요아정 사장이 되면 생기는 일: 1년 만에 25배 커졌는데, 진짜 돈 버는 사람은 따로 있습니다
Yogurt ice cream, with lines stretching across every alley. Filling cups with tangy yogurt and allowing customers to pile toppings high on themselves, it is the throne of small-capital dessert startups. However, before signing the contract, I look at just two numbers. The number of cafe-style stores for this brand grew from 15 in 2023 to 374 in 2024—a 25-fold increase in just one year. And in August 2024, right when the trend reached its peak, 100 percent of the headquarters' shares were sold for approximately 40 billion won. How much money does the owner actually pocket at a shop with such long lines? Where else, not just the cups, is the real profit coming from? And exactly how did Tanghulu follow this curve exactly a year ago? I examine the bill of this trendy startup from beginning to end. Sources for all numbers are displayed on the screen. 0:00 Opening: Yogurt ice cream with long lines, two numbers 1:38 Entrance Fee: Startup costs and headquarters-designated interior 3:18 Hidden Machine: Dissecting a single cup, the real product is the toppings 5:47 Trap: Copycats, and the precedent of Tanghulu 9:15 Real Winner: Headquarters 47.1 billion KRW, sale for 40 billion KRW, building owner 11:43 Settlement: Two scenarios 13:20 Conclusion: Entering the store when the line was longest Main Sources · Fair Trade Commission Franchise Business Information Disclosure Statement 2023, 2024 (From 15 cafe-style stores to 374 locations, startup costs approx. 49.3–53.3 million KRW, franchise fee 5.5 million KRW, training fee 3.3 million KRW, royalty 3% of sales, average monthly sales per franchisee approx. 12.17 million KRW, profit margin approx. 20%) · Audit Report 2024, Newsis 2025 (Headquarters Sales increased from 5.1 billion to 47.1 billion, operating profit from 300 million to 12.1 billion, operating profit margin 25.6%, net profit 9.5 billion) · The Bell 2024, Money Today 2024 (100% stake in headquarters sold for approximately 40 billion, August 2024, food company-led private equity consortium) · The Korea Economic Daily 2024 (A 15,000 won cup costs approximately 7,000 won based on small-quantity ingredients for home use, YouTube 1.44 million views, low-cost coffee and convenience store yogurt ice cream approximately 3,500 won) · Seoul Economic Daily 2025 (Regular 3,800 won, Large 5,800 won) · Herald Business 2024 (Yoajeong search volume increased by 1,901%, latecomer brands expanded from 15 to 180 stores, Tanghulu stores closing about 2 per day, card sales 27% decrease) · Segye Ilbo 2024 (New Tanghulu openings dropped from over 1,300 to 50, closures from 72 to 190) · Ministry of the Interior and Safety 2023~2025 (80% of 1,673 Tanghulu locations opened that year, 16 times higher than the previous year; cumulative closure rate approximately 55.8%; closure rate for other resturant businesses 30.2%; average lifespan approximately 3 years) · Fair Trade Commission Fact-finding Survey (61% of franchise headquarters charge differential franchise fees; average distribution margin for essential items 8.6%, chicken 16.45%, coffee 12.56%; industry benchmark) · Korea Real Estate Institute 2025 (Vacancy rate for small commercial properties 7.3%) · Industry Analysis (Trend half-life shortened from 54 days for Tanghulu to 13 days for Dubai chocolate), The Korea Economic Daily (2017: Sales of 250 Giant Castella Shops Halved Within One Year) The brand-related figures in this video are structural facts based on the Fair Trade Commission's Disclosure Statements, the Financial Supervisory Service's Electronic Disclosure System (DART), and publicly available data from the government and the media; there is no intention to slander any specific brand. Tanghulu is cited solely as a precedent for trendy startups. This is not a recommendation for starting a business or investing. The next bill is for that shop that has stood guard in the alley for over 20 years without being affected by trends: a PC bang. If you would like to receive the bill when it arrives, please subscribe. #YoAJeong #YogurtIceCream #TrendyStartup #SelfEmployment #Boss'sBill

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