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.
Disclaimer: This information was extracted using AI from public Franchise Disclosure Documents and should be independently verified. This is not financial or legal advice. Always review official FDD filings before making investment decisions.
Overview
Financial Requirements
6% royalty + up to 3% ad fund
Franchise Stats
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 to Other Beverages Franchises
Key Insights
- One of the lowest investment costs in Beverages (ranked #1 of 20)
- Top 10 largest franchise system in Beverages
| Franchise | Investment Range | Franchise 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
* Data sourced from SBA 7(a) FOIA loan records. Default rate calculated from charged-off loans.
Franchisee Contacts
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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)
No bankruptcy history reported in the FDD.
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
Frequently Asked Questions
How much does it cost to open a Oakberry franchise?
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.
How many Oakberry franchise locations are there?
As of the 2025 FDD, Oakberry has 24 franchise locations. The company has been franchising since 2022.
Can you get an SBA loan for a Oakberry franchise?
Yes, SBA loans are available for Oakberry franchises. Historical data shows 1 SBA 7(a) loans have been approved for Oakberry franchisees, with an average loan amount of $350,000. The historical default rate is 0.0%.
Is Oakberry a good franchise to buy?
Oakberry shows several positive indicators: low SBA loan default rate. However, franchise success depends on many factors including location, local market conditions, and owner involvement. We recommend speaking with existing franchisees and consulting with a franchise attorney before making a decision.
Interested in Oakberry?
Talk to a franchise advisor to get personalized guidance and learn if Oakberry is the right fit for you.
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