HQ-led decisions

F-O-R-T-U-N-E Franchise

Professional services

Software purchasing decisions at Jersey Mike's are controlled at the corporate headquarters level, with key executives including CEO Ronald Herzog and President Jeff Herzog listed in the 2026 FDD. The franchise currently mandates several systems, including Loxo and ZoomInfo, and operates a lean network of 54 total units. This represents a concentrated, single-owner addressable market for vendors targeting the franchisor directly.

Live signals

Total units
54
53 franchised
Unit growth YoY
-10.169%
vs prior filing
AUV
Item 19, 2026
Royalty
8%
of gross sales
Ad fund
1%
national + local
Initial fee
$50K
per unit
Investment range
$85K–$145K
all-in, Item 7
Procurement
Standards based
from the filing
Non-compete
1 years
from the filing
Item 19
No claims
from the filing

Ongoing fee load

What the operator pays every month

The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.

9%of gross sales (FY2026)

Ongoing fees: 9% of gross sales (FY2026)Royalty 8%, Ad fund 1%. Total 9% of gross sales. Drawn against a 15% reference scale.

15% reference

Royalty 8%Ad fund 1%

Mandated & recommended tech

The systems vendors compete with

2 of these are mandated in the franchise agreement. Each is named in Item 11 of the filing, the incumbents a challenger must displace or integrate with.

Loxo
Mandatory
CrmItem 11

) The software fee will cover your use of all software we provide for one user for one year, but you must pay for all updates and renewals. The renewal and update estimate for the Loxo software is $10

ZoomInfo
Mandatory
MarketingItem 11

e year, but you must pay for all updates and renewals. The renewal and update estimate for the Loxo software is $109 per month per user. The yearly renewal update estimate for the ZoomInfo software is

LinkedIn
MarketingItem 7

mate is based on costs per attendee at our formal training program. Note 9: This figure is for the directories and job boards based upon anticipated area of concentration, such as LinkedIn and Indeed.

The vendor opportunity at Jersey Mike's

Jersey Mike's operates a compact franchise system of 54 total units, with 53 franchised locations and a single company-owned store. The 2026 FDD reports a year-over-year unit growth rate of -10.169%, indicating a contracting footprint. For software vendors, this means the addressable market is small but highly centralized. The franchisor mandates several technology systems, creating a clear path for vendors who can displace or integrate with the existing stack. The royalty rate is 8.0%, and the initial franchise term is 10 years. Average unit volume is not disclosed in the most recent FDD.

Who controls software purchasing

Purchasing authority rests at the headquarters level. The 2026 FDD Item 1 lists Ronald Herzog as CEO and Jeff Herzog as President. Dylan DeYoung serves as Director of Training & Operations, a role that often influences or directly manages operational software decisions. Jenna Blake, Sr. Director of Human Resources and Administration, and Steven Margalit, Director of Finance & Franchisee Development, round out the named executive team. No parent company is on file; the brand appears independently owned. Vendors should target this tight-knit leadership group, as there is no multi-unit operator footprint mapped in our corpus to suggest decentralized buying.

Mandated and current tech stack

The FDD mandates several named systems. These include an Exchange System, Loxo, VINE, and ZoomInfo, with FPC Vine also listed. This stack points to a focus on recruiting, data intelligence, and operational management. The presence of Loxo and ZoomInfo suggests a heavy emphasis on talent acquisition and sales intelligence at the corporate level. The Exchange System and VINE likely handle core operational or compliance functions. Because these are mandated, any new vendor must demonstrate clear superiority or a compelling integration case to unseat an incumbent.

Procurement, renewals, and timing

Specific procurement restrictions from Item 8 were not extracted in our corpus, so the designated versus approved supplier model remains unclear from this data. However, the renewal structure offers a predictable window for engagement. The franchise agreement automatically extends for successive 10-year terms unless the franchisee provides written notice at least 12 months but not more than 15 months before the current term expires. This creates a recurring, multi-year evaluation cycle. With the system experiencing unit contraction, the franchisor may be receptive to technology that promises operational efficiency or growth enablement.

How to read the Jersey Mike's FDD

The full 2026 FDD is embedded below. Review Item 1 for the complete executive roster and ownership structure. Item 11 details the mandated technology systems and any associated costs or obligations. Item 17 provides the full renewal and termination language. For vendors, the most critical sections are the technology mandates and any Item 8 procurement restrictions, which define whether you sell to the franchisor, the franchisee, or both. FranCloud can help you build a ranked target list based on this and similar FDD intelligence.

Questions vendors ask

F-O-R-T-U-N-E Franchise, answered from the filing

The 2026 FDD lists CEO Ronald Herzog and President Jeff Herzog as key principals. With no CIO named, the buying center likely involves these top executives and the Director of Training & Operations, Dylan DeYoung, for operational tools.
The FDD mandates an 'Exchange System' and 'FPC Vine,' alongside Loxo and ZoomInfo. This suggests a locked-down operational stack with specific vendor requirements for franchisees.
According to the 2026 FDD, there are 54 total units, consisting of 53 franchised locations and 1 company-owned store. The system saw a year-over-year unit decline of 10.169%.
The specific procurement restrictions from Item 8 were not extracted in our corpus. Vendors should review the full FDD below to determine if Jersey Mike's uses a designated supplier, approved supplier, or open procurement model.
Franchise agreements automatically renew for successive 10-year terms unless notice is given 12–15 months before expiration. With a recent unit decline, the franchisor may be evaluating new tools to support operations and growth.
The 2026 Franchise Disclosure Document is filed with state franchise regulators. You can review the embedded PDF viewer below for the full legal text, including Item 11 technology mandates and Item 19 financial performance representations.
Source

Read the filing itself

Every number on this page traces back to this document. Read it in full, page by page. Buy the original PDF to download, search, and annotate it.

F-O-R-T-U-N-E Franchise2026 FDDView only
Buy the PDF ($149)

Loading filing…

View only A one-time purchase: the original filing, yours to keep.

FDD alert

Tell me when this brand refiles.

We’ll email you the moment F-O-R-T-U-N-E Franchise files a new annual FDD, usually the freshest signal of a vendor change.

Sell software to franchises? See the playbook.

Your matched accounts, fit-scored to what you sell, with the contacts and openers built from each filing.

Find my accounts

Operator footprint

Who runs the locations

58 operators run 58 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit58

Top states by locations

GA6
FL5
DE3
NC3
PA2

Ownership

The portfolio behind F-O-R-T-U-N-E Franchise

unknown of f o r t u n e personnel systems.

Related Professional services brands

Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.