SUPPLEMENT STORE BUSINESS PLAN

I. Executive Summary

Company Description

VidaNorth Wellness is a high-end boutique retail and consultation practice launching in Austin, Texas, in 2026; the name combines vida (life) with north (direction), signaling a data-driven path to better health. We operate in the nutritional supplements sector, selling a curated selection of scientifically-vetted products alongside in-person, personalized consultations from certified nutritionists and clinical pharmacists. Our core activities are product curation, one-on-one consultations, small-group education events, and local fulfillment from a strategically located storefront designed to foster community and trust. Scientific Advisory Board oversight and a professional management team ensure clinical rigor and regulatory compliance. One-liner: Premium supplements plus expert, in-person guidance in Austin.

We target health-minded adults aged 30–60 in Austin with household incomes above $90,000 who value quality, transparency, and measurable results. Short-term goals: open the flagship store in Q3 2026, achieve $1.2M first-year revenue, and reach a 40% gross margin. Long-term goals: expand to three owned locations and launch a subscription program with telehealth integration by 2029, while maintaining >35% gross margin and <10% annual churn on subscriptions. What sets us apart: rigorous product vetting, measurable protocols, hands-on expert care, and a community-focused retail environment that reduces buyer confusion and increases lifetime value. One-liner: Local, evidence-first wellness retail built to scale responsibly.

Problem

Modern U.S. consumers face a saturated, confusing supplement market where product quality varies and reliable guidance is scarce, creating a trust gap around ingredient provenance and clinical support.

As a result, busy professionals and athletes waste money on ineffective regimens, receive poor or generic recommendations online, and lack a dedicated physical space that pairs high-end product curation with in-person, science-based consultations—so measurable health gains are missed.

Solution

Consumers face a saturated supplements market and poor online guidance; we provide a premium, boutique retail destination in Austin, Texas that pairs third-party tested supplement lines with one-on-one consultations from certified nutritionists to deliver testing-backed, personalized health plans.

Core offerings include third-party tested products, 30-minute consultations, individualized supplement plans with a 60-day follow-up, free community education events, and a strict no high-pressure sales policy to reduce wasted spend and improve adherence.

Mission Statement

Our mission is to empower our community to reach peak health and performance through expert guidance and scientifically‑vetted nutritional solutions, delivered with transparent information, personalized care, and measurable results. We commit to educate customers, uphold the highest integrity in every consultation and product recommendation, and serve as a trusted partner on each individual’s wellness journey.

Key Success Factors

Success depends on conversion, retention, expert staff, local reach, and disciplined costs.

• Achieve 24.0% visitor-to-buyer conversion by 2030.
• Convert 45% of new customers into repeat buyers.
• Leverage a $55,000/year certified nutritionist for premium service.
• Drive 150–250 daily visitors via local marketing and partnerships.
• Maintain COGS ~12.6% of sales to support 0.58 ROE.

Financial Summary

Brief financial snapshot for the Executive Summary.

Financial requirements: Minimum cash position required is $310,000 (reach Jan-29). Payback period is 56 months and IRR is 0.01%.

Outlook: EBITDA turns positive by Jan‑2029 and rises to $987,000 by 2030.

Funding Requirements

We require USD 415,000 to launch and operate through a 37-month path to breakeven (Jan-29-2029); EBITDA climbs from -$189,000 in 2026 to $987,000 in 2030, with a 56-month payback and IRR of 0.01%.