I.
Executive Summary
TRES MARIA'S Bakery is a small, local bakery in Sto. Niño, Cagayan Valley owned by Lea, Lezel
and Lean Pillos. We will specialize in cupcakes, cookies, donuts, danishes, breads. TRES MARIA'S
Bakery will be located in a highly-trafficked, convenient, and busy retail strip center in Sto.
Niño and be easily accessible to all residents of the community.
TRES MARIA'S Bakery prides itself on exceptional customer service and attention to detail in all
the pastries we will serve. Lea, Lezel, and Lean have already made a name for themselves in the
Sto. Niño community for being able to make delicious custom-made-to-order pastries. Their
strong reputation and work ethic have primed TRES MARIA'S Bakery for success.
Products Served
The following are the products to be offered by Baked Bee Bakery:
Cupcakes (freshly made and custom made-to-order)
Cookies
Danishes
Donuts
Breads
Mission: We are passionate about baking innovative products that taste great and make every
eating experience more satisfying. We will never compromise our product quality or family
values, and we will work each day to exceed customer expectations one order at a time.
Vision: To become the Nation’s Neighborhood bakery.
Success Factors
The following success factors will set TRES MARIA’S Bakery apart from the competition:
Exceptional customer service and commitment: The owners of TRES MARIA'S Bakery pride
themselves on being on location every day and getting to know the majority of their clientele.
Lea, Lezel, and Lean love interacting with the clients and listening to what the client really
envisions for their custom-made cupcakes. It is extremely rewarding to put that idea into reality
and deliver what the client envisioned. We love seeing the clients' faces when they see the
finished product.
Delicious and freshly made pastries: TRES MARIA'S Bakery will bake pastries daily and only sell
what is freshly made for that day.
Convenient location: Baked Bee Bakery will be located in a highly-trafficked retail strip center
where we will be neighbored by popular grocery stores, restaurants, and shopping.
II. Company Description
TRES MARIA’S Bakery will be a small and convenient bakery located in Sto. Niño, Cagayan
Valley. TRES MARIA’S Bakery specializes in custom-made cupcakes, cookies, donuts, danishes,
and breads. TRES MARIA’S Bakery makes fresh-baked treats every morning. TRES MARIA’S
Bakery is owned by Lea, Lezel, and Lean the sisters whether you are popping in for some tasty
treats, TRES MARIA’S Bakery will satisfy your need. The business model is simple as we serve up
treats for consumers of all budgets and backgrounds.
Lea, Lezel, and Lean the three sisters are known around Sto. Niño as the go-to team for pastries
for decades. The trio has been baking together and it has always been a dream and goal of
theirs to own their own bakery. Over the year, the trio has made a name for themselves in the
Sto. Niño community by serving up their delicious treats for local events, and school.
TRES MARIA’S Bakery has achieved the following milestones:
Developed the company’s branding image, social media, and website.
Began recruiting staff and personnel that meets their customer service requirements.
The revenue drivers for TRES MARIA'S Bakery will come from its pastry products – cookies,
donuts, cupcakes, danishes, and breads.
The cost drivers will be the products needed to make the pastry products (flour, sugar, butter,
cream, milk, etc.) as well as the baking materials (cake pans, mixers, spoons, measuring cups,
etc.). Other cost drivers will be the overhead expenses of rent, utilities, and payroll.
TRES MARIA’S Bakery is seeking 100,000 in debt financing to open its bakery. The funding will
be dedicated to leasehold improvements, working capital, and opening inventory. The breakout
of the funding is below:
*Capital expenditure: 25,000 (This includes repairs/improvements needed in the shop.)
*Interior Design: 20,000 (This includes materials such as paint, the lining of floors, and
furniture such as chairs, tables, etc.)
*Supplies: 30,000 (This includes all types of baking product essentials, as well as
baking/cooking utensils/stove)
*Water and Electricity-25,000
III. Market Analysis
Success means in baking is to know that the process of baking requires careful timing and
organization, so having your baking station prepared with everything you'll need including all
the tools and pre-measured ingredients is vital. In the industry, this is called “mise en place.”
The bakery industry is expected to grow to over 5 million in the next five years.
Consumers are increasingly demanding healthier ingredients in bread and desserts. Successful
operators will, therefore, need to offer a greater variety of whole-grain, all-natural, or gluten-
free products in order to capitalize on these trends. Moreover, changing preferences and
increasing disposable income levels are encouraging consumers to choose more premium and
specialty varieties over conventional private-label products.
Bakery items tend to be discretionary purchases, so the revenues will also benefit from rising
per capita disposable income and consumer confidence, both of which are anticipated to
continue to grow over the next five years.
Baked Bee Bakery will primarily target the following customer profile:
Local residents of Sto. Niño to include all neighborhoods within a 5-mile driving distance
Business professionals that work and reside in the Sto. Niño area – law offices, hospitals,
clinics, insurance agencies, retail, and schools.
A detailed evaluation of competitors
Magee’s Bakery
Magee’s Bakery has been family owned and operated since 1956. After 60 years, Magee’s
Bakery is still known for serving the best-baked goods in town. They specialize in freshly made
donuts, breads, and pastries, baked every day. Their breakfast options include freshly made
bagel or biscuit sandwiches; eggs; hash browns; sausage and gravy; and bacon. The lunch menu
includes sandwich options, soups, and pot pies. Magee’s Bakery is open Wednesday–Saturday
for breakfast and lunch. They offer online ordering and curbside pickup or delivery.
