Jiffy Lube franchise
A franchisee operates a Jiffy Lube service center providing oil changes, lubrication and light repair for cars and light trucks, with an optional Multicare addendum adding brakes, suspension, spark plugs and tire services.
Manager-run permitted Disclosed
- Source
- 2026 Franchise Disclosure Document — Jiffy Lube, LLC (Pacesetter Program)
- Document
- FDD 2026, issued 2026-03-27, amended 2026-07-01
- Item
- Item 15
- Page
- PDF p. 68
- Obtained
- Wisconsin Department of Financial Institutions — Franchise Registration Search, file 640520
The service center must be under your personal supervision, or under the personal supervision of a manager who has successfully completed our operations training course.
Item 15 requires the center to be under the personal supervision of the franchisee or of a manager who has completed the franchisor's operations training course. That person must be present at or immediately available to the center during opening, closing and peak hours, during inspections and while training staff. If the franchisee is a corporation, officers responsible for operating the center must also complete the operations training course, and an officer may be required to attend announced inspections. Multicare centers must employ at least one ASE A5-certified technician for every one to five centers in the ownership group.
What stands out
- Estimated initial investment of $232,000 to $520,000 for a new center on a leased site, excluding land and building purchase; six months of working capital ($45,000) is built into that range.
- Royalty is 4% of Gross Sales, reduced to 3% for on-time payment and increased to 5% if the required Product Supply Agreement is terminated; advertising costs a further 4% of Gross Sales in total.
- Item 19 discloses sales but no costs or profit: 1,732 franchised centers open all of 2025 averaged $1,109,719, median $1,004,273, with only 40.5% above the average.
5 more observations
- The Item 19 tables are headed 'Net Adjusted Sales' while the narrative describes the same numbers as Gross Sales — the definitions conflict and are not reconciled.
- Franchised outlets grew from 1,683 to 1,765 over three years, but 34 of the 67 openings in 2025 correspond to company centers sold to franchisees rather than new construction.
- Franchisees must buy 100% of bulk and 85% of non-bulk motor oil from the franchisor or its designee; SOPUS Products billed franchisees $253.4 million for products in 2025.
- Item 3 lists 20 matters, including four arbitrations over whether renewing franchisees must sign the current Pacesetter agreement; one franchisee was awarded $521,978.
- The brand changed hands on June 30, 2026, leaving Shell for an investor group advised by Monomoy Capital Partners; the guarantor behind the audited financials is Pelican Loan Advisors IV, LLC.
Things to verify
- Ask the franchisor to reconcile the Item 7 'Total Expenditures' row of $211,000–$510,000 with the cover-page range of $232,000–$520,000 and the sum of the table's own line items.
- Ask whether the Item 19 figures are Gross Sales as the narrative says or Net Adjusted Sales as the column headings say, and request the written substantiation Item 19 offers.
- Ask what a center's operating costs look like — labour, rent, product cost, insurance — since Item 19 discloses no cost or profit data at all.
5 more questions
- Ask how the June 2026 change of control and the new lubricants supply arrangement with SOPUS Products will affect product pricing, rebates and support.
- Ask what happens at renewal: the current form must be signed, and the FDD says it may carry higher royalties, higher advertising contributions and new fees.
- Confirm any liquid-capital or net-worth screen the franchisor applies, since none is stated in this document.
- Check what territory a three-mile ring actually gives in the target market, and confirm that the protection tied to the Product Supply Agreement will persist.
- Speak with current and former franchisees while noting Item 20's warning that some are bound by confidentiality agreements.
Category cost placeholders, not a forecast. This snapshot uses the default inputs; the calculator below updates when you edit them.
Evidence confidence: High. This describes source support, not investment quality. AI-extracted and machine-verified where stated; no human line-by-line review. Source and review record.
Read the full research overview
A Jiffy Lube franchisee runs a quick-lube service center offering oil changes, lubrication and light repair for cars and light trucks; an optional Multicare addendum adds brakes, suspension, spark plugs and tires and requires an ASE A5-certified technician. Only one contract is offered — the Pacesetter Franchise Agreement — and it must be signed alongside a Product Supply Agreement committing the center to buy 100% of its bulk motor oil and 85% of its non-bulk motor oil from the franchisor or its designee. The franchise grants one center and a three-mile ring of protection; a manager who has completed the franchisor's course may run the center in the owner's place.
Item 7 puts a new freestanding center on a leased or Build-to-Suit site at $232,000 to $520,000, excluding any purchase of land or buildings (buying a site instead is estimated at $300,000 to over $800,000, plus $700,000 to $1,200,000 to build). The printed Total Expenditures row reads $211,000 to $510,000, which matches neither its own line items nor the cover page. The standard initial fee is $35,000, or $17,500 for a qualifying conversion, and franchisees actually paid between $0 and $35,000 in fiscal 2025. Continuing fees are a 4% royalty on Gross Sales, cut to 3% for on-time payment and raised to 5% if the supply agreement ends, plus a 4% minimum advertising requirement made up of 1.5% to the national fund and 2.5% to local or cooperative advertising, and technology charges of roughly $283 a month before a $312–$800 POS equipment lease.
Item 19 reports sales only. The 1,732 franchised centers open all of 2025 averaged $1,109,719 with a median of $1,004,273, ranging from $195,661 to $5,962,733; just 40.5% beat the average, and quartile averages run from $549,346 to $1,871,164. Newly built centers in their first full year averaged $720,479 across only eight stores. The narrative calls these Gross Sales while every table heading says Net Adjusted Sales, and the two definitions differ. Company-owned centers are excluded, the data are unaudited, and no cost, margin or profit figure is disclosed anywhere in the item.
Item 20 shows franchised outlets rising from 1,683 to 1,765 across 2023–2025, a net gain of 82 on 145 openings against 50 terminations, 2 non-renewals and 11 reacquisitions, with 159 transfers between franchisees. Company-owned centers fell from 359 to 318, mostly through 34 sales to franchisees in 2025, so much of the franchised growth is refranchising. Item 3 lists 20 matters, most of them customer negligence claims referred to franchisees, but also several franchisee arbitrations over whether renewing franchisees must adopt the Pacesetter form, one of which produced a $521,978 award against the franchisor. Ownership changed on June 30, 2026, when the brand left Shell for an entity backed by Monomoy Capital Partners. Liquid capital and net worth requirements are not disclosed in the reviewed source.
View ratings and their supporting evidence
Transparent ratings
How these are computedEach dimension is scored 1–5 from published formulas. Missing data yields “Not enough evidence to rate”, never a low score. There is no composite score by design.
How the system has performed, computed from the disclosed Items 7, 19 and 20. Figures a documented material source inconsistency puts in doubt are excluded, and the dimension shows “Not rated”.
Inputs
- Franchised outlets 1683 → 1765 (Item 20, Table 3)
- Thresholds: ≥15% → 5; 5–15% → 4; 0–5% → 3; −5–0% → 2; below −5% → 1
Inputs
- Attrition = (terminations + non-renewals + reacquisitions + ceased-other) ÷ start-of-year franchised units, averaged over 3 fiscal years
- Thresholds: <2% → 5; 2–4% → 4; 4–6% → 3; 6–10% → 2; >10% → 1
Inputs
- AUV $1,109,719 (disclosed) ÷ midpoint investment $376,000 = 2.95×
- Thresholds: ≥2.0 → 5; 1.5–2.0 → 4; 1.0–1.5 → 3; 0.7–1.0 → 2; <0.7 → 1
How much this brand’s FDD discloses, and how well-supported our data on it is. This measures transparency, not business performance — a strong business that discloses little scores low here and stays unrated above.
