Besides what is described in Item 1, does Carvel operate or franchise any other business under a different trademark that sells similar goods or services?
Carvel Franchise · 2025 FDDAnswer from 2025 FDD Document
Except as described in Item 1, we do not operate or franchise, or currently plan to operate or franchise, any business under a different trademark that sells or will sell goods or services similar to those that our franchisees sell. However, our affiliates, including the Affiliated Programs described in Item 1 and other portfolio companies that currently are or in the future may be owned by private equity funds managed by Roark Capital Management, LLC, may operate and/or franchise businesses that sell similar goods or services to those that our franchisees sell.
Item 1 describes our current Affiliated Programs that offer franchises, their principal business addresses, the goods and services they sell, whether their businesses are franchised and/or company-owned, and their trademarks. All of these other brands (with limited exceptions) maintain offices and training facilities that are physically separate from the offices and training facilities of our franchise network. Most of the Affiliated Programs are not direct competitors of our franchise network given the products or services they sell, although some are, as described in Item 1. All of the businesses that our affiliates and their franchisees operate may solicit and accept orders from customers near your business. Because they are separate companies, we do not expect any conflicts between our franchisees and our affiliates' franchisees regarding territory, customers and support, and we have no obligation to resolve any perceived conflicts that might arise.
Source: Item 12 — Territory (FDD pages 74–79)
What This Means (2025 FDD)
According to Carvel's 2025 Franchise Disclosure Document, besides what is described in Item 1, Carvel does not operate or franchise, nor does it currently plan to operate or franchise, any business under a different trademark that sells or will sell goods or services similar to those that its franchisees sell. However, Carvel's affiliates, including the Affiliated Programs described in Item 1 and other portfolio companies that currently are or in the future may be owned by private equity funds managed by Roark Capital Management, LLC, may operate and/or franchise businesses that sell similar goods or services to those that Carvel franchisees sell.
Item 1 describes Carvel's current Affiliated Programs that offer franchises, their principal business addresses, the goods and services they sell, whether their businesses are franchised and/or company-owned, and their trademarks. All of these other brands (with limited exceptions) maintain offices and training facilities that are physically separate from the offices and training facilities of Carvel's franchise network.
Most of the Affiliated Programs are not direct competitors of Carvel's franchise network given the products or services they sell, although some are, as described in Item 1. All of the businesses that Carvel's affiliates and their franchisees operate may solicit and accept orders from customers near a franchisee's business. Because they are separate companies, Carvel does not expect any conflicts between its franchisees and its affiliates' franchisees regarding territory, customers and support, and Carvel has no obligation to resolve any perceived conflicts that might arise.