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.

57
Locations
$419K–$630K
Investment
Since 2008
Franchising
Food & BeverageChino Hills, CABob Partners X, LLC and U Swirl LLCwww.u-swirl.comDisclaimer

Franchise Costs


Franchise Fee
$25,000
Item 5 of FDD
Initial Investment Range
$418,500 $630,320
Low: $418,500High: $630,320
Item 7 of FDD
Royalty Rate
6.00%
of gross sales
Brand Fund
1.00%
Item 6 of FDD
Fixed Monthly Fees
$115 – $135
Item 6 of FDD

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

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


FranchiseInvestmentFeeRoyaltyLocations
U-Swirl Frozen Yogurt
Current
$419K – $630K$25K6.0%57
RITA'S FRANCHISE COMPANY, LLC; RITA'S ICE-CUSTARD-HAPPINESS$315K – $713K$35K6.5%569
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 – $657K$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
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 (20132018)

Total Loans
4
Average Loan
$125,000
Total Volume
$0.5M
Default Rate
0.0%

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


29 franchisee contacts on file from official FDD filings.

NameSBA 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

29 Contacts Available

Unlock all U-Swirl Frozen Yogurt franchisee contacts with verified contact information

Due Diligence


Litigation (Item 3)

Franchisee 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

System Health (Item 20)

Franchise system changes reported in the most recent fiscal year

Terminations
0
Non-Renewals
0
Reacquired
0
Ceased Ops
7
Transfers
0
Sold to Franchisees
0
Projected New
3

Frequently Asked Questions


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.

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