Shake Loc. 1
Shake Loc. 1
Shake Loc. 1
1
CANDABA CAMPUS
CAKE-SHAKE FUSION
Presented to
In Partial Fulfillment
By:
Angelina B. Malonzo
Nicole P. Sibug
Vincent D. Silva
Camille B. Tenio
2
Table of Contents
Title Page #
Mission..................................................................................................................14
Vision....................................................................................................................14
Objectives..............................................................................................................14
Organization Structure..........................................................................................15
Capitalization........................................................................................................17
Product..................................................................................................................19
Price......................................................................................................................24
Place......................................................................................................................32
3
Promotion..............................................................................................................36
People....................................................................................................................38
Packaging..............................................................................................................39
Positioning............................................................................................................40
Survey Questionnaire............................................................................................41
Survey Results.......................................................................................................43
Competitors Analysis............................................................................................50
Product
Price
Place
Promotion
Strength
Weaknesses
Opportunities
Threats
PEST Analysis......................................................................................................57
Political
Economic
Social
Technological
Documentations....................................................................................................62
5
List of Tables
Table # Page #
1. Shows the names of the aspiring entrepreneurs and their shares to acquire
2. Shows the salary of each positions per hour and per day..........................................18
4. Shows the price of each flavor together with Cost Per Unit and profit of
5. Shows the price of each flavor together with Cost Per Unit and profit of
6. Shows the raw materials and Cost Per Unit of Lemon Square Series for 16 oz........26
7. Shows the raw materials and Cost Per Unit of Lemon Square Series for 12 oz........27
8. Shows the raw materials and Cost Per Unit of Fudgee barr Series for 16 oz............28
9. Shows the raw materials and Cost Per Unit of Fudgee Barr Series for 12 oz...........29
....................................................................................................................................
10. . Shows the CPU, mark up (%) and profit of Lemon Square Series for (16oz)......... 30
11. Shows the CPU, mark up (%) and profit of Lemon Square Series for (12oz)...........30
12. Shows the CPU, mark up (%) and profit of Fudgee Barr Series for (16oz)..............31
13. Shows the CPU, mark up (%) and profit of Fudgee Barr Series for (12oz)..............31
14. Shows the competitive analysis of the business and its competitors.........................50
15. Shows the SWOT Analysis of the business and its competitors...............................54
List of Figures
Figures # Page #
14. Shows the Age of the 150 respondents in San Carlos National HS...........................43
15. Shows the Sex of the 150 respondents in San Carlos National HS...........................43
7
16. Shows the Occupation of the 150 respondents in San Carlos National HS...............44
Chapter 1
Business plan is a documented strategy for a company that outlines its objectives and
predictions, market research, corporate goals, and mission statement. The business plan may also
include key personnel who are responsible for meeting the goals, as well as a deadline. The
business plan is an important component of getting any firm off the ground. It's essential for
acquiring finance, documenting your company model, defining your financial projections, and
making your business idea into a reality (Beltis 2023). This Business Plan serves as the
foundation for all new businesses, including service businesses, manufacturing, merchandising,
Food is one of man's basic requirements. Without it, man will not survive. But when it
comes to consuming food, everyone has different references. Some people prefer their meal to be
spicy, sweet, sour, or salty because they think it will make them feel more-hungry. In order to
provide the need and wants of every individual, they create a product that suits their taste.
Nowadays, most of the generation likes sweet and refreshing drinks such as Milk tea,
Milkshakes, Fruit Teas, and other flavored drinks. Milkshakes are one of the popular drinks
According to Hamilton Beach Commercial Blog, When the word "milkshake" first
popped up in 1885, it was used to describe an adult beverage made with whiskey and eggs.
However, by the turn of the 20th century, a milkshake had come to refer to a mixture of ice
9
cream and syrup—chocolate, strawberry, or vanilla and it was originated in the United States.
Before electric blenders became widely accessible, milkshakes were made by hand with a
combination of milk, sugar, and flavorings, crushed ice, and other ingredients. Drink mixers
were first introduced by Hamilton Beach in 1911, and they soon gained popularity and others
Milkshakes are an iconic sweet treat that attracts to everyone of any age. There's no
denying the irresistible appeal of a cold, creamy milkshake, regardless of your preference for
traditional flavors like chocolate, vanilla or daring mixtures like cookies and cream or salted
caramel (Facts.Net). In addition, fresh fruits are also being used as a flavoring and its
occasionally combined with vegetables to enhance their flavor and provide additional health
benefits.
particularly youths, seek out unique foods that would fulfill their cravings. The aspiring
entrepreneur decide to start a business selling "MILKSHAKE" as their product. To stand out
from other milkshake shops, they created a unique milkshake by incorporating "Cake Bar"
flavors such as Lemon Square and Fudgee Bar as a main-ingredients. This proposal differs from
a typical Milkshake because Cake Bars are a type of pastry that everyone eats and buys as a
snack, a substitute for bread, and especially, when people crave sweets and cakes.
