Bottom line
- Total investment $65K – $300K including a $30K franchise fee, 6.0% ongoing royalty.
- No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
- Rated MODERATE with a risk score of 62/100. SBA loan default rate of 0.0% across 2 loans (below the industry average).
- No Item 19 financial performance representation. Without franchisor-disclosed revenue data, you'll need to gather unit economics directly from existing franchisees.
Item 1 · who you're contracting with
The Franchisor
Yale framework · single-unit ROIC
Returns Analysis
Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.
The model · Yale framework
What would one Oakberry unit return on the cash you put in?
Unlevered ROIC · per unit
22%
Below typical band (30–60%)
Overview
About
Oakberry franchisees operate quick-service açai bowl and smoothie shops, typically in high-traffic retail locations (malls, street-front, lifestyle centers). Daily operations include preparing customized açai bases with fresh fruit toppings, managing POS systems, inventory procurement from approved suppliers, and staff scheduling. Most units appear designed as compact food service concepts requiring 2-4 full-time equivalent staff.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.
Item 20 · unit dynamics
The Growth Chart
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 8 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 phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.
Government records
SBA Loan Data
Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Early-stage açai bowl franchise with active trademark litigation, zero financial transparency, and insufficient unit density to validate business model viability.
Score breakdown · what drove the 62 / 100 rating
- 01HIGHActive litigation involving franchisor and licensee over trademark rights and breach of contract creates legal uncertainty and potential brand instability
- 02MEDFinancial performance metrics (revenue and net income) completely undisclosed — impossible to validate ROI on $65k-$300k investment or evaluate 6% royalty burden
- 03MEDModest unit growth of 14.3% YoY on only 39 total units suggests early-stage/fragile system with limited operational track record and network effects
- 04MINORNo Item 19 financial disclosures prevents verification of actual franchisee profitability and viability of claimed investment range
- 05MINORWide investment range ($65k-$300k) without corresponding revenue/profit disclosure indicates inconsistent unit economics or lack of standardization
- 06MINORTrademark 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
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
Item 11
Training & Operations
Item 20
Franchisee Contacts
Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.
Franchisee contacts
14 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Oakberry · FDD (2025) PDF