Love brewing coffee and dreaming about opening your own café?
Well, it’s a great idea! Starting a coffee shop is a way of creating cozy spaces and bringing people together, and with the right setup, yours could become a local favorite.
But making it happen takes more than good coffee and a cozy vibe.
You’ll need a clear plan that covers everything from sourcing quality beans to building a loyal customer base.
Need help writing one?
No worries. This coffee shop business plan example is here to guide and inspire you.
Coffee Shop Business Plan Sample
Let’s take a look at the Brewnest Café business plan sample to better understand the essential details and elements you need to include in your own plan.
1. Executive Summary
Business name: Brewnest Café
Location: 1579 Elmwood Avenue, Suite A, Rochester, New York
Business structure: Limited Liability Company (LLC)
Owner/CEO: Camille Dorian
Business Overview
Brewnest Café is a local coffee shop, set up with the idea of offering good coffee, fresh food, and a space where people feel at ease. There’s no big concept behind it—we just wanted a spot that feels comfortable and serves things we enjoy ourselves.
We make our coffee in small batches. Pastries come from a few small bakeries nearby that we've been happy to work with. It’s nothing fancy, but we care about what goes into each cup and plate.
Most of the people who come in are students, remote workers, or folks from the neighborhood. Some stay for hours, others are in and out. We’ve got places to sit inside and out, and yes, Wi-Fi is available for anyone who needs it.
From time to time, we invite local musicians to perform or display artwork from nearby artists. It’s a small way we support the creative community and bring something extra to the space. These simple touches reflect what we care about—good coffee, local connections, and a welcoming atmosphere.
Target Market
We proudly serve a diverse range of customers who visit Brewnest Café for quality coffee, fresh pastries, and a welcoming space.
- Students and staff from nearby colleges
- Remote workers and freelancers
- Coffee lovers who want more than just a caffeine fix
- Local residents and passersby are looking for a chill spot
Unique Selling Points
Our unique selling points highlight what makes Brewnest Café different and why customers choose us.
- Ethically sourced coffee and local baked goods
- Seasonal drinks and treats that rotate throughout the year
- Free Wi-Fi and a work-friendly environment
- A strong community vibe with events and partnerships
- Loyalty program to keep regulars coming back
Marketing Strategy
We focus on staying connected through social media like Instagram and TikTok, and we encourage customers to share their experiences online. We also host community events, partner with nearby colleges, and offer student discounts and loyalty rewards to bring people in and make them feel at home.
Financial Outlook
Brewnest Café projects steady revenue growth, starting at $248,000 in Year 1, increasing to $307,000 in Year 2, and reaching $385,000 by Year 3, supported by controlled operating costs and increasing net profit each year.
| Category | Year 1 (USD) | Year 2 (USD) | Year 3 (USD) |
|---|---|---|---|
| Total Revenue | $248,000 | $307,000 | $385,000 |
| Operating Costs | $138,000 | $147,000 | $157,000 |
| Net Profit | $40,000 | $73,000 | $123,000 |
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2. Business Description
Brewnest Café is a small coffee shop in Rochester, New York. We opened it because we wanted a space where people could enjoy a good coffee and feel comfortable. We make our drinks in small batches and get pastries from a few local bakeries. There are also vegan and gluten-free choices for anyone who needs them.
Some people come to get work done. Others stop in to relax or talk with a friend. We have places to sit both inside and outside. Sometimes we put on small events for the neighborhood, like music or art. We’re here to serve coffee, but also to be part of what makes this community feel connected.
Mission Statement
To serve great coffee in a friendly space where people feel welcome, inspired, and part of a community—all while staying committed to quality, sustainability, and supporting local.
Vision Statement
To become Rochester’s favorite coffee shop, known for our thoughtful service, cozy vibe, and high-quality drinks and treats that keep people coming back.
Future Goals
Our future goals focus on creating an even better experience for our customers, growing our sales through new offerings, and strengthening the Brewnest Café brand in Rochester.
- Make Brewnest a well-known and loved café in the Rochester community.
- Build a loyalty program that rewards our regulars and encourages more visits.
- Add more unique menu items that reflect the seasons and customer feedback.
- Host more events that bring people together, like open mics, art nights, and workshops.
- Explore the idea of opening a second location or a mobile coffee cart in the future.
3. Market Research
Coffee is part of daily life for a lot of people. Coffee sales for home use, like from supermarkets and shops, are expected to hit about $96.45 billion by 2025. It shows that coffee is still something people enjoy, whether they brew it themselves or grab a cup at a local café.
