Focus POSFocus POS
Mandatoryincluding the software, ranges from $3,000 to $5,000. You must also purchase from us a POS Help Desk Phone Support Maintenance contract on both the software and hardware for your FOCUS POS System, the
From the filings
+3.896% units YoYHQ-led decisions
Planet Smoothie
Quick service restaurantSoftware purchasing at Planet Smoothie is controlled at the franchisor level, with mandates covering POS and online ordering. The chain operates 160 franchised locations, all under a single corporate umbrella based in Arizona. For vendors, this means a concentrated sale to a small HQ team that sets technology standards across the entire system.
For software vendors selling into US franchise brands.
Live signals
Total units
160
160 franchised
Unit growth YoY
+3.896%
vs prior filing
AUV
$301K
Item 19, 2025
Royalty
5%
of gross sales
Ad fund
2%
national + local
Initial fee
$25K
per unit
Investment range
$228K–$488K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 years
from the filing
Item 19
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.
7%of gross sales (FY2026)
15% reference
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.
OloOlo
Mandatorypplication (“App”) and online food ordering service (including any third-party delivery order integration) and may not use any other store-specific App or online ordering service. Olo is a Franchisor-
FacebookMeta
ons 3.2 and 10.2). 7. You may not maintain a website, software application, an App (application), social media account (including, but not limited to, an account, group or page on Facebook®, Flickr®,
InstagramMeta
application, an App (application), social media account (including, but not limited to, an account, group or page on Facebook®, Flickr®, Foursquare®, Google+®, Instagram®, LinkedIn®, Pinterest®, Snapc
LinkedInLinkedIn
application, an App (application), social media account (including, but not limited to, an account, group or page on Facebook®, Flickr®, Foursquare®, Google+®, Instagram®, LinkedIn®, Pinterest®, Snapc
NCRNCR Voyix
Maintenance contract on both the software and hardware for your FOCUS POS System, the cost of which is currently $55 per month and subject to increase Notwithstanding if you use a NCR POS System, you
PinterestPinterest
lication, an App (application), social media account (including, but not limited to, an account, group or page on Facebook®, Flickr®, Foursquare®, Google+®, Instagram®, LinkedIn®, Pinterest®, Snapchat
SnapchatSnapchat
App (application), social media account (including, but not limited to, an account, group or page on Facebook®, Flickr®, Foursquare®, Google+®, Instagram®, LinkedIn®, Pinterest®, Snapchat®, Tumblr®, X
TwitterX
cial media account (including, but not limited to, an account, group or page on Facebook®, Flickr®, Foursquare®, Google+®, Instagram®, LinkedIn®, Pinterest®, Snapchat®, Tumblr®, X/Twitter®, YouTube®,
YouTubeGoogle
account (including, but not limited to, an account, group or page on Facebook®, Flickr®, Foursquare®, Google+®, Instagram®, LinkedIn®, Pinterest®, Snapchat®, Tumblr®, X/Twitter®, YouTube®, Vine®, VKon
Franchisor behaviours
What the franchisor requires
27 requirements the franchisor states in this filing, each in its own words; 3 explicit no's; 4 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
The POS System must be configured so that we have independent and remote access to the information and data stored in it.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
to submit to us, within ninety (90) days after the end of each calendar year, commencing with the opening of the Franchised Business, in a format approved by us, a profit and loss statement and balance sheet (including a statement of retained earnings or partnership account) for the preceding calendar year;
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Neptune Equipment, an affiliate of Kahala Franchising, is currently one of the approved suppliers of certain equipment, interior and exterior signage menu boards, computer hardware and smallwares.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
At any time and from time to time, we may in our sole option engage in new product rollouts to add to or change the menu items offered for sale in the Franchised Business and the ingredients or supplier of ingredients utilized in the preparation of the menu items sold in the Franchised Business (“Rollout”).
