This supermarket business plan template has 39 pages and is a MS Word file type listed under our business plan kit documents.
Sample of our supermarket business plan template:
Confidentiality Agreement The undersigned reader acknowledges that the information provided by [YOUR COMPANY NAME] in this business plan is confidential; therefore, reader agrees not to disclose it without the express written permission of [YOUR COMPANY NAME]. It is acknowledged by reader that information to be furnished in this business plan is in all respects confidential in nature, other than information which is in the public domain through other means and that any disclosure or use of same by reader may cause serious harm or damage to [YOUR COMPANY NAME]. Upon request, this document is to be immediately returned to [YOUR COMPANY NAME]. ___________________ Signature ___________________ Name (typed or printed) ___________________ Date This is a business plan. It does not imply an offering of securities. 1.0 Executive Summary 1 Chart: Highlights 2 1.1 Objectives 2 1.2 Mission 2 1.3 Keys to Success 3 2.0 Company Summary 3 2.1 Company Ownership 3 2.2 Company History 3 Table: Past Performance 4 Chart: Past Performance 5 3.0 Products and Services 5 4.0 Market Analysis Summary 6 4.1 Market Segmentation 6 Table: Market Analysis 7 Chart: Market Analysis (Pie) 8 4.2 Target Market Segment Strategy 8 4.3 Service Business Analysis 9 4.3.1 Competition and Buying Patterns 9 5.0 Web Plan Summary 11 5.1 Website Marketing Strategy 11 5.2 Development Requirements 11 6.0 Strategy and Implementation Summary 11 6.1 SWOT Analysis 12 6.1.1 Strengths 12 6.1.2 Weaknesses 12 6.1.3 Opportunities 12 6.1.4 Threats 13 6.2 Competitive Edge 13 6.3 Marketing Strategy 13 6.4 Sales Strategy 13 6.4.1 Sales Forecast 14 Table: Sales Forecast 14 Chart: Sales Monthly 15 Chart: Sales by Year 15 6.5 Milestones 16 Table: Milestones 16 7.0 Management Summary 17 7.1 Personnel Plan 17 Table: Personnel 18 8.0 Financial Plan 18 8.1 Important Assumptions 19 8.2 Break-even Analysis 19 Table: Break-even Analysis 19 Chart: Break-even Analysis 20 8.3 Projected Profit and Loss 20 Table: Profit and Loss 21 Chart: Profit Monthly 22 Chart: Profit Yearly 22 Chart: Gross Margin Monthly 23 Chart: Gross Margin Yearly 23 8.4 Projected Cash Flow 24 Table: Cash Flow 25 Chart: Cash 26 8.5 Projected Balance Sheet 27 Table: Balance Sheet 27 8.6 Business Ratios 28 Table: Ratios 28 APPENDIX Table: Sales Forecast 1 Table: Personnel 2 Table: Profit and Loss 3 Table: Cash Flow 4 Table: Balance Sheet 5 1.0 Executive Summary [YOUR COMPANY NAME] is a small town supermarket located in [YOUR CITY] [YOUR COMPANY NAME] Owner: [YOUR COMPANY NAME] [YOUR ADDRESS] Phone: [YOUR PHONE NUMBER] Email: [YOUR EMAIL@YOURCOMPANY.COM] Being a sole community provider, the market offers grocery products to the local community and surrounding area of approximately 4,000 citizens. Often referenced as a pillar of the community, the community's viability is dependent upon the success of their local market. Without a successful pillar, such as the market, the community would falter and gradually deteriorate. It has been frequently referenced that a healthy community is dependent upon the success of its businesses. The market is seeking grant funding to assist with greater development efforts and to provide opportunities for further growth. The building was erected in the 1920's and has received limited upgrades to support the need for energy efficient building infrastructure and equipment. This funding will provide the necessary first steps for improving and expanding the services and enhancing the markets continued success in the community. Prior to March 1, 2007, annual sales of the market topped $500,000 with net incomes of approximately $15,000. With only minor enhancements to the market and the addition of product, annual sales have topped $1.1 million and net income has grown to over $60,000 annually. The community has responded positively to minor changes to the market and continues to praise the owners for "saving their community." [YOUR COMPANY NAME] is anticipating the receipt of funding in the amount of $600,000 in the 3rd or 4th quarter of 2010 to finance the upgrades and additions to the market. Chart: Highlights 1.1 Objectives Expand building to increase product selection and services. Replace existing equipment in facility to provide an energy efficient environment. Introduce deli/coffee shop by creating commercial kitchen, involving local patrons to prepare local favorites. Restore building's historical charm by providing necessary building upgrades. Boost image and awareness by establishing baseline customer satisfaction of 100%. 1.2 Mission [YOUR COMPANY NAME] is committed to satisfying customers by providing a broad selection of high quality and competitively priced products as well as exceptional customer service. The focus of [YOUR COMPANY NAME] is to create an environment that is warm, friendly, and clean. We are committed to our employees by treating them with respect, fairness and integrity and exposing them to an atmosphere that fosters teamwork and professional development. The suppliers of [YOUR COMPANY NAME] are also partners in the success of the company and we expect the same in return. It is our responsibility to be active stewards in our communities and to promote local involvement. 1.3 Keys to Success The keys to success for [YOUR COMPANY NAME] are: Quality products and friendly service. Maintaining existing loyal customer base. Creating a positive relationship within the community. 2.0 Company Summary The building that is currently home to [YOUR COMPANY NAME] was originally the local community bakery. The building was constructed in the 1920's and then transformed into the general mercantile store in the 1950's and continued as such until the 1980's. Because of distributor requirements to order certain quantities, the store dropped non-food items and continued to sell only food items, health/beauty, and household goods. [YOUR COMPANY NAME], originated on March 1, 2007. The business partners structured the business into two corporations; [YOUR COMPANY NAME] is the grocery business and INSERT NAME purchased owns the building the [YOUR COMPANY NAME] leases for the business. The lease is self renewing and is $1,710.00 monthly. The building is approximately 7,000 sq. ft. of which approximately 5,500 sq. ft. is actual product display and the remainder is warehouse/storage. Adjacent to the building is the store parking lot. The grocery store provides a broad range of store brand and national products of general grocery items. Because of the diverse population, the store also contains several gourmet and natural/organic products and produce. The owners of [YOUR COMPANY NAME] have partnered with local produce and meat farms to make local products available to the community. All meat is cut locally and is sold fresh daily. Several customers travel for miles to purchase the bologna and Longhorn Colby cheese as well as other meats and cheeses. The customers have confirmed their loyalty to our market by stating, that they will not purchase meat form any other market. 2.1 Company Ownership [YOUR COMPANY NAME] is a limited liability corporation owned and operated by INSERT NAME(s) each with a 50% share of ownership 2.2 Company History [YOUR COMPANY NAME] was purchased by the current owners INSERT NAME(s) in March 2007. The annual sales were approximately $500K with a net income of approximately $15K. After installing new shelving, increasing product selection, and including bi-weekly sales, [YOUR COMPANY NAME] has more than doubled annual sales and has shown a net income of approximately $60K for the past two years. Table: Past Performance Past Performance 2007 2008 2009 Sales $733,439 $1,159,101 $1,220,803 Gross Margin $125,004 $297,359 $333,947 Gross Margin % 17.04% 25.65% 27.35% Operating Expenses $257,014 $234,971 $269,735 Inventory Turnover 15.37 19.06 17
