Flexa Merchant Directory

16 confirmed merchants · ~10,843 US locations · $40.9B combined annual revenue (15 with standalone financials)

Flexa Directory

MerchantCategoryUS LocationsEst. RevenueParentSource
DiorLuxury / Beauty~40€84.7B groupLVMH (EPA: MC)LVMH IR
SheetzConvenience750+~$11.4BSheetz, Inc.Wikipedia
Ulta BeautyLuxury / Beauty~1,400$11.2BNASDAQ: ULTAUlta IR
ChipotleFood & Beverage~3,500$9.9BNYSE: CMGChipotle IR
BeallsDepartment / Off-Price660+ in 22 states~$1.8BBealls, Inc.estimated
99 Ranch MarketGrocery60+~$1.0–1.5BTawa Supermarket Inc.Wikipedia
GameStopSpecialty Retail~3,000~$1.2BNYSE: GMEGameStop IR
Kiehl'sLuxury / Beauty~100~$1B+ globalL'Oréal (EPA: OR)estimated
Barnes & NobleSpecialty Retail~600~$1.0BElliott Inv. MgmtWikipedia
Regal CinemasEntertainment~400 theaters~$800M–1BCineworld (LON: CINE)Wikipedia
International ShoppesSpecialty Retail200+ airport units~$500M–1BInt'l Shoppes LLCestimated
ABC StoresConvenience~73~$298MMNS, Ltd.estimated
London JewelersLuxury / Jewelry8–10~$73–75MUdell familyestimated
FreshLuxury / Beauty15–20~$25–100MLVMHestimated
MikimotoLuxury / Jewelry10–15~$25–39M USK. Mikimoto & Co.estimated
CoCo Bubble TeaFood & Beverage~21~$21M USCoCo Fresh Tea & Juiceestimated

Default GMV Derivation

Card-Present Volume

$26.6B

65% of revenue

Default GMV (5%)

$1.3B

Model Year 1 default

Fee Revenue

$8.5M

@ 0.6375% rate

AMP Buyback

$7.6M

90% of fees

Based on 15 merchants, $40.9B combined revenue, 65% card-present assumption, 5% Flexa capture rate.