Junk King vs 76 Fence

Junk King is the stronger opportunity right now, and it’s not close. The dimension that wins is TAM: 171 franchised units versus a single operating franchise at 76 Fence. Even if you capture every location at 76 Fence, you’re selling into two units—one of which may not even be live yet. Junk King gives you a real installed base to sell into, with a procurement model (approved supplier) that leaves franchisees free to choose their own software stack. That’s the terrain you want: decentralized buying authority across a large, homogeneous operator base.

The tradeoff is AUV. 76 Fence’s average unit does nearly three times the revenue of a Junk King location, which means deeper pockets per franchisee and potentially bigger deal sizes. But budget per unit doesn’t matter when there are no units to sell to. A $1.5M AUV franchise that doesn’t exist yet generates zero software revenue. Junk King’s $551k AUV is more than enough to afford a modern POS and ops stack, and you’ve got 171 shots on goal right now.

Timing seals it. Junk King’s FDD is current (2026), signaling an active, compliant franchisor with ongoing expansion. 76 Fence’s filing is already past due, which raises questions about whether that second unit ever materializes. You sell software into momentum, not into a concept that may be stalling out before it scales.

Verdict: Junk King wins on TAM, terrain, and timing—76 Fence’s AUV edge is irrelevant without units to sell into.