Oakberry Franchise Cost, Revenue & Review 2026
- Investment
- $100K – $300K
- Disclosed sales
- not disclosed
- SBA charge-off
- Under 10 loans (1)
Data from FDD filing + SBA 7(a) records
Analysis by FranchiseVerdict Research · Methodology
Oakberry is a quick-service franchise specializing in organic acai bowls, smoothies, and juices. Franchisees run compact shops and kiosks, managing fresh prep, inventory, and fast counter service.
FranchiseVerdict summary · 2026
A Oakberry franchise requires a total initial investment of $100K – $300K, including a $30K franchise fee and an ongoing 6.0% royalty[2]. This franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that. FranchiseVerdict grade: B (Above average), an editorial assessment, not investment advice. Run a live ROI scan →
Sources, dates and evidence
FDD issued: · Data extracted: · Last cited check: · Staleness risk: medium - issued 12 to 24 months ago; a newer filing is likely on file
Evidence: strong✓ Investment (Item 7)✓ Item 19 status✓ Units and owners (Item 20)✗ SBA loan coverage✓ Litigation (Item 3)✓ Financial statements (Item 21)✓ Franchisor identityhow this is scored5 of 5 headline figures on this page cite a page of the filing.
Overview
- Investment
- $100K – $300K
- 5th pct Service Resta…
- Avg gross sales
- N/A
- Royalty
- 6.0%
- 48th pct Service Resta…
- Units
- 39
- 62nd pct Service Resta…
- SBA charge-off
- N/A
Quick verdict · Quick-Service Restaurants · color = vs category peers
Green = favorable by >10% vs Quick-Service Restaurants median · No shading = within ±10% · Red = unfavorable by >10% · Source: FDD filings + SBA 7(a)
Data from public FDD filings and SBA records. Not financial advice. Methodology
Bottom line
- COSTTotal investment $100K – $300K including a $30K franchise fee, 6.0% ongoing royalty.
- RETURNSThis franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that.
- RISKVerdict B (Above average), verdict score 54/100 (higher is better).
- GROWTHPositive: net +3 franchised outlets in the latest year (11 opened, 0 closed) (Item 20).
- GROWTHSystem growing at 60.0% CAGR over 3 years with 39 total units. Strong expansion trajectory.
Item 1 · who you're contracting with
The Franchisor
Corporate structure & franchisor financials
- Legal entity
- Oakberry USA LLC
- Parent company
- Oakberry Acai Inc.
- FDD Item 1, page 9 of the 2025 FDD
- CEO title
- CEO / Founder
- Georgios Pucetti Frangulis
- Incorporated in
- DE
- HQ
- 120 NW 25th Street, Unit 202, Miami, Florida 33127
- Auditor
- Friedman CPA Group
- Audited financials
- Franchisor revenue
- $518K
- vs $279K prior year
Overview
About
- CEO
- Georgios Pucetti Frangulis
- Headquarters
- FL
- Founded
- 2022
- FDD year
- 2025
- States available
- 3
Can you afford it, and what does the money buy?
Entry cost runs 59% below the typical quick-service restaurants franchise.
Source: FDD 2025 · Items 5–7
FDD Item 7 · 2025 filing
Initial investment breakdown
| Cost component | Low | High |
|---|---|---|
| Initial franchise fee | $30K | $30K |
| Working capital (3–6 mo) | $10K | $30K |
| Equipment, build-out, other | $60K | $240K |
| Total initial investment | $100K | $300K |
Source: Oakberry 2025 FDD, Items 5 and 7[2]. “Equipment, build-out, other” is computed as total minus disclosed line items above.
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $100K – $300K
- Top 40% of category vs category
- Liquid capital req'd
- $10K – $30K
- Top 40% of category vs category
- Franchise fee
- $30K – $30K
- Top 40% of category vs category
- Royalty
- 6.0%
- typical 6–8%
- Ad fund
- 1.0%
- typical 3–5%
- Total fee load
- 9.0%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 6.0% of gross sales |
| Marketing / ad fund | 1.0% of gross sales |
| Transfer fee | $24K |
| Renewal fee | $30K |
| Inventory (initial) | $4K – $20K |
| Total fee load | 9.0% of rev |
ROI & LBO modelsSingle-unit · 25-unit portfolio · editable
Oakberry makes no financial performance representation in Item 19 of its FDD - a voluntary item under the FTC Franchise Rule - so no unit revenue figures are disclosed. The return models need a revenue figure to start from, and the operating costs that turn gross sales into a profit are in no FDD. Enter your own and the calculator runs on your assumptions — nothing here is modelled until you do.
Returns model · single-unit ROIC
What would one Oakberry unit return on the cash you put in?
Illustrative category typicals — not sourced to any filing, survey or sample. Replace them with figures from franchisee validation calls before you rely on the output.
Unlevered ROIC · per unit
Your modelled return on total invested capital, before any debt financing.
