Buffalo's Cafe vs Nothing Bundt Cakes

Nothing Bundt Cakes is the stronger software-sales opportunity right now, and it’s not close. The dimension that matters most is TAM: 643 franchised units growing at 18.6% year-over-year creates a large, expanding addressable base that can sustain a repeatable outbound motion. Even at a lower AUV of $1.48M, that’s still healthy quick-service revenue—plenty of budget for POS, scheduling, or marketing automation. Scale and momentum compound here; you can land a few operators, build a reference, and ride the growth wave across a 600+ unit fleet. Buffalo’s Cafe offers a single-digit unit count and negative unit growth, which means your total pipeline is capped at 12 doors and shrinking. No amount of