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Oakberry
Oakberry USA LLC franchises retail stores and kiosks that sell acai sorbets, smoothies, fruits, toppings like bananas, granola, and honey, and other approved food and beverage products to the general public. The business model revolves around a proprietary system including distinctive store design, operational standards, training, and marketing to ensure uniformity and quality. It targets consumers in competitive markets for healthy, fruit-based treats such as sorbets and smoothies.
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Franchise Costs
6% royalty + up to 3% ad fund
Financial Performance
Item 19 Financial Performance
This franchise did not provide Item 19 financial performance data.
Be careful if you are interested in investing. The lack of financial performance representations may indicate limited data or varying results across franchises.
Extracted Item 19 Section
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Unlock financial performance dataOakberry Franchise Analysis
Oakberry burst onto the franchising scene targeting health-conscious consumers craving acai bowls and smoothies, but its youth raises questions about scalability. FDD disclosures hint at modest system growth and a single SBA loan, alongside legal skirmishes that could signal operational hiccups. Is this fresh entrant poised for a berry boom, or is the bowl half-empty?
Oakberry began franchising in 2022 from Miami, FL, growing from 21 franchise locations in 2023 to 24 in 2024—a 14% increase—alongside 15 corporate stores, totaling 39 units. Projections call for 40 new units, signaling aggressive expansion in the competitive healthy beverage niche. However, only one SBA loan on record at $350K average underscores limited financing traction so far, and no Item 19 earnings disclosure leaves franchisees guessing on revenue potential; this absence is a red flag, as it obscures average sales or profits, forcing reliance on validation from the small footprint.
Initial investment ranges $100K-$300K, including a $30K franchise fee, with ongoing 6% royalties plus up to 3% ad fund contributions. Litigation notes reveal disputes with licensee Oakberry SD UTC, LLC, involving breach of contract, rescission, misrepresentation, and unfair practices under a trademark agreement—early friction that could foreshadow support or enforcement issues. For investors eyeing low-four-figure entry in food & beverage, Oakberry's trajectory suggests upside in a trendy category, but its nascent status, tiny network, legal baggage, and opaque financials demand caution; track record implies high risk for pioneers betting on unproven unit economics.
Analysis based on the 2025 Franchise Disclosure Document. All figures should be independently verified before making investment decisions.
How Oakberry Compares
Key Insights
- One of the lowest investment costs in Beverages (ranked #1 of 22)
- Top 10 largest franchise system in Beverages
| Franchise | Investment | Fee | Royalty | Locations |
|---|---|---|---|---|
Oakberry Current | $100K – $300K | $30K | 6.0% | 24 |
| JAMBA | $150K – $350K | $36K | 6.0% | 709 |
| KUNG FU TEA | $169K – $378K | $37K | 4.0% | 385 |
| SHARETEA | $276K – $606K | $12K | 6.0% | 146 |
| DING TEA | $195K – $324K | $30K | N/A | 101 |
| FiiZ Drinks | $250K – $775K | $40K | 8.0% | 63 |
Beverages Average 22 franchises | $291K – $673K | $39K | 5.3% | – |
* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 22 Beverages franchises by location count.
Locations & Growth
Outlet Growth Over Time
Total outlets at end of each year
Geographic Distribution (2024)
Outlets by state across the United States
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Unlock location growth dataSBA Loan History
Historical SBA 7(a) loan data for Oakberry franchisees (2025 – 2025)
Loans by Year
SBA 7(a) loan activity over time
* Data sourced from SBA 7(a) FOIA loan records. Default rate calculated from charged-off loans.
1 SBA loans on record
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Unlock SBA loan historyFranchisee Contacts
42 franchisee contacts on file from official FDD filings.
42 Contacts Available
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Unlock contactsDue Diligence
Litigation (Item 3)
Breach of contract, rescission, misrepresentation, and unfair business practices disputes with a licensee (Oakberry SD UTC, LLC) under a trademark licensing agreement.
Bankruptcy (Item 4)
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
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Unlock due diligence reportsFrequently Asked Questions
The total initial investment to open a Oakberry franchise ranges from $100,000 to $300,000. This includes a franchise fee of $30,000. Ongoing royalty fees are 6.0% of gross sales.
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