Dryer Vent Superheroes Franchising vs Budget Blinds

Budget Blinds is the stronger play right now, and it comes down to TAM. With 1,355 franchised units, you’re looking at a deep, addressable base that can sustain a dedicated sales motion. The average unit revenue of $775K signals healthy operators who can afford software, and the sheer volume of locations means even a modest attach rate delivers meaningful ARR. The tradeoff is the negative unit growth (-0.8% YoY) — this isn’t a brand in expansion mode, so you’re selling into a flat or slightly shrinking footprint. That’s a timing headwind, but it’s a known quantity you can price into your CAC model.

Dryer Vent Superheroes looks tempting on terrain because of the approved-supplier procurement model, which means franchisees have more autonomy to buy software directly. But the 58-unit count makes the TAM too small to justify a focused sales effort unless your ACV is massive. The higher royalty (6%) also suggests franchisees are already giving up more top-line margin, which could make them price-sensitive on add-on tools. You’d burn pipeline generation resources trying to hit revenue targets with a base this thin.

The meaningful tradeoff is TAM vs. procurement openness. Budget Blinds’ franchisor-controlled model means you’ll likely need corporate buy-in to scale, which lengthens the sales cycle and introduces gatekeeper risk. But the unit volume makes that effort worth it — you can build a repeatable playbook once you’re in. With Dryer Vent Superheroes, you get easier direct access to owners, but there simply aren’t enough of them to matter.

Verdict: Budget Blinds wins on TAM alone — the unit count gap is too wide to ignore.