Inputs
- Item 19 present (+1)
- Average plus median or a distribution (+1)
- Population 98% of franchised units, clearly described (+1)
- Multi-year or cohort data (+1)
- Franchisor Track Record
- Franchising 47 years (since 1979) · 2,083 outlets · Item 3: 20 matter(s) disclosed · Item 4: none disclosed
- Multi-Unit Scalability
- Each Franchise Agreement grants the right to develop only one service center and does not oblige the franchisor to offer further agreements. Item 1 states th… · Manager-run permitted
- Operational Intensity
- Manager-run permitted
Initial investment
FDD Items 5 and 7Format shown: New freestanding Jiffy Lube service center on a leased or Build-to-Suit site (real estate purchase excluded)
$232,000–$520,000 total initial investment. Excludes real estate purchase. Includes 6 months of additional funds.
View full investment breakdown — Items 5 & 7
| Initial franchise fee (the named Item 5 fee only) | $35,000 Disclosed
Standard fee for a new (non-converted) service center. Converted Centers pay $17,500; various discretionary waivers (military veterans, Significant Growth Funding, BTS renewals) and a $0-$35,000 FY2025 actual range are discounts, not the standard low end. |
|---|---|
| Other required initial payments to the franchisor (Item 5) |
|
| Total Item 5 payments to franchisor/affiliates | $55,000 Derived
$65,000 Derived
|
| Total initial investment — low | $232,000 Disclosed
Cover page states the initial investment for a new freestanding center ranges from $232,000 to $520,000 excluding real estate costs; this equals the sum of the Item 7 line items. The Item 7 'Total Expenditures' row itself prints $211,000 to $510,000, which does not foot to its own line items — see extraction notes. |
| Total initial investment — high | $520,000 Disclosed
Sum of the Item 7 line-item high values and the figure stated on the cover page. The Item 7 'Total Expenditures' row prints $510,000. |
| Midpoint of range | $376,000 Derived
|
| Real estate purchase included? | No — assumes a leased site |
| Additional funds assumed | 6 months |
| Required liquid capital | Not disclosed in the reviewed source Not disclosedNot disclosed in the reviewed source. We did not find this value in 2026 Franchise Disclosure Document — Jiffy Lube, LLC (Pacesetter Program); we do not fill gaps with estimates or third-party figures. No minimum liquid-capital requirement is stated on the cover pages or in Items 1, 5, 7, 11 or 15 of the reviewed document. |
| Required net worth | Not disclosed in the reviewed source Not disclosedNot disclosed in the reviewed source. We did not find this value in 2026 Franchise Disclosure Document — Jiffy Lube, LLC (Pacesetter Program); we do not fill gaps with estimates or third-party figures. No minimum net-worth requirement is stated in the reviewed document. |
The Item 7 chart covers a newly developed center on a leased site and excludes land and building purchase. If the franchisee buys rather than leases, Item 7 estimates $300,000 to over $800,000 to acquire a site and $700,000 to $1,200,000 to build a four-bay center, and notes some franchisees have spent more than $1 million on land alone. The chart also excludes the cost of buying an existing center from the franchisor or another franchisee, and excludes conversion costs. A separate 'Growth Funding' line of $0–$77,350 payable to the franchisee produces a stated 'Net Total' of $236,000 to $452,650. Working capital assumes at least a six-month initial phase of operations. Item 5 adds that the franchisee is expected to buy roughly $20,000–$30,000 of products from the franchisor before opening, and that Build-to-Suit franchisees pay a security deposit equal to one month's rent (estimated $8,000–$20,000).
Item 7 line items (9)
| Expenditure | Low | High |
|---|---|---|
| Initial franchise fee — $0 low end reflects a discretionary veteran waiver; standard fee is $35,000. | $0 | $35,000 |
| Conversion fee (alternative to the initial franchise fee) — Applies instead of the initial franchise fee for a qualifying Converted Center. | $17,500 | $17,500 |
| First month's rent and security deposit — Assumes a Build-to-Suit leased site; rent varies widely by market. | $16,000 | $40,000 |
| Equipment, signs and fixtures — Estimate is for a four-bay Multicare store; oil-change-only stores may cost less. | $125,000 | $325,000 |
| Initial inventory | $20,000 | $30,000 |
| Opening marketing expense | $15,000 | $20,000 |
| Insurance — One year's premium paid in advance. | $10,000 | $20,000 |
| Training expenses incurred by you or your employees — Excludes attendees' wages or salaries. | $1,000 | $5,000 |
| Additional funds (working capital) — 6 months | $45,000 | $45,000 |
Source for every row: the Item 7 estimated-initial-investment table of 2026 Franchise Disclosure Document — Jiffy Lube, LLC (Pacesetter Program) (table begins PDF p. 1) — rows inherit the table's citation rather than carrying fifteen identical ones.
Ongoing fees
FDD Item 6Royalty
4%–5% of gross sales Disclosed
- Source
- 2026 Franchise Disclosure Document — Jiffy Lube, LLC (Pacesetter Program)
- Document
- FDD 2026, issued 2026-03-27, amended 2026-07-01
- Item
- Item 6 — Other Fees table — Royalty
- Page
- PDF p. 27
- Obtained
- Wisconsin Department of Financial Institutions — Franchise Registration Search, file 640520
4% of Gross Sales (or 3% of Gross Sales if you pay the Royalty on or before the due date).
4% of Gross Sales, reduced to 3% under a prompt-payment discount of 1% of Gross Sales available to franchisees current on all obligations who pay the monthly royalty on time. The rate rises to 5% (4% with the prompt-payment discount) if the Pacesetter or Fast Lubes Supply Agreement is terminated. New-to-system locations (conversions or new sites) pay 0% for the first six months of operation, and Multicare centers get a 1% reduction on tire rubber revenue. Payable monthly on the 15th on the prior month's Gross Sales.
Brand advertising fund
1.5% of gross sales Disclosed
- Source
- 2026 Franchise Disclosure Document — Jiffy Lube, LLC (Pacesetter Program)
- Document
- FDD 2026, issued 2026-03-27, amended 2026-07-01
- Item
- Item 6 — Other Fees table — National Advertising Fund Contributions
- Page
- PDF p. 31
- Obtained
- Wisconsin Department of Financial Institutions — Franchise Registration Search, file 640520
Paid monthly to the Jiffy Lube National Advertising Fund. Counts toward the overall 4% minimum advertising requirement.
Local marketing
2.5% of gross sales Disclosed
- Source
- 2026 Franchise Disclosure Document — Jiffy Lube, LLC (Pacesetter Program)
- Document
- FDD 2026, issued 2026-03-27, amended 2026-07-01
- Item
- Item 6 — Other Fees table — Local/Cooperative Advertising and Minimum Advertising Requirement
- Page
- PDF p. 31
- Obtained
- Wisconsin Department of Financial Institutions — Franchise Registration Search, file 640520
Item 6 shows a single 2.5% of Gross Sales line for local/cooperative advertising, payable monthly to a local or regional advertising cooperative; where no cooperative exists, or where less than 2.5% is paid to it, the balance must be spent on local advertising. Item 6 also sets an overall minimum advertising requirement of 4% of Gross Sales per year, reduced by national ad fund and cooperative contributions — so 1.5% plus 2.5% together satisfy the 4% requirement rather than adding to it.
