The 2026 Take 5 Oil Change FDD holds the Item 7 estimated initial investment range at $912,248–$2,053,642, and the system holds at 1,142 outlets year-over-year. Both filings include an Item 19 financial performance representation.
| 2025 FDD | 2026 FDD | Change | |
|---|---|---|---|
| Low end of range | $912,248 | $912,248 | unchanged |
| High end of range | $2,053,642 | $2,053,642 | unchanged |
| Full range | $912,248–$2,053,642 | $912,248–$2,053,642 |
The Item 7 estimated initial investment range matches across both filings at $912,248–$2,053,642.
2026 filing: The initial investment range from Item 7 applies to new (ground-up) Centers and includes required payments to the franchisor and affiliates. Conversion Center investment range is shown separately in Item 7 tables. See Item 7 and accompanying notes for details and additional categories.
| 2025 FDD | 2026 FDD | Change | |
|---|---|---|---|
| Total outlets (Item 20) | 1,142 | 1,142 | unchanged |
| Franchised outlets | 432 | 432 | unchanged |
| Company-owned outlets | 710 | 710 | unchanged |
| Openings during the year | 179 | 174 | −5 |
| Closures during the year | 5 | 5 | unchanged |
Take 5 Oil Change reports 1,142 outlets in both filings: system size is unchanged year-over-year.
Outlet counts as each filing states them — 2025: Fiscal year ended December 28, 2024; 2026: As of December 28, 2024. System-wide count tables in Item 20 reflect U.S.-based franchised and company-owned (affiliate-owned) Centers as of the most recent fiscal year. Company-owned Center counts include all affiliate-operated locations. Item 20 Table 2 lists only state-level transfers for 2024.
Take 5 Oil Change included an Item 19 financial performance representation in both the 2025 and 2026 filings. The 2026 filing discloses gross sales, cogs, gross profit and total variable expenses and 16 further measures, broken out across 12 outlet segments for Fiscal year ended December 28, 2024, and prior period segments where specified.
Item 19 includes both affiliate-owned and franchised Center performance, with breakdowns by Center age, population bands, and a detailed income statement for affiliate-owned Centers. Expenses, EBITDA, and Cars Per Day (CPD) are provided for various populations and periods.
| 2025 FDD | 2026 FDD | Change | |
|---|---|---|---|
| Standard royalty rate | 7% | 7% | unchanged |
The standard royalty rate holds at 7% of Gross Sales across both filings.
2025 filing: Due on the Payment Day (currently each Friday) on Gross Sales for the preceding week ending on Saturday; franchisor may modify the Payment Day and corresponding reporting period. 2026 filing: Gross Sales includes all revenue from the Center with specified exclusions for taxes and refunds. See Item 6 and Note 2 for basis definition.