factual

What was the income tax benefit/expense for Potbelly Sandwich Works in 2023?

Potbelly_Sandwich_Works Franchise · 2025 FDD

Answer from 2025 FDD Document

xes as a result of the following:

2024 2023 2022
U.S. federal statutory tax 21.0% 21.0% 21.0%
Computed "expected" tax expense $ 1,635 $ 1,266 $ 981
Increase (reduction) resulting from:
Change in valuation allowance (35,269) (1,526) 2,280
Minority interest (218) 96 77
Permanent differences 1,477 805 (1,755)
State and local income taxes, net of federal income tax effect 295 793 (287)
FICA and other tax credits (487) (297) (559)
Equity compensation (815) 159 (43)
Tax rate changes and other (163) (387) (367)
Income tax (benefit) expe

Source: Item 11 — FRANCHISOR'S ASSISTANCE, ADVERTISING, COMPUTER SYSTEMS, AND TRAINING (FDD pages 37–49)

What This Means (2025 FDD)

According to Potbelly Sandwich Works's 2025 Franchise Disclosure Document, the income tax expense for 2023 was $909 thousand, or $909,000. This figure is part of the consolidated statements of operations for Potbelly Corporation and its subsidiaries. The document provides a detailed breakdown of the factors contributing to this income tax expense.

The FDD outlines various elements that influenced the income tax expense, including the U.S. federal statutory tax rate of 21.0%, which remained consistent from 2022 through 2024. Other factors that impacted the income tax include changes in valuation allowance, minority interest, permanent differences, state and local income taxes, FICA and other tax credits, equity compensation, and tax rate changes. These elements are used to compute the final income tax benefit or expense.

Prospective franchisees should understand how these figures play into the overall financial health of Potbelly Sandwich Works. Reviewing these financial statements can provide insight into the company's profitability and tax strategies. It is important to note that these figures are in thousands, so careful attention to the units is necessary when analyzing the data. Consulting with a financial advisor is recommended to fully understand the implications of these figures.

Disclaimer: This information is extracted from the 2025 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.