LunchboxLunchbox
Mandatoryering or delivery services (which may require you or the third party to provide the delivery services) that we have approved and may be available to provide services in your area. Lunchbox is the curr
From the filings
+14.286% units YoYHQ-led decisions
SMOOTHIE HOLDINGS FC
Quick service restaurantSoftware purchasing at Smoothie Holdings FC is controlled at the headquarters level, with a mandated tech stack that includes Lunchbox and Revel point of sale by Revel Systems, Inc. The franchise system currently consists of 8 franchised units, all single-unit operators, providing a small but potentially growing addressable market for vendors. The 2026 FDD lists key executives including CEO Sherif Mityas and CFO Rick Brown as the likely buying center.
For software vendors selling into US franchise brands.
Live signals
Total units
8
8 franchised
Unit growth YoY
+14.286%
vs prior filing
AUV
$213K
Item 19, 2025
Royalty
5%
of gross sales
Ad fund
3%
national + local
Initial fee
$30K
per unit
Investment range
$139K–$558K
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.
8%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.
RevelRevel Systems
Mandatorysystem and related hardware and software to record sales and transaction data (such as item ordered, price and date of sale) that is approved by us (the “POS System”). Currently, Revel point of sale i
DoorDashDoorDash
fer, utilize, or provide catering services (such as from a cart, kiosk, food truck, or other mobile unit) or delivery services (directly or through third parties such as UberEATS, DoorDash, Postmates,
FacebookMeta
ks on the Internet without our written permission. This includes display of the Copyrighted Works on commercial websites, gaming websites, and social networking web sites (such as FACEBOOK, SNAPCHAT,
FranConnectFranConnect
and use of software, $150 per Accounting Period internet and communications technologies as or $1,800 per calendar year. well as for gift card maintenance and The capped fee will FranConnect (our thir
GrubhubGrubhub
ide catering services (such as from a cart, kiosk, food truck, or other mobile unit) or delivery services (directly or through third parties such as UberEATS, DoorDash, Postmates, GrubHub, etc.) witho
InstagramMeta
the Marks as part of any URL or domain name, as well as their registration as part of any user name on any gaming website or social networking website (such as FACEBOOK, SNAPCHAT, INSTAGRAM, LINKEDIN,
LinkedInLinkedIn
s part of any URL or domain name, as well as their registration as part of any user name on any gaming website or social networking website (such as FACEBOOK, SNAPCHAT, INSTAGRAM, LINKEDIN, X, or YOUT
PostmatesUber
ze, or provide catering services (such as from a cart, kiosk, food truck, or other mobile unit) or delivery services (directly or through third parties such as UberEATS, DoorDash, Postmates, GrubHub,
SnapchatSnapchat
vative of the Marks as part of any URL or domain name, as well as their registration as part of any user name on any gaming website or social networking website (such as FACEBOOK, SNAPCHAT, INSTAGRAM,
Uber EatsUber
may not offer, utilize, or provide catering services (such as from a cart, kiosk, food truck, or other mobile unit) or delivery services (directly or through third parties such as UberEATS, DoorDash,
YouTubeGoogle
ion. This includes display of the Copyrighted Works on commercial websites, gaming websites, and social networking web sites (such as FACEBOOK, SNAPCHAT, INSTAGRAM, LINKEDIN, X or YOUTUBE). If you or
Franchisor behaviours
What the franchisor requires
24 requirements the franchisor states in this filing, each in its own words; 7 explicit no's; 3 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 the right to independently access all information and financial data recorded by the system for daily polling, audit and sales verification.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
You shall provide to SHFC a copy of each Accounting Period’s profit and loss statement on SHFC’s standard form within ten (10) days of the end of each such Accounting Period.
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We may add or remove vendors from the approved vendor list at any time.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
we derived no revenue or other material consideration as a result of franchisee purchases or leases.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We also receive rebates from our supplier based on our licensees’ purchases of proprietary products, as described above.
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?
