Datasets:

FranchiseDepth
/

franchise-database-sample

@@ -1,130 +1,130 @@
----
-license: cc-by-nc-4.0
-pretty_name: FranchiseDepth Franchise Database (Free Sample)
-language:
-- en
-tags:
-- franchise
-- fdd
-- franchise-disclosure-document
-- small-business
-- business
-- finance
-- sqlite
-task_categories:
-- table-question-answering
-size_categories:
-- 1K<n<10K
-configs:
-- config_name: brand_summary
-  data_files: brand_summary.csv
-  default: true
-- config_name: brands
-  data_files: parquet/brands.parquet
-- config_name: fees
-  data_files: parquet/fees.parquet
-- config_name: fee_notes
-  data_files: parquet/fee_notes.parquet
-- config_name: item19_figures
-  data_files: parquet/item19_figures.parquet
-- config_name: comparable_revenue
-  data_files: parquet/comparable_revenue.parquet
-- config_name: outlets_by_year
-  data_files: parquet/outlets_by_year.parquet
-- config_name: turnover_by_year
-  data_files: parquet/turnover_by_year.parquet
-- config_name: closure_by_year
-  data_files: parquet/closure_by_year.parquet
-- config_name: outlets_by_state
-  data_files: parquet/outlets_by_state.parquet
-- config_name: agreement_terms
-  data_files: parquet/agreement_terms.parquet
-- config_name: brand_metrics
-  data_files: parquet/brand_metrics.parquet
-- config_name: alternatives
-  data_files: parquet/alternatives.parquet
-- config_name: peer_ranks
-  data_files: parquet/peer_ranks.parquet
-- config_name: value_ratios
-  data_files: parquet/value_ratios.parquet
----
-# FranchiseDepth Franchise Database: free sample
-Fees, Item 19 earnings, closure rates, growth, outlets by state and agreement terms for 25 US franchise brands, parsed from each brand's Franchise Disclosure Document (FDD) as filed with a US state. It is in exactly the same format as the full database, so you can test your queries, notebooks or AI workflows before scaling up.
-**Full database:** 2,485 brands, with 13,225 Item 19 figures, closure rates for 1,865 brands and outlet growth for 2,265. Available at [franchisedepth.gumroad.com](https://franchisedepth.gumroad.com/l/franchise-database), along with single-industry packs (food, home services, fitness).
-Also on [GitHub](https://github.com/franchisedepth/franchise-database-sample) and [Kaggle](https://www.kaggle.com/datasets/franchisedepth/franchisedepth-franchise-database-free-sample). Compiled 2026-11-01. FDD year of the latest filing per brand: 15 from 2026, 7 from 2025, 3 from 2024.
-## Quick start
-Each table is browsable in the viewer above (pick it from the subset menu). To query everything at once, download the repo and use the SQLite file:
-```python
-import sqlite3
-import pandas as pd
-con = sqlite3.connect("franchisedepth.sqlite")
-pd.read_sql("""
-    SELECT brand_name, total_investment_low_usd, closure_rate_pct, growth_pct
-    FROM v_brand_summary
-    ORDER BY closure_rate_pct
-""", con)
-```
-More questions with their SQL are in `example_queries.sql`. No code? Open `franchisedepth.xlsx` or `brand_summary.csv` in Excel or Google Sheets, or start with `README.txt`.
-## Tables
-| Table | One row per | Rows |
-|---|---|---|
-| brands | brand: identity, FDD year, source registry, hand-checked flag | 25 |
-| fees | brand: Item 5 initial fee, Item 6 royalty and marketing fund, Item 7 total investment | 25 |
-| fee_notes | brand: tiers, minimums and discounts as printed | 25 |
-| item19_figures | Item 19 figure: metric, cohort, outlet count, average, median, min, max, period, FDD page | 388 |
-| comparable_revenue | brand: one annual revenue figure picked by a fixed rule, for comparing brands | 25 |
-| outlets_by_year | brand × year × outlet type (Item 20 Table 1) | 219 |
-| turnover_by_year | brand × year: opened, terminated, non-renewed, reacquired, ceased, transferred (Table 3) | 75 |
-| closure_by_year | brand × year: closure rate on the method below | 75 |
-| outlets_by_state | brand × year × state | 2,366 |
-| agreement_terms | brand: Item 17 term, renewal, transfer fee, non-compete | 11 |
-| brand_metrics | brand: total outlets, closure rate, outlet growth, all-in fee | 25 |
-| alternatives | brand × similar brand | 250 |
-| peer_ranks | brand × measure: rank against peers | 171 |
-| value_ratios | brand: revenue relative to investment and to royalty | 25 |
-`table_docs` and `column_docs` inside the database describe every table and column. `AGENTS.md` has the same in prose, with units and what NULL means.