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesFranchise agreement
You acknowledge Franchisor and/or its affiliates has the right to receive commissions, volume discounts, purchase discounts, performance payments, bonuses, rebates, marketing and advertising allowances, co-op advertising, administrative fees, enhancements, price discounts, economic benefits and/or other payments…
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
A charge not to exceed the reasonable cost of the inspection and the actual cost of the test not to exceed $5,000 must be paid to us either by you or by the proposed supplier.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
All requests for approving new or alternative suppliers must be submitted in writing by you and/or the supplier to the purchasing department at Kahala Brands.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
You acknowledge that between you and us, we have the sole right and interest in all telephone numbers and directory listings associated with any Proprietary Marks, and you authorize us and appoint us and any officer or agent of ours, as your attorney-in-fact, to direct the telephone company and all listings agencies…
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Therefore, as a franchisee who accepts credit cards, you are required to be PCI compliant by following and adhering to PCI DSS, which includes ensuring that your POS System, back office computer (if supplied), and any other device that is plugged into the network is only used for business purposes.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
We will continue our efforts to maintain high and uniform standards of quality, cleanliness, appearance and service at all restaurants in the System, including making periodic inspections and quality service checks of your restaurant
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
We may modify the Operations Manual as and when we desire, but no modification will materially alter your status and rights under the Franchise Agreement
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
You must select, and we must approve, an acceptable location within nine (9) months after the effective date of the Franchise Agreement.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
You may not maintain a website, software application, an App (application), social media account (including, but not limited to, an account, group or page on Facebook®, Flickr®, Foursquare®, Google+®, Instagram®, LinkedIn®, Pinterest®, Snapchat®, Tumblr®, X/Twitter®, YouTube®, Vine®, VKontakte or Weibo®), or…
Is a minimum grand opening advertising spend required?
YesItem 7
You are required, to pay a Grand Opening Marketing fee of $10,000 for a Traditional store or $5,000 for a Non-Traditional store payable to US on the earlier of (i) prior to you executing a lease for the premises where the Franchised Business will be located; or (ii) prior to construction commencing at the premises…
Must the franchisee participate in a customer loyalty or rewards program?
YesFranchise agreement
cooperation with and participation in sales, marketing, advertising and promotional programs (including loyalty programs, online ordering programs, discount coupons, discount gift cards, special menu promotions, and entering into product and service agreements directly with third-party vendors and service providers…
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If a Cooperative is formed for your region, you must financially contribute to the Cooperative as required by us.
Operations
Must the franchisee buy products from a designated distributor?
YesFranchise agreement
You must purchase or otherwise acquire certain proprietary or required equipment and supplies utilized in the Franchised Business only from our designated approved distributors or suppliers.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
The Franchise Agreement requires that all food products, ingredients, equipment, computer hardware and software, furniture, fixtures, décor, signs, computer equipment, supplies and other products, services and materials which you will use in the operation of your restaurant meet our standards and be purchased only…
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesItem 8
Additionally, you must utilize our approved third party payment card processor, as identified in the Confidential Manual, for processing all such debit, credit, rewards, and Gift/Loyalty card transactions.
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
Payment of the Royalty Fee, Advertising Fee (as defined in Section 5.3), and all other fees due under this Agreement to us shall be made via electronic transfer of funds from the Depository Account.
Must the franchisee participate in a gift card program?
YesItem 8
You are required to accept all approved debit and credit cards, along with Kahala Franchising or its affiliate’s stored value gift cards, loyalty cards, frequency cards, and any other similar Kahala Franchising or affiliate sponsored electronic card and/or payment program (collectively, the “Gift/Loyalty Card”) from…
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
Additionally, you must employ on a full time basis at least one on-premises supervisor (the “Manager”) for the restaurant.
Must employees wear uniforms specified by the franchisor?
YesItem 15
All personnel must wear a uniform or other clothing approved by us.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
We require you to exclusively use an approved electronic point-of-sale system to record all your sales during the operation of the Franchised Business, the components of which are identified in the Confidential Manual ("POS System").
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
The POS System must be configured so that we have independent and remote access to the information and data stored in it.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
If, after attending the Training Program, you desire to, or we require that you, receive additional training, we will provide additional training time to you for a fee of Three Hundred Dollars ($300) per person per day.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
Attendance at these additional training programs and conferences is mandatory.
The filing answers no to 3 questions
- Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?Item 11
- Is there a franchisee advisory council, association or committee?Item 20
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Franchise agreement
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 our data by segment and unit count, not a guess.
HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.
VP SalesHead of SalesCROSales Director
- 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%.
- 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.
- 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.
The vendor opportunity at Planet Smoothie
Planet Smoothie is a quick-service restaurant chain headquartered in Arizona with 160 franchised locations and no company-owned units disclosed in the 2026 FDD. The system grew 3.9% year-over-year, adding units in a concentrated footprint. Average unit volume sits at $301,137, with a 5% royalty and a 10-year initial franchise term. For software vendors, the addressable market is 160 locations, all franchised, with technology decisions flowing through a single corporate office.