—
An FDD discloses gross sales, not profit. We hold no sourced figure for annual revenue, COGS, labour, rent / occupancy and other operating costs, and will not substitute an assumed one. Enter your own and the model runs on your assumptions.
These models are for research and scenario planning only. Not investment advice. Actual results depend on your specific location, management, and market conditions. Consult a franchise attorney and accountant before signing any franchise agreement.
Item 19 · Source: 2025 FDD
Financial Performance
No financial performance representation
This franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that.
Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
Operator outlook
What the numbers say
Data-driven interpretation of this brand's financial disclosures, fee structure, and system trajectory.
Fee burden
Total ongoing fee load of 9.0% — above the Quick-Service Restaurants median of 7.5%.
Disclosure
This franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that. Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
Operator retention
System expanding at 60.0% CAGR over 3 years across 39 units — operators are staying and new ones are joining.
Source: FDD Item 19 financial performance representations and publicly filed FDD data. Past performance is not indicative of future results. Verify all figures with the franchisor and current franchisees before making any investment decision.
vs Quick-Service Restaurants medians
How Oakberry Compares
Category median of published Quick-Service Restaurants brands that report the figure; the middle half spans the 25th to 75th percentile and n counts the brands behind it. Medians are used because a few very large systems pull an average far from the typical brand. Revenue is disclosed gross sales, not profit.
Is the system healthy?
Source: FDD 2025 · Item 20
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 39
- Opened
- 11
- Last reporting year
- Closed
- 0
- Terminated
- 1
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 0
- Term expired, not renewed (per Item 20)
- Turnover rate
- 8.3%
- Company-owned
- 15
- Corporate units in the system
- % franchised
- 62%
- vs corporate-owned
- Net growth (3-yr)
- +60.0%
- Net unit change over 3 years
- 3-yr CAGR
- +60.0%
- Compounded over last 3 years
Last fiscal year · Item 20 exits and transfers
- Terminated
- 1
- Not renewed
- 0
- Transferred
- 0
- Reacquired
- 0
- Franchisor bought back
- Signed, not yet open
- 0
- 0.00 per open outlet · Item 20 Table 5
- Projected new
- 40
- Franchisor's next-year forecast
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 6 states with active franchisees
The Territory Map
Derived from franchisee contact records. Shows states with at least one current operator. Not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).
States derived from franchisee contact records (FDD Item 20). Shows states with at least one current operator on file. Full state registration data (Item 12) will appear on a future FDD refresh.
Where the owners are · Item 20 owner list
12 current owners across 5 states; 1 former (terminated, transferred or not renewed) listed separately.
- HI 5
- CA 2
- FL 2
- NY 2
- WI 1
Counts only, from the list the franchisor prints in Item 20. Names and phone numbers are for your own due diligence and are not shown here.
Fast growth in a small system. Newer franchisors expanding quickly may not yet have the support infrastructure of larger systems.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA loan disclosures. This brand has only 1 7(a) loan on file; statistical reliability is limited below 10 loans.
- Total loans
- 1
- Loan volume
- $350K
- Median loan
- $350K
- average
- Charge-off rate
- Under 10 loans (1)
- Insufficient SBA coverage: 1 loan, rate hidden below 10
Historical SBA 7(a) lending data, not predictive of future performance. How SBA charge-off rates are calculated
- Repayment rate (PIF)
- Under 10 loans (1)
- 5-yr charge-off
- Under 10 loans (1)
- Loans approved 2021+
- Active lenders
- 1
- Defaults
- N/A
Explore lender portfolios on Bank Reports or regional data on State Reports.
What could kill this investment?
Source: SBA 7(a) FOIA · FDD Items 3, 21
Risk analysis
FranchiseVerdict rating + FDD Items 3, 4, 8, 16, 21
Risk & Legal
Early-stage açai bowl franchise with active trademark litigation, zero financial transparency, and insufficient unit density to validate business model viability.
Litigation (Item 3)
Subject: the franchisor is a named party (defendant).
Two related actions involving former licensee Oakberry SD UTC, LLC: (1) ICDR arbitration filed Sept 2023 alleging breach of trademark license, terminated Jan 2025 due to non-payment; (2) Federal civil suit filed Sept 2023 in S.D. Cal alleging rescission, breach of contract, misrepresentation, stayed pending arbitration as of July 2024.
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · Friedman CPA Group
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Entity: Oakberry USA LLC (single-member LLC, wholly-owned subsidiary of Oakberry Acai Inc.), audited statements for FY ended Dec 31, 2024 (yr1) and Dec 31, 2023 (yr2). Figures in whole US dollars (not scaled). Revenue per Statement of Operations "REVENUES (Note 7)" recognized under ASC 606 (Revenue from Contracts with Customers): upfront franchise fees, master franchise fees, and sales-based royalties. Other revenue is "Other income (expense)" of $2,237 (2024), reported below operating loss, separate from revenue. Net loss 2024 $(2,966,040). Balance sheet reconciles: assets $2,355,919 = liabilities $4,222,970 + member's deficit $(1,867,051). Auditor: Friedman CPA Group, Plantation, FL, report dated March 21, 2025.