People also care more now about what they drink. They look for more flavorful and delectable coffee, care about where it comes from, and prefer places that feel welcoming, not just fast spots to get a drink and leave.
The specialty coffee market is especially growing. More folks are leaning toward small-batch, ethically sourced coffee and local cafés that actually care about what they serve. Brewnest Café fits right into this vibe.
Rochester, New York, is a great place for this kind of café. With nearby universities, coworking spaces, and artsy neighborhoods, there's no shortage of people looking for a cool, welcoming place to relax or get stuff done.
Target Market
Brewnest isn’t trying to be everything to everyone—we’re focused on a crowd that really appreciates what we offer. Here's who we're for:
- Students and professors from nearby universities who want a reliable place to study, meet up, or grab a coffee between classes.
- Remote workers and freelancers who need good Wi-Fi, a chill vibe, and fuel to get through their day.
- Young professionals looking for a go-to coffee spot on their way to work or for a casual client chat.
- Coffee lovers and foodies who seek out high-quality brews and fresh, seasonal pastries.
Market Trends
The coffee industry continues to evolve, and several key trends are shaping how cafés like Brewnest operate and grow.
- Growing demand for specialty coffee and small-batch roasts.
- Customers prefer ethically sourced and high-quality products.
- Increased interest in cafés that offer a relaxed and welcoming atmosphere.
- Rising use of mobile ordering and digital loyalty programs.
Regulatory Compliance
Brewnest Café follows all local and state regulations for food safety, health standards, and business licensing. We maintain required permits for food handling, building codes, and employee safety, and stay updated with any changes in laws that affect coffee shops and small businesses in Rochester, New York.
4. Competitive Analysis
Rochester has a thriving coffee scene with a mix of national chains and independent cafés that have already made a mark in the community. Some of the well-known competitors around town include:
- Starbucks – A global brand with multiple locations, known for its consistency, speed, and widespread loyalty program.
- Glen Edith Coffee Roasters – A local favorite offering small-batch roasted coffee and an artsy vibe. They’re also known for their brunch menu and creative seasonal drinks.
- Fuego Coffee Roasters – Popular among coffee purists for their serious focus on quality beans and specialty brews.
- Java’s Café – A quirky and artsy café close to the university crowd, often packed thanks to its spacious layout and live music events.
- Ugly Duck Coffee – A stylish spot for coffee lovers who enjoy carefully brewed drinks and a minimalist setting.
Competitive Edge
Brewnest offers ethically sourced coffee and fresh local pastries in a cozy, welcoming space. We host regular community events to build real connections with our customers. Seasonal specials and a loyalty program keep things exciting and customers coming back.
SWOT Analysis
5. Sample Menu
At Brewnest Café, we’re proud to serve fresh, high-quality coffee and handcrafted treats for every taste and moment. From artisan espresso drinks to seasonal pastries and vegan options, our menu has something for everyone. We’re here to make your day a little better with thoughtfully made drinks and bites crafted just for you.
6. Marketing and Sales Strategy
We want people to feel like they know us. We’re not trying to do anything fancy—just build a place folks enjoy and keep coming back to.
Digital Marketing
Social media
We use Instagram, TikTok, and Facebook to share photos of what we’re serving and what’s going on in the shop. It helps us stay in touch with the people who follow us.
Website and search
The website will show our menu, hours, and anything new. We’ll also make sure people nearby can find us when they search online for coffee places.
Emails
We’ll send out quick updates when we have a new drink or something going on. Nothing too long—just a simple way to keep regulars in the loop.
Community Engagement
Local events
We’ll host things like open mic nights or small gatherings. It gives people a reason to stick around, not just grab a drink and go.
Markets and festivals
We’ll set up a table at local events to let more people know who we are and what we serve.
Collaboration with other businesses
We’ll connect with nearby shops or studios for casual events, like coffee with morning yoga or simple evening pop-ups.
Promotions and Loyalty
Loyalty program
We’ll keep it simple. Come in a few times, get a free drink.
Referral perks
Customers who refer a friend to Brewnest Café will receive a free drink or discount as a thank-you.
Targeted advertising
We will run online ads and place small print ads locally to reach nearby students, workers, and residents.
7. Operations Plan
We focus on keeping daily operations smooth, organized, and welcoming, so every guest enjoys great coffee, fresh pastries, and a relaxing space every day.