According to Mr. Yummy Cake, Cake bars are a type of American "bar cookie" with the
texture of a firm cake or softer than average cookie. They are made in a pan, baked in the oven,
and then sliced into rectangles or squares. In essence, cake bars are a delectable combination of
10
your preferred cake and a moist, chewy brownie. All the advantages of the two options are
Most of the people avoid cakes and desserts for fear of becoming fat. Surprisingly, most research
and studies found that cakes are the best foods to use for medicinal purposes.
Here are the benefits of cake bars in the human body (Mr. Yummy Cake, 2022).
It's an excellent source of vitamins, protein, and calcium. The greatest sources of calcium can be
found in eggs, which are also the richest in milk, butter, protein, and chocolate,
It’s also gives strength. These delectable treats are an excellent source of protein because cakes are
made with milk and eggs. It is also well known that milk contains a lot of calcium, which improves the
function of the teeth and bones. These offer a plentiful supply of vitamins, which support and enhance the
body.
Help to beat Mood levels. According to research conducted by the Institute of Optimum Nutrition,
cakes are known to improve mood levels by releasing endorphins chemicals in the body, which promote
happiness while reducing anxiety and stress. Cake contains ingredients that have the ability to cause our
brains to release dopamine and serotonin. These neurotransmitters help us feel happy and regulate our
mood.
The partners created a Business named "Cake-Shake Fusion", this is a typical milkshake
created with ice and milk, but with a twist: instead of using artificial flavorings and fresh fruits,
we used our innovative minds to come up with the idea of using a “Cake Bar” to create another
distinct flavor. The main purpose of the business is to offer a delicious and refreshing drinks and
Our business name is "Cake-Shake Fusion," and the word cake comes from Cake Bar,
which will be used as a flavor in our milkshake. Shake comes from the word Milkshake, which
means a thoroughly shaken or blended drink, and Fusion is the act of melting or blending things
together; it is the process of joining two or more things to form a single thing or entity.
As an aspiring entrepreneur, they created this business name to represent the product that
they offered in the market; this catchy name can attract more consumers who are curious why
there is a Cake phrase in the name of the business or product offered, And that is the goal behind
the company's name: to attract customers to try the product and to be renowned as the company
that produced and innovated a drink that was unique in the market.
San Carlos, San Luis National High School is one of the known schools in the town of
San Luis, Pampanga. It has an one-thousand, two hundred (1,200) students who came from
different municipalities such as Mexico, San Luis and San Simon, Pampanga. This school has six
sections (6) per grade level in Junior high and two (2) section per strand for Senior high. The
proponents chose to set up the business inside San Carlos, San Luis National High School
because most of their customers are students, teachers and residents of this barangay. Another
factor is they build the business here because it has limited competitors and it is accessible.
12
The business is a partnership that owned by five (5) individuals that share their
knowledge and resources to build this business. The following are the names of the aspiring
entrepreneur:
Angelina B. Malonzo, is a person who has a strong sense of responsibility both at school
and outside of school. She is a creative and innovative individual who can contribute to the
business.
Lan Kay M. Sabat, is a strategic thinker who knows how to manage time. He also
innovative, and flexible leader, and her ability to lead will assist the business in meeting its goals
Vincent D. Silva, is a person with sales and finance experience from their small business.
Vincent understands how to properly monitor the business's sales and expenses, which will
Camille B. Tenio, has experience as a factory worker, which can help the business track
all of its inventories. She can also analyze supply-related problems. These skills are beneficial to
Funding Requirements
The partners have collectively agreed to combine their financial resources to meet the
estimated capital. The estimated capital of the business is Twenty-five thousand pesos (₱25 000)
that each partner must contribute 20% (₱5 000) to reach the initial capital. The partners'
estimated capital can be utilized to purchase tools and equipment, build a cart/stall, and purchase
13
raw materials. These funds will be used efficiently and properly calculate expenses and
Table 1. Shows the names of the aspiring entrepreneurs and their shares to acquire the 100%
Capital.
The tagline is "A sweet surprise in every cup". The meaning of this tagline is also related
to the uniqueness of the product that will be offer; it means that in every cup of shake that you
taste, there is a hint of surprise because it was new on the market, and you will be surprised by
every taste of the flavors that you did not expect to be so delicious.
MISSION
VISION
Financial Objective: “Acquire the return on investment within 10 months of implementing our
business plan.”
Customer Objective: “To have excellent customer service experiences and satisfaction.”
