FranchiseVerdict
Beverly Ann’s Cookie Truck logo
FV-00291·MODERATEStandard76

Beverly Ann’s Cookie Truck

OtherFranchising since 2025Website
Investment
$119K – $270K
42nd pct Other
Avg revenue
50th pct Other
Royalty
Units
1
7th pct Other
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $119K – $270K including a $15K franchise fee.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated MODERATE with a risk score of 64/100. SBA loan default rate of 0.0% across 22 loans (below the industry average).
  • No Item 19 financial performance representation. Without franchisor-disclosed revenue data, you'll need to gather unit economics directly from existing franchisees.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Mobile Cookie Company, LLC
Parent company
Kona Ice Holdings, LLC; Kona Ice Intermediate Holdings, LLC; Kona Ice BuyerCo, LLC; Kona Ice MidCo I, LLC; Kona Ice MidCo II, LLC; Kona Ice TopCo, LLC
Incorporated in
Delaware
HQ
5945 Centennial Circle, Florence, Kentucky 41042

Yale framework · single-unit ROIC

Returns Analysis

Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.

The model · Yale framework

What would one Beverly Ann’s Cookie Truck unit return on the cash you put in?

Revenue · per unit, per year
$
Item 19 not disclosed — typing your own estimate
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: generic
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $119K–$270K
Working capital
$
FDD reports $1K–$14K

Unlevered ROIC · per unit

52%

In Yale's "attractive" band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$105K
EBITDA margin
14.0%
Total invested
$202K
Payback
23 mo
Unit-level only. A multi-unit portfolio gives up roughly 5–15% of this to shared services (corporate G&A) before reaching the ~10-unit break-even Yale describes.

Overview

About

Franchisees operate a mobile cookie truck, managing daily food preparation, route planning, venue permits, and point-of-sale transactions. Day-to-day work involves baking/assembling cookies, restocking inventory, managing the truck, securing event locations, and handling cash/card transactions while maintaining food safety compliance.

CEO
Tony Lamb
Founded
2024
FDD year
2025
States available
1

Item 7 · what it costs

The Vitals

Total investment
$119K – $270K
All-in to open one unit
Liquid capital
$1K – $14K
Cash you must have on hand
Franchise fee
$15K
Royalty
$3,000 per year (years 1-2), $4,000 per year (years 3-6),…
Ad fund
Currently $1,000 per year

Item 19

Financial Performance

This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.

Item 20 · unit dynamics

The Growth Chart

Total units
1
Opened
0
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
1
Corporate units in the system
% franchised
0%
vs corporate-owned
2023
0±0
Franchised units
2024
0
Franchised units
2025
0
Franchised units

Year-over-year franchised unit counts and net change. Source: FDD Item 20.

Item 20 · 3 states with active franchisees

The Territory Map

Derived from franchisee contact records. Shows states with at least one current operator — not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).

AK
ME
VT
NH
MA
RI
CT
NY
NJ
PA
DE
MD
DC
WA
OR
CA
NV
ID
MT
WY
UT
CO
AZ
NM
ND
SD
NE
KS
OK
TX
MN
IA
MO
AR
LA
WI
IL
MS
TN
MI
IN
KY
AL
OH
WV
GA
VA
NC
SC
FL
HI
Registered · 3 states
Not registered

States derived from franchisee phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.

Government records

SBA Loan Data

Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.

Total loans
22
Loan volume
Avg loan
Default rate
0.0%
vs <3% typical · system-wide
5-yr default

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

64
Risk · 0-100
MODERATE64 / 100

High-risk opportunity with zero unit growth, undisclosed financials, going concern status, and low royalties indicating a struggling franchisor unable to support franchisees or sustain its own operations.

Score breakdown · what drove the 64 / 100 rating

  1. 01MEDNo Item 19 financial disclosure (avg revenue and net income not disclosed) — impossible to validate ROI on $118k-$270k investment
  2. 02HIGHGoing Concern status is FALSE — indicates franchisor financial instability or operational viability concerns
  3. 03MINOROnly 1 operating unit — zero franchise system growth, no proof of scalability or replicable model
  4. 04MINORRoyalty structure appears unsustainably low ($3k-$5k annually) suggesting weak franchisor support infrastructure or cash flow problems
  5. 05MEDMobile food truck model has high operational costs (vehicle maintenance, fuel, permits, commissary) not offset by disclosed financials
  6. 06HIGHNo litigation disclosed but going concern flag suggests potential undisclosed legal/regulatory issues
  7. 07MINOR10-year term locks franchisees into relationship with unstable franchisor; no clear exit strategy

Severity inferred from the FDD text · not a regulatory classification

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Territory
Geographic area based on adjacent zip codes
Protected territory
Yes
Initial term
10 years
Renewal term
10 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
0
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
Yes
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Kentucky

Item 11

Training & Operations

Classroom training
14 hrs
On-the-job training
10 hrs
POS system
Square
Operating tech stack

Item 20

Franchisee Contacts

Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.

Franchisee contacts

3 numbers

Locked
(317) 232-••••
IN
(859) 525-••••
KY
(701) 328-••••
ND

One-time purchase · CSV download · Validation questions included

FDD download

Beverly Ann’s Cookie Truck · FDD (2025) PDF

Single-page checkout · instant download · CSV export of contacts available separately above