Supplier relationship · Items 8 & 16
- Franchisor sells you products: No
- Kickbacks from required suppliers: No
- Must buy proprietary products: Yes
- Restricted to system-approved products: Yes
- Can negotiate own supplier terms: No
Score breakdown · what drove the 54 / 100 verdict
- 01HIGHActive litigation involving franchisor and licensee over trademark rights and breach of contract creates legal uncertainty and potential brand instability
- 02MEDModest unit growth of 14.3% YoY on only 39 total units suggests early-stage/fragile system with limited operational track record and network effects
- 03MINORNo Item 19 financial disclosures prevents verification of actual franchisee profitability and viability of claimed investment range
- 04MINORTrademark licensing disputes signal potential reputational risk, territory disputes, and ability to enforce franchise agreement protections
Severity inferred from the FDD text · not a regulatory classification
What are you signing up for?
Ongoing fees run about 9.0% of sales (royalty + ad fund), before rent and labor.
Source: FDD 2025 · Items 11, 12, 17
FDD Items 12, 15, 17 · continued from Risk & Legal
Contract & Territory Detail
| Initial term | 5 years |
|---|---|
| Renewal term | 5 years |
| Allowed renewalsℹ | 2 |
| Territory type | Protected territory |
| Protected territory | Yes |
| Exclusive territoryℹ | No |
| Territory radius | 1 mi |
| Online sales rightsℹ | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Optional |
| Non-compete (years)ℹ | 2 years |
| Non-compete (miles)ℹ | 10 mi |
| Right of first refusalℹ | Yes |
| RoFR response window | 30 days |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Mandatory arbitration | Yes |
| Arbitration location | Miami, Florida |
| Jury trial waiver | Yes |
| Governing law | FL |
| Litigation count | 2 |
View Item 3 litigation summary
Two related actions involving former licensee Oakberry SD UTC, LLC: (1) ICDR arbitration filed Sept 2023 alleging breach of trademark license, terminated Jan 2025 due to non-payment; (2) Federal civil suit filed Sept 2023 in S.D. Cal alleging rescission, breach of contract, misrepresentation, stayed pending arbitration as of July 2024.
Items 10, 11
Training & Operations
- Classroom training
- 12 hrs
- On-the-job training
- 19 hrs
- Training location
- Oakberry Headquarters, Miami, Florida and franchisee's Oakberry Store location
- Ongoing training
- Required
- Time to open
- 6 mo
- From signing to launch
- Site selection
- Franchisee with franchisor approval
- Franchisor financing
- Not offered
- Item 10
- POS system
- QU POS Inc. / Worldpay
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: QU POS Inc. / Worldpay
Item 20 · call current owners
Franchisee Contacts
13 owners to call
Name · phone · city · state. Extracted from FDD Item 20
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Oakberry franchise?
The total investment to open a Oakberry franchise ranges from $100K – $300K, with an initial franchise fee of $30K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do Oakberry franchise owners earn?
Oakberry makes no financial performance representation in Item 19 of its FDD - a voluntary item under the FTC Franchise Rule - so no unit revenue figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that. Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
Who owns Oakberry?
Oakberry is franchised by Oakberry USA LLC. Its parent company is Oakberry Acai Inc.. Source: FDD Item 1, 2025 filing.
What is Item 19 in the Oakberry FDD?
The FDD section where a franchisor may disclose financial performance of its outlets. Disclosure is optional and formats vary; figures are typically gross sales, which is revenue before expenses, not profit. FranchiseVerdict extracts these figures directly from the Oakberry FDD and qualifies whose outlets they describe.
What is Oakberry's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Oakberry (fewer than 10 loans on file). Charge-off rates are one way to gauge franchise risk, but not all franchise loans go through the SBA program. We recommend reviewing turnover and closure data in the FDD and speaking with current franchisees.
How many Oakberry franchise locations are there?
As of their most recent FDD filing, Oakberry has 39 total units in the United States, including 24 franchised units and 15 company-owned units. 11 new units were opened in the latest reporting year.
Is Oakberry a good franchise to buy?
FranchiseVerdict rates Oakberry as a B-grade franchise with a verdict score of 54 out of 100 (higher is better). The grade is a deterministic score built from six weighted dimensions — financial health, unit economics, unit growth, scale, legal, and transparency — then calibrated against SBA loan charge-off rates and FDD age. Transparency is one of the six, so a filing that discloses less scores lower on that dimension than one that discloses more. Our rating is based solely on publicly available FDD and government data; we recommend speaking with current franchisees before making any investment decision. This is not investment advice.
Data sourced from public FDD filings and SBA 7(a) FOIA records. Not financial advice.
For franchisors
Are you the franchisor?
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Data extracted from public FDD filings and SBA 7(a) loan disclosures (FOIA). This information is provided for research purposes only and does not constitute financial, legal, or investment advice. Verify all figures with the franchisor's current Franchise Disclosure Document before making any investment decision.