Planet Smoothie franchise research

Investment by format

Format-specific estimates only. Do not combine one format's minimum with another format's maximum.

Investment sourceFDD p.41 ↗

Franchise fees and ongoing costs

Franchise fee

$15,000 to $25,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review.

Royalty

5% · 5% of biweekly Gross Sales plus a Surcharge of up to $10 per week (currently only New York); withdrawn every other Friday

Marketing contribution

2% (basis not captured; see original filing)

Technology fee

Data/polling fee up to $150 per month (currently not charged); POS help desk support fee $55 per month (not charged if using NCR POS)

Other fees

Advertising fee may rise to up to 5% of biweekly Gross Sales on 30 days' notice; Gift card redemption fee 11% of redemptions (monthly); Annual meeting registration fee up to $1,000

Working capital (FDD Item 7)

$5,000 to $15,000 (Additional Funds - 3 month initial period; same range for traditional and non-traditional)

Fees sourceFDD p.34 ↗

Working capital is drawn from Item 7. The Investment source below locates the investment section, not an independently verified working-capital scalar.

Investment sourceFDD p.41 ↗

Franchise fee sourceFDD · page not captured ↗

Financial performance: Item 19

Item 19 captured

Yes

Metric / basis

Average and median gross sales of existing US franchised stores (all outlets, traditional only, and top/bottom 20% of traditional)

Reporting period

December 1, 2024 through November 30, 2025

Sample

133 of 160 US franchised stores (all outlets incl. non-traditional); 105 traditional stores; 21 stores each in top and bottom 20% groups

Reported average

$301,137

Reported median

$280,867

Owner income is not captured. Gross sales and EBITDA are not owner pay. Results depend on the disclosed metric, sample and period; consult the full filing.

Item 19 performance sourceFDD p.82 ↗

Unit growth: Item 20

Reporting year

2025

Scope

franchised outlets

Starting outlets

154

Year-end outlets

160

Net change

+6

Derivation

ending minus starting outlets

Openings

13

Terminations

0

Non-renewals

1

Other closures

6

Reacquisitions

0

Transfers

5

Transfers are not closures. Net change is ending minus starting outlets for the stated scope and year, or complete openings less terminations, non-renewals, other closures and reacquisitions. Missing inputs stay unknown.

Unit growth sourceFDD p.84 ↗

SBA loan history

Loan activity

19 approvals

Activity window

FY2021-FY2026 YTD; snapshot 2026-06-30

Median SBA loan

$458,000

Median loan window

FY2023-FY2026 YTD through 2026-06-30

Median loan sample

8 loans

Historical charge-off share

8.00%

Cohort

7(a) FY2010-2019 approvals

Numerator / denominator

2 / 25

Formula

CHGOFF / (PIF + CHGOFF + EXEMPT) × 100

This is a historical loan-level share, not a franchise failure probability or location survival rate. Loan size is not total investment. Other loan statuses are excluded from the seasoned denominator. Activity combines 7(a) and 504 approvals, excluding canceled and not-funded records; this is not a rolling five-year count. FY2024-25 franchise tags are sparse after directory suspension; fewer tagged loans do not establish brand decline. Recent charge-off cohorts are immature.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median loan amounts are financing context, not startup cost. The median window is separate from the seasoned charge-off cohort.

Median SBA loan sourceSBA data · Jun 30, 2026 ↗

Questions before you invest

How much does Planet Smoothie franchise cost?

Traditional: $227,650 to $488,000; Non-Traditional: $128,150 to $327,000 These are format-specific estimates, not a guaranteed cash requirement. Franchise fee: $15,000 to $25,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review..

Investment sourceFDD p.41 ↗

Franchise fee sourceFDD · page not captured ↗

How much do Planet Smoothie owners make?

Owner income is not captured. Gross sales and EBITDA are not owner pay. Item 19 metric: Average and median gross sales of existing US franchised stores (all outlets, traditional only, and top/bottom 20% of traditional). Sample: 133 of 160 US franchised stores (all outlets incl. non-traditional); 105 traditional stores; 21 stores each in top and bottom 20% groups. Period: December 1, 2024 through November 30, 2025.

Item 19 performance sourceFDD p.82 ↗

What's the SBA charge-off rate for Planet Smoothie?

8.00%; numerator / denominator: 2 / 25. Historical 7(a) FY2010-2019 approvals; CHGOFF / (PIF + CHGOFF + EXEMPT) × 100, snapshot 2026-06-30. This is not a franchise failure probability. Median SBA loan: $458,000; window: FY2023-FY2026 YTD through 2026-06-30; sample: 8 loans. Median financing is not total investment.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median SBA loan sourceSBA data · Jun 30, 2026 ↗