From the filings
Software purchasing at Farm Stores Swiss Farms is controlled at the headquarters level, with Adelaida Batista serving as both CFO and Chief Information Officer. The franchise mandates a specific Communications & Management Hub and POS software from a Designated Provider across its 44-unit system. With an average unit volume of $823,732 and a 6% royalty, the addressable market is compact but technologically prescriptive.
For software vendors selling into US franchise brands.
Live signals
Ongoing fee load
The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.
7%of gross sales (FY2023)
15% reference
Franchisor behaviours
24 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 8 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will have independent electronic access via the Internet to the information that the computer and POS Systems generate.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
You must also submit to us, an annual balance sheet, income statement and statement of cash flows within 90 days of the end of your fiscal year prepared in accordance with Generally Accepted Accounting Principles.
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We may change our list of Approved Suppliers and the goods or services supplied based on our experience.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
139326Item 8
During our fiscal year ended December 31, 2022, we received $139,326 as a result of franchisee purchases of required products and services, which constitutes 3.4% of our total revenues of $4,101,688.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We may derive revenue directly or in the form of rebates or other payments from suppliers, based directly or indirectly on the sale of products and services to franchisees.
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
80Item 8
We estimate that the proportion of required purchases and leases to all purchases and leases by you of goods and services is 80% in establishing the Franchise Business and 80% in operating the Franchise Business.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
propose to purchase or lease any equipment, supplies, inventory, advertising materials, construction services or other FARM STORES/SWISS FARMS FRANCHISE DISCLOSURE DOCUMENT 20 61844147v2 products or services that are not proprietary to us from an unapproved supplier, you must submit to us a written request for…
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You will present to customers any evaluation forms we require and will participate and/or request your customers to participate in any marketing surveys performed by or for us.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We have the right to inspect and evaluate your building, land and equipment, and to test, sample, inspect and evaluate your supplies, ingredients and products, as well as the storage, preparation and formulation and the conditions of sanitation and cleanliness in the storage, production, handling and serving of…
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We will revise the Operations Manual and these standards, procedures, techniques and management systems periodically to meet changing conditions.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
The proposed site must be approved by us in writing before you sign a binding lease or otherwise securing the proposed site.
Marketing
Is a minimum grand opening advertising spend required?
YesItem 11
You are required to spend an amount that we designate between $5,000 to $12,000 on Grand Opening advertising and Promotions expenditures that we approve.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
You must spend for Local Advertising and promotions, which may include store discounts, during each month an amount equivalent to at least 2% of monthly Gross Sales.
Must the franchisee participate in a customer loyalty or rewards program?
YesItem 8
You must contract with our Approved Suppliers of customer loyalty programs and/or gift cards/certificates that may involve the issuance and acceptance of gift cards (or other gift redemption devises) through the POS System or other channels.
Operations
Must the franchisee buy products from a designated distributor?
YesFranchise agreement
You must purchase certain products or services solely from third party suppliers that we designate as detailed in the Operations Manual and from no other suppliers.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase or lease equipment, supplies, inventory, advertising materials, construction services and other products and services used for the operation of your Franchise Business only from Approved Suppliers.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
You will make all payments to us by pre-authorized transfers from the operating account by electronic fund transfers that we process at the time any payment is due or by any other payment system that we designate (the “Payment System”).
Must the franchisee participate in a gift card program?
YesItem 8
You must contract with our Approved Suppliers of customer loyalty programs and/or gift cards/certificates that may involve the issuance and acceptance of gift cards (or other gift redemption devises) through the POS System or other channels.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
You or your Manager must devote his or her best efforts to the day-to-day management and operation of your Franchise Business, which must include being on-site directly supervising the Franchise Business for a minimum of 40 hours per week.
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
All employees must at all times be dressed appropriately according to the Operations Manual, including proper uniforms purchased from Designated Suppliers worn during hours of operation.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
We have a designated Point-Of-Sale (POS) system that you are required to use exclusively in the operation of your store's sales transactions.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have independent electronic access via the Internet to the information that the computer and POS Systems generate.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We may require you and/or previously trained and experienced personnel from your Franchised Business to attend periodic refresher courses at locations we designate.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 6
The annual conference is mandatory.
Farm Stores Swiss Farms operates a compact network of 44 franchised drive-thru grocery and bakery locations, all concentrated in Florida. The system posted an average unit volume of $823,732 in the most recent FDD, with a 6.0% royalty rate and a 10-year initial term. Unit count contracted by 4.3% year-over-year, and the operator base is entirely single-unit franchisees—no multi-unit operators are on file. For software vendors, this is a small but centralized target: a single decision-making hub controls technology mandates for the entire system.
The company-owned unit count is not disclosed in the 2023 FDD. Ownership appears independent, with no parent company on file. The executive team listed in Item 1 includes Maurice E. Bared as CEO and President, Adelaida Batista as CFO and Chief Information Officer, and Chris Gray as Chief Operating Officer.
Technology purchasing authority sits at headquarters. Adelaida Batista holds the dual role of CFO and Chief Information Officer, making her the most relevant contact for software vendors. The FDD’s Item 11 mandates specific technology systems, confirming that franchisees do not have autonomy to select their own operational software. This top-down structure means a single sale to the franchisor can unlock deployment across all 44 locations.
No multi-unit operators exist in the system to influence or complicate purchasing decisions. The operator footprint maps to a single entity controlling approximately one location, with no franchisees operating 2 or more units. This eliminates the need for a field-level sales strategy.
The 2023 FDD mandates two named technology components. First, the Farm Stores Communications & Management Hub serves as the central operational platform and includes an Intranet system. Second, franchisees must use POS software from a Designated Provider. The specific POS vendor is not named in the available FDD extract, creating a potential discovery opportunity for POS-adjacent solutions that integrate with whatever system is currently in place.
No other mandated or recommended technology vendors are disclosed in the data on file. The absence of named providers for areas like payroll, inventory, or loyalty suggests either open categories or gaps in the available extract.
Item 8 procurement signals were not extracted in the available data, so the formal purchasing framework—whether designated supplier, approved supplier, or open—is not confirmed from this dataset. The technology mandates in Item 11 imply at least a designated-provider model for core systems.
Renewal terms under Item 17 provide a potential trigger for technology evaluation. Franchisees must give timely written notice, complete required refurbishments, sign a new agreement that may impose materially different terms, pay a $10,000 renewal fee, and execute a general release of claims. The renewal term is 10 years. With negative unit growth and no new openings on file, renewal cycles represent the most likely window for system changes or add-on sales.
The full 2023 Franchise Disclosure Document contains the complete Item 11 technology requirements, Item 19 financial performance representations, and the detailed renewal conditions referenced above. Review the embedded PDF below for the exact language on designated providers, the full executive roster, and any additional mandated vendors not captured in this extract. The document was filed with state franchise regulators in 2023.
For software vendors building a ranked target list of franchise systems, FranCloud provides structured FDD data across hundreds of brands to help prioritize outreach by unit count, tech mandates, and decision-maker concentration.
Questions vendors ask
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FDD alert
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Operator footprint
1 operators run 1 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| FL | 1 |
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Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.