Investment Themes

Franchises: A model that generates recurring income

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

Investment Themes

The franchise model is based on collaboration between a brand and independent entrepreneurs. One company (the franchisor) grants another party (the franchisee) the right to use its brand, products and services. This system enables rapid expansion, with little initial investment on the part of the franchisor. Companies such as McDonald's, Starbucks, Marriott International and Planet Fitness have built their success on this model.

The franchisor helps the franchisee start up the business to ensure it runs smoothly. He contributes his reputation, experience, marketing strategy, national or international communications and know-how. This pooling of resources enables franchisees to get up and running quickly, and to benefit from a proven business model that is often profitable from the outset, thanks to the experience of other franchises.

In return, the franchisee must bring the brand's concept to life locally, in line with the franchisor's business model. To use the brand, the franchisee pays part of his income in the form of royalties, which can represent several tens of percent of sales, and rent if he does not own the land. They must also pay an entry fee to become a franchisee, and make a personal contribution that is not financed by a bank. In addition to these costs, the franchisee must respect the franchisor's guidelines, which can limit his or her flexibility.

Despite the high initial costs for the franchisee, this model is advantageous for both parties. It ensures recurring revenues and requires little initial capital for the franchisor, while offering the franchisee a guarantee of success without the need for extensive prior knowledge. This model has proven its effectiveness, enabling businesses to grow rapidly while maintaining uniformity of quality and service.

For potential franchisor shareholders, it's important to know that you're investing as much in a property portfolio, brand and logistics network as in a chain of restaurants, car dealerships or hotels. You also benefit from recurring revenues, greater visibility and a business model that's light on assets and capital expenditure.

Here's a list of the main franchisors listed on the stock exchange.

Our selection

Industrials
Other Industrial Machinery & Equipment
1.82TCr +3.34%
Industrials
Pest Control Services
2.89TCr +29.56%
Consumer Cyclical
Other Toys & Juvenile Products
857.06Cr +46.21%
Consumer Non-Cyclical
Carbonated Soft Drinks
1.96TCr +19.78%
Real Estate
Residential Real Estate Development
45Cr +30.12%
Consumer Cyclical
Quick Service Restaurants
334.75Cr -35.93%
Consumer Cyclical
Quick Service Restaurants
655.46Cr -17.00%
Consumer Cyclical
New Car Dealers
835.12Cr -3.65%
Consumer Cyclical
Gyms, Fitness and Spa Centers
901.28Cr +9.85%
Consumer Cyclical
Other Computer & Electronics Retailers
99Cr +1.05%
Consumer Cyclical
Jewelry
822.71Cr -46.94%
Consumer Non-Cyclical
Consumer Repair Services
394.57Cr -14.23%
Consumer Cyclical
Sporting & Outdoor Goods
82Cr +1.44%
Consumer Cyclical
Optical Goods Stores
100.5Cr +46.35%
Energy
Gasoline Stations
4.85TCr -9.38%
Real Estate
Other Real Estate Services
704.93Cr -18.36%
Consumer Cyclical
Other Hotels, Motels & Cruise Lines
8.02TCr +7.09%
Consumer Cyclical
Sports & Outdoors Retailers
536.3Cr -15.68%
Consumer Cyclical
Quick Service Restaurants
4.19TCr +12.60%
Consumer Cyclical
Quick Service Restaurants
4.78TCr -40.07%
Consumer Cyclical
Other Hotels, Motels & Cruise Lines
2.06TCr +2.82%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
3.35TCr -12.75%
Consumer Cyclical
Quick Service Restaurants
1.46TCr +2.85%
Financials
Insurance Brokers
193.87Cr -27.41%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
1.17TCr +3.20%
Consumer Cyclical
Quick Service Restaurants
2.32TCr +8.73%
Consumer Cyclical
Quick Service Restaurants
23TCr +9.26%
Consumer Cyclical
Other Hotels, Motels & Cruise Lines
6.51TCr +13.38%
Real Estate
Other Real Estate Services
17Cr -20.43%
Consumer Cyclical
Hotels & Motels
579.86Cr -23.85%
Consumer Cyclical
Other Restaurants & Bars
135.78Cr +0.83%
Consumer Cyclical
Quick Service Restaurants
34Cr -50.11%
Consumer Cyclical
Other Restaurants & Bars
9.71TCr -6.47%
Consumer Non-Cyclical
Personal Care Services
18Cr -39.13%
Consumer Cyclical
Gyms, Fitness and Spa Centers
215.34Cr +24.27%
Consumer Cyclical
Automotive Parts & Accessories Retailers
44Cr -45.44%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
158.35Cr +13.09%
Industrials
Passenger Car Rental
461.19Cr +62.55%
Consumer Cyclical
Quick Service Restaurants
163.88Cr -47.18%
Consumer Cyclical
Quick Service Restaurants
40Cr -49.38%
Consumer Cyclical
Copyright Management
38Cr -7.55%
Consumer Non-Cyclical
Consumer Repair Services
253.42Cr -4.52%
Consumer Cyclical
Quick Service Restaurants
63Cr -16.67%
Consumer Cyclical
Quick Service Restaurants
7.22Cr -26.78%
Industrials
Passenger Car Rental
160.47Cr +40.71%
Healthcare
Other Healthcare Facilities & Services
13Cr -18.06%
Consumer Cyclical
Gyms, Fitness and Spa Centers
28Cr -40.97%
Industrials
Other Employment Services
11Cr -44.21%
Consumer Cyclical
Other Restaurants & Bars
103.84Cr +33.82%

News of the components

░░░░ ░░░░░░░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░ ░░ ░░░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░░░░ ░░░░░░ ░░ ░░░░ ░░░░░░ ░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░ ░░░░░ ░░ ░░░ ░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░ ░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░ ░░░░░░ ░ ░░░░░░░
░░░░ ░░░░░░░░░ ░░░░ ░░ ░░░░░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░ ░░░░░ ░░░░░░░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░░ ░░ ░░░ ░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ ░ ░░░░░░
░░░░ ░░░░ ░░░░░ ░░░░░ ░░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░ ░░░░ ░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░ ░░░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░░ ░░░ ░░░ ░░ ░░░░░░░ ░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░ ░ ░░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░░
░░░░ ░ ░░░░░░░░░ ░░░░ ░ ░░░░░░░░░░░░░░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░ ░ ░░░░ ░░░░░░░░ ░░░░░ ░░ ░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░░ ░░ ░░░░░░ ░░░░░ ░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░ ░░ ░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░ ░░ ░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░ ░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░ ░░ ░░░ ░░░░░ ░░░░░░░░ ░░░ ░░░░░░░ ░░░ ░░░ ░░░ ░░ ░░ ░░░░░░░░░░

Heatmap

Calendar of the components

░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░░ ░░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Franchises: A model that generates recurring income