30Item 8
approximately 30 to 35% of your total annual operating expenses on an ongoing basis will be for goods SMOOTHIE FACTORY + KITCHEN® & SMOOTHIE FACTORY® Franchise Disclosure Document | 2026 25 and services which are subject to sourcing restrictions
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
We may charge a fee for testing, which will be the greater of $1,000 or the actual cost of the inspection and testing plus reimbursement of our related travel, lodging, and salary costs for the individual(s) performing the inspection or testing.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you desire to purchase products from other than our approved suppliers, you must submit a written request to us for approval of the proposed supplier, together with any evidence of conformity with our standards and specifications as we may reasonably require, or will request the supplier itself to do so.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesItem 17
We may, termination/ at our option, assume all telephone numbers for the Store. nonrenewal We may, at our option, assume your lease and purchase certain Store assets.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesItem 8
You are required to use the credit card processing service we approve.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
SHFC or its designated agent shall have the right to audit, examine and copy your books, records, accounts, and business tax returns at any time.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 8
We may modify these standards and specifications, as well as the other standards and specifications discussed in this Item 8, by providing you with written notification.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 12
You will operate the Store at a location that we have approved, and you may relocate the Store, only with our prior written consent.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
You may not create websites, social media accounts, e-mail marketing software accounts or other comparable accounts outside of those which we license to you.
Must the franchisee participate in a customer loyalty or rewards program?
YesFranchise agreement
9.6.1. You shall participate in and offer to your customers:
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If a Cooperative is established for the area in which your Store operates, you must participate in and contribute to the Cooperative the amounts required by the Cooperative’s governing documents, which may exceed the amount of your local marketing expenditure under the Franchise Agreement.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase all nutritional supplements, or “nutritional boosts” used in the Store from our approved third-party vendor.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase all nutritional supplements, or “nutritional boosts” used in the Store from our approved third-party vendor.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesItem 8
You are required to use the credit card processing service we approve.
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
You shall participate in SHFC’s then-current electronic funds transfer program authorizing SHFC to use a pre-authorized bank draft system.
People
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
You shall cause all employees, while working at the Store, to wear uniforms of such color, design, and other specifications as SHFC may designate from time to time, and to present a neat and clean appearance.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
You must purchase, install and maintain an electronic point of sale cash register system and related hardware and software to record sales and transaction data (such as item ordered, price and date of sale) that is approved by us (the “POS System”).
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have the right to independently access all information and financial data recorded by the system for daily polling, audit and sales verification.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We may charge a reasonable tuition fee for any additional or refresher training and you will be responsible for the compensation of the trainees during the training period and the travel and living expenses they incur.
The filing answers no to 7 questions
- Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
- Is there a franchisee advisory council, association or committee?Item 11
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
- Is a minimum grand opening advertising spend required?Item 11
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
- Must the franchisee participate in a gift card program?
- Does the franchisor require minimum staffing levels or specific roles?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.
The franchisee/operator personally, or a small franchisor still owner-run. Wears every hat.
OwnerCEOPresidentPrincipal
- 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%.
- 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.
- 97.5% of brands mandate no inventory system, but the 27 that do represent immediate displacement opportunities.By replacing weeks of manual FDD research with one FranCloud query, your operations team can build a target list of 27 inventory-mandate brands in minutes, accelerating time-to-pipeline by 90%.
The vendor opportunity at Smoothie Holdings FC
Smoothie Holdings FC is a quick-service restaurant concept headquartered in Texas with 8 franchised units and no company-owned locations. The system posted a 14.3% year-over-year unit growth rate, adding units from a base of 7 the prior year. Average unit volume sits at $213,311, with a 5.0% royalty rate on a 10-year initial term. For software vendors, the immediate addressable market is small—just 8 locations—but the growth trajectory and HQ-mandated tech stack signal a centralized purchasing environment where a single deal can cover the entire system.
The operator footprint consists of 16 mapped operators, all single-unit franchisees with no multi-unit owners. Units are concentrated in Texas (8), with a thin presence in Florida (2), Ohio (1), South Carolina (1), and New Jersey (1). This fragmentation means franchisees have no purchasing leverage; all technology decisions flow from the franchisor.
