FranchiseVerdict
Jazzercise logo
FV-01338·MODERATEStandard76

Jazzercise

Health & FitnessFranchising since 1982Website
Investment
$2K – $41K
0th pct Health & Fitn…
Avg revenue
58th pct Health & Fitn…
Royalty
20.0%
68th pct Health & Fitn…
Units
5,253
100th pct Health & Fitn…
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $2K – $41K including a $1K franchise fee, 20.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated MODERATE with a risk score of 56/100. SBA loan default rate of 0.0% across 17 loans (below the industry average).
  • System contracting at -10.1% 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
Jazzercise, Inc.
Incorporated in
California
HQ
2460 Impala Drive, Carlsbad, California 92010-7226
Auditor
RSM US LLP
Audited financials
Franchisor revenue
$19.9M
vs $19.6M 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 Jazzercise 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: fitness
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $2K–$41K
Working capital
$
Item 7 didn't break this out — defaulted to ~10% of annual revenue

Unlevered ROIC · per unit

372%

Above typical band (30–60%)

0%30–60% Yale band80%
ROIC above 100% usually means the revenue figure is a system-wide aggregate or top-cohort number rather than a single-unit average. Verify the "Revenue · per unit" field against the brand's FDD Item 19 detail tables before relying on this output.

Store EBITDA · annual
$113K
EBITDA margin
15.0%
Total invested
$30K
Payback
3 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 fitness and dance exercise classes (typically aerobics/Jazzercise) in leased studio spaces, managing class schedules, instructor hiring, customer acquisition, and retention. Day-to-day operations involve teaching or coordinating classes, collecting enrollment fees, managing membership databases, and handling basic studio administration while remitting 20% of all enrollment revenue to corporate.

CEO
Shanna Missett Nelson
Founded
1979
FDD year
2024
States available
48

Item 7 · what it costs

The Vitals

Total investment
$2K – $41K
All-in to open one unit
Liquid capital
$0 – $18K
Cash you must have on hand
Franchise fee
$1K
Royalty
20.0%
Gross Customer Enrollment Fees · typical 6–8%
Ad fund
n/d
Total fee load
20.0%
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
5,253
Opened
255
Last reporting year
Closed
535
Turnover rate
10.2%
Company-owned
0
Corporate units in the system
% franchised
100%
vs corporate-owned
Net growth (yr3)
-5.1%
Net unit change last year
3-yr CAGR
-10.1%
Compounded over last 3 years
2022
5,253-280
Franchised units
2023
5,533
Franchised units
2024
5,844
Franchised units

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

Item 20 · 9 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 · 9 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
17
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

56
Risk · 0-100
MODERATE56 / 100

Jazzercise presents a CAUTION-to-HIGH RISK profile due to a declining franchisee base, missing financial disclosures, aggressive royalty structure on gross revenue, historical regulatory violations, and zero territorial protection in a competitive fitness market.

Score breakdown · what drove the 56 / 100 rating

  1. 01MINORDeclining unit count (-5.1% YoY from 5,253 units) indicates shrinking franchise system and potential market saturation
  2. 02MEDNo average revenue or net income disclosure (missing Item 19) prevents realistic ROI assessment and profitability validation
  3. 03MINORHigh royalty rate of 20% on gross enrollment fees creates significant ongoing burden with no revenue floor guaranteed
  4. 04MINORTwo separate state regulatory actions (NY 1987, WI 1985) for franchise law violations and antitrust issues signal historical compliance problems
  5. 05MEDUnprotected territory means unlimited franchisee competition within service areas and cannibalizing of revenue streams
  6. 06MINORLow initial investment ($2,140-$40,735) suggests low barriers to entry and high franchisee turnover risk
  7. 07MINOR5-year term with no territory protection creates renewal uncertainty and makes long-term business planning difficult

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Non-exclusive territory
Protected territory
No
Initial term
5 years
Renewal term
5 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
2
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
Yes
Jury trial waiver
Yes
Owner-operator
Required
Governing law
California

Item 11

Training & Operations

Classroom training
27 hrs
On-the-job training
0 hrs
POS system
Jazzercise Business Center and Class Check-In System
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
(616) 340-••••
MI
(414) 659-••••
WI
(614) 783-••••
OH

One-time purchase · CSV download · Validation questions included

FDD download

Jazzercise · FDD (2024) PDF

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