Core requirements shown separately; caps, credits and conditions may overlap. Check the full schedule for technology, cooperative, transfer and other charges.
View all recurring fees and conditions
| Royalty | 4%–5% of gross sales Disclosed
4% of Gross Sales, reduced to 3% under a prompt-payment discount of 1% of Gross Sales available to franchisees current on all obligations who pay the monthly royalty on time. The rate rises to 5% (4% with the prompt-payment discount) if the Pacesetter or Fast Lubes Supply Agreement is terminated. New-to-system locations (conversions or new sites) pay 0% for the first six months of operation, and Multicare centers get a 1% reduction on tire rubber revenue. Payable monthly on the 15th on the prior month's Gross Sales. 4% of Gross Sales, reduced to 3% under a prompt-payment discount of 1% of Gross Sales available to franchisees current on all obligations who pay the monthly royalty on time. The rate rises to 5% (4% with the prompt-payment discount) if the Pacesetter or Fast Lubes Supply Agreement is terminated. New-to-system locations (conversions or new sites) pay 0% for the first six months of operation, and Multicare centers get a 1% reduction on tire rubber revenue. Payable monthly on the 15th on the prior month's Gross Sales. |
|---|---|
| Advertising / brand fund | 1.5% of gross sales Disclosed
Paid monthly to the Jiffy Lube National Advertising Fund. Counts toward the overall 4% minimum advertising requirement. Paid monthly to the Jiffy Lube National Advertising Fund. Counts toward the overall 4% minimum advertising requirement. |
| Required local marketing | 2.5% of gross sales Disclosed
Item 6 shows a single 2.5% of Gross Sales line for local/cooperative advertising, payable monthly to a local or regional advertising cooperative; where no cooperative exists, or where less than 2.5% is paid to it, the balance must be spent on local advertising. Item 6 also sets an overall minimum advertising requirement of 4% of Gross Sales per year, reduced by national ad fund and cooperative contributions — so 1.5% plus 2.5% together satisfy the 4% requirement rather than adding to it. Item 6 shows a single 2.5% of Gross Sales line for local/cooperative advertising, payable monthly to a local or regional advertising cooperative; where no cooperative exists, or where less than 2.5% is paid to it, the balance must be spent on local advertising. Item 6 also sets an overall minimum advertising requirement of 4% of Gross Sales per year, reduced by national ad fund and cooperative contributions — so 1.5% plus 2.5% together satisfy the 4% requirement rather than adding to it. |
| Technology / software | $192/month Disclosed
POS Support Charge is the franchisor's then-current fee, capped at $192 per month per POS system installed (assessed per franchise entity, not per franchise agreement) unless the technology advisory board approves an increase. Separate recurring technology charges apply: hardware support $73 per month, a Cisco Meraki enterprise licence of $18 per store per month, and a POS equipment lease of $312–$800 per month over a 36-month term. Item 8 adds that broadband, which the franchisee must supply, runs $40–$300 per store per month. POS Support Charge is the franchisor's then-current fee, capped at $192 per month per POS system installed (assessed per franchise entity, not per franchise agreement) unless the technology advisory board approves an increase. Separate recurring technology charges apply: hardware support $73 per month, a Cisco Meraki enterprise licence of $18 per store per month, and a POS equipment lease of $312–$800 per month over a 36-month term. Item 8 adds that broadband, which the franchisee must supply, runs $40–$300 per store per month. |
| Transfer fee | $3,500 one-time Disclosed
$3,500 plus the franchisor's actual expenses. No transfer fee is charged on a transfer to the family of a deceased or incapacitated franchisee, or for a non-controlling interest. $3,500 plus the franchisor's actual expenses. No transfer fee is charged on a transfer to the family of a deceased or incapacitated franchisee, or for a non-controlling interest. |
| Renewal fee | $10,000 one-time Disclosed
$10,000 for the renewal term, subject to adjustment by the Consumer Price Index using 1982–84 = 100 as the base year. $10,000 for the renewal term, subject to adjustment by the Consumer Price Index using 1982–84 = 100 as the base year. |
| Royalty + ad fund (% of sales) | 5.5% Derived
|
Fee schedule (21 fees; 21 verified against the source, 0 single-pass)
Every recurring, conditional and one-time fee found in this FDD's Item 6 table (plus mandatory recurring costs disclosed in Items 7/11), each cited to its page and carrying its verification status: verified means two independent readings agreed or a tie-break re-inspection of the page decided it; single-pass means one reading captured it and it has not been independently confirmed (permitted only for fees that cannot move modeled economics — see the materiality rule). Amounts marked “not stated” are charged at then-current rates the FDD does not quantify and are never modeled as $0.
| Fee | Amount | Frequency | Mandatory | Verification | Cite | Notes |
|---|---|---|---|---|---|---|
| Royalty | Tiered (base 4%) | monthly | Yes | verified (tie-break) | Item 6, p. 27 | Due monthly on the 15th on the prior month's Gross Sales; first payment due on the 15th of the 7th month after opening. Reduced to 0% for the first 6 months for new-to-system locations (conversion or new). Monthly royalty reduced by 1% on tire rubber revenue at Multicare centers. Passes agreed on 4%/5%, basis, frequency and model treatment; they differed only on amount_type. The Amount cell prints three distinct rates plus a 0% ramp, so amount_type "tiered" (Pass A) with Pass B's populated tiers array is the correct schema use. |
| National Advertising Fund ("Ad Fund") Contributions | 1.5% of gross sales | monthly | Yes | verified (2-pass) | Item 6, p. 31 | Counts toward the overall 4% minimum advertising requirement. |
| Local/Cooperative Advertising | 2.5% of gross sales | monthly | Yes | verified (tie-break) | Item 6, p. 31 | Payable to the advertising cooperative for the franchisee's area; where no cooperative has been formed, or where less than 2.5% is paid to it, the balance must be spent on local advertising. Item 11 makes membership mandatory where a cooperative exists, with contributions due by the 15th on prior-month Gross Sales. Single combined local-and-cooperative line; the FDD does not split the two. This is the same 2.5% recorded at /fees/local_marketing, so /fees/cooperative stays null. |
| Minimum Advertising Requirement | 4% of gross sales | annual | Yes | verified (tie-break) | Item 6, p. 31 | Annual expenditure requirement, reduced by contributions to the National Advertising Fund and to cooperative advertising, as applicable. Pass A had this right at included_elsewhere; Pass B set it to percent_of_revenue alongside both components, which would have modelled advertising at 1.5% + 2.5% + 4% = 8% of gross sales against a true obligation of 4%. |
| POS Support Charge | Not stated | monthly | Yes | verified (2-pass) | Item 6, p. 28 | Assessed on a per-franchise-entity basis (not per franchise agreement) unless TSAB approves otherwise. Calculator audit 2026-09-03: The prior model_note said this line is 'modeled at the $192/month cap as an approximation,' but model_treatment unknown_amount is always excluded from the computed total by the engine (economics.ts line 194-197) - the note misrepresented the actual output and could make a reader think $192/mo is already counted when it is not. (p. 28; "Our then-current fee, which will not exceed $192 per month per POS System instal") |
