Taco Bell Express logo

Taco Bell Express Franchise

Audited Financials
Food and BeverageEst. 1962Irvine, CA
www.tacobell.com/company

Risk Score

Pending analysis

Investment Range

$152,250 - $1,766,250

Franchise Fee

$22,500

Min Cash Required

$10,000

Total US Locations

238

Business Summary

Taco Bell Express grants non-exclusive rights for licensees to operate quick-service dining facilities. These units offer inexpensively priced, quality Mexican-style food primarily for take-out, but also for on-premises eating. Taco Bell Express Units are designed for locations that are not suitable for larger, traditional Taco Bell restaurants, such as sites within colleges and universities, airports, gas and convenience stores, or other in-line locations. Licensees operate these units by strictly following the detailed methods, standards, and procedures provided by Taco Bell.

Corporate History

Taco Bell Franchisor, LLC was formed as a Delaware limited liability company on February 23, 2016, and became the franchisor for Taco Bell and Taco Bell Express Units in the United States on May 11, 2016. Its predecessor, Taco Bell Corp. (TBC), was organized in California in 1962 and has operated Taco Bell Units since that year, and Taco Bell Express Units since 1991. TBC offered and sold franchises in the U.S. from 1964 until the 2016 financing transaction. Taco Bell Franchisor, LLC's ultimate corporate parent is YUM! Brands, Inc. The company's structure changed due to a securitization transaction in 2016, which led to the formation of new entities including Taco Bell Franchisor, LLC as the new franchisor and Taco Bell IP Holder, LLC owning the intellectual property.

Financial Overview

Investment Range

$152,250 - $1,766,250

Franchise Fee (Low)

$22,500

Franchise Fee (High)

$45,000

Minimum Cash Required

$10,000

Royalty %

10%

Equipment Costs (Low)

$160,600

Equipment Costs (High)

$400,000

Working Capital

$15,000

Audited Financials

Yes

Offers Financing

No

Audit Opinion

Unqualified opinion

Financial Health Notes

Taco Bell Franchisor, LLC demonstrates strong financial health. As of December 31, 2024, the company maintained $53.3 million in net worth, which exceeds the $15 million minimum required for qualifying under certain U.S. state franchise registration laws. The company is in compliance with all debt covenant requirements related to its securitization notes and has not triggered any rapid amortization events. The independent auditors issued an unqualified opinion on the financial statements, indicating fair presentation in all material respects, and did not raise substantial doubt about the company's ability to continue as a going concern.

Financing Details

Taco Bell Express (the franchisor itself) does not offer direct financing for the initial investment or ongoing operations. However, its ultimate parent company, YUM! Brands, Inc. (YUM), has an arrangement with a third-party lender, LS BDC Adviser, LLC, to provide financing to qualified licensee applicants, including low-to-moderate income individuals in underserved communities. YUM may offer credit support in the form of limited guaranties, covering up to 33% of the loan amount, with a maximum guaranty of $5,000,000. If YUM provides a guaranty, franchisees must notify YUM if their loan payments are over 30 days past due. In case of loan default, the lender can accelerate payment, and YUM has the option, but not the obligation, to buy out the loan. Franchisees are required to reimburse YUM for any payments made under the guaranty. A default under this financing arrangement could lead to the termination of the License Agreement. YUM does not receive any fees from this third-party lender, and it may offer similar lending assistance through other lenders.

Performance Metrics

Total US Locations

238

Franchised Units

224

Corporate Units

14

Franchising Since

1964

Agreement Terms

Initial Term

10 years

Renewal Conditions

Taco Bell Express franchisees do not have explicit renewal rights under the License Agreement, but Taco Bell has a successor policy. To be considered for a successor license or extension, franchisees must be operationally and financially approved according to Taco Bell's current guidelines, upgrade their unit, and pay a successor fee. Franchisees must also sign a release and may be required to sign a new License Agreement with potentially different terms and conditions than their original agreement. If an extension is granted, an amendment to the License Agreement modifying the term and an extension fee will be required. For existing KT Units, franchisees also need to meet certain minimum sales requirements and KFC's standard requirements for obtaining a license successor agreement.

Training & Support Program

Franchisor Assistance

Taco Bell Express provides comprehensive assistance to its franchisees. Before opening, Taco Bell Express reviews trade areas, helps with site approval, advises on general property acquisition procedures, and provides standard building plans. Licensees receive electronic access to 'OneSource,' a confidential website containing detailed operational manuals and online training courses. Taco Bell Express also offers an operations training course for the franchisee and one manager, and a representative is available to advise on pre-opening activities. After opening, ongoing support includes general advice and assistance in managing and operating the unit, with periodic local visits from representatives. Taco Bell Express continuously updates its System and OneSource platform, providing franchisees with necessary revisions. Additionally, Taco Bell Express develops and administers advertising and sales promotion programs designed to promote and enhance the collective success of all units.

Initial Training Hours

410

Training Location

Approved Company Owned Unit

Ongoing Support

Taco Bell Express provides ongoing support to its franchisees through various means. This includes furnishing advice and assistance in managing and operating the unit, with regular local visits by Taco Bell Express representatives. The franchisor also continuously modifies and updates the operational System and the 'OneSource' online platform, providing licensees with the latest revisions. Furthermore, Taco Bell Express develops and administers advertising and sales promotion programs specifically designed to promote and enhance the collective success of all units in the system.

Franchise Requirements

Industry Experience Required

No

Management Experience Required

No

Sales Experience Required

No

Technical Skills Required

No

Operational Details

Location Type

retail

Owner Participation

full-time

Territory Type

non-exclusive

Staffing Notes

Taco Bell Express outlines specific training requirements for its staff. All restaurant employees must be certified in their particular job roles by successfully completing e-learning courses and on-the-job training found within the 'OneSource' platform. This includes roles like Territory Manager, Area Coach, and General Manager. Employees are required to recertify during each marketing experience by completing updated e-learning and on-the-job training. While Taco Bell Express sets minimum staffing guidelines to ensure food safety and product quality standards are met, the franchisee is solely responsible for determining the overall number of employees working at their restaurant.