Winmark Corporation
Winmark Corporation is classed by the SEC under Retail-Miscellaneous Retail (industry code 5900), based in Minneapolis, MN. In its latest annual figures on file, for the fiscal year ended 2025-12-27, it reported revenue of $86 million and a profit of $42 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a retail business: prior from its industry code (SEC 5900, Retail-Miscellaneous Retail); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.0 out of ten, 9 of 9 metrics filed: past 6.9 out of ten, present 5.4 out of ten, future 6.1 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.7 out of ten. No warning events in its filings since 2017. 77th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 5.6 out of ten. +2.9% a year over 10 filed years; profitable in 10 of 10. 56th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 7.3 out of ten. Share count grew 0.9% a year. 100% of cash flow returned. Insiders: 5 sales, 0 purchases. 74th percentile among 7 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 5.9 out of ten. Leverage 316%: owes 316¢ per asset dollar. 59th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 5.3 out of ten. top 47% of 12 in its family; net margin 48.4%. 53rd percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 4.6 out of ten. bottom 46% of 7 in its family for leadership; chief executive since 2016. 46th percentile among 7 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 9.6 out of ten. top 4% of 12 in its family for room to expand. 96th percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 5.5 out of ten. top 45% of 11 in its family for growth drivers. 55th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 4.5 out of ten. bottom 45% of 10 in its family for expectations against reality. 45th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-25 for the period ended 2025-12-27 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-15 for the period ended 2026-06-27 (on EDGAR). Newest results release: Form 8-K filed 2026-07-15 (on EDGAR). Newest filing: Form SCHEDULE 13G, 2026-07-27. Filings on record since 1996. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Royalty 89%, Product 4%, Product and Service Other 3%, Marketing Fees 2%, Franchise 2%, Software License Fees 1%. As tagged in its annual report (Form 10-K, filed 2026-02-25).
Who runs it
Heffes, Brett D (CHAIR AND CEO); Ishaug, Anthony D (CHIEF FINANCIAL OFFICER); Gaudette, Renae M. (CHIEF OPERATING OFFICER); Hake, Lisa Schurke (CHIEF MARKETING OFFICER); Tomlinson, Percy C Jr (director); Barbetta, Lawrence A (director); Becker, Amy C (director); Credendino, Keith (director); Hoppe, Stephanie S. (director); Smith, Philip Irving (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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