| Hardware Support | $73 | monthly | Yes | verified (2-pass) | Item 6, p. 28 | Prices subject to change on 30 days' notice upon TSAB approval. |
| Data Delivery Service (optional) | Tiered (base $200) | monthly | No | verified (2-pass) | Item 6, p. 28 | Plus unspecified operational and maintenance expenses; those are unquantified (see conditions). |
| Training Expenses | $75–$250 | per event | Yes | verified (tie-break) | Item 6, p. 28 | Payable at the time of training. Recurring in practice: operations training certification must be repeated every five years and Leadership Training recertification is required within five years of completion. Item 6 prints only $75; the $250 face-to-face figure is verified in Item 11, which states tuition of $250 per registered student for face-to-face instructor-led training and $75 per student for the quarterly virtual class. |
| Product Testing Expense | Not stated | per event | No | verified (tie-break) | Item 6, p. 29 | Applies only if the franchisee requests approval of a product not included in a list of similar products meeting the franchisor's standards. Payable at the time of testing. Page corrected to PDF 29 (printed page 20); Pass B cited 28. |
| Fleet Processing Charge | $1 | per event | No | verified (2-pass) | Item 6, p. 29 | Applies only to franchisees with national fleet business; deducted automatically from fleet credits issued per invoice. |
| Auto Integrate Processing Charge | $1 | per event | No | verified (tie-break) | Item 6, p. 29 | Any amount the franchisor may specify during the term; currently $0.95 per invoice, subject to change on 30 days' notice with advisory-board approval. Arises only on fleet invoices processed through Auto Integrate. Billed within 30 days. Conditional on fleet business, so mandatory is false; kept excluded_immaterial (Pass A) rather than requires_assumption because no volume driver is disclosed. |
| Cisco Meraki Enterprise License Fee | $18 | monthly | Yes | verified (2-pass) | Item 6, p. 29 | |
| Audit Expenses | Not stated | per event | No | verified (2-pass) | Item 6, p. 29 | Only due if an audit finds an understatement of 2% or more of Gross Sales. |
| Service Charges | $2 | monthly | No | verified (tie-break) | Item 6, p. 29 | Applies only when an obligation to the franchisor or its affiliates is not paid when due. "The lesser of (a) ... or (b) ..." is a formula, not a flat percent, so Pass A's amount_type is kept; Pass B's not_applicable model_treatment is kept because the charge only arises on default. Page corrected to PDF 29 (printed 20); Pass B cited 30. |
| Transfer Fee | $3,500 | one time | No | verified (2-pass) | Item 6, p. 29 | Charged at the time of a transfer; not charged on a transfer to family of a deceased/incapacitated franchisee, or for a non-controlling interest. |
| Renewal Fee | $10,000 | one time | Yes | verified (2-pass) | Item 6, p. 29 | Subject to adjustment using the Consumer Price Index (1982-84=100 base year); due at renewal of the Franchise Agreement. |
| Relocation Fee | $7,500 | one time | No | verified (2-pass) | Item 6, p. 30 | Applies where the franchisee closes a service center with the franchisor's sole consent and relocates, subject to conditions (e.g., 5+ years remaining on the term). |
| Replacement Fee | $12,500 | one time | No | verified (2-pass) | Item 6, p. 30 | Not uniformly applied. Applies where the franchisee closes one or more centers with the franchisor's sole consent and replaces them, subject to conditions (e.g., 10+ years remaining on the term). |
| BTS Development Reimbursement | $25,000 | one time | No | verified (2-pass) | Item 6, p. 31 | Liquidated damages owed if the franchisee elects not to proceed with development of a Service Center at a Preferred Site under the Build to Suit Development Agreement. |
| POS Related Equipment Lease | $312–$800 | monthly | Yes | verified (2-pass) | Item 6, p. 31 | |
| Remedial Expenses | Not stated | per event | No | verified (tie-break) | Item 6, p. 28 | Triggered by a breach of the Franchise Agreement that harms the Jiffy Lube brand, the franchisor or other franchisees; remedial activities may require additional spend on advertising, mystery shopping or similar activities as agreed. Page corrected to PDF 28 (printed page 19); Pass B cited 27. |
Item 6 states that these fees are non-refundable, are not always uniformly imposed, and — where no cap is stated — may be increased without limit. Other charges in Item 6 that depend on franchisee conduct include remedial expenses set by the franchisor after a breach that harms the brand, product-testing expenses, and audit expenses payable when an audit finds Gross Sales understated by 2% or more. 'Gross Sales' is defined as all receipts for goods and services sold, excluding sales taxes, proceeds of sales of recovered materials and customer refunds.
Financial performance (Item 19)
What the franchisor actually disclosedWho is represented: The main tables cover all franchised Jiffy Lube service centers that were open for 12 full months in each of calendar 2023, 2024 and 2025 — 1,661 centers in 2023, 1,654 in 2024 and 1,732 in 2025. All company-owned service centers are excluded, as are franchised centers open less than a full year. Some centers in the population took part in optional programs such as Jiffy Lube Brakes & Services and the extended repair and maintenance program, so the population mixes formats. Separate tables cover newly built franchised centers by year of first full operation and new Multicare centers grouped by months open.
Qualifications: The figures are unaudited, taken from the point-of-sale system, and the franchisor says only that it believes them reliable. Company-owned centers (318 at the end of 2025) are excluded throughout, as are franchised centers open less than a full year. The narrative states the sales reported are Gross Sales — the royalty base — but every table column is headed 'Net Adjusted Sales', which Item 19 defines as Gross Sales less promotions, warranty, non-royalty income and national billed fleet discounts; the two definitions are inconsistent and the franchisor does not reconcile them. The spread is very wide: the lowest 2025 center recorded $195,661 and the highest $5,962,733, and only 40.5% of centers reached the system average. No cost, expense, margin, EBITDA or profit information is disclosed, so these figures say nothing about what an owner keeps. Multicare cohort tables mix stores of different ages and annualise partial-year sales. Vehicle counts per center have declined each year since 2023.
View full Item 19 disclosure and tables
Item 19 is a historical sales representation only. For calendar 2025 the 1,732 franchised centers that were open all twelve months averaged $1,109,719 in sales, with a median of $1,004,273; the average has risen from $1,075,058 in 2023. The tables split the system into four quartiles of 433 centers each, from a first-quartile average of $549,346 to a fourth-quartile average of $1,871,164, and disclose that only 40.5% of centers exceeded the system average — the mean is pulled up by a small number of very high-volume stores. Newly built franchised centers earn less at first: the eight centers whose first full year was 2025 averaged $720,479. Average vehicle counts per center have fallen from 9,219 in 2023 to 8,442 in 2025 even as average sales rose, implying higher revenue per transaction. What the item does not show is any cost or profit information — no labour, rent, product cost, royalty, margin or owner earnings — and it excludes all company-owned centers and any franchised center open less than a full year. It also labels the same numbers 'Gross Sales' in the narrative and 'Net Adjusted Sales' in the tables.