-## Files
-- `franchisedepth.sqlite`: every table, four ready-made views and the column docs.
-- `csv/`, `parquet/`: each table as a file.
-- `franchisedepth.xlsx`: every table as a tab, plus a Compare tab (pick up to 5 brands).
-- `brand_summary.csv`: one row per brand with the key figures.
-- `brands.jsonl`, `profiles/`, `profiles_by_industry/`, `all_profiles.md`: one document per brand, for retrieval pipelines and AI uploads.
-- `AGENTS.md`, `AI_GUIDE.md`, `AI_INSTRUCTIONS.txt`: guides for analysts and AI assistants (ChatGPT, Claude, Gemini, Grok, Copilot, Perplexity).
-- `mcp/franchisedepth_mcp.py`: a read-only MCP server for Claude Desktop, Cursor and other MCP clients.
-## Methods
-- **Closure rate** = franchised terminations, non-renewals and ceased operations ÷ franchised outlets at the start of each year, over the latest three years of Item 20. Where a cause is blank, it is filled from the table's start, opened and end counts. Transfers and reacquisitions are not closures.
-- **Outlet growth** = change in total outlets (franchised + company-owned) between the first and last year-end of the latest three years of Item 20.
-- **All-in fee** = royalty % + marketing-fund % of gross sales (Item 6).
-- NULL means not disclosed, never zero. Revenue is not profit. Figures describe the FDD year shown for each brand, not the present.
-## Connect it to Claude Desktop (MCP)
-1. Install uv (https://docs.astral.sh/uv/).
-2. Add this to Claude Desktop's config (Settings > Developer > Edit config), with your own paths:
-```json
-{"mcpServers": {"franchisedepth": {"command": "uv", "args": ["run", "--with", "mcp", "python", "C:/path/to/mcp/franchisedepth_mcp.py", "C:/path/to/franchisedepth.sqlite"]}}}
-```
-3. Restart Claude Desktop and ask, for example: "Which brands here have the lowest closure rate, and what does each cost to open?"
-The server opens the database read-only and refuses anything but SELECT queries.
-## Licence
-CC BY-NC 4.0: free to share and adapt for non-commercial use with credit to FranchiseDepth (franchisedepth.com). Commercial use needs a paid licence; see `LICENSE.txt`. Information only, not financial or legal advice; verify figures against the FDD before relying on them.

+---
+license: cc-by-nc-4.0
+pretty_name: FranchiseDepth Franchise Database (Free Sample)
+language:
+- en
+tags:
+- franchise
+- fdd
+- franchise-disclosure-document
+- small-business
+- business
+- finance
+- sqlite
+task_categories:
+- table-question-answering
+size_categories:
+- 1K<n<10K
+configs:
+- config_name: brand_summary
+  data_files: brand_summary.csv
+  default: true
+- config_name: brands
+  data_files: csv/brands.csv
+- config_name: fees
+  data_files: csv/fees.csv
+- config_name: fee_notes
+  data_files: csv/fee_notes.csv
+- config_name: item19_figures
+  data_files: csv/item19_figures.csv
+- config_name: comparable_revenue
+  data_files: csv/comparable_revenue.csv
+- config_name: outlets_by_year
+  data_files: csv/outlets_by_year.csv
+- config_name: turnover_by_year
+  data_files: csv/turnover_by_year.csv
+- config_name: closure_by_year
+  data_files: csv/closure_by_year.csv
+- config_name: outlets_by_state
+  data_files: csv/outlets_by_state.csv
+- config_name: agreement_terms
+  data_files: csv/agreement_terms.csv
+- config_name: brand_metrics
+  data_files: csv/brand_metrics.csv
+- config_name: alternatives
+  data_files: csv/alternatives.csv
+- config_name: peer_ranks
+  data_files: csv/peer_ranks.csv
+- config_name: value_ratios
+  data_files: csv/value_ratios.csv
+---
+# FranchiseDepth Franchise Database: free sample
+Fees, Item 19 earnings, closure rates, growth, outlets by state and agreement terms for 25 US franchise brands, parsed from each brand's Franchise Disclosure Document (FDD) as filed with a US state. It is in exactly the same format as the full database, so you can test your queries, notebooks or AI workflows before scaling up.
+**Full database:** 2,485 brands, with 13,225 Item 19 figures, closure rates for 1,865 brands and outlet growth for 2,265. Available at [franchisedepth.gumroad.com](https://franchisedepth.gumroad.com/l/franchise-database), along with single-industry packs (food, home services, fitness).
