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If you are planning to write the yogurt company business plan on your own, then this sample yogurt company business plan can be great for guidance. However, if you are looking for a professional business plan writer for a business loan, SBA loan or to find out the possibility of success for your new business then let’s talk!

Executive Summary

Overview: Müller Yogurt & Desserts is the UK’s leading yogurt manufacturer, with the goal of giving its customers millions more Müller experiences. Müller Corner, Müllerlight, Müller Bliss, Müller Rice, FRijj, and Müller Kefir Smoothie are among the company’s biggest brands, and it makes chilled desserts under license from Mondelez International. It also has a dedicated, state-of-the-art yogurt factory that supplies the UK private label yogurt market.

Mission: “Our mission is to increase customer health and well-being by providing nutritious, healthful, and delicious goods that are widely available and inexpensive.”

Vision: “To provide high-quality dairy products for everyone’s everyday needs”

Industry Overview: The global yogurt market is mostly driven by the health advantages of yogurt consumption and an increase in people’s awareness of the importance of reducing weight. The expansion of the retail market in various countries, as well as lower lactose content for lactose-intolerant persons eager to eat dairy products, are other drivers driving market growth. Yakult, Danone, Nestle, and Chobani are some of the leading participants in raising yogurt awareness and promoting usage. Artificial additives and components added to yogurt, as well as the dangerous hormonal treatment of milk-producing cows, prevent people from eating yogurt. Conversely, rising demand for yogurt in emerging countries, owing to increased disposable income and increased health awareness, is predicted to open up various prospects for worldwide market expansion.

Financial Overview

yogurt company business plan financial overview

Financials is one of the most important sections of a yogurt company’s business plan. You can get an idea of your projected revenue, required investment amount, is the business sustainable without additional funding, etc.

Financial Highlights

Current ratio612233242
Quick ratio611223140
Interest coverage ratio
Debt to asset ratio0.
Gross profit margin51%51%53%53%53%
EBITDA margin12%14%21%22%22%
Return on asset5%6%13%14%14%
Return on equity5%6%16%17%17%

Use of Funds

yogurt company investment Capex

Industry Analysis

The industry analysis section of the yogurt company business plan will help you get better insights into competitors, market growth, and overall industry prospects. You can order a custom market research report for your yogurt company business.

Overview: Type, flavor, supplier, distribution channel, and location are all used to segment the market. Set yogurt, greek yogurt, yogurt drinks, and frozen yogurt are the many types of yogurt. It is divided into plain and flavored varieties based on flavor. It is divided into dairy-based and non-dairy-based, according to the source. Supermarkets/hypermarkets, independent shops, specialty retailers, convenience stores, and others are the many distribution channels. North America (the United States, Canada, and Mexico), Europe (the United Kingdom, Germany, France, Italy, Spain, Russia, and the rest of Europe), Asia-Pacific (China, India, Japan, South Korea, Australia, Indonesia, and the rest of Asia-Pacific), and LAMEA (Latin America, Middle East, and Africa) (Brazil, Saudi Arabia, South Africa, Turkey, and rest of the LAMEA).

While working on the industry analysis section of the yogurt company business plan make sure that you add a significant number of stats to support your claims and use proper referencing so that your lender can validate the data.

yogurt company business plan industry analysis

Marketing Plan

A key part of the marketing plan in a yogurt company business plan is the marketing budget. The growth in the number of customers is proportional to the budget and dependent on the CAC.

Promotional Budget Allocations:

yogurt company business plan promotional budget

Discount: People like to feel like they’re getting a good deal, so it’s no surprise that yogurt fans hunt for bargains when shopping. Customers that visit the store for the first time will receive substantial discounts. Repeat customers might also be given discount coupons or cash vouchers to use on future purchases. Work with a daily deal site to get fresh offers every day. Offer discounted rates during holidays and special events.

Events: Hold a grand opening event where you can taste the various frozen yogurt flavors you sell. Give them a free cup or cone as well as a coupon for their next visit. Set up tasting tours for daycare and school-aged children, especially if you create your own frozen yogurt in the store, so they can see how it’s done. Give each youngster a sample and expect them to inform their parents about how much fun they had on their trip and how eager they are to return.

Social Media: Social media can help you bring in new consumers by reminding them of your wonderful yogurt and communicating with potential frozen yogurt buyers. When you introduce a new taste, publish an announcement on your website and use enticing descriptions to entice buyers to try it. Include images of customers having a good time and testing the yogurt as well as information on your big opening. Show images of the tours on your website if you conduct school tours. Promote special offers, such as your loyalty program, to entice customers to try new flavors or return to their favorites.

Loyalty Program: Every time a customer buys a cup or cone, give them a reward card to punch or stamp. Inform cardholders that after six visits, they will receive a free cone and after ten visits, they will receive a free cup of yogurt with unlimited toppings. In your business, display banners with an image of the yogurt and the freebie offer. Train your personnel to ask customers if they want a card, as this encourages them to return.

