FranchiseVerdict
COBS Bread logo
FV-00583·STRONGExcellent95

COBS Bread

Food & Beverage - BakeryFranchising since 2014Website
Investment
$934K – $1.3M
96th pct Bakery
Avg revenue
$1.2M
47th pct Bakery
Royalty
7.0%
83rd pct Bakery
Units
194
83rd pct Bakery
SBA default

Bottom line

  • Total investment $934K – $1.3M including a $25K franchise fee, 7.0% ongoing royalty.
  • Average unit revenue of $1.2M/year (median $1.1M). Estimated payback in 5.9 years.
  • Rated STRONG with a risk score of 54/100.
  • System growing at 16.8% CAGR over 3 years with 194 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
COBS USA INC.
Parent company
Bakers Delight Holdings Ltd.
Incorporated in
Delaware
HQ
Suite 210, 1100 Melville Street, Vancouver, British Columbia, Canada, V6E 4A6
Auditor
Brantley Janson
Audited financials
Franchisor revenue
$822K
vs $2.1M prior year

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 COBS Bread unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,222,819
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: restaurant
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $934K–$1.3M
Working capital
$
FDD reports $18K–$65K

Unlevered ROIC · per unit

9%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$98K
EBITDA margin
8.0%
Total invested
$1.1M
Payback
141 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.

Levered LBO scenario · Yale Crease Capital framing

What would 25 COBS Bread units return on equity?

Edit assumptions

Equity IRR · 5-yr

49.9%

7.57× MOIC

Year-1 DSCR

1.88×

EBITDA ÷ debt service

Equity required

$245K

on $1.2M purchase

Total debt

$978K

SBA $0.6M + senior + seller note

Overview

About

COBS Bread franchisees operate neighborhood bakeries that produce fresh bread, pastries, and baked goods daily. Day-to-day operations include dough preparation, baking, staffing counter and production teams, managing inventory, and retail customer service in a typically 1,000–1,500 sq ft storefront.

CEO
Roger Gillespie
Founded
2014
FDD year
2025
States available
2

Item 7 · what it costs

The Vitals

Total investment
$934K – $1.3M
All-in to open one unit
Liquid capital
$18K – $65K
Cash you must have on hand
Franchise fee
$25K
Royalty
7.0%
Net Sales · typical 6–8%
Ad fund
3.0%
typical 3–5%
Total fee load
10.0%
vs 9–13% typical
Payback period
5.9 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$1.2M
Per unit, per year
Median gross sales
$1.1M
Item 19 type
subset of affiliate's Canadian outlets
Sample size
171 units
vs category median 23 · large
Range (low → high)
$612K$2.8M
Cohort dispersion
Transparency
10 / 5
vs category median 4 / 5 · above
Revenue rank47th
vs Food & Beverage - Bakery peers
Investment cost rank96th
Lower investment ranks lower (better)
Royalty rate rank83th
Lower royalty = lower percentile (better)
Unit count rank83th
vs Food & Beverage - Bakery peers
Risk score rank36th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
194
Opened
13
Last reporting year
Closed
1
Turnover rate
0.5%
Company-owned
6
Corporate units in the system
% franchised
97%
vs corporate-owned
Net growth (yr3)
+6.8%
Net unit change last year
3-yr CAGR
+16.8%
Compounded over last 3 years
2023
188+12
Franchised units
2024
176
Franchised units
2025
161
Franchised units

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

Item 20 · 19 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 · 19 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.

No SBA loan data available for this brand.

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

Risk & Legal

54
Risk · 0-100
STRONG54 / 100

COBS Bread presents moderate-to-cautious risk: solid fundamentals with protected territory and no litigation, but lack of Item 19 disclosure, slow growth rate, and high capital requirements relative to profits warrant deep validation of financial claims.

Score breakdown · what drove the 54 / 100 rating

  1. 01MEDNo Item 19 financial performance representation disclosed — cannot independently verify claimed $1.22M average revenue or $186.9K net income
  2. 02MINORModest unit growth of 6.8% YoY suggests slowing expansion momentum in a mature 194-unit system
  3. 03MEDHigh initial investment ($934K–$1.27M) relative to disclosed net income ($186.9K) yields only 15–20% annual return before accounting for owner labor
  4. 04MINOR7% royalty on net sales is standard but compounds pressure on thin margins if actual performance lags averages
  5. 05MINORBakery category faces structural headwinds (commodity pricing, rising labor costs, changing bread consumption trends)

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Site-specific
Protected territory
Yes
Initial term
10 years
Renewal term
10 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Not allowed
Litigation count
0
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
Yes
Jury trial waiver
Yes
Non-compete
1 yrs
Post-termination restriction
Owner-operator
Required
Governing law
New York

Item 11

Training & Operations

Classroom training
590 hrs
On-the-job training
50 hrs
POS system
Bready
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

88 numbers

Locked
(905) 339-••••
(250) 479-••••
(905) 639-••••

One-time purchase · CSV download · Validation questions included

FDD download

COBS Bread · FDD (2025) PDF

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