| Metric | Subset | Value | Units | Period | Cite |
|---|---|---|---|---|---|
| Annual sales — all franchised centers open 12 full months in 2025 40.5% of units met or exceeded 701 of 1,732 centers (40.5%) exceeded the average. | System Average | $1,109,719 | 1,732 | CY2025 | FDD p.74 |
| Annual sales — all franchised centers open 12 full months in 2025 | System Median | $1,004,273 | 1,732 | CY2025 | FDD p.74 |
| Annual sales — lowest single franchised center, 2025 | System Low | $195,661 | 1,732 | CY2025 | FDD p.74 |
| Annual sales — highest single franchised center, 2025 | System High | $5,962,733 | 1,732 | CY2025 | FDD p.74 |
| Annual sales — first (lowest) quartile average, 2025 55.2% of units met or exceeded Quartile range $195,660.88 to $713,933.96; quartile median $571,061.88. | First quartile (lowest 433 centers) Quartile avg. | $549,346 | 433 | CY2025 | FDD p.74 |
| Annual sales — second quartile average, 2025 49% of units met or exceeded Quartile range $714,649.41 to $1,004,242.61; quartile median $856,106.23. | Second quartile (433 centers) Quartile avg. | $857,988 | 433 | CY2025 | FDD p.74 |
| Annual sales — third quartile average, 2025 46% of units met or exceeded Quartile range $1,004,303.51 to $1,365,632.94; quartile median $1,145,176.23. | Third quartile (433 centers) Quartile avg. | $1,160,376 | 433 | CY2025 | FDD p.74 |
| Annual sales — fourth (highest) quartile average, 2025 36.3% of units met or exceeded Quartile range $1,368,484.27 to $5,962,732.95; quartile median $1,741,654.25. | Fourth quartile (highest 433 centers) Quartile avg. | $1,871,164 | 433 | CY2025 | FDD p.74 |
| Annual sales — all franchised centers open 12 full months in 2024 40.3% of units met or exceeded System median $972,574.07. | System Average | $1,083,577 | 1,654 | CY2024 | FDD p.74 |
| Annual sales — all franchised centers open 12 full months in 2023 40.3% of units met or exceeded System median $967,463.37. | System Average | $1,075,058 | 1,661 | CY2023 | FDD p.74 |
| Annual customer vehicle count per franchised center, 2025 42.6% of units met or exceeded Median 7,819; low 1,710; high 29,360. Each service occasion counts as one vehicle. System average fell from 9,219 (2023) and 8,773 (2024). | System Average | 8,442 | 1,732 | CY2025 | FDD p.74 |
| Annual sales — newly built franchised centers in their first full year of operation (2025) 50% of units met or exceeded Only 8 centers. Range $349,081.76 to $1,004,303.51; median $739,587.25. Excludes converted centers and company-owned centers. | New franchised centers whose first full year was 2025 Average | $720,479 | 8 | CY2025 | FDD p.76 |
| Average Year 1 sales — new Multicare franchised centers open at least 7 months Range $265,698 to $1,404,010; median $664,028. The same table reports later-year averages for smaller cohorts, e.g. Year 5 average $1,130,977 for 75 centers open 54+ months. Partial-year sales are annualised by the franchisor. | New Jiffy Lube Multicare centers, 7+ months open Average | $695,468 | 150 | Year 1 of operation | FDD p.78 |
System health (Item 20)
Outlets, openings, exits and transfers by fiscal year · U.S. onlyView detailed Item 20 tables and source notes
| Fiscal year | Start | Opened | Terminated | Not renewed | Reacquired | Ceased — other | End | Transfers | Company-owned (end) |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | 1,683 | 52 | 15 | 1 | 9 | 0 | 1,710 | 45 | 359 |
| 2024 | 1,710 | 26 | 14 | 1 | 0 | 0 | 1,721 | 63 | 354 |
| 2025 | 1,721 | 67 | 21 | 0 | 2 | 0 | 1,765 | 51 | 318 |
Disclosed 2026 Franchise Disclosure Document — Jiffy Lube, LLC (Pacesetter Program), Item 20, Tables 1–3 (PDF p. 81). All four status tables foot to their stated totals and Table 1 agrees with Tables 3 and 4 in every year. Counts are U.S. only and cover fiscal years ending December 31. Franchised outlets grew a net 82 over three years (1,683 to 1,765) on 145 openings against 50 terminations, 2 non-renewals and 11 outlets reacquired by the franchisor; no outlets were recorded as ceasing operations for other reasons. Company-owned centers shrank from 359 to 318, driven mainly by 34 sales to franchisees in 2025 (18 in Georgia, 7 in Ohio, 7 in Mississippi, 2 in Colorado) — most of the 2025 franchised growth is refranchising rather than new construction. Transfers between franchisees averaged 53 a year. Item 20 also notes that some franchisees are subject to confidentiality agreements that may limit what they can say about their experience.
Source data notes (4) — inconsistencies found in the FDD itself during verification
Our verification re-reads every table. Where the FDD's own printed tables disagree, we document the discrepancy rather than silently "fixing" it. Classes: B = arithmetic error in the source's derived column; C = the printed tables genuinely disagree; D = a legitimate definitional difference (e.g., transfers netted, explained by a footnote); E = unresolved ambiguity. Figures a material C/E issue puts in doubt are excluded from our derived metrics, scores and rankings.
- [D/minor] Table 1 2025: Table No. 1 is captioned "Systemwide Outlet Summary" rather than U.S., while Item 1 (PDF 10) discloses roughly 155 licensed Jiffy Lube service centers in Canada at 31 December 2025, 16 of them franchised, operated under a separate Shell Canada trademark licence. The caption does not state whether those units are inside or outside the table. — The table is U.S.-only despite the caption. Its franchised year-end counts (1,710 / 1,721 / 1,765) equal the Table No. 3 U.S. state TOTALS exactly in all three years, and its company-owned year-end counts (359 / 354 / 318) equal the Table No. 4 U.S. TOTALS exactly; adding Canada's 16 franchised units would break both reconciliations. Pass B's reading is confirmed and Pass A's ambiguity resolved. Totals are corroborated in two directions, so this is a caption/definition matter, not a numeric error.
- [D/material] Table 3 2025: Table No. 3 has no column for outlets acquired from the franchisor, so the 34 company-owned centers sold to franchisees in 2025 (Table No. 4 TOTAL "Outlets Sold to Franchisee" = 34) are folded into the 67 "Outlets Opened" TOTAL, overstating genuine new openings. — Confirmed against matching state rows on PDF 86-90: Georgia franchised openings 30 against 18 company units sold there, Ohio 7 against 7, Mississippi 7 against 7, Colorado 2. Both tables foot (1,721 + 67 - 21 - 0 - 2 - 0 = 1,765; 354 + 0 + 2 - 4 - 34 = 318), so the start/end unit totals are not in doubt — but only about 33 of the 67 franchised openings are genuinely new outlets, and the apparent +44 franchised growth is roughly three-quarters refranchising against total system growth of only +8 (2,075 to 2,083). The 34 units equal 2.0% of the 1,721 start-of-year franchised base, above the 0.5% threshold, so the openings and growth figures the site derives from the TOTAL row are materially overstated.
- [D/material] Table 3 2023: Same definitional gap in fiscal 2023: Table No. 4 shows 13 company-owned centers sold to franchisees (Virginia 13) while Table No. 3 has no column to receive them, so they sit inside the 52 franchised "Outlets Opened". — About 39 of the 52 franchised 2023 openings are genuinely new; 13 units equal 0.77% of the 1,683 start-of-year franchised base, just above the 0.5% threshold. TOTALS still foot (1,683 + 52 - 15 - 1 - 9 - 0 = 1,710) and match Table No. 1, so units and attrition are unaffected. For comparison, fiscal 2024 has the same gap at only 3 units (0.18% of 1,710), which is immaterial.
- [D/minor] Table 3 2024: Fiscal 2024 instance of the same missing acquired-from-franchisor column: 3 company-owned centers were sold to franchisees (Table No. 4) and are counted within the 26 franchised "Outlets Opened". — 3 units is 0.18% of the 1,710 start-of-year franchised base, below the 0.5% threshold, and the TOTALS foot and agree with Table No. 1 (1,710 + 26 - 14 - 1 - 0 - 0 = 1,721). No practical effect on the derived growth or openings figures.