Chapter 2
agreed to share assets, profits, financial liabilities, and responsibilities to build this business.
potentially unlimited liability. It was also owned by two or more individuals. General
partnerships allow partners to structure their businesses as they see fit. This allows those partners
Disadvantages: General partners are personally liable for all business debts and liabilities.
Organizational Structure
Nicole P. Sibug
Team Leader
Figure 2. Shows the organizational structure of the business together with their names and
positions.
16
Job Description
A Team Leader is the one who is in charge of guiding, monitoring and leading an entire
group. They are responsible for motivating their teammates as well as inspiring positive
communication within them so that they can work together toward achieving goals.
Job Specification
Are responsible for setting strategy and monitoring progress towards goals
Responsible for decision making, coaching, developing the team's skill and managing
conflict
Job Description
The Crew is responsible for presenting menus to customers and also responsible for
preparing the product. They take orders and answers questions on meal items. In between
customers, crew members perform cleaning duties, such as clearing tables and sanitizing food
preparation areas. In this role as crew, they will provide customer service, ensure food and drinks
are served with a smile and see to the overall satisfaction of the customers.
17
Job Specification
Team Leaders
May help the crews in handling the customers such as preparations and assisting.
Crew
A crew prepares and assemble the products to provide the best possible service and
experience for clients. They help to keep the kitchen organized and working efficiently.
They guarantee proper food handling, sanitation, and adherence to food storage
procedures.
Capitalization
To meet the expected capital of the business, the partners shared ₱5,000 each from their
savings. As entrepreneur students, they had already planned how much money they will spend on
establishing the business, so they had no trouble acquiring or borrowing because since last year,
According to the Labor Code of the Philippines, R.A. No. 6727 Section 4, Retail and
Service Establishment that has 10 employees below are exempted to wages increases.
As a small business owner that is just starting out, we decided to have a salary that based
on the minimum wage of Pampanga from Indeed. Indeed is a website for the jobseekers where
you can see the available jobs with salary, different wages from different cities and also the
Table 2. Shows the salary of each positions per hour and per day.
The table 3 and 4 shows the wages and salary and rotating schedule of the proponents.
The proponents decided to have a rotation schedule that every employee must have at least 2
working days per week. A team leader has a salary of ₱ 586.24 per day and in every week she
needs to work for at least 2 times a week at the end of the month she will have a salary of
₱4,689.92. The Crews has a salary of ₱313.36 per day and has a duty of 2 times a week by the
Chapter 3
Marketing Plan
Products
Philippines is one of the tropical countries, the summer season lasts longer than the rainy
season. As a result, many businesses have emerged that soothe the thirst, refresh us, and satisfy
the cravings by offering Halo-Halo, Flavored Drinks, Sodas, Milktea, and Milkshake. As a
result, the proponents came up with the idea of trying something new and innovative product,
such as refreshing drinks for the people and particularly students. The product is a type of
milkshake made with milk and ice, but because of proponent innovative skills, they came up
with the idea of using a Cake Bar to be the flavor of the milkshake, they used two well-known
brands that sell cake bars in that market which is Lemon Square and Fudgee Bar, and then they
used their different flavors to make the milkshake flavor. They made this milkshake not only to
satisfy the cravings, but also to provide many health benefits to the bodies, such as calcium, iron,
The business produced two series of milkshakes. The first is called the Lemon Square
Series, and it includes flavors like Butterscotch Blend, Classic Brownies Blend, and Cheese Cake
Blend that were created by lemon square cake. The second one is the Fungee Barr Series, which
likewise comes in a variety of flavors, but the cake brand is Fudgee Bar, the flavors are Salted
Figure 4. Shows the flavors that belong to the Lemon Square series.
The figures show the various flavors of Cake-Shake Fusion from the Lemon Square
Series. All of this is made from the combinations of milk, ice, and lemon square cake. The first is
the Cheese Cake Blend, which is made from Cheese Cake. The second is the Butterscotch Blend,
21
which is also made from Butterscotch flavor cake. The final one is the Classic Brownies Blend,
Figure 5. Shows the flavors that belong to the Fudgee Barr series
The figures show the various flavors of Cake-Shake Fusion from the Fudgee Barr Series.
All of this is made from milk, ice, and fudge barr cake. The first is the Macapuno Blend, which
is made from Macapuno cake. The second is the Dark Chocolate Blend, which is also made from
Dark Chocolate flavor cake. The final one is the Salted Caramel Blend, which is also made from
Feature 1
Enjoy the delicious combination of rich milkshake goodness and creamy cake flavor,
which creates a delightful treat that not only fulfills your sweet tooth but also takes dessert to a
new level.
