MEU NOPAL

Marketing Leadership Capstone

Monica Cancino | Luis Lopez | Renata Silva| Bruna Furlan | Luisa Rosas

TABLE OF CONTENTS

1. Business Overview

2. Management

3. Marketing Plan

4. Operational Plan

5. Financial Plan

6. Investment Request

BUSINESS OVERVIEW

COMPANY’S HISTORY

The company’s name “Meu Nopal”, derives from the combination of the Brazilian word Meu, which

means “Mine”, and Nopal, an ancient Mexican cactus

HEALTH BENEFITS

•  Lowers LDL (bad) cholesterol• Reduces blood sugar for people

with high blood pressure (ideal for people with Type II Diabetes)

• Has cancer fighting properties• Weight control• Anti-aging properties

• Reduced symptoms of asthma and allergies

• Helps prevent ulcers• Promotes wound healing• Supports digestive and colon health• Enhances long-term memory• Supports join health• Protects the liver from toxins, etc.

MISSION 

VISION 

To provide health and wellness to all consumers by satisfying their expectations through the production and commercialization of high quality natural products

To be the top performer in our category fostering healthcare and family wellness

Customer serviceGood product qualityBuild a positive team

workSustainabilityTransparency

VALUES

MARKETING PLAN

CURRENT MARKET

During the next 3 years: • 2 wholesalers by year 2 • 5 in year 3 (total of 7 wholesale stores by year 3)• Online presence

 

OBJECTIVES

The additional objectives• Creation of brand acceptance• Awareness• Providing great customer service and

satisfaction• Distribution expansion

The objectives for this 3 years are:• $1.6 million revenues and an increase of 32% expected

for year 2• $2.1 million revenues and an increase of 45% for year 3• $3 million revenues• Gain market share of 0.18%

4P’s

BUSINESS PURPOSE

MANAGEMENT

MANAGEMENT

ORGANIZATIONAL STRUCTURE

OPERATIONAL PLAN

MEU NOPAL STORE• Queen street west pop-up

store

• Warehouse in Mississauga

• Delivery by third-party company

• POS system- payment management software

HUMAN RESOURCES

• 5 Marketing Managers

• 5 employees in the pop-up store

• Freelancers

SUPPLY CHAIN • Manufacturer in Mexico

• Road (from Mexico to Canada)

• Shared freight with 4 purchases per year

• NAFTA

FINANCIAL PLAN

Balance Sheet Year 1 to 3Current assets: YEAR 1 YEAR 2 YEAR 3Cash in hand 100,000.00 174,269.63 348,316.21 Loan 200,000.00 Inventories 616,968.38 811,621.97 1,177,175.85 Accounts receivable - - -

Total current assets 916,968.38 985,891.60 1,525,492.07

Fixed assets: YEAR 1 YEAR 2 YEAR 3Property and equipment (Domain) 5,000.00 - - Less accumulated depreciation 1,000.00 1,000.00 1,000.00

Total fixed assets 6,000.00 1,000.00 1,000.00

Total assets 922,968.38 986,891.60 1,526,492.07

Liabilities and owner's equityCurrent liabilities: YEAR 1 YEAR 2 YEAR 3Accounts payable 341,488.00 339,192.96 357,882.81 WAGES 731,764.99 746,400.29 761,328.30 Loan payable 44,023.95 47,796.45 51,892.23 Income taxes payable (10,026.96) 35,750.22 120,151.96

Total current liabilities 1,107,249.98 1,169,139.92 1,291,255.30

Long-term liabilities: YEAR 1 YEAR 2 YEAR 3Interest payable 14,860.05 11,087.55 6,991.77

Total long-term liabilities 14,860.05 11,087.55 6,991.77 TOTAL LIABILITIES 1,122,110.04 1,180,227.47 1,298,247.06

Owner's equity: YEAR 1 YEAR 2 YEAR 3Investment capital (199,141.66) (193,335.87) 228,245.00

Total owner's equity (199,141.66) (193,335.87) 228,245.00

Total liabilities and owner's equity 922,968.38 986,891.60 1,526,492.07

Income Statement Year 1 to 3YEAR 1 YEAR 2 YEAR 3

REVENUES 1,623,375$ 2,135,550$ 3,097,400$

COGS 616,968$ 811,622$ 1,177,176$

GROSS MARGIN 1,006,407$ 1,323,928$ 1,920,224$

OPERATING EXPENSES

RENT AND UTILITIES 57,500$ 54,060$ 55,141$

WAREHOUSE 6,912$ 6,912$ 7,258$

WAGES 522,689$ 533,143$ 543,806$

PAY ROLL TAX 209,076$ 213,257$ 217,522$

STATIONERY & ADM MATERIALS 600$ 600$ 600$

STORE MAINENANCE & REPAIRS 6,200$ 1,200$ 1,200$

TELEPHONE & INTERNET 3,600$ 3,600$ 3,672$

BANK CHARGES - UNLIMITED BUSINESS ACCOUNT 600$ 600$ 630$

POS SYSTEM - SHOPFY 828$ 828$ 869$

TRAVEL 3,000$ 3,000$ 4,000$

MARKETING 257,248$ 262,393$ 275,513$

TRAINING 5,000$ 6,000$ 9,000$

TOTAL OPERATING EXPENSES 1,073,253$ 1,085,593$ 1,119,211$ OPERATING INCOME 66,846-$ 238,335$ 801,013$ INCOME TAXES 10,026.96-$ 35,750.22$ 120,151.96$

NET INCOME 56,819.41-$ 202,584.56$ 680,861.09$

INVESTMENT REQUEST

INVESTMENT REQUEST

• Total amount needed $200,000• Annual Interest 8.25%• Monthly payments $4,907• Four year’s monthly payments

THANK YOU