COIT SERVICES, INC.COIT vs Budget Blinds

Budget Blinds looks like a volume play on paper—1,355 units destroys COIT’s 51, and sheer TAM is tempting. But that scale is rotting: unit count is contracting (-0.8% YoY), AUV sits at just $775K, and franchisor-controlled procurement means the corporate parent dictates the tech stack. Selling into that model requires a top-down deal that displaces an entrenched vendor, while the shrinking base erodes the long-term license pool. It’s a battlefield with a softening floor.

COIT owns the dimensions that turn a sales pipeline into revenue. AUV of $1.07M puts more software budget in each franchisee’s hands, 5% unit growth means you’re riding a rising wave instead of a leaky boat, and the approved-supplier procurement model lets you sell directly to operators without a gatekeeper. You sacrifice raw unit count, but you gain a terrain where you can build beachheads fast, close deals on proven unit economics, and scale with the brand instead of chasing a shrinking legacy footprint.

The meaningful tradeoff is TAM versus velocity and fit: Budget Blinds gives you a huge, locked-down, contracting list; COIT gives you a small, open, expanding list with fatter per-deal margins. For a vendor selling POS, marketing automation, and back-office tools, the latter converts faster and compounds.

Verdict: COIT’s budget, terrain, and timing advantages make it the stronger near-term software-sales opportunity despite its tiny unit count.