FranchiseVerdict
Learning Express logo
FV-01470·STRONGExcellent91

Learning Express

RetailFranchising since 1990Website
Investment
$201K – $388K
52nd pct Retail
Avg revenue
$837K
27th pct Retail
Royalty
Units
86
59th pct Retail
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $201K – $388K including a $40K franchise fee.
  • Average unit revenue of $837K/year (median $820K).
  • Rated STRONG with a risk score of 51/100. SBA loan default rate of 0.0% across 98 loans (below the industry average).

Item 1 · who you're contracting with

The Franchisor

Legal entity
Learning Express, Inc.
Incorporated in
Massachusetts
HQ
63 Walnut St. Devens, Massachusetts 01434
Auditor
Citrin Cooperman & Company, LLP
Audited financials
Franchisor revenue
$5.4M
vs $4.9M 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 Learning Express unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $836,884
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: retail
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $201K–$388K
Working capital
$
FDD reports $10K–$30K

Unlevered ROIC · per unit

21%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$67K
EBITDA margin
8.0%
Total invested
$315K
Payback
56 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 Learning Express 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

$167K

on $837K purchase

Total debt

$670K

SBA $0.4M + senior + seller note

Overview

About

Learning Express franchisees operate after-school tutoring and academic enrichment centers, delivering personalized instruction in reading, math, and other subjects to K-12 students. Day-to-day operations include student intake, curriculum delivery, progress monitoring, parent communication, instructor scheduling, and local marketing. Centers typically serve their surrounding community and rely on enrollment retention and word-of-mouth referrals.

CEO
Lauren Derse
Founded
1987
FDD year
2025
States available
22

Item 7 · what it costs

The Vitals

Total investment
$201K – $388K
All-in to open one unit
Liquid capital
$10K – $30K
Cash you must have on hand
Franchise fee
$40K
Royalty
Greater of 5% of Gross Receipts or $1,500.00 a month
Ad fund
1.0%
typical 3–5%
Total fee load
6.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$837K
Per unit, per year
Median gross sales
$820K
Item 19 type
Average and Median Sales
Sample size
84 units
vs category median 52
Range (low → high)
$153K$1.9M
Cohort dispersion
Transparency
6 / 5
vs category median 3 / 5 · above
Revenue rank27th
vs Retail peers
Investment cost rank52th
Lower investment ranks lower (better)
Royalty rate rank73th
Lower royalty = lower percentile (better)
Unit count rank59th
vs Retail peers
Risk score rank27th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
86
Opened
3
Last reporting year
Closed
5
Turnover rate
5.8%
Company-owned
0
Corporate units in the system
% franchised
100%
vs corporate-owned
Net growth (yr3)
-2.3%
Net unit change last year
3-yr CAGR
-3.4%
Compounded over last 3 years
2023
86-2
Franchised units
2024
88
Franchised units
2025
89
Franchised units

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

Item 20 · 22 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 · 22 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
98
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

51
Risk · 0-100
STRONG51 / 100

Learning Express shows concerning unit decline, undisclosed profitability, and high fixed royalty costs that warrant careful validation before committing to a six-figure investment in a shrinking franchise system.

Score breakdown · what drove the 51 / 100 rating

  1. 01MINORUnit count declining 2.3% YoY (86 total units) suggests shrinking franchise system and potential market saturation or franchisee dissatisfaction
  2. 02MEDNet income not disclosed in Item 19 — unable to validate actual profitability; average revenue of $836,884 means nothing without expense data
  3. 03MINORHigh royalty floor of $1,500/month ($18,000 annually) creates fixed cost burden even during slow sales periods, reducing flexibility
  4. 04MINORInitial investment range ($201,491–$387,514) is substantial for a learning center with declining unit count and unproven net margins
  5. 05MINOR10-year term is long given system contraction; difficult to exit if performance underperforms
  6. 06MEDFranchise fee of $40,000 is moderately high relative to declining system size and lack of disclosed profitability metrics

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 defined by zip codes, streets, city, town, drive times, and natural boundaries…
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
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Massachusetts

Item 11

Training & Operations

Classroom training
18 hrs
On-the-job training
320 hrs

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

93 numbers

Locked
(508) 553-••••
MA
(713) 876-••••
TX
(419) 885-••••
OH

One-time purchase · CSV download · Validation questions included

FDD download

Learning Express · FDD (2025) PDF

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