written part that presents the project, its team, the local market and the business strategy implemented by the management.

Cast your eyes on this template to achieve a better understanding of what your bank and investors would like to see, so that you can create a business plan that meets their expectations.

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Coffee shop business plan template content


This template includes a complete business plan, with a financial forecast and the following sections:

  1. Executive summary:
    The executive summary gives the reader a clear and concise overview of your business idea
  2. Company:
    This section lays out the structure of your business, including its location, management team and legal status
  3. Products and services:
    Here, you'll give an overview of the services or products offered by the company
  4. Market analysis:
    The market analysis is where you’ll demonstrate that there is a strong demand for your products and services through a thorough assessment of the industry (customer profile, hot trends, regulation, competition, etc.)
  1. Strategy:
    This section highlights the company's game plan when it comes to pricing, marketing and mitigating risks along the way
  2. Operations:
    This step lays out the company's operational organisation, including the recruitment plan
  3. Financial plan:
    The financial plan includes a table of sources & uses (initial funding plan), and complete financial statements (P&L, balance sheet and cash flow statements).
  4. Appendices:
    This part provides the opportunity to include multiple financial appendices generated by our software (debt maturity profile, monthly financial statements, financial analysis, etc.).
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Coffee shop business plan template extract


Executive Summary

Business Overview

Cuppa Coffee will be a coffee shop located in the city of Caen, offering a wide selection of coffees, hot drinks, cold drinks, sandwiches, snacks and pastries.

Our coffee shop will specialise in the art of coffee-making, thanks to our barista-trained staff. All of our pastries and sandwiches will be made on-site with interchangeable seasonal recipes.

Cuppa Coffee will be located in the rue de Geôle, in the heart of Caen city centre, close to the city's main tram and bus station, as well as the castle and the Quatrans house.

Cuppa Coffee is a limited company with a share capital of €10,000. The company will be managed by two partners: Viviane D. who holds 60% of the shares and Amélie C. who holds 40% of the shares.

Each of the partners benefit from having the experience and professional background required to help them see the project through to its final stages.

Viviane has solid operational experience. She lived in London for 7 years where she worked as a barista and then managed a centrally located coffee shop. She also trained at the London School of Coffee, before coming back to France to open Cuppa Coffee.

Amélie has a strong background in management and marketing. She also lived in London for 5 years, where she met Viviane whilst working in a digital marketing agency.

Market Overview

Domestic Market

83% of French people are self-proclaimed coffee lovers. Although coffee is consumed regularly at home, especially at breakfast, it also provides an opportunity for people to meet and catch up with friends and family.

While the French's enthusiasm for coffee is universally acknowledged, the American take-away coffee culture is gradually developing, with 9% of the population calling into coffee shops every day for their caffeine fix.

Adjustments in working hours and shorter lunch breaks mean the French have less time to sit in a restaurant to enjoy a coffee, hence the appeal of coffee shops.

The French coffee shop market is dominated by three franchises which together hold nearly 60% of the market share: Colombus Café, Nescafé, and Starbucks.

Besides location, the most important criterion for a coffee shop is the quality of its services, both in terms of customer service and the overall atmosphere of the shop, as well as the quality of the drinks and food on offer.

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In terms of figures, the annual turnover of an independent coffee shop open 11/12 months of the year is estimated at €194,850 (excl. tax) with an average spend of around €7 (incl. tax) per customer.

People aged 25 to 34 make up the majority of coffee shop customers. After that comes once-off customers who are passing by, placing an emphasis on the importance of the location in attracting tourists or office employees on the go.

The least receptive to the French coffee shop concept are people over 50 years old. While 92% of them drink coffee, they prefer drinking it in a restaurant or at home. There's still a long way to go before changing their perceptions on the take-away coffee culture.

Local Market

In 2015, Caen was estimated to have 106,260 inhabitants. A population of 40,889 students was also recorded from 2017-2018, solidifying the presence of many potential coffee shop customers.

The city centre is an attractive point of focus. With a heavy influx of people making their daily commute between the city centre and the outskirts, its popular shopping district also attracts a wide variety of people both during the week and on weekends.

Students who live centrally tend to travel by tram to university, making them much more likely to opt for a take-away coffee to accompany them on their commute each morning.

Finally, the vast number of tourists in Caen should not be overlooked. With 438,000 visitors for the Caen Memorial in 2014 and 10,029 visitors for the Abbaye aux Hommes, tourists fall within one of our target groups.

Financial Highlights

We expect to be profitable in our first year of activity with sales of €202,132 and an EBITDA of €11,515 (with 5.70% of margin) for year 1.

We expect to be able to continue to grow our business to reach €206,015 in sales and €21,842 in EBITDA (with 10.60% of margin) by year 3.

We anticipate positive cash generation over the plan as a whole, and the company should be sufficiently capitalized to be able to meet its loan repayments while maintaining a margin to deal with unforeseen events.

Our Ask

The opening of our coffee shop will require an investment of €81,000.

The partners have planned to contribute €36,000 (44% of the total), with a share capital contribution of €10,000 and a director loan of €26,000.

We would like to obtain a loan of €45,000 to finance the remaining amount.

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