Feature 2
Functionality
Crafted with quality, our cake-flavored milkshake boasts a soft consistency and a perfect
balance of sweetness, ensuring a smooth and enjoyable sip. For those looking for a unique drink
Feature 3
In a sea of traditional options, this milkshake stands out due to its unique cake flavor
profile. Cake essence gives it a fun twist that makes it perfect for parties, special occasions, or
Feature 4
Competitiveness
23
The cake-flavored milkshake beats the competition not only with a delicious twist on
traditional flavors, but also by using quality ingredients and taking close attention to delicate
flavor variations. It will be a top option in the competitive beverage market due to its goal of
People today are very concerned about their health and the foods they eat. As we develop
this product, we consider the benefits that each individual may receive from consuming it.
Cake - boosts our brain power, as do milk and ice. Cake contains carbohydrates, which supply
glucose to our brain cells. Glucose is the brain's primary source of energy and is necessary for
proper functioning. Cake also contains eggs, milk, and nuts, which are rich in protein, calcium,
and omega-3 fatty acids, all of which are good for your brain.
Milk - can help strengthen your immune system. Nutrient-rich dairy milk is packed with
Ice - can lower your body temperature, reducing fatigue and increasing endurance. Drinking cold
drinks can help with digestion. Cold liquids can reduce inflammation in the digestive tract and
Price
24
Price is the amount of money or its equivalent for which something is purchased, sold, or
offered for sale. As an aspiring entrepreneur, the selling price of the product depends by what
customers are willing to pay, and it covers all of the costs of producing the product while
To identify a business to be managed effectively, cost per unit, markup, and profit margin
calculations are essential. Cost per unit aids in calculating production costs and ensures the best
possible pricing to cover expenses. Markup determines the selling price and helps to generate
income. The percentage of profit to revenue is shown by the profit margin, which influences the
sustainability and expansion of the financial system. When combined, these metrics help
companies establish competitive pricing, improve their financial sustainability, and make wise
strategic choices.
Table 4. Shows the price of each flavor together with Cost Per Unit and profit of Lemon Square
The table shows that the price of a 16 oz cup of Lemon Square Series is ₱34.99 with a
CPU of ₱25.25 and we will have a profit of ₱10.1 in every cup will be sold, while in a 12 oz cup
there is CPU of ₱22.93 with a price of ₱29.99 and a profit of ₱6.879 in every cup will be sold.
Table 5. Shows the price of each flavor together with Cost Per Unit and profit of Fudgee Barr
The table shows that the price of a 16 oz cup of Fudgee Barr Series is ₱34.99 with a CPU
of ₱25.36 and we will have a profit of ₱10.144 in every cup will be sold, while in a 12 oz cup
there is CPU of ₱23.04 with a price of ₱29.99 and a profit of ₱6.912 in every cup will be sold.
Table 6. Shows the raw materials and Cost Per Unit of Lemon Square Series for 16 oz.
Ice ₱5 ₱25
Total: ₱252.5
The table shows the cost per unit and price of raw materials of a 16 oz cup of Lemon
Square Series can make 10 cups of milkshake. In a 1 pack of Lemon square it has a 10 pcs cakes
with a price of ₱70.90 and a CPU of 70.90, a condense milk with 390g has a price of ₱41.90 with
a CPU of ₱69.8 because in 390g condense we can make a 6 cups of milkshake which is ₱41.90
divided by 6 cups equals to 6.98 multiply by 10 cups equals to ₱69.8, an evaporated milk with a
price of ₱31.40 can make an 11 cups of milkshake which is ̈́₱31.40 divided by 11 cups equals to
2.85 multiply by 10 cups equals to ₱28.5, an ice with a price of ₱5 can make 2 cups of milkshake
so in ₱25 ice we can have a 10 cups milkshakes, a gulaman with a price of ₱12 can make a 12
cups of shakes so 12 divided by 12 equals to 1 multiply by 10 equals to ₱12, a cup with lids has a
price of ₱175 for 50pcs so 175 divided by 50 pcs equals to 3.5 multiply by 10 cups equals to ₱35
for its CPU, a straw has a price of ₱80 for 100pcs to get its CPU we can do this, 80 divided by
100pcs equals to 0.80 multiply by 10 cups equals to ₱8, lastly the ink for stamps has a price of 80
good for 150 stamps, so 80 divided by 150 is equal to 0.53 multiply by 10 equals to ₱5.3.
Table 7. Shows the raw materials and Cost Per Unit of Lemon Square Series for 12 oz.
