This discount retail store business plan template has 35 pages and is a MS Word file type listed under our business plan kit documents.
Sample of our discount retail store business plan template:
Confidentiality Agreement The undersigned reader acknowledges that the information provided by [YOUR NAME] in this business plan is confidential; therefore, reader agrees not to disclose it without the express written permission of [YOUR 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 NAME]. Upon request this document is to be immediately returned to [YOUR 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 Start-up Summary 3 Table: Start-up 4 Chart: Start-up 4 3.0 Products 5 4.0 Market Analysis Summary 5 4.1 Market Segmentation 5 Table: Market Analysis 5 Chart: Market Analysis (Pie) 6 4.2 Target Market Segment Strategy 6 4.3 Industry Analysis 6 4.3.1 Competition and Buying Patterns 6 5.0 Strategy and Implementation Summary 7 5.1 SWOT Analysis 7 5.1.1 Strengths 7 5.1.2 Weaknesses 7 5.1.3 Opportunities 7 5.1.4 Threats 8 5.2 Competitive Edge 8 5.3 Marketing Strategy 8 5.4 Sales Strategy 8 5.4.1 Sales Forecast 8 Table: Sales Forecast 9 Chart: Sales Monthly 9 Chart: Sales by Year 10 5.5 Milestones 11 Table: Milestones 11 Chart: Milestones 11 6.0 Management Summary 12 6.1 Personnel Plan 12 Table: Personnel 12 7.0 Financial Plan 13 7.1 Start-up Funding 13 Table: Start-up Funding 13 7.2 Important Assumptions 14 7.3 Break-even Analysis 14 Table: Break-even Analysis 14 Chart: Break-even Analysis 15 7.4 Projected Profit and Loss 16 Table: Profit and Loss 16 Chart: Profit Monthly 18 Chart: Profit Yearly 18 Chart: Gross Margin Monthly 19 Chart: Gross Margin Yearly 19 7.5 Projected Cash Flow 19 Table: Cash Flow 20 Chart: Cash 21 7.6 Projected Balance Sheet 22 Table: Balance Sheet 22 7.7 Business Ratios 23 Table: Ratios 23 Table: Sales Forecast 1 Table: Personnel 2 Table: Personnel 3 Table: Profit and Loss 3 Table: Profit and Loss 4 Table: Cash Flow 4 Table: Cash Flow 5 Table: Balance Sheet 4 Table: Balance Sheet 7 Executive Summary Introduction: As a direct result of the ongoing [YOUR STATE/PROVINCE] oil boom, the state's economy is booming as well, with the lowest state jobless rate in the country of 3.6% in July, and recent jobs gains that completely offset all of the jobs lost during the recession, bringing [YOUR STATE/PROVINCE]'s employment to a record high in July of 373,500. With this type of job growth there is a record amount of people moving into the state of [YOUR STATE/PROVINCE]. The increase in population the opportunity to create a Dollar Store is immensely great. As new people move in and new neighborhoods are being, created people will need the grocery stores to feed their families. Even with low unemployment, people are still looking to save much of their income and a dollar store will offer those potential customers the savings they are looking for. The Company: [YOUR COMPANY NAME] is a start-up retail that will be franchisee of [YOUR COMPANY NAME]. The Dollar Store provides interesting merchandise options at bargain prices. The [YOUR COMPANY NAME] is one of the few Dollar Store franchisers that owns and operates a corporate store. Being a volume distributor Dollar Store passes on the best price to its franchisees. [YOUR COMPANY NAME] is committed to providing the assistance you need to tap into your share of this growing market. Our name alone wins you a following of loyal customers who count on the Dollar Store to provide the products and service they need for their daily use. The Dollar Store is the only corporation, which provides everything you need to run a Dollar store. Our Services: Dollar Store sells a variety of quality discount merchandise. The types of merchandise we will carry will include items such as dishware, household goods, toys, cosmetics, candy, greeting cards, and a list of items too exhaustive to list here. A dedicated staff is committed to providing excellent customer service. The merchandise is purchased from a variety of well-known manufacturers such as Procter & Gamble, General Mills, American Greetings as well as a number of other generic branded companies. Shipments arrive on a daily basis. We will continue to find new product lines that can be added to our inventory. We are able to sell products at very low prices, because we will purchase items from discontinued lines, seconds, over runs, etc., that cannot be sold to a manufacturer's usual retail customers. The Market: The Dollar and Variety Stores industry has capitalized on the recession, with more consumers turning to its stores for deep discounts. Over the next five years, dollar and variety stores are expected to continue performing well by targeting low-income households and thrifty customers. Financial Considerations: [YOUR COMPANY NAME] is seeking grant funds in the amount of $363,000. This business plan and all the financial data is based on [YOUR NAME] and [YOUR NAME] receiving these grant fund The Dollarstore inc. Franchising offers a host of benefits no other business opportunity can match: Immediate product and brand recognition Established distribution channels Store Operation System (POS) The major focus for grant funding is as follows: Marketing/advertising fees for designing our grand opening. Purchase Inventory Hire additional personal Legal fees for corporate organization filings Secure building 100% woman owned business Chart: Highlights 1.1 Objectives The primary objectives of [YOUR COMPANY NAME] are: 1. To provide a wide range of merchandise at reasonable prices. 2. To achieve a healthy profit margin within the first year. 3. To achieve a modest net profit by year two. 4. To bean active and vocal member of the community. 1.2 Mission [YOUR COMPANY NAME] provides a variety of interesting merchandise options at bargain prices. Dedicated to customer service [YOUR COMPANY NAME] will give its patrons the kind of service that is respectful and prompt. Employees of [YOUR COMPANY NAME] will also be treated in a professional manner with a rewarding work environment and fair compensation. [YOUR COMPANY NAME] wants each customer to feel as though he/she has gotten Fifth Avenue treatment at a bargain price. 1.3 Keys to Success To succeed in this business we must: Sell a broad range of products. Provide for the satisfaction of 100% of our customers. Be an active member of the community. Encourage customer input. 2.0 Company Summary [YOUR COMPANY NAME] sells products and provides excellent customer service for the public. They have located a space that they will lease for a retail store, which will be use to market and merchandise the stores products. [YOUR COMPANY NAME] is formed as a sole prop and formed in November of 2010 by [YOUR NAME] and [NAME]. 2.1 Company Ownership [YOUR NAME] and [NAME] are both 50% partners in [YOUR COMPANY NAME]. 2.2 Start-up Summary [YOUR COMPANY NAME] will be established in the State of [YOUR STATE/PROVINCE] in the fourth quarter of 2010. The Company estimates starting operations and receiving grant funding in the amount of $363,000 first quarter 2011. Start-up expenses are from incorporation to start of operations in the amount of $202,500 including legal fees, initial advertising campaign and operating costs for the first three-month period. Additionally, the Company will need a start-up inventory of $125,000 and working capital of $35,000 Table: Start-up Start-up Requirements Start-up Expenses Legal $5,000 Stationery etc
