Scottsdale, Arizona · Founded 1995 · Franchising since 1998
The Planet Smoothie franchise charges a 5.0% royalty fee in the QSR category. This report analyzes the full Franchise Disclosure Document including unit economics, fee structure, growth trends, and risk indicators to help you evaluate the cost of investing in Planet Smoothie.
Composite quality score based on growth, stability, efficiency, fees, transparency, and system size.
Financial performance data as disclosed in FDD Item 19.
| Metric | Value | Unit | Cohort | Period |
|---|---|---|---|---|
| Average Gross Sales | $280,048 | USD | All franchised outlets including Non-Traditional outlets | Dec 1, 2023 - Nov 30, 2024 |
| Median Gross Sales | $259,988 | USD | All franchised outlets including Non-Traditional outlets | Dec 1, 2023 - Nov 30, 2024 |
| Number of Stores Measured | 143.0 | COUNT | All franchised outlets including Non-Traditional outlets | Dec 1, 2023 - Nov 30, 2024 |
| Number of stores that met or exceeded the Average Gross Sales | 65.0 | COUNT | All franchised outlets including Non-Traditional outlets | Dec 1, 2023 - Nov 30, 2024 |
| Percentage of stores that met or exceeded the Average Gross Sales | 46.0% | PCT | All franchised outlets including Non-Traditional outlets | Dec 1, 2023 - Nov 30, 2024 |
| Number of stores that met or exceeded the Median Gross Sales | 72.0 | COUNT | All franchised outlets including Non-Traditional outlets | Dec 1, 2023 - Nov 30, 2024 |
| Percentage of stores that met or exceeded the Median Gross Sales | 50.0% | PCT | All franchised outlets including Non-Traditional outlets | Dec 1, 2023 - Nov 30, 2024 |
| Average Gross Sales | $321,631 | USD | All Traditional franchised outlets | Dec 1, 2023 - Nov 30, 2024 |
| Median Gross Sales | $297,686 | USD | All Traditional franchised outlets | Dec 1, 2023 - Nov 30, 2024 |
| Number of Stores Measured | 118.0 | COUNT | All Traditional franchised outlets | Dec 1, 2023 - Nov 30, 2024 |
| Number of stores that met or exceeded the Average Gross Sales | 50.0 | COUNT | All Traditional franchised outlets | Dec 1, 2023 - Nov 30, 2024 |
| Percentage of stores that met or exceeded the Average Gross Sales | 42.0% | PCT | All Traditional franchised outlets | Dec 1, 2023 - Nov 30, 2024 |
| Number of stores that met or exceeded the Median Gross Sales | 59.0 | COUNT | All Traditional franchised outlets | Dec 1, 2023 - Nov 30, 2024 |
| Percentage of stores that met or exceeded the Median Gross Sales | 50.0% | PCT | All Traditional franchised outlets | Dec 1, 2023 - Nov 30, 2024 |
| Average Gross Sales | $553,877 | USD | Top 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Median Gross Sales | $504,340 | USD | Top 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Number of Stores Measured | 24.0 | COUNT | Top 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Number of stores that met or exceeded the Average Gross Sales | 8.0 | COUNT | Top 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Percentage of stores that met or exceeded the Average Gross Sales | 33.0% | PCT | Top 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Number of stores that met or exceeded the Median Gross Sales | 12.0 | COUNT | Top 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Percentage of stores that met or exceeded the Median Gross Sales | 50.0% | PCT | Top 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Average Gross Sales | $140,635 | USD | Bottom 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Median Gross Sales | $143,567 | USD | Bottom 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Number of Stores Measured | 24.0 | COUNT | Bottom 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Number of stores that met or exceeded the Average Gross Sales | 13.0 | COUNT | Bottom 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Percentage of stores that met or exceeded the Average Gross Sales | 54.0% | PCT | Bottom 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Number of stores that met or exceeded the Median Gross Sales | 12.0 | COUNT | Bottom 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
| Percentage of stores that met or exceeded the Median Gross Sales | 50.0% | PCT | Bottom 20% Traditional franchised outlets excluding Non-Traditional | Dec 1, 2023 - Nov 30, 2024 |
Estimated using industry benchmarks for the QSR category. Actual costs vary significantly by location, operator, and market.
| Line Item | Amount | % of Revenue |
|---|---|---|
| Gross Revenue | $305,591 | 100% |
| COGS | $-91,677 | 30% |
| Labor | $-85,565 | 28% |
| Occupancy | $-30,559 | 10% |
| Marketing | $-12,224 | 4% |
| Other Costs | $-24,447 | 8% |
| Royalty Fee (franchisor) | $-15,280 | 5.0% |
| Ad Fund Fee (franchisor) | $-6,112 | 2.0% |
| Owner's Profit | $39,727 | 13.0% |
Automated risk indicators based on FDD data analysis.
Franchise unit trajectory based on FDD Item 20 data.
| Year | Start | Opened | Closed | Transferred | End | Closure Rate | Net Growth |
|---|---|---|---|---|---|---|---|
| 2022 | 149 | +13 | -- | 4 | 152 | -- | -- |
| 2023 | 152 | +14 | -- | 3 | 158 | -- | -- |
| 2024 | 158 | +10 | -4 | 2 | 154 | 2.5% | -- |
How Planet Smoothie compares to peer brands in the QSR category.
Ratio = Investment midpoint ÷ median annual revenue. Lower is better. A 0.5x ratio means the initial investment equals half of one year's gross revenue. Does not account for operating costs, margins, or time value of money.
| Brand | Total Units | Investment Range | Median Revenue | Royalty | Inv/Rev Ratio |
|---|---|---|---|---|---|
| Subway | 19502 | $263K – $630K | No Item 19 | 8.0% | -- |
| McDonald's | 12772 | $1.47M – $2.64M | $3.00M | 5.0% | 0.7x |
| Dunkin' | 8499 | $527K – $1.83M | No Item 19 | 5.9% | -- |
| Domino's Pizza | 7043 | $120K – $462K | $20K | 5.5% | 14.9x |
| Wendy's | 5552 | $1.41M – $2.90M | $2.33M | 4.0% | 0.9x |
| Burger King | 5524 | $1.80M – $3.30M | $1.67M | 4.5% | 1.5x |
| Dairy Queen | 4400 | $1.15M – $2.44M | No Item 19 | 4.0% | -- |
| Little Caesars | 3705 | $446K – $1.82M | No Item 19 | 6.0% | -- |
| KFC | 3558 | $135K – $540K | $1.35M | 5.0% | 0.2x |
| Arby's | 3400 | $313K – $3.45M | $1.39M | 4.0% | 1.4x |
SBA 7(a) loan approvals for Planet Smoothie franchisees from the SBA FOIA public dataset. Lenders report franchise codes at origination — this is real lending activity, not estimates.
Source: SBA FOIA 7(a) public data. Franchise codes matched by brand name. Not all SBA loans are captured; some franchisees finance without SBA programs.
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