Research preview · Archived source data · Not independently reviewed · Automated extraction

Food & Beverage · Brand S1435

Rita's Ice-Custard-Happiness franchise research

Costs by format. Disclosure context. Historical loan evidence. Know what is captured and what still needs diligence.

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Source: FDD issued Jan 7, 2026 · SBA data through Jun 30, 2026 · Automated extraction, not human-reviewed · View all sources

Investment
$315,233 to $712,542
Standard Shop without Drive-Thru · +2 more
Royalty
6.5%
6.5% of estimated sales on Rita's-Mix Items and 6.5% of Gross Sales on other menu items, weekly
Working capital
$20,000-$30,000
FDD Item 7
Units
569
+5 net in 2025 (Oct 2024 - Sep 2025)
SBA loans approved
71
FY2021 to FY2026 YTD
SBA charge-off share
10.67%
historical, not a failure rate

Investment by format

Estimated initial investment by named format
FormatDisclosed range
Standard Shop without Drive-Thru$315,233 to $712,542
Standard Shop with Drive-Thru$456,858 to $915,536
Express ShopNot captured (invalid or incomplete range)

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

Investment sourceFDD p.25 ↗

Franchise fees and ongoing costs

Franchise fee
$35,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review.
Royalty
6.5% · 6.5% of estimated sales on Rita's-Mix Items and 6.5% of Gross Sales on other menu items, weekly
Marketing contribution
3% (basis not captured; see original filing)
Technology fee
$150/month Technology Contribution Fee
Other fees
Not captured
Working capital (FDD Item 7)
$20,000-$30,000

Fees sourceFDD p.19 ↗

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.25 ↗

Franchise fee sourceFDD · page not captured ↗

Financial performance: Item 19

Item 19 captured
Yes
Metric / basis
Gross Sales by tier (top/middle/bottom of 2025 Season sample), plus median per tier
Reporting period
2025 Season (Mar 1 - Sep 30, 2025; reported as 2025 calendar year sample)
Sample
530 shops (177 top / 176 middle / 177 bottom tier)
Reported average
$374,588
Reported median
$361,439

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.63 ↗

Unit growth: Item 20

Reporting year
2025 (Oct 2024 - Sep 2025)
Scope
franchised outlets
Starting outlets
564
Year-end outlets
569
Net change
+5
Derivation
ending minus starting outlets
Openings
22
Terminations
10
Non-renewals
4
Other closures
12
Reacquisitions
2
Transfers
46

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.68 ↗

SBA loan history

Loan activity
71 approvals
Activity window
FY2021-FY2026 YTD; snapshot 2026-06-30
Median SBA loan
$345,000
Median loan window
FY2023-FY2026 YTD through 2026-06-30
Median loan sample
53 loans
Historical charge-off share
10.67%
Cohort
7(a) FY2010-2019 approvals
Numerator / denominator
8 / 75
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 Rita's Ice-Custard-Happiness franchise cost?

Standard Shop without Drive-Thru: $315,233 to $712,542; Standard Shop with Drive-Thru: $456,858 to $915,536; Express Shop: Not captured (invalid or incomplete range) These are format-specific estimates, not a guaranteed cash requirement. Franchise fee: $35,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review..

Investment sourceFDD p.25 ↗

Franchise fee sourceFDD · page not captured ↗

How much do Rita's Ice-Custard-Happiness owners make?

Owner income is not captured. Gross sales and EBITDA are not owner pay. Item 19 metric: Gross Sales by tier (top/middle/bottom of 2025 Season sample), plus median per tier. Sample: 530 shops (177 top / 176 middle / 177 bottom tier). Period: 2025 Season (Mar 1 - Sep 30, 2025; reported as 2025 calendar year sample).

Item 19 performance sourceFDD p.63 ↗

What's the SBA charge-off rate for Rita's Ice-Custard-Happiness?

