Oh Deer vs 76 Fence

Oh Deer is the clear pick, and it comes down to total addressable market and terrain. With 15 units (13 franchised) and 8.3% YoY unit growth, you’re looking at a real, expanding base of potential seats. 76 Fence’s two-unit system—one franchised location—is a rounding error. Even if that single franchisee buys every module you sell, the upside is capped. Oh Deer’s 13 franchised doors give you a repeatable sales motion and a chance to land a reference that unlocks the rest of the system. TAM wins here, and it’s not close.

The procurement model seals it. Oh Deer uses an approved-supplier approach, meaning franchisees have buying autonomy. You can sell directly to owners without fighting a corporate gatekeeper. 76 Fence’s franchisor-controlled procurement puts a hard wall between you and the unit-level buyer; you’d need to win a corporate mandate first, which is a long, low-probability cycle for a two-unit brand. Yes, 76 Fence’s AUV is 61% higher ($1.54M vs. $955K), so per-unit budget is fatter, but that budget is locked behind a closed door. Oh Deer’s open terrain lets you convert that lower AUV into volume, and volume compounds.

The tradeoff is real: you sacrifice per-deal size for deal count and