Company-owned outlets (Table 4)
| Year | Start | Opened | Reacquired from franchisee | Closed | Sold to franchisee | End |
|---|---|---|---|---|---|---|
| 2023 | 359 | 9 | 9 | 5 | 13 | 359 |
| 2024 | 359 | 3 | 0 | 5 | 3 | 354 |
| 2025 | 354 | 0 | 2 | 4 | 34 | 318 |
Read: How to read Item 20.
Ownership and operations
Items 11, 12, 15, 17Manager-run permitted Disclosed
- Source
- 2026 Franchise Disclosure Document — Jiffy Lube, LLC (Pacesetter Program)
- Document
- FDD 2026, issued 2026-03-27, amended 2026-07-01
- Item
- Item 15
- Page
- PDF p. 68
- Obtained
- Wisconsin Department of Financial Institutions — Franchise Registration Search, file 640520
The service center must be under your personal supervision, or under the personal supervision of a manager who has successfully completed our operations training course.
Item 15 requires the center to be under the personal supervision of the franchisee or of a manager who has completed the franchisor's operations training course. That person must be present at or immediately available to the center during opening, closing and peak hours, during inspections and while training staff. If the franchisee is a corporation, officers responsible for operating the center must also complete the operations training course, and an officer may be required to attend announced inspections. Multicare centers must employ at least one ASE A5-certified technician for every one to five centers in the ownership group.
View operating requirements, territory and contract term
| Owner involvement (Item 15) | Manager-run permitted Disclosed
Item 15 requires the center to be under the personal supervision of the franchisee or of a manager who has completed the franchisor's operations training course. That person must be present at or immediately available to the center during opening, closing and peak hours, during inspections and while training staff. If the franchisee is a corporation, officers responsible for operating the center must also complete the operations training course, and an officer may be required to attend announced inspections. Multicare centers must employ at least one ASE A5-certified technician for every one to five centers in the ownership group. Item 15 requires the center to be under the personal supervision of the franchisee or of a manager who has completed the franchisor's operations training course. That person must be present at or immediately available to the center during opening, closing and peak hours, during inspections and while training staff. If the franchisee is a corporation, officers responsible for operating the center must also complete the operations training course, and an officer may be required to attend announced inspections. Multicare centers must employ at least one ASE A5-certified technician for every one to five centers in the ownership group. |
|---|---|
| Initial training | Before opening, the franchisee or the day-to-day decision maker (manager or delegate) — and, for a corporate franchisee, the officers responsible for operating the center — must complete Franchise Boot Camp in Houston, Texas. The current program is about 20 hours of web-based Jiffy Lube University coursework plus 40 hours of on-the-job training combining Houston back-office sessions with in-store training. First-time franchisees also receive operations and point-of-sale training for their initial staff. Tuition is $75 per student for virtual instructor-led classes and $250 for in-person; travel, lodging and wages are the franchisee's cost. Managers and assistant managers must retake the operations course every five years, and store staff must reach defined certification levels on a 30- to 365-day timeline. Disclosed
The franchisor states it determines and updates the content and duration of Boot Camp, so the hours shown are current rather than contractual. |
| Multi-unit / development options | Each Franchise Agreement grants the right to develop only one service center and does not oblige the franchisor to offer further agreements. Item 1 states that in very limited instances the franchisor may negotiate an area development agreement covering multiple centers in a designated area, but Item 12 confirms there is no standard or sample form of such an agreement as of the FDD date. Incentives exist for expansion: franchisees entering their second through fifth agreements under the Significant Growth Funding program may qualify for a waiver of the initial franchise fee (uniformly applied to those who meet the conditions), and franchisees in good standing opening their second through fifth centers under the Build-to-Suit program may also qualify for a waiver, which Item 5 says is not uniformly applied. Disclosed
Drawn from Item 1 (page 10), Item 5 (page 26) and Item 12 (page 61). |
| Territory (Item 12) | Protection is a three-mile ring around the center rather than a defined trading area. Subject to rights already granted, the franchisor will not, without the franchisee's consent, permit another franchisee to open a center within three miles of the franchisee's center or open one itself. Outside that ring the franchisor may license or operate centers anywhere, and the franchisee has no right of first refusal on them. Before signing, the parties negotiate a site-search area described in the New Construction Addendum; once a specific site is approved that area ceases to have effect, and if the franchisee fails to build in time the franchisor may terminate and resell the area. Continuation of the exclusivity does not depend on any sales volume or market-penetration target, but the territorial protection given under the Product Supply Agreement lasts only as long as that agreement does. The franchisor also reserves the right to operate other business formats and to advertise under the marks inside the three-mile ring. Disclosed
|
| Initial term | 20 years Disclosed
On a transfer from one franchisee to another, the new agreement runs only for the remainder of the transferor's term. |
| Renewal | One 10-year renewal term. To renew, the franchisee must give notice, renovate the center, be free of current defaults and have had no more than two cured defaults in the previous five years, be current on all monetary obligations, meet the qualifications and training requirements applied to new franchisees, sign a general release, and sign the then-current standard form of franchise agreement and related agreements, which the FDD warns may contain materially different terms. A renewal fee of $10,000, CPI-adjusted, is payable. Disclosed
Item 3 discloses several arbitrations in which renewing franchisees contested the requirement to sign the current Pacesetter form; one franchisee was awarded $521,977.99. |
| Staffing | Item 15 requires the franchisee or a trained manager to supervise the center personally, and requires Multicare participants to employ at least one ASE A5-certified technician for every one to five centers in the ownership group. Item 11 sets certification deadlines for store staff (for example, orientation and safety within 30 days for all employees and management training within six months of promotion). The reviewed items do not state a typical headcount per center or required hours of operation. Disclosed
Headcount and operating hours are not disclosed in the reviewed items. |
Risk and legal observations
Items 3, 4, 8, 15, 17 — summarized neutrallyLitigation: 20 matter(s) disclosed Disclosed · Bankruptcy: None disclosed Disclosed
View legal disclosures, restrictions and guarantees
| Litigation (Item 3) | 20 matter(s) disclosed Disclosed Item 3 lists 20 matters. Six are pending actions against the franchisor, all brought by customers of franchised centers alleging negligent oil changes and state consumer-protection violations; each was referred to the franchisee to handle. One closed matter involving a person with management responsibility concerns a private home-sale dispute unrelated to the system. Eleven are closed actions against the franchisor: a consumer claim; a Washington Attorney General inquiry into no-poach clauses, resolved by an assurance of discontinuance; a Massachusetts consumer class action settled for $50,000; an ADA class action settled for $97,000; an employee no-poach antitrust class action settled for $2,005,000; and franchisee disputes. The franchisee disputes cover two themes: a large multi-unit franchisee's rebate, labour-metric and store-closure claims, where an arbitrator awarded the franchisee $8,211,797 in withheld rebates plus $1,067,307 interest while ordering it to pay $2,019,754 plus $331,291 interest for unauthorised closures; and four disputes over whether renewing franchisees must sign the current Pacesetter agreement, producing one $521,977.99 award to a franchisee, one take-nothing award for the franchisor, one settlement and one agreed dismissal. The last two matters were brought by the franchisor against franchisees over an unapproved transfer with continued use of the marks, and over a renewal. Initiation is classified from the case captions. |
