FranchiseVerdict
WILD BIRDS UNLIMITED logo
FV-02963·STRONGExcellent95

Wild Birds Unlimited

RetailFranchising since 1983Website
Investment
$227K – $379K
54th pct Retail
Avg revenue
$858K
28th pct Retail
Royalty
4.0%
7th pct Retail
Units
341
88th pct Retail
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $227K – $379K including a $40K franchise fee, 4.0% ongoing royalty.
  • Average unit revenue of $858K/year (median $773K). Estimated payback in 2.0 years.
  • Rated STRONG with a risk score of 40/100. SBA loan default rate of 0.0% across 206 loans (below the industry average).

Item 1 · who you're contracting with

The Franchisor

Legal entity
Wild Birds Unlimited, Inc.
Incorporated in
Indiana
HQ
11711 N. College Avenue, Suite 146, Carmel, Indiana 46032
Auditor
Katz, Sapper & Miller, LLP
Audited financials
Franchisor revenue
$18.8M
vs $20.7M 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 WILD BIRDS UNLIMITED unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $858,133
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: $227K–$379K
Working capital
$
FDD reports $52K–$63K

Unlevered ROIC · per unit

24%

Below typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$86K
EBITDA margin
10.0%
Total invested
$360K
Payback
50 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 WILD BIRDS UNLIMITED 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

$515K

on $2.6M purchase

Total debt

$2.1M

SBA $1.3M + senior + seller note

Overview

About

Wild Birds Unlimited franchisees operate specialty retail stores selling bird seed, feeders, bird baths, and related supplies to backyard bird enthusiasts. Day-to-day operations include customer service, inventory management, store merchandising, and community education events (bird walks, feeding seminars). The business model relies on repeat customers and seasonal demand fluctuations (peak spring/fall migration).

CEO
James R. Carpenter
Founded
1983
FDD year
2025
States available
44

Item 7 · what it costs

The Vitals

Total investment
$227K – $379K
All-in to open one unit
Liquid capital
$52K – $63K
Cash you must have on hand
Franchise fee
$40K
Royalty
4.0%
Gross Sales · typical 6–8%
Ad fund
1.0%
typical 3–5%
Total fee load
5.0%
vs 9–13% typical
Payback period
2.0 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$858K
Per unit, per year
Median gross sales
$773K
Item 19 type
Gross Sales and Cash Flow
Sample size
320 units
vs category median 52 · large
Range (low → high)
$169K$2.7M
Cohort dispersion
Transparency
10 / 5
vs category median 3 / 5 · above
Revenue rank28th
vs Retail peers
Investment cost rank54th
Lower investment ranks lower (better)
Royalty rate rank7th
Lower royalty = lower percentile (better)
Unit count rank88th
vs Retail peers
Risk score rank3th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
341
Opened
7
Last reporting year
Closed
6
Turnover rate
1.8%
Company-owned
1
Corporate units in the system
% franchised
100%
vs corporate-owned
Net growth (yr3)
+0.0%
Net unit change last year
3-yr CAGR
+2.1%
Compounded over last 3 years
2023
340+1
Franchised units
2024
340
Franchised units
2025
333
Franchised units

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

Item 20 · 13 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 · 13 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
206
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

40
Risk · 0-100
STRONG40 / 100

Mature specialty retail franchise with solid unit base but undisclosed financial performance data, unknown growth trajectory, and unverified profitability claims create moderate-to-cautious due diligence burden.

Score breakdown · what drove the 40 / 100 rating

  1. 01MEDNo Item 19 financial performance data disclosed despite 341 existing units — inability to verify claimed $858k revenue and $149k net income averages
  2. 02MEDStagnant unit count (341 units with 'unknown growth') suggests mature/declining system with no disclosed expansion trajectory
  3. 03MINOR17.5% net margin appears optimistic for retail without substantiation — actual franchisee profitability unverified
  4. 04MEDHigh initial investment ($226-379k) relative to disclosed net income ($149.7k avg) creates 1.5-2.5 year break-even window with operational risk

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
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
Indiana

Item 11

Training & Operations

Classroom training
72 hrs
On-the-job training
45 hrs
POS system
ERPLY
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
(501) 666-••••
AR
(618) 235-••••
IL
(949) 472-••••
CA

One-time purchase · CSV download · Validation questions included

FDD download

WILD BIRDS UNLIMITED · FDD (2025) PDF

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