27
Ice ₱5 ₱20
Gulaman ₱12 ₱8
Total: ₱229.3
The table shows the cost per unit and price of raw materials of a 12 oz cup of Lemon
Square Series can make 10 cups of milkshake. In a 1 pack of Lemon square it has a 10 pcs cakes
with a price of ₱70.90 and a CPU of 70.90, a condense milk with 390g has a price of ₱41.90 with
a CPU of ₱69.8 because in 390g condense we can make a 6 cups of milkshake which is ₱41.90
divided by 6 cups equals to 6.98 multiply by 10 cups equals to ₱69.8, an evaporated milk with a
price of ₱31.40 can make an 22 cups of milkshake which is ̈́₱31.40 divided by 22 cups equals to
1.43 multiply by 10 cups equals to ₱14.3, an ice with a price of ₱5 can make 2 ½ cups of
milkshake so in ₱20 ice we can have a 10 cups milkshakes, a gulaman with a price of ₱12 can
make a 15 cups of shakes so 12 divided by 15 equals to 0.80 multiply by 10 equals to ₱8, a cup
with lids has a price of ₱165 for 50pcs so 165 divided by 50 pcs equals to 3.3 multiply by 10
cups equals to ₱33 for its CPU, a straw has a price of ₱80 for 100pcs to get its CPU we can do
this, 80 divided by 100pcs equals to 0.80 multiply by 10 cups equals to ₱8, lastly the ink for
28
stamps has a price of 80 good for 150 stamps, so 80 divided by 150 is equal to 0.53 multiply by
10 equals to ₱5.3.
Table 8. Shows the raw materials and Cost Per Unit of Fudgee barr Series for 16 oz.
Ice ₱5 ₱25
Total: ₱253.6
The table shows the cost per unit and price of raw materials of a 16 oz cup of Fudgee
Barr Series can make 10 cups of milkshake. In a 1 pack of Lemon square it has a 10 pcs cakes
with a price of ₱72 and a CPU of 72, a condense milk with 390g has a price of ₱41.90 with a
CPU of ₱69.8 because in 390g condense we can make a 6 cups of milkshake which is ₱41.90
divided by 6 cups equals to 6.98 multiply by 10 cups equals to ₱69.8, an evaporated milk with a
price of ₱31.40 can make an 11 cups of milkshake which is ̈́₱31.40 divided by 11 cups equals to
2.85 multiply by 10 cups equals to ₱28.5, an ice with a price of ₱5 can make 2 cups of milkshake
so in ₱25 ice we can have a 10 cups milkshakes, a gulaman with a price of ₱12 can make a 12
cups of shakes so 12 divided by 12 equals to 1 multiply by 10 equals to ₱12, a cup with lids has a
price of ₱175 for 50pcs so 175 divided by 50 pcs equals to 3.5 multiply by 10 cups equals to ₱35
29
for its CPU, a straw has a price of ₱80 for 100pcs to get its CPU we can do this, 80 divided by
100pcs equals to 0.80 multiply by 10 cups equals to ₱8, lastly the ink for stamps has a price of 80
good for 150 stamps, so 80 divided by 150 is equal to 0.53 multiply by 10 equals to ₱5.3.
Table 9. Shows the raw materials and Cost Per Unit of Fudgee Barr Series for 12 oz.
Ice ₱5 ₱20
Gulaman ₱12 ₱8
Total: ₱230.4
The table shows the cost per unit and price of raw materials of a 12 oz cup of Fudgee
Barr can make 10 cups of milkshake. In a 1 pack of Lemon square it has a 10 pcs cakes with a
price of ₱72 and a CPU of 72, a condense milk with 390g has a price of ₱41.90 with a CPU of
₱69.8 because in 390g condense we can make a 6 cups of milkshake which is ₱41.90 divided by
6 cups equals to 6.98 multiply by 10 cups equals to ₱69.8, an evaporated milk with a price of
₱31.40 can make an 22 cups of milkshake which is ̈́₱31.40 divided by 22 cups equals to 1.43
multiply by 10 cups equals to ₱14.3, an ice with a price of ₱5 can make 2 ½ cups of milkshake
so in ₱20 ice we can have a 10 cups milkshakes, a gulaman with a price of ₱12 can make a 15
cups of shakes so 12 divided by 15 equals to 0.80 multiply by 10 equals to ₱8, a cup with lids
30
has a price of ₱165 for 50pcs so 165 divided by 50 pcs equals to 3.3 multiply by 10 cups equals
to ₱33 for its CPU, straw has a price of ₱80 for 100pcs to get its CPU we can do this, 80 divided
by 100pcs equals to 0.80 multiply by 10 cups equals to ₱8, lastly the ink for stamps has a price of
80 good for 150 stamps, so 80 divided by 150 is equal to 0.53 multiply by 10 equals to ₱5.3.
Table 10. Shows the CPU, mark up (%) and profit of Lemon Square Series for (16oz).
The table shows that the Lemon Square Series for 16 oz cup has a CPU of ₱25.25, a
Table 11. Shows the CPU, mark up (%) and profit of Lemon Square Series for (12oz).
