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From the filings
Wine and Design Franchise
Youth servicesSoftware purchasing at Wine and Design is controlled at the franchisor level, led by President and CEO Harriet E. Mills and Director of Franchise Operations Claudia Wooten Outlaw. The franchise mandates a website/reservation system and bookkeeping services, with training delivered through Wine & Design University. With 48 franchised studios and a single company-owned unit, the addressable market is small but concentrated, primarily across North Carolina and the Southeast.
For software vendors selling into US franchise brands.
Live signals
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 (FY2025)
15% reference
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
website at www.wineanddesign.com (the “Website”), which may include any account, page, or other presence on a social and business networking media site (such as Facebook, Twitter, LinkedIn) and online
intain a website at www.wineanddesign.com (the “Website”), which may include any account, page, or other presence on a social and business networking media site (such as Facebook, Twitter, LinkedIn) a
Franchisor behaviours
What the franchisor requires
24 requirements the franchisor states in this filing, each in its own words; 4 explicit no's; 6 questions the text does not settle, which is not a no.
Accounting
Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?
YesItem 8
For example, you must purchase art supplies (including paints, brushes and canvases), bookkeeping and accounting services, and marketing and promotional services or supplies from our approved suppliers.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will have unlimited independent access to your Computer System.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Franchisee shall submit, within sixty (60) days following the close of business of Franchisee’s fiscal year, copies of a balance sheet, profit and loss statement and cash flow report prepared in accordance with GAAP, which cover the previous 12 months of operations of the Franchised Studio.
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 11
We have the right at any time in our sole discretion to specify or require that you use certain brands, types, makes and/or modes of communications, computer systems, and hardware and software.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
2930.87Item 8
During our fiscal year ending December 31, 2024, we received $2,930.87 or 0.46% of our revenue of $649,952 from franchisee purchases from approved suppliers.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
During our fiscal year ending December 31, 2024, we received $2,930.87 or 0.46% of our revenue of $649,952 from franchisee purchases from approved suppliers.
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?
90Item 8
We estimate that approximately 90% to 95% of your total purchases and leases in establishing and in operating a Wine and Design Studio will be subject to at least one of the restrictions described in this item.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesFranchise agreement
You agree to pay a charge not to exceed our reasonable costs incurred in evaluating the supplier, regardless of whether or not we approve the supplier.
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
If you wish to purchase the item from a supplier that we have not approved, you may submit a written request for approval of the supplier.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
All telephone listings and directory listings for your Studio are our property, and we have the right to transfer or terminate such telephone listings and directory listings only on termination or expiration without renewal of this Agreement.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Franchisee shall comply with, abide by, or as applicable adopt policies consistent with the then-current version of Franchisor’s policies as described in Franchisor’s Information Privacy and Security Directive for Franchisees (the “Directive”).
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
Provide supervision, conduct periodic inspections and evaluations and/or audits (with or without notice) as we deem advisable in our sole discretion of your operation
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We may change the Manual(s) from time-to-time, and you are required to comply with those changes.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
Approve or disapprove the site which you must locate.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
Franchisee will not, directly or indirectly, establish or operate a website, web page, domain name, internet address, blog, forum or email address that in any way concerns, discusses or alludes to the Franchisor, the System or the Franchisee’s Franchised Studio without Franchisor’s written consent, which Franchisor…
Is a minimum grand opening advertising spend required?
YesFranchise agreement
You are required to spend for grand-opening or launch advertising between $3,000 and $5,000 during the period 60 days before and 90 days after you open your Franchised Studio.
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
In addition to the grand opening requirements, we require that you spend at least $1,500 per month to promote your Studio through local advertising initiatives that are intended to promote your Wine and Design Studio in the local market.
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If a Cooperative has been established applicable to your Studio at the time you commence operations, you shall immediately become a member of such Cooperative.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase all supplies and equipment you use in the Franchised Business from us or a source we approve or designate.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase all supplies and equipment you use in the Franchised Business from us or a source we approve or designate.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
The royalties will be electronically drafted from your bank account.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have unlimited independent access to your Computer System.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
For such remedial training we reserve the right to charge you a remedial training fee of $500 per day for such training, and where such training shall not be for more than 3 days.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
You are required to attend all conferences and other required training courses.
The filing answers no to 4 questions
- Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
- Must employees wear uniforms specified by the franchisor?Franchise agreement
- Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?Item 8
The vendor opportunity at Wine and Design
Wine and Design operates 49 total units—48 franchised, 1 company-owned—with a footprint concentrated in North Carolina (19), Virginia (6), New Jersey (4), South Carolina (3), and California (3). All 47 mapped franchisees are single-unit operators, meaning no multi-unit owners control purchasing across multiple locations. The system contracted by -2.04% year-over-year, so net new unit openings are not a growth vector. For software vendors, the immediate addressable market is the 48 franchised studios plus the single corporate location. Average unit volume (AUV) is not disclosed in the 2025 FDD. The royalty rate is 6.0% of gross revenue, and the initial franchise term runs 10 years.
Who controls software purchasing
Purchasing authority sits with the franchisor. The 2025 FDD lists Harriet E. Mills as President and Chief Executive Officer and Claudia Wooten Outlaw as Director of Franchise Operations. These are the executives most likely to evaluate, select, and mandate software systems across the network. Because all franchisees are single-unit operators, there is no multi-unit buyer layer to navigate—HQ decisions flow directly to individual studio owners. Vendors should direct outreach to the corporate office in North Carolina.
Mandated and current tech stack
The FDD mandates three technology areas: a website/reservation system, bookkeeping and accounting services, and Wine & Design University, the franchisor’s proprietary training platform. Specific vendor names for the website/reservation system and bookkeeping services are not disclosed in the FDD. The training platform is internally branded, suggesting it is a custom or white-label solution. No POS, CRM, payroll, or inventory management systems are mentioned as mandated or recommended, which may indicate those categories are open for vendor pitches—or simply not addressed in the disclosure document.
Procurement, renewals, and timing
Item 8 procurement signals are absent from the FDD extract, so the formal procurement model—whether designated supplier, approved supplier, or open—is not disclosed. Renewal terms, covered in Item 17, require franchisees to sign a new agreement every 5 years after the initial 10-year term, pay a $2,500 renewal fee, and complete required upgrades or renovations. The renewal agreement may contain materially different terms, including a different royalty rate and protected territory, though the royalty will not exceed what is imposed on similarly situated renewing franchisees. These renewal events create periodic windows where franchisees must comply with updated system standards, potentially including new technology mandates. However, with only 48 franchised units and negative recent growth, the volume of renewal-driven tech evaluations will be low.
How to read the Wine and Design FDD
The 2025 Franchise Disclosure Document is the definitive source for understanding Wine and Design’s technology mandates, fee structure, and executive leadership. Key sections for software vendors include Item 11 (franchisor’s obligations) for mandated tech, Item 8 (restrictions on sources of products and services) for procurement rules—though not present in this extract—and Item 17 (renewal, termination, transfer) for contract cycle timing. The embedded PDF viewer below provides the full filing. For a ranked target list of franchise systems matched to your software category, FranCloud can help.
Questions vendors ask
Wine and Design Franchise, answered from the filing
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FDD alert
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Operator footprint
Who runs the locations
47 operators run 47 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| NC | 19 |
|---|---|
| VA | 6 |
| NJ | 4 |
| SC | 3 |
| CA | 3 |
Related Youth services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.