|---|---|
| Bankruptcy (Item 4) | None disclosed Disclosed Item 4 states that no foreign or domestic bankruptcy information is required to be disclosed. |
| Personal guaranty | Required Disclosed
Item 15 states that in certain cases the franchisor may require a corporate franchisee's obligations to be guaranteed by any or all of its direct and indirect owners, who must also agree to the covenants that apply to individuals. Individual, joint and corporate guaranty forms are Exhibits F, G and H, and a separate guaranty of payment is Exhibit L. Item 17 lists guarantees by new equity holders as a condition of approving a transfer. The FDD does not say a guaranty is required in every case. |
| Non-compete | During the term the franchisee may not divert business to a competitor or engage in a substantially similar business anywhere in the state where the center is located, or within 10 miles of any Jiffy Lube service center in the United States. After termination or expiry the restriction runs for three years within 10 miles of any Jiffy Lube service center in the United States. Both are stated to be subject to applicable state law. Item 15 adds that individual franchisees and the officers, directors and shareholders of corporate franchisees may be required to sign separate covenants not to compete. Disclosed
Because the radius is measured from any center in the national system, the post-term restriction can cover a wide area in markets with many Jiffy Lube locations. |
| Transfer restrictions | Franchisor approval is required for any transfer, though it may not be unreasonably withheld; approval is not needed where one equity holder sells to another without a change of control. 'Transfer' is defined broadly to include sales of the business or a controlling interest (at once or in a series), pledges of the agreement as loan security, transfers to a controlled entity, sales of equity, transfers to family members, and transfers on death or incapacity. Conditions include paying the transferor's debts, a general release, the transferee signing the then-current standard form of franchise agreement and related agreements, meeting the financial and other criteria for new franchisees, completing training, guarantees from new equity holders, and paying the $3,500 transfer fee plus expenses. The franchisor holds a right of first refusal, exercisable within 20 days of notice with 60 days to close. On death or disability the heir must transfer within a reasonable time, with no transfer fee for a transfer to the immediate family. Disclosed
A transferee's term is limited to the remainder of the transferor's term. |
| Termination / non-renewal | The franchisee may terminate only on an uncured material default by the franchisor. The franchisor cannot terminate without cause. Curable causes include any breach not otherwise specified, non-payment of debts owed to the franchisor or its subsidiaries by the franchisee or its affiliates, default under a loan guaranteed by the franchisor, and breaching or failing to maintain an effective Product Supply Agreement. Non-curable causes include bankruptcy, failure to find a site or open on time, failure to repair material damage, discontinuing operations or losing possession, felony conviction, threats to public safety, unauthorised transfers, breach of the in-term non-compete, unauthorised disclosure of confidential information, repeated late payments, false reports and repeatedly performing unauthorised services. On termination or non-renewal the franchisee may have to surrender the premises, stop using the marks and the POS system, return manuals and pay outstanding debts, and must return POS hardware within 30 days. Disclosed
Item 17 does not state cure periods in the summary table; the Michigan addendum recites the state-law rule that a reasonable cure period need not exceed 30 days. |
| Supplier restrictions (Item 8) | The franchisee must sign and maintain a Product Supply Agreement committing it to buy 100% of bulk motor oil and 85% of non-bulk motor oil from the franchisor, its successor or a designated party; failing to maintain that agreement is a curable default and raises the royalty rate. The franchisor may require any supply, equipment, product or service to meet its specifications, be a specified brand, or be bought only from approved or single-source suppliers, which may include itself or its affiliates, and may change those designations at will. Franchisees must use the franchisor's point-of-sale system, buy or lease the specified hardware, and contract with the franchisor for hardware support. Participation in national and regional fleet programs and acceptance of specified payment cards are mandatory. In 2025 the franchisor itself billed franchisees $0 for motor oil and other products, but affiliate-turned-supplier SOPUS Products billed them $253,360,452, and the franchisor billed $15.75 million for hardware, equipment leases and software support — about 4.9% of its total 2025 revenues of $320.86 million (unaudited). Disclosed
Following the June 2026 change of ownership the franchisor entered a long-term lubricants supply agreement with SOPUS Products, buying products it then resells to franchisees, so the flow of purchase revenue may change from the 2025 pattern shown. |
| Dispute resolution | Disputes go to mediation and then arbitration before an organisation the franchisor selects; mediation uses the CPR Franchise Mediation Program. Claims under $5,000,000 that do not seek declaratory or injunctive relief use CPR Fast Track Non-Administered Arbitration before a single arbitrator; claims of $5,000,000 or more, or those seeking declaratory or injunctive relief, go before three arbitrators. Mediation and arbitration are held in Houston, Texas, and disputes over misuse of the marks or intellectual property, or money owed to the franchisor, go to federal court in Houston. Texas law governs. The parties waive jury trial and punitive damages, disclaim consequential damages, and must bring claims within two years of the facts giving rise to them. The FDD carries a state-required risk warning about out-of-state dispute resolution. Disclosed
|
- Ownership changed on June 30, 2026: Jiffy Lube International, Inc. converted to Jiffy Lube, LLC and was acquired from Shell's Pennzoil-Quaker State subsidiary by Bolt Purchaser, LLC, ultimately owned by an investment fund advised by Monomoy Capital Partners. The audited financial statements in Exhibit A are those of Pelican Loan Advisors IV, LLC, which guarantees the franchisor's obligations.
- Only one form of franchise agreement is offered — the Pacesetter Franchise Agreement — and renewing franchisees must sign it. Item 3 shows four separate arbitrations in which franchisees contested that requirement.
- Renewal, relocation and replacement all require signing the then-current standard form, which the FDD says may include higher advertising contributions, increased royalties and additional fees.
- Territory is a three-mile ring only, and the protection conferred through the Product Supply Agreement lapses if that agreement ends.
- Item 6 states that where no cap is specified, the franchisor, its affiliates or third parties may increase fees without limit, and that some fees are not uniformly imposed.
- The franchisor may set 'remedial expenses' — additional spending on advertising, mystery shopping or similar — after a breach it considers harmful to the brand.
- Company-owned centers fell from 359 to 318 in 2025 largely because 34 were sold to franchisees, so a large share of franchised growth is refranchising rather than new construction.
- Item 20 notes that some franchisees are subject to confidentiality agreements that may restrict what they can say about their experience.
Summaries are neutral paraphrases of the cited document and are not legal advice. Read the full Items in the current FDD and consult a franchise attorney.
