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.
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
How Oakberry Compares
Key Insights
- One of the lowest investment costs in Beverages (ranked #1 of 20)
- Top 10 largest franchise system in Beverages
| Franchise | Investment | Fee | Royalty | Locations |
|---|---|---|---|---|
Oakberry Current | $100K – $300K | $30K | 6.0% | 24 |
| KUNG FU TEA | $169K – $378K | $37K | 4.0% | 385 |
| SHARETEA | $225K – $555K | $12K | 6.0% | 153 |
| DING TEA | $195K – $324K | $30K | N/A | 120 |
| FiiZ Drinks | $250K – $775K | $40K | 8.0% | 63 |
| BAMBU | $159K – $328K | $49K | 3.5% | 60 |
Beverages Average 20 franchises | $281K – $629K | $40K | 5.2% | – |
* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 20 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
SBA 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.
Franchisee Contacts
42 franchisee contacts on file from official FDD filings.
| Name | SBA Loan |
|---|---|
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
42 Contacts Available
Unlock all Oakberry franchisee contacts with verified contact information
Due 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
Frequently 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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