Who controls software purchasing
The 2026 FDD lists five named executives at the headquarters level: Sherif Mityas (Chief Executive Officer), Dawn Petite (President), Rick Brown (Chief Financial Officer), Melitha Lynn Brown (Chief Legal Officer), and Roberto De Angelis (Chief Experience Officer). In a system this small, the CEO and CFO are the likely approvers for any software contract, with the Chief Experience Officer potentially influencing operational tools. There is no CIO or CTO on file, so the buying center is compact and likely accessible through direct outreach.
Because all 8 units are franchised and no multi-unit operators exist, there is no intermediate buying layer. Vendors should target HQ exclusively.
Mandated and current tech stack
Smoothie Holdings FC mandates two systems in its FDD: Lunchbox and Revel point of sale by Revel Systems, Inc. Lunchbox typically covers digital ordering, loyalty, and marketing automation for restaurant brands, while Revel provides the in-store POS infrastructure. Any software vendor pitching this franchise must address integration with these two platforms or risk immediate disqualification.
No other mandated or recommended systems are disclosed. The absence of listed back-office, payroll, inventory, or HRIS tools may represent whitespace for vendors in those categories, though the franchisor's appetite for additional technology is unknown.
Procurement, renewals, and timing
Item 8 of the FDD provides no extract, so the procurement model—whether designated supplier, approved supplier, or open—is not disclosed. Vendors should clarify this directly with the franchisor during discovery.
Renewal terms offer some timing insight. Franchisees in good standing can renew for two additional consecutive five-year terms, provided they notify the franchisor 12 to 24 months before expiration. The renewal conditions include signing the then-current Franchise Agreement, which may have materially different terms and higher fees, and renovating the store to current standards. For software vendors, this means the franchisor can impose new technology requirements at renewal, creating potential insertion points if you can demonstrate value ahead of those windows.
With only 8 units and a 10-year initial term, natural contract churn is low. The 14.3% unit growth rate suggests new store openings are the most likely trigger for software evaluation.
How to read the Smoothie Holdings FC FDD
The full 2026 FDD is embedded below. Key sections for software vendors include Item 1 (executive contacts and franchisor background), Item 11 (mandated technology and supplier relationships), Item 8 (procurement restrictions, though not extracted here), and Item 17 (renewal and transfer conditions that can force technology changes). Item 19 provides the $213,311 AUV figure and unit-level economics that can inform ROI models for your pitch.
For a ranked target list of franchise systems matched to your software category, FranCloud can help you prioritize outreach based on tech mandates, growth rates, and decision-maker accessibility.
Questions vendors ask
SMOOTHIE HOLDINGS FC, answered from the filing
The buying center includes Sherif Mityas (CEO), Dawn Petite (President), Rick Brown (CFO), and Roberto De Angelis (Chief Experience Officer). As a small, HQ-controlled system, these executives likely make or approve all technology decisions.
The 2026 FDD mandates Lunchbox and Revel point of sale by Revel Systems, Inc. These are required systems for franchisees, meaning any new software must integrate with or complement this existing stack.
There are 8 total units, all franchised. The system is concentrated in Texas (8 units) with additional locations in Florida (2), Ohio (1), South Carolina (1), and New Jersey (1).
The procurement model is not disclosed in the most recent FDD. Item 8 does not provide an extract, so it is unclear whether the franchisor designates specific suppliers or allows franchisees to purchase from approved sources.
With a 10-year initial term and 5-year renewal terms, contract windows are infrequent. The system's 14.3% unit growth suggests new openings may create opportunities. Renewals require 12-24 months' notice, providing a long lead time for vendor engagement.
The FDD is filed with state franchise regulators in 2026. You can view the full document in the embedded PDF viewer below to analyze Item 11 tech mandates, Item 19 financials, and Item 1 executive contacts 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.
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 SMOOTHIE HOLDINGS FC files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
16 operators run 16 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit16
Top states by locations
| TX | 8 |
|---|---|
| FL | 2 |
| OH | 1 |
| SC | 1 |
| NJ | 1 |
Ownership
The portfolio behind SMOOTHIE HOLDINGS FC
unknown of smoothie holdings.
Related Quick service restaurant brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.