The 2026 Mister Softee FDD moves the Item 7 estimated initial investment range from $263,500–$314,000 to $297,000–$385,000, and the system grows from 601 to 617 outlets (+2.7%) year-over-year. Neither filing includes an Item 19 financial performance representation.
| 2025 FDD | 2026 FDD | Change | |
|---|---|---|---|
| Low end of range | $263,500 | $297,000 | +$33,500 (+12.7%) |
| High end of range | $314,000 | $385,000 | +$71,000 (+22.6%) |
| Full range | $263,500–$314,000 | $297,000–$385,000 |
The 2026 filing puts the Item 7 estimated initial investment at $297,000–$385,000, against $263,500–$314,000 in the 2025 filing. The low end moves by +$33,500 (+12.7%) and the high end moves by +$71,000 (+22.6%), widening the band from $50,500 to $88,000.
2025 filing: Item 7 notes the total includes costs to begin operation and operate for the first 3 months. 2026 filing: Item 7 states this includes costs necessary to begin operation and to operate for the first 3 months.
| 2025 FDD | 2026 FDD | Change | |
|---|---|---|---|
| Total outlets (Item 20) | 601 | 617 | +16 (+2.7%) |
| Franchised outlets | 601 | 617 | +16 (+2.7%) |
| Company-owned outlets | 0 | 0 | unchanged |
| Openings during the year | 12 | 18 | +6 |
| Closures during the year | 5 | 2 | −3 |
Mister Softee reports 617 outlets in the 2026 FDD, against 601 in the 2025 filing — a change of +16 (+2.7%).
Outlet counts as each filing states them — 2025: Year ended 2024 (as of December 31, 2024); 2026: Year ended December 31, 2025. Item 20 Table 1 shows system-wide totals; Item 20 Table 3 totals for 2025 show 18 outlets opened and 2 terminations, with no non-renewals, reacquired-by-franchisor, ceased operations, or other reasons; Item 20 Table 2 shows 0 transfers in 2025.
Neither the 2025 nor the 2026 Mister Softee filing includes an Item 19 financial performance representation.
Neither filing states Mister Softee's ongoing royalty as a single percentage rate, so there is no rate to compare year-over-year.
2025 filing: Stated as $3,855 per year, due yearly but paid monthly according to a payment plan approved by Mister Softee. 2026 filing: Royalty is stated as a yearly fixed amount ($4,045 per year) due yearly but paid monthly according to a payment plan approved by Mister Softee.