Rumble; Rumble Lifestyle Boxing vs 9Round

Brand A (9Round) wins on total addressable market, hands down. With 141 franchised doors, even a steep -29% unit attrition leaves a meaningful base that still needs scheduling, marketing automation, and back-office tools right now. The current FDD and active franchising signal a live, recruit-and-sell motion we can intercept. The approved-supplier procurement model means we must work to get designated, but that’s a one-time gate—once in, the volume is there. Shrinking systems often prioritize vendor consolidation and efficiency, so the urgency to buy a unified stack is higher than in a comfortable, expanding brand.

Brand B (Rumble) offers a per-unit investment that’s an order of magnitude larger ($3.3M–$4.0M), implying franchisees have the budget for premium software. But that advantage is theoretical against only 14 locations. That’s not a pipeline; it’s a handful of accounts, and a stale FDD (2022) suggests the brand isn’t actively opening new units, locking us out of greenfield sales. The terrain is simply too small to justify sales effort, no matter how deep each wallet could be. The tradeoff is scale versus check size, and scale is the only dimension that drives a repeatable, growing book of business for a software vendor.

Verdict: Target 9Round for its still-sizeable active franchise base, live new-unit sales motion, and immediate need to reverse decline through operational tech—Rumble’s single-digit prospect pool can’t compete, unit economics be damned.