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What was the allowance for doubtful accounts reported by Carls in 2023?

Carls Franchise · 2024 FDD

Answer from 2024 FDD Document

2023 2022
Trade receivables $ 37,474 $ 39,318
Leases receivable 206 189
Taxes receivable 183 191
Notes receivable 1,711 2,838
Allowance for doubtful accounts (2,033) (3,413)
Total accounts receivable, net $ 37,541 $ 39,123
2023 2022
Trade receivables $ 20,671 $ 22,170
Leases receivable 206 189
Notes receivable 1,372 2,064
Allowance for doubtful accounts (1,550) (2,734)
Total accounts receivable, net $ 20,699 $ 21,689

Source: Item 21 — FINANCIAL STATEMENTS (FDD pages 79–80)

What This Means (2024 FDD)

According to Carls's 2024 Franchise Disclosure Document, the allowance for doubtful accounts reported for 2023 varies depending on the specific balance sheet being referenced. In one instance, the allowance for doubtful accounts at the end of fiscal year 2023 is reported as $2,033. Another balance sheet lists the allowance for doubtful accounts as $1,550 in 2023. These figures represent Carls's estimation of the portion of accounts receivable that may not be collectible.

These allowances reflect Carls's management's assessment of the collectibility of its receivables, which include trade receivables, leases receivable, and notes receivable. The allowance for doubtful accounts is a contra-asset account that reduces the gross amount of receivables to the amount expected to be collected. This is a standard accounting practice, and the specific amounts are based on factors such as historical collection experience, current economic conditions, and a review of specific accounts.

For a prospective Carls franchisee, understanding these figures is important because it provides insight into the credit risk associated with the receivables. While franchisees are not directly involved in managing these specific receivables at the corporate level, it demonstrates the company's approach to managing and accounting for potential losses from uncollectible accounts. It also reflects the overall financial health and stability of the company, as these allowances can impact the reported net income and asset values.

It is important to note that the FDD includes combined consolidated financial statements for Carl's Jr. SPV Guarantor LLC and its subsidiaries, and Hardee's SPV Guarantor LLC and its subsidiaries. The figures presented reflect the combined financial position of both entities. A prospective franchisee should review the complete financial statements and related notes to gain a comprehensive understanding of Carls's financial condition and the factors that may influence its future performance.

Disclaimer: This information is extracted from the 2024 Franchise Disclosure Document and is provided for research purposes only. It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.