Business Hours
Brewnest Café is open from 7:00 AM to 8:00 PM on weekdays and from 8:00 AM to 6:00 PM on weekends.
These hours serve early risers, students, remote workers, and after-work guests looking for a comfortable place to relax.
Team Building and Staff Training
We build a team that shares our love for coffee and community.
- New hires receive hands-on training in making drinks, using equipment, and providing friendly service.
- Staff are trained to work efficiently behind the counter and assist customers warmly and professionally.
Opening Procedures
Each morning starts with preparing the café, the barista station, and the seating areas to be ready for guests.
- Baristas arrive early to set up the espresso machines, prepare syrups, and organize the pastry displays.
- The café space, kitchen prep area, and patio seating are cleaned and arranged before opening.
- Equipment is checked, and all food and beverage stations are stocked to ensure a smooth start.
Guest Service and Front Counter
Our front-of-house team manages the customer experience from the moment guests walk in.
- Guests are greeted warmly, orders are taken, and drinks and food are prepared fresh.
- Indoor seating, outdoor patio, and the barista bar are maintained throughout the day.
- Payments for coffee, baked goods, and merchandise are processed through the POS system.
Inventory Management and Equipment
We use simple, reliable systems to track inventory and maintain our equipment.
- Ingredients and supplies are monitored with basic digital tools to ensure freshness and avoid waste.
- Brewnest Café uses professional espresso machines, grinders, and baking tools to deliver consistent quality every day.
8. Management Team
Brewnest Café is run by a small group of people. Each person handles different parts of the work, whether it’s making drinks, serving customers, or managing supplies. We all help out where needed and focus on keeping things simple and consistent.
Key Team Members
Camille Dorian – CEO
Camille opened the café after working in the service industry. She helps make decisions, manages the customer side of the business, and checks in with the team. She’s usually around, either working on ideas or just chatting with customers.
Max Roswell – Operations
Max is responsible for making sure the café runs day to day. He takes care of schedules, inventory, and staff. He’s worked in a few other cafés and has a calm way of handling daily tasks.
Yara Singh – Finance
Yara looks after the money. She tracks spending, handles the budget, and helps with planning. She’s steady and keeps everything organized behind the scenes.
Organization Chart
9. Financial Plan
Brewnest Café’s financial plan is all about running a steady, profitable business that keeps costs under control and leaves room for growth.
Profit and Loss Statement
This section breaks down what Brewnest expects to earn, spend, and keep as profit over the first three years.
| Category | Year 1 (USD) | Year 2 (USD) | Year 3 (USD) |
|---|---|---|---|
| Revenue | |||
| In-Store Sales | $230,000 | $280,000 | $350,000 |
| Retail & Merchandise | $10,000 | $15,000 | $20,000 |
| Event Rentals | $8,000 | $12,000 | $15,000 |
| Total Revenue | $248,000 | $307,000 | $385,000 |
| Cost of Goods Sold | |||
| Coffee & Ingredients | $60,000 | $75,000 | $90,000 |
| Packaging & Supplies | $10,000 | $12,000 | $15,000 |
| Total COGS | $70,000 | $87,000 | $105,000 |
| Gross Profit | $178,000 | $220,000 | $280,000 |
| Operating Expenses | |||
| Rent | $36,000 | $36,000 | $36,000 |
| Wages & Salaries | $72,000 | $78,000 | $85,000 |
| Marketing | $12,000 | $15,000 | $18,000 |
| Utilities | $8,000 | $8,000 | $8,000 |
| Misc. Admin Costs | $10,000 | $10,000 | $10,000 |
| Total Expenses | $138,000 | $147,000 | $157,000 |
| Net Profit | $40,000 | $73,000 | $123,000 |
Cash Flow Statement
Here’s a look at how cash will flow in and out of Brewnest—what’s coming in from sales and what’s going out for things like rent, supplies, and payroll.
