WINMARK CORP(WINA)— Stock Profile, AI Score & Financials
Consumer Discretionary · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
WINMARK CORP (WINA) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores WINA at 54.8/100 on a 32-signal composite quality model, placing it at rank #1,300 of 2,961 stocks — the top half of the AI-ranked universe. WINA scores in the top quartile across balance sheet strength (99.9), profitability (96.9), free cash flow (95.0). Areas of concern include revenue scale (13.8) and institutional flow (16.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 35.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), WINMARK CORP reports quarterly revenue of $22.0M, net income of $10.4M, an operating margin of 62.1%. Top institutional holders of WINA by reported 13-F value include BlackRock, Neuberger Berman Group, RENAISSANCE TECHNOLOGIES, based on the most recent SEC filings. WINA trades on the Nasdaq exchange and files with the SEC under CIK 908315. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WINA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WINMARK CORP directly from SEC EDGAR.
AI Quality Score
54.8/100
AI Rank
#1,300
Revenue
$22.0M
Net Income
$10.4M
Free Cash Flow
$10.7M
Operating Margin
62.1%
WINA key financials by period
WINMARK CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$86.1M
$41.7M
63.4%
FY 2024
10-K
$81.3M
$40.0M
65.1%
FY 2023
10-K
$83.2M
$40.2M
64.0%
FY 2022
10-K
$81.4M
$39.4M
65.8%
FY 2021
10-K
$78.2M
$39.9M
65.6%
FY 2020
10-K
$66.1M
$29.8M
60.9%
Institutions holding WINA
Institutional investors reporting a position in WINMARK CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-15 — Q2 FY2026 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Royalties rose 7.8% to $20.1M on higher franchise retail sales, lifting quarterly revenue to $22.0M, but SG&A up 13.9% cut operating margin to 62.1%.
Biggest Revenue Drivers
Royalties$20.1M+7.8% YoY
Primarily from higher franchise retail sales and, to a lesser extent, additional franchise stores versus the prior-year quarter.
Merchandise sales$859,300
Direct Franchisee Sales of $0.9M were comparable to $0.8M in the same period of 2025.
Biggest Revenue Drivers
Total revenue: $22.0M
Royalties$20.1M+7.8% YoY
Primarily from higher franchise retail sales and, to a lesser extent, additional franchise stores versus the prior-year quarter.
Merchandise sales$859,300
Direct Franchisee Sales of $0.9M were comparable to $0.8M in the same period of 2025.
Other$570,200
Franchise fees$419,500
Franchise fees of $0.4 million were comparable to $0.3 million in the second quarter of 2025.
Largest Expense Items
Selling, general and administrative expenses$7.5M+13.9% YoY
Increased compensation for investments in technology and marketing, timing of advertising production expense, and outside services.
Provision for income taxes$2.8M
Effective rate of 21.2% versus 16.6%, primarily due to less tax benefit on exercise of non-qualified stock options.
Cost of merchandise sold$818,500
95.3% of Direct Franchisee Sales versus 95.4% in the prior-year quarter; comparable at $0.8 million.
Interest expense$609,800
Comparable to $0.6 million in the second quarter of 2025 on unchanged fixed-rate debt.
Margins: Income from operations fell to 62.1% of revenue from 64.0%, as SG&A rose to 34.2% of revenue from 32.3%; net margin declined to 47.3% from 51.9%.
Watch Items from the Filing
SG&A grew 13.9% versus 7.8% royalty growth, compressing operating margin to 62.1% from 64.0% of revenue.
New risk factor: monthly Software Fee and Plato's Closet North American Ad Fund may raise franchisee costs and hurt retention and new development.
Shareholders' deficit of $37.6M against $30.0M term loans and $30.0M Series C notes; company in compliance with all financial covenants.
Franchised stores grew to 1,389 from 1,378, with 19 openings, 8 closures, and 50 of 50 agreements renewed (100%).
About 9.1% of fiscal 2025 revenue was foreign-denominated; a 10% FX move would affect annual pretax earnings by roughly $782,700, unhedged.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