The table shows that the Lemon Square Series for 12 oz cup has a CPU of ₱22.93, a
Table 12. Shows the CPU, mark up (%) and profit of Fudgee Barr Series for (16oz).
The table shows that the Fudgee Barr Series for 16 oz cup has a CPU of ₱25.36, a mark-
Table 13. Shows the CPU, mark up (%) and profit of Fudgee Barr Series for (12oz).
The table shows that the Fudgee Barr Series for 12 oz cup has a CPU of ₱23.04, a mark-
Pricing Strategy
Business needs to be aligned with the most effective pricing approach it can choose. The
1. Market-oriented pricing as an approach may ensure that this milkshake business’s prices
are kept in line with current market conditions, such as competitors’ prices, consumer
demands and economic trends. This technique will enable us to set prices for our
milkshakes that are truly reflective of what they are worth on the market.
The Cake Shake Fusion uses Market-Oriented Pricing to ensure that the price of
the milkshake is competitive, such as the 39 pesos milktea that is now trendy in the
market.
our shakes. For instance, setting a price just below a whole number makes our products
convince consumers that they will get a better deal at the price they see.
Place
A good location is one of the keys to success in business. Visibility, accessibility, target
market reach and operating costs are affected by it. Strategic locations can attract customers,
enhance competitiveness and stimulate all-round business development. The Cake-Shake Fusion
has chosen to establish itself within a school setting. Choosing a spot in a school comes with
several benefits including easy access to your target audience, built-in customers as well as
Figure 6. Shows the Geographical location of the business in San Carlos, San Luis National
High School.
34
Figure 7. Shows the actual picture of the location of the business with the entrance of the school.
The Cake-Shake Fusion chose this location because it is close to the school's entrance and
exit, as well as the student drop-off area, so more people will see our business and attract them to
buy.
Figure 8. Shows the food cart layout of Cake-Shake Fusion together with its estimated
Figure 9. Shows the food cart Actual picture of Cake-Shake Fusion Business.
36
The food cart is convenient for customers and to the business. It has a beige and brown
color scheme representing the different flavors will offer, it can be also appealing to Generation
Z who are our target market today. The business structure is common with a “L” shaped table
where they can prepare items, drawers for keeping things and wheels on it for easy moving.
Promotion
Promotions are vital in business due to various reasons such as increased product
promotions are able to help a brand differentiate itself from competitors, increase sales during
economic hard times and build loyalty among consumers. Effective promotions also lead to
Digital marketing is a broad platform that can assist businesses in promoting and
account and a Facebook page to further expand the business's engagement. On the Facebook
Page, they can post daily and also post updates about the business, and they can also raise
questions like private messaging to cater them. On the Tiktok Account, they can create different
content to promote the products so that they are known not only in school but also throughout
Pampanga. The business also offers an Online orders with a delivery charge for those people
Traditional Marketing
Word of Mouth
Aside from digital marketing, one of the most effective ways to market the product is
through word of mouth. This is an effective way to increase sales, increase brand recognition,
38
and build customer loyalty. They can also engage with customers directly using this traditional
marketing
Coupons
The business will offer coupons to customers who will purchase. This is also an effective
way to encourage repeat purchases from customers. The coupons have a design of 10 circles with
a picture of the flavors of the products, the first 6 circles requiring them to taste all of the flavors
in order to sign it and the remaining four circles allowing them to choose which flavors they
want to purchase. When they fill out the coupons, they will get 12 oz free of their chosen flavor.
In this way, the proponents can promote and recognize not only their favorite flavors, but also
People
These are the persons or factors who are directly involved in the business.
Owners: They provide guidance, establish objectives and invest money. The Cake-Shake Fusion
includes five owners who all contribute their knowledge and abilities to the success of their firm.
39
They will also be the employees, producing and promoting their product for day-to-day
operations.
Employees: They perform tasks, contribute skills and keep the business operations.
Suppliers: These people supply what is needed for production in form of goods or services. The
supplier of the Business is RCS Grocery from Sta. Ana Pampanga for their ingredients, SG
Packaging Solution in Sta. Ana Pampanga, supplies cups and straws, and the business's ice
Target Market: It represents the customer base that a business intends to serve or satisfy. The
target markets of the Cake-Shake Fusion are the students of San Carlos and San Luis National
High School.
Packaging
Packaging in the milkshake business has several uses, not only does it protect the product
while being transported or stored, but it also adds value to branding and marketing efforts. The
attractive yet practical packaging can draw customers to the product and communicate its
characteristics. It likewise helps in preserving the product’s freshness thereby adding to customer
40
experience.