+Also on [GitHub](https://github.com/franchisedepth/franchise-database-sample) and [Kaggle](https://www.kaggle.com/datasets/franchisedepth/franchisedepth-franchise-database-free-sample). Compiled 2026-11-01. FDD year of the latest filing per brand: 15 from 2026, 7 from 2025, 3 from 2024.
+## Quick start
+Each table is browsable in the viewer above (pick it from the subset menu). To query everything at once, download the repo and use the SQLite file:
+```python
+import sqlite3
+import pandas as pd
+con = sqlite3.connect("franchisedepth.sqlite")
+pd.read_sql("""
+    SELECT brand_name, total_investment_low_usd, closure_rate_pct, growth_pct
+    FROM v_brand_summary
+    ORDER BY closure_rate_pct
+""", con)
+```
+More questions with their SQL are in `example_queries.sql`. No code? Open `franchisedepth.xlsx` or `brand_summary.csv` in Excel or Google Sheets, or start with `README.txt`.
+## Tables
+| Table | One row per | Rows |
+|---|---|---|
+| brands | brand: identity, FDD year, source registry, hand-checked flag | 25 |
+| fees | brand: Item 5 initial fee, Item 6 royalty and marketing fund, Item 7 total investment | 25 |
+| fee_notes | brand: tiers, minimums and discounts as printed | 25 |
+| item19_figures | Item 19 figure: metric, cohort, outlet count, average, median, min, max, period, FDD page | 388 |
+| comparable_revenue | brand: one annual revenue figure picked by a fixed rule, for comparing brands | 25 |
+| outlets_by_year | brand × year × outlet type (Item 20 Table 1) | 219 |
+| turnover_by_year | brand × year: opened, terminated, non-renewed, reacquired, ceased, transferred (Table 3) | 75 |
+| closure_by_year | brand × year: closure rate on the method below | 75 |
+| outlets_by_state | brand × year × state | 2,366 |
+| agreement_terms | brand: Item 17 term, renewal, transfer fee, non-compete | 11 |
+| brand_metrics | brand: total outlets, closure rate, outlet growth, all-in fee | 25 |
+| alternatives | brand × similar brand | 250 |
+| peer_ranks | brand × measure: rank against peers | 171 |
+| value_ratios | brand: revenue relative to investment and to royalty | 25 |
+`table_docs` and `column_docs` inside the database describe every table and column. `AGENTS.md` has the same in prose, with units and what NULL means.
+## Files
+- `franchisedepth.sqlite`: every table, four ready-made views and the column docs.
+- `csv/`, `parquet/`: each table as a file.
+- `franchisedepth.xlsx`: every table as a tab, plus a Compare tab (pick up to 5 brands).
+- `brand_summary.csv`: one row per brand with the key figures.
+- `brands.jsonl`, `profiles/`, `profiles_by_industry/`, `all_profiles.md`: one document per brand, for retrieval pipelines and AI uploads.
+- `AGENTS.md`, `AI_GUIDE.md`, `AI_INSTRUCTIONS.txt`: guides for analysts and AI assistants (ChatGPT, Claude, Gemini, Grok, Copilot, Perplexity).
+- `mcp/franchisedepth_mcp.py`: a read-only MCP server for Claude Desktop, Cursor and other MCP clients.
+## Methods
+- **Closure rate** = franchised terminations, non-renewals and ceased operations ÷ franchised outlets at the start of each year, over the latest three years of Item 20. Where a cause is blank, it is filled from the table's start, opened and end counts. Transfers and reacquisitions are not closures.
+- **Outlet growth** = change in total outlets (franchised + company-owned) between the first and last year-end of the latest three years of Item 20.
+- **All-in fee** = royalty % + marketing-fund % of gross sales (Item 6).
+- NULL means not disclosed, never zero. Revenue is not profit. Figures describe the FDD year shown for each brand, not the present.
+## Connect it to Claude Desktop (MCP)
+1. Install uv (https://docs.astral.sh/uv/).
+2. Add this to Claude Desktop's config (Settings > Developer > Edit config), with your own paths:
+```json
+{"mcpServers": {"franchisedepth": {"command": "uv", "args": ["run", "--with", "mcp", "python", "C:/path/to/mcp/franchisedepth_mcp.py", "C:/path/to/franchisedepth.sqlite"]}}}
+```
+3. Restart Claude Desktop and ask, for example: "Which brands here have the lowest closure rate, and what does each cost to open?"
+The server opens the database read-only and refuses anything but SELECT queries.
+## Licence
+CC BY-NC 4.0: free to share and adapt for non-commercial use with credit to FranchiseDepth (franchisedepth.com). Commercial use needs a paid licence; see `LICENSE.txt`. Information only, not financial or legal advice; verify figures against the FDD before relying on them.