| Category | Year 1 (USD) | Year 2 (USD) | Year 3 (USD) |
|---|---|---|---|
| Cash Inflows | |||
| Revenue from Sales | $248,000 | $307,000 | $385,000 |
| Loan or Investment | $75,000 | $0 | $0 |
| Total Inflows | $323,000 | $307,000 | $385,000 |
| Cash Outflows | |||
| Equipment Purchase | $40,000 | $0 | $0 |
| Lease/Rent | $36,000 | $36,000 | $36,000 |
| Payroll | $72,000 | $78,000 | $85,000 |
| Inventory & Supplies | $70,000 | $87,000 | $105,000 |
| Marketing & Utilities | $20,000 | $23,000 | $26,000 |
| Loan Repayment | $5,000 | $10,000 | $10,000 |
| Total Outflows | $243,000 | $234,000 | $262,000 |
| Net Cash Flow | $80,000 | $73,000 | $123,000 |
| Ending Cash Balance | $80,000 | $153,000 | $276,000 |
Balance Sheet
The balance sheet gives a snapshot of where the business stands financially each year—how much it owns, owes, and is worth.
| Category | Year 1 (USD) | Year 2 (USD) | Year 3 (USD) |
|---|---|---|---|
| Assets | |||
| Cash on Hand | $80,000 | $153,000 | $276,000 |
| Equipment Value | $40,000 | $32,000 | $24,000 |
| Inventory | $15,000 | $18,000 | $22,000 |
| Total Assets | $135,000 | $203,000 | $322,000 |
| Liabilities | |||
| Business Loan | $70,000 | $60,000 | $50,000 |
| Payables | $5,000 | $5,000 | $5,000 |
| Total Liabilities | $75,000 | $65,000 | $55,000 |
| Equity | $60,000 | $138,000 | $267,000 |
Break-Even Analysis
This shows when Brewnest will start covering its costs and begin turning a profit—basically, the point where we break even.
| Category | Value (USD) |
|---|---|
| Fixed Costs (Year 1) | 518,000 |
| Average Sale per Customer | 58.00 |
| Average Variable Cost | 52.80 |
| Break-even Customers | 23,000 |
| Break-even Revenue | 5184,000 |
Funding Requirements
Brewnest Café is requesting $180,000 in startup capital to support the initial setup and smooth launch of the business. The funds will be used across key areas as outlined below:
| Category | Estimated Amount (USD) |
|---|---|
| Leasehold improvements | $35,000 |
| Equipment (espresso machines, grinders, furniture) | $45,000 |
| Initial Inventory (coffee, supplies, packaging) | $20,000 |
| Branding and Signage | $10,000 |
| Staff Wages (pre-launch & early months) | $30,000 |
| Local Marketing and Promotion | $15,000 |
| Mobile Ordering System & Loyalty App Setup | $25,000 |
| Total | $180,000 |
Download a free coffee shop business plan template
Ready to create your coffee shop business plan but need some guidance? We've got you covered! Download our free coffee shop business plan template PDF and get started.
This investor-friendly template provides clear instructions and examples to help you build a strong and effective coffee shop business plan. Plus, it's fully customizable to fit the unique needs of your coffee shop.
Conclusion
Now that you have a clear understanding of all the key sections of a coffee shop business plan and how to organize them, creating your plan should feel much easier.
However, if you still have any doubts regarding the details or need additional help to draft your plan, consider using our AI business plan creator. It’ll help you streamline the entire planning process and make it much faster and easier for you.
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Frequently Asked Questions
Do I really need a business plan for a coffee shop?
Yes, having a business plan is important for your coffee shop. It gives you a clear outline of what you want to achieve and how you’ll get there. A solid plan helps you define your menu items, pricing, customer base, and marketing strategy. It also keeps your daily operations organized and helps you stay on track as the business grows. If you ever apply for a loan or look for investors, a business plan shows you're serious and prepared.
What could be the easiest way to write a coffee business plan?
An easy way to write your coffee business plan is by using AI business plan makers, business planning software, or ready-made templates. These tools help you put your ideas together, show you what sections to include, and give you a structure to follow. This way, you can spend more time focusing on what makes your coffee shop special.
How long should a coffee shop business plan be?
A coffee shop business plan is usually around 15 to 20 pages long. The exact length can vary depending on the size of the shop, the range of products offered, and the overall goals of the business.
Why create marketing strategies for your coffee shop?
Marketing helps your coffee shop reach new customers, build a strong brand, and stay connected with your local community. It plays a key role in increasing foot traffic, promoting your menu, and encouraging repeat visits. Having a clear plan for how you promote your business can make a big difference in its long-term growth and success.
Is a coffee shop profitable?
Yes, a coffee shop can be profitable with proper planning and management. Success depends on factors such as business location, operating costs, pricing, and customer retention. When these elements are handled well, a coffee shop has the potential to generate steady and sustainable profits.
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