FranchiseVerdict
Menchie's logo
FV-01614·MODERATEExcellent91

Menchie's

Food & Beverage - Ice Cream & DessertsFranchising since 2008Website
Investment
$165K – $425K
27th pct Ice Cream & D…
Avg revenue
$499K
22nd pct Ice Cream & D…
Royalty
Units
297
92nd pct Ice Cream & D…
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $165K – $425K including a $40K franchise fee.
  • Average unit revenue of $499K/year (median $461K).
  • Rated MODERATE with a risk score of 55/100. SBA loan default rate of 0.0% across 297 loans (below the industry average).
  • System contracting at -7.5% 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
Menchie’s Group, Inc.
Incorporated in
California
HQ
20631 Ventura Boulevard, Suite 200, Woodland Hills, California 91364
Auditor
Sher | Gelb
Audited financials
Franchisor revenue
$15.3M
vs $17.5M 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 Menchie's unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $499,301
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: $165K–$425K
Working capital
$
FDD reports $6K–$36K

Unlevered ROIC · per unit

16%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$50K
EBITDA margin
10.0%
Total invested
$316K
Payback
76 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 Menchie'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

$300K

on $1.5M purchase

Total debt

$1.2M

SBA $0.7M + senior + seller note

Overview

About

Franchisees operate self-serve frozen yogurt shops where customers fill cups with yogurt, add toppings, and pay by weight. Day-to-day operations include managing point-of-sale systems, maintaining yogurt/topping inventory, cleaning equipment, staffing shifts, and handling customer service in a high-traffic retail environment.

CEO
Amit Y. Kleinberger
Founded
2008
FDD year
2024
States available
32

Item 7 · what it costs

The Vitals

Total investment
$165K – $425K
All-in to open one unit
Liquid capital
$6K – $36K
Cash you must have on hand
Franchise fee
$40K
Royalty
The greater of $125 or 6% of Gross Sales
Ad fund
2.0%
typical 3–5%
Total fee load
8.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$499K
Per unit, per year
Median gross sales
$461K
Item 19 type
Gross Sales
Sample size
275 units
vs category median 18 · large
Transparency
4 / 5
vs category median 4 / 5 · typical
Revenue rank22th
vs Food & Beverage - Ice Cream & Desserts peers
Investment cost rank27th
Lower investment ranks lower (better)
Royalty rate rank83th
Lower royalty = lower percentile (better)
Unit count rank92th
vs Food & Beverage - Ice Cream & Desserts peers
Risk score rank36th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
297
Opened
4
Last reporting year
Closed
10
Turnover rate
3.4%
Company-owned
1
Corporate units in the system
% franchised
100%
vs corporate-owned
Net growth (yr3)
-6.6%
Net unit change last year
3-yr CAGR
-7.5%
Compounded over last 3 years
2022
296-6
Franchised units
2023
317
Franchised units
2024
320
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
297
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

55
Risk · 0-100
MODERATE55 / 100

Menchie's presents meaningful caution-level risk due to contracting unit count, missing profitability disclosure, and high capital requirements relative to an uncertain return profile in a declining franchise system.

Score breakdown · what drove the 55 / 100 rating

  1. 01MINORUnit count declining 6.6% YoY (297 units) indicates systemic contraction and potential franchisee dissatisfaction
  2. 02MINORNo Item 19 (average net income) disclosure raises transparency concerns about actual profitability claims
  3. 03MINORHigh initial investment ($165k-$425k) coupled with declining system suggests uncertain ROI and market saturation
  4. 04MINORRoyalty structure ($125 minimum + 6% of sales) creates fixed costs that may be unaffordable during slow periods, especially for locations with <$2,083 monthly revenue
  5. 05MED10-year term is long for a declining QSR franchise without disclosed unit economics or performance benchmarks

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
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
Yes
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
California

Item 11

Training & Operations

Classroom training
21 hrs
On-the-job training
34 hrs
POS system
Harbor Touch
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

99 numbers

Locked
(209) 229-••••
CA
(330) 540-••••
OH
(636) 294-••••
MO

One-time purchase · CSV download · Validation questions included

FDD download

Menchie's · FDD (2024) PDF

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