Cake-Shake Fusion will use plastic cups with lids and straws as their packaging because
these containers hold their milkshakes well; they use also a ink stamps to put their logo to the
Positioning
Positioning refers to the place your product or service occupies in the minds of your
competitors. It involves developing a unique image and value. Good positioning, on the other
hand, answers why your offer is better from a customer’s points of view, it help build an
The Cake-Shake Fusion will position the business within school premises for many
different reasons. Firstly, it provides an easy access to specific audience which includes students,
teachers and parents. This can increase visibility and improve chances of attracting clients within
the school community. Furthermore, being inside the school compound can create a familiar and
convenient environment. Lastly, its proximity allows for possible collaborations such as events
or giving special offers to students and staff thereby further enhancing localized connections
Survey Questionnaire
We are the Entrepreneurs Students of DHVSU Candaba-Campus and we will be conducting a Business
Plan Preparation; our preparation includes conducting a survey to our target markets. In accordance of
RA 10173 or the Data Privacy Act of 2012, all personal and/or sensitive information solicited and
disclosed from this survey shall be only used for the study alone.
Instruction: Please respond to following questions by putting check (√ ) inside the box.
Name (Optional):
Age:
Sex:
Occupation:
₱60-80
₱90-100
Others:
₱ 35
₱ 40
Others: _______
10. If we sell shake flavored with Lemon square and Fudge barr cakes, would you buy?
Yes
No
43
Age
3%
1%
8% 14 y/o
15 y/o
26%
16 y/o
22% 17 ylo
18 ylo
19 y/o
40%
Figure 14. Shows the Age of the 150 respondents in San Carlos National HS.
Among 150 respondents, 1% of the respondents is 19 y/o, 18 y/o has a 3%, 26% for the
age of 17 y/o, 40% of age is 16 y/o, 15 y/o has a 22% and lastly the 14 y/o has a 8%.
Sex
39%
Femal
Male
61%
Figure 15. Shows the Sex of the 150 respondents in San Carlos National HS.
Among 150 respondents, 61% of the population is female and 39% is male.
44
Occupation:
Students
100%
Figure 16. Shows the Occupation of the 150 respondents in San Carlos National HS.
All of the 150 respondents in San Carlos NHS, 100 % are students only and they do not
Yes
No
99%
Among 150 respondents, 99% of students are drinking shake and only 1% is not.
45
35%
Among 150 students, 39% of the students are drinking shake one time a week, 35% are
drinking shake two times a week, while 16% are drinking shake three times a week, 3% of the
students are drinking shake every day, Only 1% is never to drink a shake, And Last 6% of
students are drinking shake sometimes, occasionally, it depends, when summer, and two-three
times a month.
5%
Yes
No
95%
Among 150 respondents, 95% of the students like innovative product while 5% of the
7%
30-50
31% 60-80
90-100
Others
40%
22%
Among 150 respondents, 31% of their allowance per day is ₱30-50, 22% has a
allowance of ₱60-80, while 40% of them has allowance of ₱90-100, and lastly others students
Yes
No
100%
Among 150 respondents, 100% of students are eating Lemon Square products.
47
Cheese Cake
21%
Classic Brownies
30%
Butterscotch
Cookies & Cream
Chocolate
19%
22%
8%
Among 150 students, 30% of the top 3 favorite flavors of students is Cheese Cake, 22%
are Classic brownies, 21% for Chocolate, 19% for Cookies & Cream and lastly 8% for
Butterscotch.
Yes
No
100%
Among 150 students, 100% of students are eating Fudgee Barr products.
48
19%
28%
Among 150 students, 28% of the top 3 favorite flavors in Fudgee Barr products is Dark
Chocolate, 22% are Macapuno, 20% for Mocha, then 19% for Salted Caramel and 11% for Milk
Custard.
Q9. What starting price do you prefer in
a drinks?
2%
18%
30
35
40
Oth
ers
15%
65%
Among 150 students, 65% preferred price for their drinks is ₱30, 18% prefer ₱40, while
15% prefer ₱40 and lastly 2% preferred others like ₱50, ₱60, ₱150.
5%
Yes
No
95%
Among 150 Respondents, 95% of students will buy to the business when they sell cake-
Swot interpretation
The SWOT analysis of our company and its indirect competitors is shown in the tables.
In terms of strength, Cake-Shake Fusion has a significant advantage over its rivals because, as
we all know, milk tea and coffee are common food business in the Philippines, and our business
is unique since our product is an innovation that comes from the owners' creative minds. When it
comes to its versatility, the Cake-Shake Fusion is better suited because not everyone enjoys both
milk tea and coffee, such as children who can occasionally drink tea but not coffee. The product
we produce is versatile enough to use it as a dessert for any kind of occasion. Cake-Shake Fusion
gets a cost and location advantage because they are more aware of its pricing strategy and how to
stay competitive in the market. Its location is also competitive in that it allows them to sell
directly to students.
