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.
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 + 1% ad fund + $100/mo technology + $15-35/mo gift card services
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 U-Swirl Frozen Yogurt Compares to Other Desserts & Ice Cream Franchises
| Franchise | Investment Range | Franchise Fee | Royalty | Locations |
|---|---|---|---|---|
U-Swirl Frozen Yogurt Current | $419K - $630K | $25K | 6.0% | 57 |
| RITA'S FRANCHISE COMPANY, LLC; RITA'S ICE-CUSTARD-HAPPINESS | $315K - $771K | $35K | 6.5% | 564 |
| MENCHIE'S | $165K - $425K | $40K | 6.0% | 296 |
| DIPPIN' DOTS | $139K - $399K | $35K | 6.0% | 260 |
| MARBLE SLAB CREAMERY | $355K - $477K | $25K | 6.0% | 249 |
| HAAGEN DAZS SHOP | $215K - $568K | $30K | 4.0% | 207 |
Desserts & Ice Cream Average 28 franchises | $327K - $659K | $36K | 7.0% | - |
* 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
+12 more states
SBA Loan History
Historical SBA 7(a) loan data for U-Swirl Frozen Yogurt franchisees (2013 - 2018)
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)
One arbitration claim alleging franchise disclosure violations, fraudulent misrepresentation, and breach of contract arising from franchise and development agreements.
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 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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