The chain appears independently owned, with no parent company on file. Operator data shows a single mapped operator covering approximately one location in Arizona, suggesting a system dominated by single-unit franchisees rather than large multi-unit groups. This structure reinforces HQ's role as the gatekeeper for technology mandates.
Who controls software purchasing
Technology purchasing authority rests with Planet Smoothie's executive team. The 2026 FDD lists Eric Lefebvre as Chief Executive Officer, Renee St-Onge as Chief Financial Officer, Jeff Smit as Chief Operating Officer, Anthony Crosby as Senior Vice President of Restaurant Operations, and Blake Borwick as Vice President of Restaurant Operations. For a software vendor, the most relevant contacts are likely Jeff Smit and Anthony Crosby, who oversee day-to-day operations and would evaluate tools that impact store-level efficiency, labor management, or customer experience.
Because the system is entirely franchised, any software that touches operations, POS, or customer ordering must pass through HQ approval. There is no multi-unit operator class large enough to drive independent purchasing decisions. Vendors should prepare to sell to a small, centralized buying group rather than a dispersed operator base.
Mandated and current tech stack
Planet Smoothie mandates two technology systems across its network. The FOCUS POS System is required for all franchisees, handling in-store transactions and likely back-office reporting. Olo by Olo Inc. is also mandated, covering online ordering and digital customer engagement. The FDD additionally references NCR POS System by NCR Voyix, though it is not clear whether this is a legacy system, an alternative, or a recommended complement to FOCUS.
For vendors selling adjacent software—loyalty, scheduling, inventory, catering, or analytics—the existing stack creates both constraints and opportunities. Any solution must integrate with FOCUS POS and Olo, or demonstrate clear value that justifies switching costs. The absence of a named loyalty or workforce management vendor in the FDD suggests potential whitespace for those categories.
Procurement, renewals, and timing
The FDD does not include an Item 8 procurement extract, so the formal supplier approval process is not publicly documented. Vendors should expect to navigate an HQ-driven evaluation, likely involving operations and finance leadership. Franchisees have limited autonomy; the franchisor controls which systems are permitted.
Renewal terms provide a window into contract cycles. The initial franchise agreement runs 10 years, with a single 5-year renewal option. To renew, franchisees must give 210 days' notice, be in compliance, sign a potentially updated agreement, pay a renewal fee, and remodel if required. This structure means that every 10 to 15 years, franchisees face a formal re-commitment point where technology standards could be updated. With 3.9% annual unit growth, new store openings also create regular onboarding events for mandated systems.
How to read the Planet Smoothie FDD
The 2026 Franchise Disclosure Document is the definitive source for the data on this page. It contains the franchisor's audited financials, Item 11 technology obligations, Item 17 renewal conditions, and the executive roster in Item 1. Software vendors should review the full FDD to verify mandates, identify any additional recommended vendors, and understand the contractual obligations that shape franchisee technology adoption. The embedded viewer below provides the complete document. For a ranked list of franchise systems that match your software category, FranCloud can help you prioritize targets based on tech stack, growth rate, and decision-maker concentration.
Questions vendors ask
Planet Smoothie, answered from the filing
The executive team controls technology decisions. Key contacts include Eric Lefebvre (CEO), Jeff Smit (COO), and Anthony Crosby (SVP of Restaurant Operations), who likely influence or approve software vendor selection.
The 2026 FDD mandates FOCUS POS System and Olo by Olo Inc. for online ordering. NCR POS System by NCR Voyix is also named as a recommended or alternative system.
There are 160 franchised locations, all in the quick-service restaurant segment. The FDD does not disclose any company-owned units. Arizona is the top state with 1 mapped operator.
The FDD does not include an Item 8 procurement extract, so the designated vs. approved supplier model is not publicly disclosed. Vendors should inquire directly about approved-supplier processes.
Franchise agreements run 10 years with a single 5-year renewal option requiring 210 days' notice. With 3.9% unit growth, new openings and renewals create periodic technology evaluation windows.
The 2026 FDD is filed with state franchise regulators. You can view the embedded PDF viewer below to read the full disclosure document and verify the data cited on this page.
Source
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FDD alert
Tell me when this brand refiles.
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Operator footprint
Who runs the locations
1 operators run 1 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit1
Top states by locations
| AZ | 1 |
|---|
Ownership
The portfolio behind Planet Smoothie
strategic_multibrand of MTY Food Group.
Sibling brands
Related Quick service restaurant brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.