Shipley Donuts logo

Shipley Donuts Franchise

Audited Financials
Food and BeverageEst. 1957Houston, TX
www.shipleydonuts.com

Risk Score

Pending analysis

Investment Range

$503,461 - $1,024,946

Franchise Fee

$40,000

Total US Locations

366

Business Summary

Shipley Do-Nuts operates retail shops that specialize in selling donuts, kolaches, coffee, specialty drinks, and other related products. These items are prepared on-site at locations typically found in high-traffic areas such as strip mall complexes, lifestyle centers, and free-standing buildings. Shipley Do-Nuts franchisees offer these products and services to the general public for both on-site and off-site consumption.

Corporate History

The Shipley Do-Nuts system began with licensing operators in 1957 through Shipley Do-Nut Flour and Supply Co., Inc. This licensing arrangement continued until 1987, when Shipley Franchise Company, a Texas S corporation, formally began offering Shipley Do-Nuts franchises. In December 2020, this predecessor company converted to Shipley Franchise Company LLC, a Delaware limited liability company, which is the current franchisor. Shipley Franchise Company LLC has been offering franchises since December 2020.

Financial Overview

Investment Range

$503,461 - $1,024,946

Franchise Fee (Low)

$40,000

Franchise Fee (High)

$40,000

Royalty %

5%

Marketing %

1%

Equipment Costs (Low)

$352,839

Equipment Costs (High)

$741,224

Working Capital

$32,500

Audited Financials

Yes

Offers Financing

No

Audit Opinion

Unqualified opinion

Financial Health Notes

Shipley Franchise Company LLC's audited financial statements for the years ended December 31, 2024 and 2023 received an unqualified opinion from the independent auditor, indicating that the financial position is presented fairly in all material respects. The company reports no substantial doubt about its ability to continue as a going concern. It maintains healthy accounts receivable with minimal allowance for expected losses and has uninsured cash balances of $773,000 and $666,000 for 2024 and 2023 respectively.

Financing Details

Shipley Franchise Company LLC does not offer any direct or indirect financing to its franchisees. The company also does not guarantee any franchisee notes, leases, or other obligations.

Performance Metrics

Total US Locations

366

Franchised Units

355

Corporate Units

11

Avg Square Footage

1,700

Franchising Since

1987

Agreement Terms

Initial Term

10 years

Renewal Term

5 years

Renewal Conditions

To renew their franchise agreement, Shipley Do-Nuts franchisees must notify the franchisor in writing between six and nine months before the initial term expires. They must be in continuous compliance with all material obligations of the franchise agreement and other agreements, and be current on all payments owed to the franchisor, its affiliates, their landlord, and suppliers. Franchisees are required to refurbish, redesign, or remodel their shop to meet current brand standards and complete any mandatory training programs for themselves, their Operating Principal, and other designated staff at their own expense. A renewal fee, equivalent to 25% of the franchisor's then-current Initial Franchise Fee, must be paid. Franchisees must also be able to renew their existing lease or secure an approved new shop location without interrupting business, and sign the franchisor's then-current form of General Release. Finally, they must execute and return the new renewal franchise agreement within 15 to 25 days of receiving the renewal package.

Training & Support Program

Franchisor Assistance

Before opening, Shipley Franchise Company LLC assists with site approval and reviewing/approving lease or purchase agreements, as well as final plans and specifications for the shop. The franchisor specifies accounting formats, provides access to the confidential operating manual, furnishes product specifications, and sells certain required products. It also approves advertising materials and may provide pricing assistance. Initial training is provided for the Operating Principal and Shop Manager of the first shop at no charge, lasting approximately six weeks for management. Shipley Do-Nuts also offers between five and fifteen days of on-site opening training for the first shop. After opening, ongoing support includes field support services, supervision, and assistance through various communication methods. Franchisees can consult with headquarters for guidance. The franchisor approves advertising and promotional materials and continues to furnish product specifications and sell certain products. Shipley Franchise Company LLC may also develop and require attendance at additional training programs for a fee and may hold annual franchisee meetings, also for a fee.

Initial Training Hours

240

Training Location

Existing Shipley Do-Nuts Shop in Houston, Texas or other designated location

Ongoing Support

After opening, Shipley Do-Nuts franchisees receive ongoing field support, supervision, and assistance, which may include on-site visits, off-site sessions, and communication via telephone or electronic means. Franchisees can contact the franchisor's headquarters for consultation and guidance on shop operation and management. Shipley Do-Nuts may also develop additional mandatory training programs, requiring the franchisee, Operating Principal, and other designated staff to attend, typically at a cost of $2,000 per trainee per week plus expenses. Additionally, the franchisor may hold annual franchisee meetings (regional, national, or international) to provide further training, introduce new products, or discuss System changes. Attendance at these meetings may be mandatory, with an attendance fee of $1,500 per person, plus travel, lodging, meals, and wages.

Franchise Requirements

Ideal Candidate Profile

Shipley Franchise Company LLC seeks franchisees who will personally supervise their shop's operations or designate an Operating Principal with complete decision-making authority. If the franchisee is an individual, they must serve as the Operating Principal. If the franchisee is a business entity, an owner must be designated as the Operating Principal. This individual must have their background, experience, and credentials approved by the franchisor and must successfully complete the Initial Training Program. A Shop Manager, responsible for daily operations, is also required, who must also attend the Initial Training Program.

Industry Experience Required

No

Management Experience Required

Yes

Sales Experience Required

No

Technical Skills Required

No

Operational Details

Location Type

Retail

Owner Participation

Hands-On

Territory Type

Limited

Territory Size Requirements

Shipley Do-Nuts grants franchisees a protected territory equal to a one-mile radius around their approved shop location. However, this territory is not exclusive, as Shipley Franchise Company LLC and its affiliates retain the right to operate other types of businesses, offer products through alternative distribution channels, and establish non-traditional locations, even within the franchisee's territory.

Staffing Notes

Shipley Franchise Company LLC requires franchisees to maintain a competent, conscientious, and trained staff in sufficient numbers to promptly, efficiently, and effectively serve customers. Franchisees must ensure their employees maintain good customer relations and refrain from profane, abusive, or threatening behavior. Specific job roles mentioned include an Operating Principal, who has complete decision-making authority and acts on the franchisee's behalf, and a Shop Manager, responsible for day-to-day operations. Both the Operating Principal and Shop Manager must complete the Initial Training Program. Franchisees are responsible for maintaining the required minimum number of certified trainers within their organization and for the overall training of their shop employees.