Valuation Resources

Retail Bakeries and Donut Shops

SIC 5461 | NAICS 311811 & 722515


The following guide to industry information, research, and analysis provides sources for industry trends and statistics, financial ratios, salary surveys, and more.


Select from the following sections or scroll below to view available resources:
  • Industry Analysis, Trends, Statistics, and Forecasts
  • Financial Statements and Financial Ratios
  • Compensation and Salary Surveys
  • Business Valuation Resources

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Industry Analysis, Trends, Statistics, and Forecasts

IBISWorld
IBISWorld
Bakery Cafes  (view report)
Donut Shops  (view report)

Comprehensive research reports provide in-depth industry analysis and five-year growth forecasts, with special focus on the underlying structure and external forces and relationships that affect industries and their performance. Topics addressed in the reports include:

  • Market size, product segments, and major markets
  • Key statistics, market trends, and external drivers
  • Operating conditions and current performance
  • Competitive landscape and environment
  • Major company profiles and market shares
  • Five-year outlook and revenue forecast

Sosland Publishing
Bake Magazine
http://www.bakemag.com/

Monthly trade publication features news and information for retail bakery professionals, with topics covered in various issues of the magazine including managing your business, building your store's brand, developing effective pricing strategies, understanding key consumer trends, new food and beverage products, seasonal merchandising tips, and using technology to improve the bottom line.


Progressive Grocer
Bakery Operations Review
http://www.progressivegrocer.com/

Annual survey provides insights into in-store bakery operations, with information provided including average sales per store, sales performance by product segment (e.g., breads and rolls, breakfast items, and desserts), net change in sales and profitability, comparative performance benchmarks, most profitable and most popular items, and hottest growth areas for in-store bakery products.


Packaged Facts
In-Store Bakeries: U.S. Market Trends
https://www.packagedfacts.com/

Comprehensive market research report provides a detailed analysis of the U.S. consumer market for baked goods products sold in in-store bakeries, with topics covered in the study including retail sales trends by product category and segment, types of suppliers, select supplier profiles, product, retail, and marketing trends, consumer demographics, and consumer dietary and nutritional preferences.


Mintel Group Ltd.
In-Store Bakeries - US
https://store.mintel.com/

Market research report provides in-depth analysis of the U.S. in-store bakeries market, with information provided in the report including total number of in-store bakery departments, average weekly sales per in-store department, and historical and forecast retail sales for all products and by product segment (e.g., deserts, breads and rolls, and breakfast products) in both current and inflation-adjusted dollars.


International Dairy·Deli·Bakery Association
"What's In Store?" Annual Trends Report
https://www.iddba.org/

Annual publication provides information on key trends and developments for in-store bakery, cheese, dairy, and deli foodservice departments, with the bakery department section including information on department sales growth trends, consumer demographics and preferences, and trends for specific product categories. Publication includes online access to over 150 downloadable tables and graphs.


John Wiley & Sons, Inc.
Opening & Operating a Retail Bakery
https://www.amazon.com/

Comprehensive publication provides practical guidance on how to open and successfully operate a retail bakery, with topics covered including planning and resources, finding the right location, facility design and equipment, basic management systems, managing personnel, marketing the business, dealing with suppliers, enhancing productivity, product merchandising, and seasonal promotions.


More Resources »
Financial Statements and Financial Ratios

BizMiner
Industry Financial Ratios
Retail Bakeries / Donut Shops
https://www.bizminer.com  Search for "311811" and "722515"

Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios, with data available by sales size range on a national, state, and metro area level including:

  • Income and expenses in dollars and percentages
  • Balance sheets in dollars and percentages
  • Profitability and return on investment ratios
  • Liquidity and working capital ratios
  • Asset turnover and efficiency ratios
  • Capital structure and debt service ratios

RMA Annual Statement Studies
Retail Bakeries
https://www.rmahq.org/  Search for "311811"

Annual financial statement analysis provides income statements, balance sheets, and key financial ratios for retail bakeries and bakery shops which make bakery products (e.g., breads, rolls, cakes, pies, pastries, bagels, and cookies) using flour-based recipes and on-site ovens and sell small quantities of these baked goods products directly to consumers for consumption on site or to go.


More Resources »
Compensation and Salary Surveys

PayScale, Inc.
Retail Bakery / Donut Shop
https://www.payscale.com/bakery / donut-shop

Free online service provides salary, bonus, and hourly wage data for selected job positions such as bakery manager, baker, pastry chef, cake decorator, bakery clerk, and cashier, with employers for which salary or hourly wage data is provided including Panera Bread Company, Dunkin' Donuts, Starbucks Corporation, Publix Super Markets, The Kroger Company, and Wal-Mart Stores, Inc.


U.S. Bureau of Labor Statistics
Bakers
https://www.bls.gov/oes/

Annual wage survey provides hourly and annual wage data for personnel employed as bakers on a national, state, and major metropolitan area basis, with compensation data reported by industry for industries with the highest levels of employment (e.g., baked goods manufacturers, grocery stores, restaurants and other eating places, other general merchandise stores, and specialty food stores.)


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Business Valuation Resources

Business Valuation Resources, LLC
DealStats® - Private and Public Company Transaction Data
https://www.bvresources.com/

Interactive database provides detailed transaction data for over 38,000 private and public companies sold for prices ranging from under $250,000 to over $500,000,000, with valuation measures provided including market value of invested capital as a multiple of revenue, gross profit, EBIT, EBITDA, SDE, and book value of invested capital. User guide, free webinar, and sample reports are available online.


More Resources »


Related Industries:
Coffee Shops
Convenience Stores
Grocery Stores and Supermarkets
Wholesale and Commercial Bakeries

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