10.67%; numerator / denominator: 8 / 75. 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: $345,000; window: FY2023-FY2026 YTD through 2026-06-30; sample: 53 loans. Median financing is not total investment.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median SBA loan sourceSBA data · Jun 30, 2026 ↗

Sources and data details

Every figure above links to the page of the filing it was read from. These are the document IDs, page pointers and checksums behind them, for anyone who wants to audit the data.

Show document IDs, page pointers and hashes
Fees

Original source · FDD issued: 2026-01-07; Registry received: 02/02/2026
Document: 35339-202601-07; document SHA-256: 7c36fea6a38630c5b96acacdf2ba7ab789a1d5b65bde82e397e7e73fe83a5246
PDF page: 19; pointer: scalar-page-match. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d

Investment

Original source · FDD issued: 2026-01-07; Registry received: 02/02/2026
Document: 35339-202601-07; document SHA-256: 7c36fea6a38630c5b96acacdf2ba7ab789a1d5b65bde82e397e7e73fe83a5246
PDF page: 25; pointer: scalar-page-match. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d

Franchise fee

Original source · FDD issued: 2026-01-07; Registry received: 02/02/2026
Document: 35339-202601-07; document SHA-256: 7c36fea6a38630c5b96acacdf2ba7ab789a1d5b65bde82e397e7e73fe83a5246
PDF page: Not captured; pointer: source-known-page-unknown. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d
Enrichment generated: 2026-10-03T11:34:53.025030+00:00

Item 19 performance

Original source · FDD issued: 2026-01-07; Registry received: 02/02/2026
Document: 35339-202601-07; document SHA-256: 7c36fea6a38630c5b96acacdf2ba7ab789a1d5b65bde82e397e7e73fe83a5246
PDF page: 63; pointer: section-page-match. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d

Unit growth

Original source · FDD issued: 2026-01-07; Registry received: 02/02/2026
Document: 35339-202601-07; document SHA-256: 7c36fea6a38630c5b96acacdf2ba7ab789a1d5b65bde82e397e7e73fe83a5246
PDF page: 68; pointer: scalar-page-match. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d

SBA loans

Original source · SBA snapshot: 2026-06-30
Document: FOIA_7a_FY2010_FY2019_asof_260630.csv; document SHA-256: 01a3e2c7988a6f4052e53f218a309feb2ec2fe42887bebdc0fa94ac8b1024ade
PDF page: Not captured; pointer: raw-aggregate-recomputed. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d
Input document hashes: FOIA_7a_FY2010_FY2019_asof_260630.csv: 01a3e2c7988a6f4052e53f218a309feb2ec2fe42887bebdc0fa94ac8b1024ade; FOIA_7a_FY2020_Present_asof_260630.csv: 6c1e9132b5141a19f82bdc8ccafb86c9a01662461cad41ddb36a3cf409d8a4fe; FOIA_504_FY2010_Present_asof_260630.csv: 8c0e15414217254bcde2a253a8f17418b3dc65ce78dbc56cc1f1ab05c4a05ad4; code_map.csv: df55c53a0afc764ee1507d535a1924a3fab105a6daca0143ca56d9791d385d7b

Median SBA loan

Original source · SBA snapshot: 2026-06-30
Document: FOIA_7a_FY2020_Present_asof_260630.csv; document SHA-256: 6c1e9132b5141a19f82bdc8ccafb86c9a01662461cad41ddb36a3cf409d8a4fe
PDF page: Not captured; pointer: raw-median-recomputed. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d
Input document hashes: FOIA_7a_FY2020_Present_asof_260630.csv: 6c1e9132b5141a19f82bdc8ccafb86c9a01662461cad41ddb36a3cf409d8a4fe; code_map.csv: df55c53a0afc764ee1507d535a1924a3fab105a6daca0143ca56d9791d385d7b
Enrichment generated: 2026-10-03T11:34:53.025030+00:00
Program: 7(a); Amount column: GrossApproval