FranchiseVerdict
First Watch logo
FV-00939·STRONGExcellent81

First Watch

Food & Beverage - Full ServiceFranchising since 2008Website
Investment
$1.2M – $2.0M
91st pct Full Service
Avg revenue
57th pct Full Service
Royalty
4.0%
6th pct Full Service
Units
474
94th pct Full Service
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $1.2M – $2.0M including a $40K franchise fee, 4.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated STRONG with a risk score of 49/100. SBA loan default rate of 0.0% across 14 loans (below the industry average).
  • System growing at 22.7% CAGR over 3 years with 474 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
First Watch Franchise Development Co.
Parent company
First Watch Restaurants, Inc.
Incorporated in
Delaware
HQ
8725 Pendery Place, Suite 201, Bradenton, FL 34201
Auditor
PricewaterhouseCoopers LLP
Audited financials
Franchisor revenue
$342.4M
vs $601.2M 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 First Watch 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: $1.2M–$2.0M
Working capital
$
FDD reports $30K–$100K

Unlevered ROIC · per unit

8%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$131K
EBITDA margin
17.5%
Total invested
$1.7M
Payback
154 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

First Watch is a fast-casual breakfast, brunch, and lunch restaurant chain. Franchisees operate full-service locations, managing food preparation, customer service, inventory, staffing, and marketing within a protected territory while paying 4% royalties on gross sales.

CEO
Christopher A. Tomasso
Founded
2005
FDD year
2023
States available
29

Item 7 · what it costs

The Vitals

Total investment
$1.2M – $2.0M
All-in to open one unit
Liquid capital
$30K – $100K
Cash you must have on hand
Franchise fee
$40K
Royalty
4.0%
Percentage of Gross Sales · typical 6–8%
Ad fund
1.5%
typical 3–5%
Total fee load
5.5%
vs 9–13% typical

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
474
Opened
14
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
366
Corporate units in the system
% franchised
23%
vs corporate-owned
Multi-unit owners
16.7%
Net growth (yr3)
+14.9%
Net unit change last year
3-yr CAGR
+22.7%
Compounded over last 3 years
2021
108+14
Franchised units
2022
94
Franchised units
2023
88
Franchised units

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

Item 20 · 16 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 · 16 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
14
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

49
Risk · 0-100
STRONG49 / 100

First Watch presents moderate-to-cautious risk due to high capital requirements, undisclosed profitability metrics, and lack of financial performance data (Item 19), making ROI validation impossible before investment.

Score breakdown · what drove the 49 / 100 rating

  1. 01MEDNo Item 19 financial performance data disclosed — cannot verify if $1.2M-$2M investment generates positive ROI
  2. 02MINORHigh initial investment ($1.2M-$2M) with 4% royalty requires substantial sales to break even; no average unit volume provided
  3. 03MINOR14.9% YoY unit growth is solid but system size (474 units) is relatively small; vulnerability to localized economic downturns
  4. 04MINORFranchise fee ($40K) low relative to total investment, suggesting high operating costs and thin margins
  5. 05HIGHNo going concern disclaimer listed, but lack of financial transparency raises questions about franchisor stability and franchisee profitability

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Radius
Protected territory
Yes
Initial term
10 years
Renewal term
5 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
Florida

Item 11

Training & Operations

Classroom training
75 hrs
On-the-job training
400 hrs
POS system
Aloha
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

100 numbers

Locked
(573) 258-••••
MO
(762) 224-••••
GA
(502) 384-••••
KY

One-time purchase · CSV download · Validation questions included

FDD download

First Watch · FDD (2023) PDF

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