FranchiseVerdict
Monster Shakes logo
FV-01677·CAUTIONExcellent81

Monster Shakes

Food & Beverage - Full ServiceFranchising since 2025Website
Investment
$148K – $402K
12th pct Full Service
Avg revenue
57th pct Full Service
Royalty
6.0%
54th pct Full Service
Units
2
11th pct Full Service
SBA default

Bottom line

  • Total investment $148K – $402K including a $35K franchise fee, 6.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated CAUTION with a risk score of 75/100.
  • No Item 19 financial performance representation. Without franchisor-disclosed revenue data, you'll need to gather unit economics directly from existing franchisees.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Monster Shakes Franchising, LLC
Incorporated in
Wyoming
HQ
68718 E. Palm Canyon Dr., #300, Cathedral City, CA 92234
Auditor
Naper CPA Group
Audited financials

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 Monster Shakes 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: $148K–$402K
Working capital
$
FDD reports $30K–$60K

Unlevered ROIC · per unit

37%

In Yale's "attractive" band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$120K
EBITDA margin
16.0%
Total invested
$320K
Payback
32 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

Monster Shakes franchisees operate fast-casual beverage retail locations specializing in protein shakes, smoothies, and similar blended drinks. Day-to-day operations include customer service, inventory management, staffing, and local marketing to drive foot traffic in their protected territory.

CEO
Anthony Edward Bartscher
Founded
2024
FDD year
2025
States available
1

Item 7 · what it costs

The Vitals

Total investment
$148K – $402K
All-in to open one unit
Liquid capital
$30K – $60K
Cash you must have on hand
Franchise fee
$35K
Royalty
6.0%
Gross Sales · typical 6–8%
Ad fund
1.0%
typical 3–5%
Total fee load
7.0%
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
2
Opened
0
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
2
Corporate units in the system
% franchised
0%
vs corporate-owned
2023
0±0
Franchised units
2024
0
Franchised units
2025
0
Franchised units

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

Item 20 · 14 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 · 14 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.

No SBA loan data available for this brand.

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

75
Risk · 0-100
CAUTION75 / 100

Monster Shakes is a pre-maturity franchise system with only 2 units, undisclosed financials, going concern uncertainty, and no Item 19 data — representing extreme early-stage risk unsuitable for most franchisees.

Score breakdown · what drove the 75 / 100 rating

  1. 01MINOROnly 2 existing units indicates an extremely young/unproven system with no meaningful track record
  2. 02HIGHGoing Concern status is FALSE — suggests franchisor may have financial stability issues or be pre-revenue
  3. 03MEDNo Item 19 (average unit economics) disclosed — impossible to validate ROI claims or profitability
  4. 04MINORWide investment range ($148K-$402K) with no revenue/net income data makes risk assessment impossible
  5. 05MINORHigh initial franchise fee ($35K) relative to system size raises question of revenue model dependency on recruiting rather than franchisee success
  6. 06MEDNo disclosed unit growth trajectory — cannot assess whether the 2 units are stable, growing, or struggling
  7. 07MINOR6% royalty + unknown other fees could create cash flow pressure if average unit economics are weak

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Population-based radius
Protected territory
Yes
Initial term
10 years
Renewal term
10 years
Online sales rights
Granted
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
Optional
Governing law
Wyoming

Item 11

Training & Operations

Classroom training
42 hrs
On-the-job training
13 hrs
POS system
Skytab POS
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

14 numbers

Locked
(808) 586-••••
HI
(503) 378-••••
OR
(701) 328-••••
ND

One-time purchase · CSV download · Validation questions included

FDD download

Monster Shakes · FDD (2025) PDF

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