Kona Ice's 2026 FDD lists an Item 7 estimated initial investment of $114,730–$228,601, against $178,856–$226,841 in the 2025 filing.
| 2025 FDD | 2026 FDD | Change | |
|---|---|---|---|
| Low end of range | $178,856 | $114,730 | −$64,126 (−35.9%) |
| High end of range | $226,841 | $228,601 | +$1,760 (+0.8%) |
| Full range | $178,856–$226,841 | $114,730–$228,601 |
The 2026 filing puts the Item 7 estimated initial investment at $114,730–$228,601, against $178,856–$226,841 in the 2025 filing.
2025 filing: Notable required payments to franchisor/affiliates include the KEV purchase and certain initial inventory; Item 7 also states Additional Funds estimates include certain fees (royalty, Brand Fund contribution, Technology Fee) within the first three months.
| 2025 FDD | 2026 FDD | Change | |
|---|---|---|---|
| Total outlets (Item 20) | 1,820 | 1,933 | +113 (+6.2%) |
| Franchised outlets | 1,816 | 1,929 | +113 (+6.2%) |
| Company-owned outlets | 4 | 4 | unchanged |
| Openings during the year | 186 | 140 | −46 |
| Closures during the year | 36 | 27 | −9 |
Kona Ice reports 1,933 outlets in the 2026 FDD, against 1,820 in the 2025 filing — a change of +113 (+6.2%).
Outlet counts as each filing states them — 2025: Year ending December 31, 2024; 2026: December 31, 2025. Item 20 notes system data for the prior three fiscal years was available as of January 30, 2026 and that 2023 system change totals show reconciliation differences due to a clerical error regarding the number of outlets at the end of 2022.
Neither the 2025 nor the 2026 Kona Ice filing includes an Item 19 financial performance representation.
Neither filing states Kona Ice's ongoing royalty as a single percentage rate, so there is no rate to compare year-over-year.
2025 filing: Royalty is stated as fixed annual dollar amounts by year range (with option to pay in 3, 6, or 9 equal installments). 2026 filing: Royalty is a fixed annual dollar amount that varies by years of operation (years 1-2, 3-6, 7-10) and is payable in 3, 6, or 9 equal installments on specified dates each year. Separate fixed annual royalties may apply for smoothies and additional equipment;
Year-over-Year comparison is included with the $19 Workspace when available.