The Futile Bakery
The Futile Bakery is a newer, trendier bakery in Lexington. They offer freshly made cinnamon
rolls, cookies, scones, macaroons, and coffee. They are open Wednesday through Sunday from
6:00 a.m. to 1:00 p.m. The Futile Bakery is owned by Daniel King, and he has recently started
offering custom-made-to-order cakes, decorated sugar cookies, and other treats for all types of
parties or gatherings.
IV. Organization and Management
The promotion strategy for Tres Maria's Bakery is as follows:
Social Media
Tres Maria's Bakery will focus on social media platforms and will dedicate Lea, Lezel, and Lean
as the social media managers. The three sisters will develop unique and inviting posts and post
their daily pastry specials and tease "Coming Soon" pictures.
Word of Mouth and Referrals
TRES MARIA'S Bakery is confident that its existing loyal clients will spread the word and refer
their bakery to residents who may not be familiar with Lea, Lezel, and Lean. The pastries,
especially the cupcakes, speak for themselves, and word will quickly spread around the town of
the delicious baked goods of TRES MARIA'S Bakery.
SEO Website Promotion
TRES MARIA'S Bakery intends to spend money on maintaining a strong SEO presence on search
engines such as Google and Bing. When a person types in "local bakery", "bakery near me" or
"Sto. Niño bakery", Tres Maria's Bakery will appear in the top three choices. Tres Maria's Bakery
will also invest in its website to ensure that it is user-friendly, always up-to-date, and displays
professional photographs of its pastry items and location.
V. Services or Products
TRES MARIA’S Bakery’s Products and Services
Cupcakes (freshly made and custom made-to-order)
Cookies
Danishes
Donuts
Breads
The pricing of TRES MARIA’S Bakery will be moderate and on par with competitors so
customers feel they receive value when purchasing their pastry items.
TRES MARIA'S Bakery offers several advantages over its competition. Those advantages are:
Exceptional customer service and commitment: The owners of TRES MARIA'S Bakery pride
themselves on being on location every day and getting to know the majority of their clientele.
Lea, Lezel, and Lean love interacting with the clients and listening to what the client really
envisions for their custom-made cupcake. It is extremely rewarding to put that idea into reality
and deliver what the client envisioned. We love seeing the clients' faces when they see the
finished product.
Delicious and freshly made pastries: TRES MARIA'S Bakery will bake pastries daily and only sell
what is freshly made for that day. There will never be a stale pastry served at Baked Bee
Bakery.
Convenient location: TRES MARIA'S Bakery will be located in a highly-trafficked retail strip
center where it will be next to popular grocery stores, restaurants, and shopping.
VI. Marketing Strategy
TRES MARIA’S Bakery will of a unique value proposition to its client:
Exceptional customer service and attention to detail on all custom-made orders.
Freshly made pastries baked daily.
Convenient and easily accessible location.
The promotion strategy for Tres Maria's Bakery is as follows:
Social Media
Tres Maria's Bakery will focus on social media platforms and will dedicate Lea, Lezel, and Lean
as the social media managers. The three sisters will develop unique and inviting posts and post
their daily pastry specials and tease "Coming Soon" pictures.
Word of Mouth and Referrals
TRES MARIA'S Bakery is confident that its existing loyal clients will spread the word and refer
their bakery to residents who may not be familiar with Lea, Lezel, and Lean. The pastries,
especially the cupcakes, speak for themselves, and word will quickly spread around the town of
the delicious baked goods of TRES MARIA'S Bakery.
SEO Website Promotion
TRES MARIA'S Bakery intends to spend money on maintaining a strong SEO presence on search
engines such as Google and Bing. When a person types in "local bakery", "bakery near me" or
"Sto. Niño bakery", Tres Maria's Bakery will appear in the top three choices. Tres Maria's Bakery
will also invest in its website to ensure that it is user-friendly, always up-to-date, and displays
professional photographs of its pastry items and location.
VII. Funding Request
As successful predecessors, we have already put a huge percentage of our own funds into the
leasing of TRES MARIA’S location and the necessary exterior repairs. The main reason we
require a loan is in order to redesign the interior of the bakery and there are a few repairs that
need to be handled. Below is a chart that explains how we will use our funds and on what.
-In total, we require a loan amount of 100,000
*Capital expenditure: 25,000 (This includes repairs/improvements needed in the shop.)
*Interior Design: 20,000 (This includes materials such as paint, the lining of floors, and furniture
such as chairs, tables, etc.)
*Supplies: 30,000 (This includes all types of baking product essentials, as well as baking/cooking
utensils/stove)
*Water and Electricity-25,000
Our plan is to have TRES MARIA’S Bakery up and running within the next 2 months. By then we
approximate that all repairs will be completed and everything will be all set to start baking for
our customers. We estimate our opening to be on May 7th.
We believe that the loan will cover our expenses for the first few months and we plan to start
repaying right away. We strongly believe our business will be a huge success and hope to start
paying off our loan within a year to a year and a half.
VIII. Financial Plan
Baked Bee Bakery is seeking 100,000 in debt financing to open its bakery. The funding will be
dedicated to leasehold improvements, working capital, and opening inventory. The breakout of
the funding is below:
*Capital expenditure: 25,000 (This includes repairs/improvements needed in the shop.)
*Interior Design: 20,000 (This includes materials such as paint, the lining of floors, and furniture
such as chairs, tables, etc.)
*Supplies: 30,000 (This includes all types of baking product essentials, as well as baking/cooking
utensils/stove)
*Water and Electricity-25,000
The following table outlines the key assumptions required in order to achieve the revenue and
cost numbers in the financials and in order to pay off the business loan.
Initial Number of Customers Per Day: 50
Average Order per Customer: $22.00
Annual Lease (per location): $42,000