One weakness of our business is its perishability, which we can address by not
overproducing. We additionally remind customers to consume the shakes right away, or to store
them in the refrigerator to keep them fresh. Another weakness is the cost of ingredients, which
sets us apart from other businesses. Because our cake-shake fusion is made with fresh
ingredients, our costs are higher than theirs. However, we can turn these weaknesses into
strengths because, if they have direct suppliers, we can find ours as well to lessen our expenses.
Also the limitation of storage space is weakness of the business since the lay-out of the stall is
open space and we can’t do overstocking but we can ask for the room at the back of the stall so
With regard to Opportunities, all the business has the chance to expand their businesses
and engage with social media platforms, but Cake-Shake Fusion has an advantage in working
with the local schools. We can give percentage off or discounts every time they have events and
51
set up pop-up stalls at other schools' events to boost sales and to be known not only in one school
but in Pampanga.
The worst part of being in business is facing threats, especially ones that you can't handle
like rising costs of ingredients, which will drive up costs. All of our competitors will face similar
threats, particularly from shifting consumer preferences, but as aspiring entrepreneurs, we'll
overcome them by launching new product variations and taking inspiration from their feedback
and suggestions since they are our consumers and our business's survival depends on them. As
for health trends, we can address them by providing sugar levels of sweetness so that customers
PEST ANALYSIS
Requirements Cultural
Barriers
One tool for strategic management that can assist companies in identifying external
factors that will impact their operations is Pest Analysis. Here’s the following factors:
1. Political Aspects
One of the things that can impact a business is government regulations and compliance.
As aspiring owners, we will comply by all permits that the DTI and local governments demand.
2. Economic Factors
When the economy grows and more people are employed and the unemployment rate
decreases, it affects businesses by giving us more purchasing power to purchase necessities and
wants. As a result, business sales increase during periods of growth in the economy, and the rate
of inflation is another factor, but we may address it by finding less expensive ingredients or
substitute goods.
53
3. Social factors
We are all aware that people are becoming more health conscious, but we can still offer a
sugar or sweetness level. Customer feedback and cultural beliefs have an impact as well, because
other customers cannot eat non-vegan products because they are health conscious and do not
want to contribute to animal cruelty, so we will not encourage them to buy because milk is not
vegan and customers are our top priority. Feedback is an effective way for us to improve and
identify areas where we still need to improve, as well as areas where we do not need to improve
4. Technological factors
People already include technology into their lives, so even though our business does not
require upgraded technology because we are just getting started, we can still use other
RIVALRY
AMONG
BARGAINING BARGAINING
EXISTING POWER OF
POWER OF
COMPETITORS BUYERS
SUPPLIERS
BARGAINING POWER
BARGAINING POWER OF BUYERS:
OF SUPPLIERS:
Number of
Number and size of competitors
suppliers THREAT OF Size of each
Uniqueness of each
SUBSTITUTE customer order
supplier product Differences between
PRODUCTS competitors
THREAT OF
Buyers ability to
SUBSTITUTE
substitute
PRODUCTS:
Number of substitute
products available
Buyer propensity to
substitute
55
The figures show the poster’s five forces of the business, first is Rivalry among existing
brand loyalty, and switching costs. The Cake-Shake Fusion has an advantage among its existing
competitors. The first is in the number of competitors because the only competitors of the
business were indirect competitors because those competitors are already located in its target
location because they do not offer the same drinks. In terms of quality differences, Cake-Shake
Fusion is more ahead because other businesses use ready mix powder, so their products are not
quality while our business uses fresh ingredients. We can gain customer loyalty by offering
coupons to encourage them to buy from us again in order to receive the free drinks at the end of
the coupons. We can also create more innovative ways based on customer suggestions. In terms
of switching costs, it has an impact on the business, but the pricing strategy that the business will
use will be consistent with the pricing strategy to catch up with markets or their competitors
pricing
already predicted the threats that can be acquired, especially in new entry businesses. The
advantage of our business is that it is located right inside the schools, which means that once
students enter the school gate, they are not allowed to leave until it is time to go home, so more
Next, Bargaining power of suppliers, such as the number and size of suppliers and the
uniqueness of each product. The Cake-Shake Fusion has an advantage over the suppliers because
their ingredients are found locally, like in the markets, but it has an impact on the supplier size
because the more the suppliers were big, the more the supplies were less cost, it must be
56
advantageous also for the business to look for suppliers who are already have the supplies they
Fourth, Threats of Substitute Products, even though the company does not have direct
competitors, customers have the option to substitute the products because there are numerous
substitute products available on the market; however, because of the unique flavors offered,
customers can differentiate the company from the others, causing them to return and purchase
our products.
Finally, buyer bargaining power has an impact on the business because they have the
ability to substitute among existing competitors, but due to the business's unique offerings and
Survey Documentation