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U-Swirl Frozen Yogurt

U-Swirl Frozen Yogurt

U-Swirl Franchising LLC franchises self-service frozen yogurt and beverage shops operating under brands like U-Swirl Frozen Yogurt, CherryBerry, Yogurtini, Yogli-Mogli, Aspen Leaf Yogurt, Let’s Yo!, and Fuzzy Peach, with optional co-branding using Fosters Freeze trademarks for additional frozen confections. Franchisees follow a standardized system including design, recipes, operations, and quality controls to offer frozen desserts and related products. The target market includes consumers of all ages and economic levels, though sales may be seasonal in regions with distinct winters.

Since 2008Food & BeverageChino Hills, CABob Partners X, LLC and U Swirl LLCwww.u-swirl.com
2024 FDDNo Item 19SBA Loan Data

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

Investment
$418,500 - $630,320
Franchise Fee
$25,000
Locations
57

Financial Requirements

Franchise Fee$25,000
Initial Investment Range$418,500 - $630,320
Royalty Rate6.00%
Brand Fund1.00%
Fixed Monthly Fees$115 - $135

6% royalty + 1% ad fund + $100/mo technology + $15-35/mo gift card services

Franchise Stats

Franchise Locations57
Corporate Locations0
States Operating28
Franchising Since2008
FDD Year2024

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 U-Swirl Frozen Yogurt Compares to Other Desserts & Ice Cream Franchises

FranchiseInvestment RangeFranchise FeeRoyaltyLocations
U-Swirl Frozen Yogurt
Current
$419K - $630K$25K6.0%57
RITA'S FRANCHISE COMPANY, LLC; RITA'S ICE-CUSTARD-HAPPINESS$315K - $771K$35K6.5%564
MENCHIE'S$165K - $425K$40K6.0%296
DIPPIN' DOTS$139K - $399K$35K6.0%260
MARBLE SLAB CREAMERY$355K - $477K$25K6.0%249
HAAGEN DAZS SHOP$215K - $568K$30K4.0%207
Desserts & Ice Cream Average
28 franchises
$327K - $659K$36K7.0%-

* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 28 Desserts & Ice Cream franchises by location count.

Locations & Growth

Outlet Growth Over Time

Total outlets at end of each year

Geographic Distribution (2023)

Outlets by state across the United States

Top States by Outlet Count
1AZ
9
2MN
9
3GA
7
4NC
4
5NV
4
6MO
4
7SD
2
8KS
2
9TX
2
10ND
2
11NE
2
12NJ
1
13NM
1
14OK
1
15UT
1

+12 more states

SBA Loan History

Historical SBA 7(a) loan data for U-Swirl Frozen Yogurt franchisees (2013 - 2018)

Total Loans
4
Average Loan Amount
$125,000
Total Loan Volume
$500,000
Default Rate
0.0%

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)

Franchisee Litigation Cases1

One arbitration claim alleging franchise disclosure violations, fraudulent misrepresentation, and breach of contract arising from franchise and development agreements.

Bankruptcy (Item 4)

Bankruptcy HistoryNo

No bankruptcy history reported in the FDD.

System Health (Item 20)

Franchise system changes reported in the most recent fiscal year

Terminations
0
Non-Renewals
0
Reacquired by Franchisor
0
Ceased Operations (Other)
7
System Transfers
0
Sold to Franchisees
0
Projected New Franchises
3

Frequently Asked Questions

How much does it cost to open a U-Swirl Frozen Yogurt franchise?

The total initial investment to open a U-Swirl Frozen Yogurt franchise ranges from $418,500 to $630,320. This includes a franchise fee of $25,000. Ongoing royalty fees are 6.0% of gross sales.

How many U-Swirl Frozen Yogurt franchise locations are there?

As of the 2024 FDD, U-Swirl Frozen Yogurt has 57 franchise locations. The company has been franchising since 2008.

Can you get an SBA loan for a U-Swirl Frozen Yogurt franchise?

Yes, SBA loans are available for U-Swirl Frozen Yogurt franchises. Historical data shows 4 SBA 7(a) loans have been approved for U-Swirl Frozen Yogurt franchisees, with an average loan amount of $125,000. The historical default rate is 0.0%.

Is U-Swirl Frozen Yogurt a good franchise to buy?

U-Swirl Frozen Yogurt 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 U-Swirl Frozen Yogurt?

Talk to a franchise advisor to get personalized guidance and learn if U-Swirl Frozen Yogurt is the right fit for you.

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