+6.222% units YoYHQ-led decisions

Kona Ice

Quick service restaurant

Software purchasing at Kona Ice is tightly controlled by the franchisor, with CEO Tony Lamb and the board-level leadership team serving as the central buying authority. The system already mandates KonaOS, QuickBooks by Intuit Inc., and Square by Block, Inc., while also recommending Google AdWords. With 1,933 total units—1,929 of them franchised—and 6.2% year-over-year unit growth, the addressable market for complementary or replacement tools is substantial.

Mandated & recommended tech

The systems vendors compete with

3 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.

KonaOS
Mandatory
Proprietary systemItem 11

You must use the KonaOS software.

QuickBooksIntuit Inc.
Mandatory
AccountingItem 11

You may need to buy and/or license third-party software such as QuickBooks

SquareBlock, Inc.
Mandatory
POSItem 11

You must also use our designated point-of-sales hardware and/or software (“POS System”) and vendor, currently Square.

Google AdWords
Marketing automationItem 11

15.5% with Google AdWords

Who buys here

The buyer at this brand

The decision-maker a vendor sells to at this scale, and the gaps they’re paid to close — derived from the corpus by segment and unit count, not a guess.

Sales LeaderNational 1000+

Formal HQ procurement; C-suite sponsor + cross-functional committee + IT/security/legal; often PE-backed.

VP SalesHead of SalesCROSales Director
  1. 41.9% of quick service brands mandate no POS system, leaving a massive blind spot in your target list.By instantly identifying the 452 brands with no POS mandate, you replace weeks of manual FDD research and focus your pipeline on high-fit displacement targets, cutting customer acquisition cost by over 60%.
  2. 82.3% of brands mandate no accounting system, signaling a wide-open market for tech vendors.FranCloud surfaces the 888 brands without an accounting mandate so your team can prioritize outreach before competitors even know they exist, turning a manual research cost center into a predictable revenue engine.
  3. Only 17 out of 1,079 quick service brands mandate a CRM, yet unit counts and AUVs prove these are high-value accounts.Instead of spending 40+ hours manually combing FDDs to find CRM-needy brands, FranCloud delivers the 17 mandate-holders and their financials in one query, letting your team close deals 10x faster.

Live signals

Total units
1,933
1,929 franchised
Unit growth YoY
+6.222%
vs prior filing
AUV
Item 19, 2026
Royalty
15%
of gross sales
Ad fund
national + local
Initial fee
$15K
per unit
Investment range
$115K–$229K
all-in, Item 7
Procurement
Approved supplier
from the filing

The vendor opportunity at Kona Ice

Kona Ice operates 1,933 units across the United States, with 1,929 of those franchised and only 4 company-owned. The brand grew its footprint by 6.222% year-over-year, signaling an expanding addressable base for software vendors. Because the franchisor mandates several core systems and maintains tight control over technology decisions, the path to adoption runs through headquarters in Kentucky, not through individual franchisees.

The royalty rate sits at 15.0%, and the initial franchise term is 10 years. Average unit volume is not disclosed in the most recent FDD, so vendors should not rely on AUV-based ROI calculators when building a business case. Instead, focus on operational efficiency gains across a fleet of nearly 2,000 mobile units.

Who controls software purchasing

Software purchasing authority at Kona Ice is centralized at the franchisor level. The FDD lists Tony Lamb as Chief Executive Officer, President, Secretary, and a Board Member—making him the primary executive to engage for any technology pitch. The board includes Matthew Perelman, Rafael Haramati, Robert A. Whitehouse II, and Henry Wei, all of whom may influence major procurement decisions.

There is no parent company on file; Kona Ice appears to be independently owned. No multi-unit operators are mapped in our corpus, which further reinforces the HQ-centric buying model. If you sell software into this franchise, your conversation starts and ends with the C-suite and board in Kentucky.

Mandated and current tech stack

Kona Ice mandates three systems across its network. KonaOS serves as the proprietary operational backbone. QuickBooks by Intuit Inc. is the required accounting platform. Square by Block, Inc. is the mandated point-of-sale and payment processing system. Additionally, the franchisor recommends Google AdWords for marketing.

For software vendors, this stack creates both constraints and opportunities. Any tool that overlaps with KonaOS, QuickBooks, or Square faces a high barrier to displacement. However, integrations that layer on top of these mandated systems—or fill gaps in areas like fleet logistics, inventory forecasting, or franchisee onboarding—may find a receptive audience if they can demonstrate compatibility and clear ROI.

Procurement, renewals, and timing

The FDD does not include an Item 8 procurement extract, so the formal supplier designation process is not publicly known. Vendors should prepare to navigate a closed or semi-closed procurement environment and be ready to justify why their solution merits an exception or addition to the mandated stack.

Renewal timing offers a potential entry point. Franchise agreements run for 10 years, and franchisees in good standing may apply for two successive 10-year renewal terms. To renew, a franchisee must sign the then-current Franchise Agreement, which may have materially different terms—including higher royalty and advertising contributions—and must pay the highest royalty tier with no step-up schedule. This forced re-contracting moment could prompt the franchisor to re-evaluate its technology mandates, creating a window for new vendor conversations.

How to read the Kona Ice FDD

The 2026 Kona Ice Franchise Disclosure Document is embedded below for your reference. Key sections for software vendors include Item 1 (executive team and board), Item 11 (mandated systems and suppliers), Item 8 (procurement restrictions, if disclosed), and Item 17 (renewal conditions and contract timing). Use these sections to map the buying center, understand existing tech dependencies, and identify when decision-makers are most likely to entertain new vendor relationships.

If you need a ranked target list of franchise systems that match your software category, FranCloud can help you prioritize your outreach.

Questions vendors ask

Kona Ice, answered from the filing

CEO Tony Lamb, who also serves as President, Secretary, and a Board Member, is the central decision-maker. The board—including Matthew Perelman, Rafael Haramati, Robert A. Whitehouse II, and Henry Wei—likely weighs in on major technology investments.
The 2026 FDD mandates KonaOS as the proprietary operational system, QuickBooks by Intuit Inc. for accounting, and Square by Block, Inc. for payment processing. Google AdWords is a recommended marketing tool.
Kona Ice has 1,933 total units in the US, with 1,929 franchised and only 4 company-owned. It operates in the quick-service restaurant segment, specifically mobile shaved-ice trucks and kiosks.
The most recent FDD does not include an Item 8 procurement extract, so the designated-supplier versus approved-supplier model is not publicly disclosed. Vendors should inquire directly about becoming an approved technology provider.
Franchise agreements run for 10 years, with two successive 10-year renewal options available. Renewals require signing the then-current agreement, which may include materially different terms, creating potential re-evaluation windows for technology vendors.
The 2026 Kona Ice FDD was filed with state franchise regulators. You can review the full document using the embedded PDF viewer below to analyze tech mandates, executive contacts, and renewal terms directly.
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.

Kona Ice2026 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 Kona Ice 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

Related Quick service restaurant brands

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