FranchiseVerdict
Hardee's logo
FV-01159·STRONGExcellent91

Hardee's

Formerly known as Restaurants

Food & Beverage - Quick ServiceFranchising since 2013Website
Investment
$688K – $1.1M
90th pct Quick Service
Avg revenue
$1.5M
39th pct Quick Service
Royalty
4.0%
2nd pct Quick Service
Units
1,571
95th pct Quick Service
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $688K – $1.1M including a $25K franchise fee, 4.0% ongoing royalty.
  • Average unit revenue of $1.5M/year (median $1.4M).
  • Rated STRONG with a risk score of 46/100. SBA loan default rate of 0.0% across 57 loans (below the industry average).
  • System contracting at -9.5% CAGR over 3 years. Investigate whether closures are franchisor-driven (consolidation) or franchisee-driven (economics).

Item 1 · who you're contracting with

The Franchisor

Legal entity
Hardee’s Restaurants LLC
Parent company
Hardee’s Funding LLC
Incorporated in
Delaware
HQ
6700 Tower Circle, Suite 1000, Franklin, Tennessee 37067
Auditor
KPMG LLP
Audited financials
Franchisor revenue
$661.6M
vs $671.4M 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 Hardee's unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,471,142
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: qsr
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $688K–$1.1M
Working capital
$
FDD reports $160K–$250K

Unlevered ROIC · per unit

16%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$184K
EBITDA margin
12.5%
Total invested
$1.1M
Payback
73 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 Hardee's 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

$1.6M

on $8.1M purchase

Total debt

$6.5M

SBA $4.0M + senior + seller note

Overview

About

Hardee's franchisees operate quick-service restaurant locations serving flame-grilled burgers, chicken sandwiches, and breakfast items. Day-to-day operations include staff management, food preparation and service, inventory management, drive-thru operations, and customer service delivery. Franchisees are responsible for local marketing, P&L management, and maintaining brand standards across their location(s).

CEO
Joe Guith
Founded
2013
FDD year
2025
States available
31

Item 7 · what it costs

The Vitals

Total investment
$688K – $1.1M
All-in to open one unit
Liquid capital
$160K – $250K
Cash you must have on hand
Franchise fee
$25K
Royalty
4.0%
Gross Sales · typical 6–8%
Ad fund
5.5%
typical 3–5%
Total fee load
9.5%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$1.5M
Per unit, per year
Median gross sales
$1.4M
Item 19 type
Average Revenue
Sample size
129 units
vs category median 37 · large
Range (low → high)
$509K$2.8M
Cohort dispersion
Transparency
4 / 5
vs category median 4 / 5 · typical
Revenue rank39th
vs Food & Beverage - Quick Service peers
Investment cost rank90th
Lower investment ranks lower (better)
Royalty rate rank2th
Lower royalty = lower percentile (better)
Unit count rank95th
vs Food & Beverage - Quick Service peers
Risk score rank9th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
1,571
Opened
8
Last reporting year
Closed
19
Turnover rate
1.2%
Company-owned
202
Corporate units in the system
% franchised
87%
vs corporate-owned
Net growth (yr3)
-1.8%
Net unit change last year
3-yr CAGR
-9.5%
Compounded over last 3 years
2023
1,369-26
Franchised units
2024
1,394
Franchised units
2025
1,512
Franchised units

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

Item 20 · 18 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 · 18 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
57
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

46
Risk · 0-100
STRONG46 / 100

Hardee's presents high investment risk due to declining unit count, undisclosed profitability, multiple litigation matters, unprotected territory, and royalty structure that may not align with actual franchisee earnings.

Score breakdown · what drove the 46 / 100 rating

  1. 01MINORDeclining unit count (-1.8% YoY) indicates system contraction and shrinking market opportunity
  2. 02MINORNo average net income disclosure prevents assessment of actual profitability relative to $688k-$1.143M investment
  3. 03HIGHNine active/pending litigation cases including contract breaches, conversion claims, and data privacy breaches signal franchisor governance and operational issues
  4. 04MINORUnprotected territory creates direct competition risk from other Hardee's franchisees in same market
  5. 05MINORHigh royalty burden (4-5% of gross sales) on average revenue of $1.47M means $58.8k-$73.6k annual royalties with unknown net profitability
  6. 06MED20-year term locks franchisee into declining brand with limited flexibility
  7. 07HIGHPending litigation by franchisor against Arbor Capital Partners for breach and conversion suggests operational disputes with other franchise partners

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Protected territory
No
Initial term
20 years
Renewal term
10 years
Online sales rights
Granted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
9
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Optional
Governing law
Tennessee

Item 11

Training & Operations

Classroom training
51 hrs
On-the-job training
287 hrs
POS system
PAR Brink or Xenial Xpient
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
(913) 387-••••
KS
KS
(334) 567-••••
AL
(251) 948-••••
AL

One-time purchase · CSV download · Validation questions included

FDD download

Hardee's · FDD (2025) PDF

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