Press: Send press releases to the local media about your yogurt store’s grand launch to assist boost brand awareness and ensure that people think of your shop when they crave a dip of frozen yogurt. Notify the media as soon as you begin conducting school tours. Take the tours a step further by linking the press release to upcoming fundraising initiatives, such as donating 5% of all sales to the local PTA or a school-related charity.

Organizational Plan

yogurt company business plan organogram

Financial Plan

This section of the yogurt company business plan helps your lender figure out whether you will be able to pay off the loan, whether the business is sustainable, what are the growth prospects, etc.


Break-Even Analysis:

yogurt company business plan break-even analysis

Income Statement:

Item 19,21759,117175,410415,277781,357
Item 234,701222,558660,3681,563,3942,941,580
Item 34,06719,56146,43278,519114,905
Total annual revenue47,985301,236882,2112,057,1893,837,842
% increase 528%193%133%87%
Item 13602,2596,61715,42928,784
Item 24803,0128,82220,57238,378
Item 352,00065,00078,00091,000104,000
Item 47203,6158,82216,45823,027
Item 5140,000336,000560,000840,0001,120,000
Item 660,000144,000240,000360,000480,000
Item 732,00061,33385,533112,153141,435
Total Cost of Revenue285,560615,220987,7941,455,6121,935,625
as % of revenue595%204%112%71%50%
Gross Profit-237,575-313,984-105,583601,5781,902,218
Item 128,00096,800154,880175,692193,261
Item 275,000105,000120,000120,000120,000
Item 336,00096,000108,000120,000120,000
Item 48,00012,00012,00012,00012,000
Item 53,83918,07444,11161,716115,135
Item 63,35912,04926,46641,14476,757
Item 75,60010,00012,90415,03417,376
Item 86,66714,00022,06730,94040,701
Total selling & admin expenses166,464363,924500,428576,525695,230
as % of revenue347%121%57%28%18%
Net profit-404,039-677,907-606,01125,0521,206,987
Accumulated net profit-404,039-1,081,947-1,687,957-1,662,905-455,918

Cash Flow Statement:

Net profit before tax-$404,039-$677,907-$606,011$25,052$1,206,987
Item 1$4,333$5,417$6,500$7,583$8,667
Item 2$11,667$28,000$46,667$70,000$93,333
Item 3$6,250$8,750$10,000$10,000$10,000
Item 4$3,000$8,000$9,000$10,000$10,000
Item 5$667$1,000$1,000$1,000$1,000
Total payables$25,917$51,167$73,167$98,583$123,000
change in payables$25,917$25,250$22,000$25,417$24,417
Item 1$320$1,506$3,676$5,143$9,595
Item 2$360$1,807$4,411$8,229$11,514
Total receivables$680$3,314$8,087$13,372$21,108
change in receivables-$680-$2,634-$4,773-$5,285-$7,736
Net cash flow from operating activities-$334,536-$569,958-$468,280$203,311$1,423,180
Item 1$16,000$13,200$14,520$15,972$17,569
Item 2$20,000$22,000$24,200$26,620$29,282
Item 3$28,000$22,000$14,520$10,648$11,713
Item 4$96,000$88,000$72,600$79,860$87,846
Item 5$20,000$22,000$24,200$26,620$29,282
Net cash flow/ (outflow) from investing activities-$180,000-$167,200-$150,040-$159,720-$175,692
Net cash flow from financing activities$400,000$440,000$484,000$532,400$585,640
Net (decrease)/ increase in cash/ cash equivalents-$114,536-$297,158-$134,320$575,991$1,833,128
Cash and cash equivalents at the beginning of the year-$114,536-$411,693-$546,014$29,978
Cash & cash equivalents at the end of the year-$114,536-$411,693-$546,014$29,978$1,863,105

Balance Sheet:

Item 1$16,000$29,200$43,720$59,692$77,261
Item 2$20,000$42,000$66,200$92,820$122,102
Item 3$28,000$50,000$64,520$75,168$86,881
Item 4$96,000$184,000$256,600$336,460$424,306
Item 5$20,000$42,000$66,200$92,820$122,102
Accumulated depreciation$44,267$129,600$250,104$408,231$607,743
Net non-current assets$135,733$217,600$247,136$248,729$224,909
Accounts receivables$680$3,314$8,087$13,372$21,108
Total current assets-$113,856-$408,380-$537,927$43,349$1,884,214
Total Assets$21,878-$190,780-$290,791$292,078$2,109,122
Account payables$25,917$51,167$73,167$98,583$123,000
Total liabilities$25,917$51,167$73,167$98,583$123,000
Owner’s equity$400,000$840,000$1,324,000$1,856,400$2,442,040
Accumulated net profit-$404,039-$1,081,947-$1,687,957-$1,662,905-$455,918
Total equities-$4,039-$241,947-$363,957$193,495$1,986,122
Total liabilities & equities$21,878-$190,780-$290,791$292,078$2,109,122