Illustrative unit economics
Model estimateModel estimate — not disclosed by the franchisor, not a forecast. Fee lines below come from this brand's verified FDD fee schedule and are computed exactly as disclosed (each line shows its arithmetic). Operating-cost ratios are category placeholders we chose — every one is editable and labeled assumption. Results are illustrative arithmetic, not expected returns. Every figure here belongs to one of five labeled categories — disclosed inputs, model assumptions, unmodeled mandatory fees, user-editable assumptions, and exclusions — defined in our methodology.
| Line (annual) | Downside | Base | Upside |
|---|---|---|---|
| Revenue (AUV basis) | $549,346 | $1,109,719 | $1,276,177 |
| − Cost of goods / supplies assumption | $164,804 | $332,916 | $382,853 |
| − Payroll (excl. owner) assumption | $148,324 | $299,624 | $344,568 |
| − Occupancy assumption | $43,948 | $88,777 | $102,094 |
| − Other operating expenses assumption | $54,935 | $110,972 | $127,618 |
| − Royalty disclosed 4% of revenue (standard rate; conditional/incentive tiers are not auto-activated — the standard rate is modeled) = $44,389 |
$21,974 | $44,389 | $51,047 |
| − National Advertising Fund ("Ad Fund") Contributions disclosed 1.5% of gross sales = $16,646 |
$8,240 | $16,646 | $19,143 |
| − Local/Cooperative Advertising disclosed 2.5% of gross sales = $27,743 |
$13,734 | $27,743 | $31,904 |
| − Hardware Support disclosed $73/month × 12 = $876 |
$876 | $876 | $876 |
| − Cisco Meraki Enterprise License Fee disclosed $18/month × 12 = $216 |
$216 | $216 | $216 |
| = Modeled operating result before the items below (EBITDA-style) | $92,297 | $187,560 | $215,858 |
| − Manager compensation assumption | $70,000 | $70,000 | $70,000 |
| = Modeled result after manager compensation | $22,297 | $117,560 | $145,858 |
| − Illustrative debt service assumption | $42,618 | $42,618 | $42,618 |
| = Illustrative pre-tax cash flow — before taxes, capital expenditures and unmodeled fees | −$20,321 | $74,942 | $103,240 |
| Modeled operating margin | 16.8% | 16.9% | 16.9% |
This modeled result is not owner income. It excludes: income taxes; capital expenditures and equipment-replacement reserves; working-capital needs; ramp-up losses; owner-specific costs; one-time and per-event fees (transfer, renewal, audit); and 3 mandatory fee(s) whose amounts the FDD does not state (listed below — real outflows are higher by these amounts). It is illustrative arithmetic on stated assumptions, not a promise or forecast of what a franchisee earns.
Mandatory fees disclosed but not quantified — not included in the modeled result: the FDD requires these but states no amount (e.g. billed at "then-current" rates). They are never modeled as $0. If you have a quote or estimate, enter an annual amount to include it as your own assumption:
- POS Support Charge (Item 6, p. 28) — Then-current fee not stated - the FDD discloses only a $192/month-per-POS-System ceiling, not the actual current charge. Correctly excluded from the modeled total as unknown_amount (not applied at the $192 cap).
- Training Expenses (Item 6, p. 28) — Small but genuinely recurring given staff turnover and the five-year recertification cycle; tuition excludes attendees' wages and travel, for which Item 7 budgets $1,000-$5,000 at opening.
- POS Related Equipment Lease (Item 6, p. 31) — Consistent with Item 11's disclosure that the POS system lease starts at $11,241 for a 3-year (36-month) term (~$312/month at the low end).
Overlap control: Minimum Advertising Requirement is counted within “another line” — excluded to avoid double counting.
Every figure in this table is a model estimate built on the disclosed fee schedule plus labeled assumptions. Excluded: income taxes, owner draw, working-capital swings, capital expenditures, ramp-up losses in year one, one-time and per-event fees (transfer, renewal, audit), and the undisclosed-amount fees listed above. Read AUV vs. EBITDA vs. owner income before using this.
Sources and provenance
Primary source: 2026 Franchise Disclosure Document — Jiffy Lube, LLC (Pacesetter Program) · issued 2026-03-27 · amended 2026-07-01. Find the FDD at Wisconsin Department of Financial Institutions — Franchise Registration Search. We cite source pages and do not redistribute PDFs.
View all sources, provenance and verification notes
| Document | Obtained from | Dates | Status |
|---|---|---|---|
| 2026 Franchise Disclosure Document — Jiffy Lube, LLC (Pacesetter Program) Registry file 640520 · 597 pages Cover reads 'Issuance Date: March 27, 2026, as amended July 1, 2026'; running footer reads 'July 2026 Jiffy Lube FDD - Pacesetter'. Registration effective 3/27/2026 in Wisconsin; this is the newest document available in the registry. | Wisconsin Department of Financial Institutions — Franchise Registration Search | Issued 2026-03-27; amended 2026-07-01 Retrieved 2026-08-29 | Newest available at retrieval |
AI-assisted extraction from the archived FDD text, independently machine-verified against the cited source (two passes plus tie-break); not human-reviewed. Extracted 2026-08-29. Last updated 2026-09-05. AI-assisted extraction independently machine-verified against the cited source document (2026-08-30): two independent AI reading passes plus tie-break re-inspection of every disagreement; 74 of 77 material fields confirmed (70 with the exact page citation re-confirmed), 0 corrected, 0 unresolved, 3 confirmed not disclosed. No human has reviewed this profile. Fiscal year covered: FY2025 (Dec 31, 2025). See how we use AI and verify data.
Fields flagged as uncertain (7)
- investment.total_low
- investment.total_high
- investment.franchise_fee_low
- item19.headline_auv
- item19.population_share_of_system
- risk.litigation.franchisee_initiated_count
- risk.litigation.franchisor_initiated_count
Extraction notes (11)
- Item 7 does not foot. The printed 'TOTAL EXPENDITURES' row reads $211,000 to $510,000, but the table's own line items sum to $232,000 low and $520,000 high, which is also the range stated on the FDD cover page. We recorded $232,000/$520,000 and cited the cover page, because two independent statements in the document support them and the printed total matches neither. A buyer should raise this with the franchisor.
- Item 19 labels every table column 'Net Adjusted Sales' (Gross Sales less promotions, warranty, non-royalty income and national billed fleet discounts) while the introductory text says the sales reported are Gross Sales and are the royalty base. The two are inconsistent; the headline AUV is recorded at face value with this conflict flagged.
- investment.franchise_fee_low is 0 because Item 7 shows $0 as the low end of the initial franchise fee, reflecting a discretionary waiver for honorably discharged U.S. military veterans and other waiver programs. The standard fee is $35,000 and a qualifying conversion is $17,500.
- item19.population_share_of_system is our arithmetic: 1,732 franchised centers in the 2025 table divided by 1,765 franchised outlets at Dec 31, 2025 (98.1%). The two figures are measured on slightly different bases (open 12 full months vs. open at year end).
- Litigation initiation counts are our classification from the case captions in Item 3: five matters were brought by franchisees or former franchisees against the franchisor, three by the franchisor against franchisees. The remaining twelve are customer, consumer-class, employee, regulatory or unrelated personal matters.
- No minimum liquid capital or net worth requirement appears anywhere in the cover pages or Items 1, 5, 7, 11 or 15; both fields are recorded as not disclosed.
- Item 20 counts are U.S. only. Item 1 separately reports about 155 licensed Jiffy Lube centers in Canada as of Dec 31, 2025 (16 franchised), operated under a trademark licence to a former affiliate and outside these tables.
- fees.cooperative is intentionally omitted. Item 6 shows one 2.5% of Gross Sales line covering both cooperative and local advertising; recording it twice would overstate the total advertising burden, which Item 6 caps at a 4% minimum requirement inclusive of the 1.5% national fund contribution.
- The document carries an issuance date of March 27, 2026 as amended July 1, 2026, and the running footer reads 'July 2026'. It is the current Wisconsin registration (effective 3/27/2026) and is treated as current.
- Item 23 (receipts and exhibits) and the financial statements in Exhibit A were not parsed in detail; the franchisor's fiscal year end of December 31 comes from Item 21.
- franchise_fee_low recorded as the standard $35,000 (site convention: standard fee, not discount-program low ends).
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Other automotive franchises: Big O Tires, Christian Brothers Automotive, Meineke Car Care Centers, Midas, Take 5 Oil Change, Tint World. See all →