FranchiseVerdict
Newk's Eatery logo
FV-01767·STRONGExcellent95

Newk's Eatery

Food & Beverage - Full ServiceFranchising since 2005Website
Investment
$1.0M – $1.4M
87th pct Full Service
Avg revenue
$2.2M
45th pct Full Service
Royalty
5.0%
15th pct Full Service
Units
95
82nd pct Full Service
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $1.0M – $1.4M including a $40K franchise fee, 5.0% ongoing royalty.
  • Average unit revenue of $2.2M/year (median $2.1M). Estimated payback in 3.5 years.
  • Rated STRONG with a risk score of 53/100. SBA loan default rate of 0.0% across 8 loans (below the industry average).
  • System contracting at -9.6% 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
Newk’s Franchise Company, LLC
Parent company
Newk’s Holding Company, LLC
Incorporated in
Mississippi
HQ
2680 Crane Ridge Drive, Jackson, Mississippi 39216
Auditor
Forvis Mazars, LLP
Audited financials
Franchisor revenue
$77.9M
vs $78.9M 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 Newk's Eatery unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $2,189,167
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: $1.0M–$1.4M
Working capital
$
FDD reports $33K–$40K

Unlevered ROIC · per unit

28%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$356K
EBITDA margin
16.2%
Total invested
$1.3M
Payback
42 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 Newk's Eatery units return on equity?

Edit assumptions

Equity IRR · 5-yr

29.4%

3.62× MOIC

Year-1 DSCR

2.75×

EBITDA ÷ debt service

Equity required

$9.2M

on $20.2M purchase

Total debt

$11.1M

SBA $5.0M + senior + seller note

SBA 7(a) request ($10.1M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

Newk's Eatery franchisees operate fast-casual restaurants serving fresh, made-to-order sandwiches, salads, and beverages. Daily operations include food preparation, inventory management, customer service, staffing, and point-of-sale management in a limited-service format with dine-in and take-out options.

CEO
Frank G. Paci
Founded
2005
FDD year
2025
States available
11

Item 7 · what it costs

The Vitals

Total investment
$1.0M – $1.4M
All-in to open one unit
Liquid capital
$33K – $40K
Cash you must have on hand
Franchise fee
$40K
Royalty
5.0%
Gross Sales · typical 6–8%
Ad fund
1.8%
typical 3–5%
Total fee load
6.8%
vs 9–13% typical
Payback period
3.5 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$2.2M
Per unit, per year
Median gross sales
$2.1M
Item 19 type
AUV and Profit and Loss
Sample size
89 units
vs category median 15 · large
Range (low → high)
$1.0M$4.2M
Cohort dispersion
Transparency
10 / 5
vs category median 4 / 5 · above
Revenue rank45th
vs Food & Beverage - Full Service peers
Investment cost rank87th
Lower investment ranks lower (better)
Royalty rate rank15th
Lower royalty = lower percentile (better)
Unit count rank82th
vs Food & Beverage - Full Service peers
Risk score rank24th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
95
Opened
2
Last reporting year
Closed
3
Turnover rate
3.2%
Company-owned
29
Corporate units in the system
% franchised
70%
vs corporate-owned
Net growth (yr3)
-2.9%
Net unit change last year
3-yr CAGR
-9.6%
Compounded over last 3 years
2023
66-2
Franchised units
2024
68
Franchised units
2025
73
Franchised units

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

Item 20 · 11 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 · 11 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
8
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

53
Risk · 0-100
STRONG53 / 100

Newk's presents moderate-to-cautionary risk: declining unit growth, unverified financial claims, and high capital requirements relative to profit margins suggest careful validation is essential before investment.

Score breakdown · what drove the 53 / 100 rating

  1. 01MINORUnit count declining 2.9% YoY suggests system contraction and potential franchisee dissatisfaction
  2. 02MINORNo Item 19 financial performance representations limits ability to validate average revenue/income claims
  3. 03MINORHigh initial investment ($1.02M-$1.41M) with modest 16% average net profit margin creates extended break-even period
  4. 04MINORRelatively low royalty rate (5%) may indicate tight franchisor margins and reduced support capacity
  5. 05MEDMid-tier unit count (95 units) provides limited brand recognition and purchasing power vs. larger chains

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
5 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
Optional
Governing law
Mississippi

Item 11

Training & Operations

Classroom training
74 hrs
On-the-job training
251 hrs
POS system
Toast
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

66 numbers

Locked
(806) 696-••••
TX
(832) 917-••••
TX
(970) 829-••••
CO

One-time purchase · CSV download · Validation questions included

FDD download

Newk's Eatery · FDD (2025) PDF

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