FranchiseVerdict
Tru Bowl Superfood Bar logo
FV-02795·STRONGExcellent100

Tru Bowl Superfood Bar

Food & Beverage - Coffee & TeaFranchising since 2019Website
Investment
$205K – $332K
26th pct Coffee & Tea
Avg revenue
$658K
13th pct Coffee & Tea
Royalty
0.0%
0th pct Coffee & Tea
Units
15
60th pct Coffee & Tea
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $205K – $332K including a $30K franchise fee, 0.0% ongoing royalty.
  • Average unit revenue of $658K/year (median $564K). Estimated payback in 1.1 years.
  • Rated STRONG with a risk score of 40/100. SBA loan default rate of 0.0% across 6 loans (below the industry average).

Item 1 · who you're contracting with

The Franchisor

Legal entity
TRU BOWL SUPERFOOD BAR FRANCHISE, LLC
Incorporated in
California
HQ
5565 Greenleaf Ave., Whittier, California 90601
Auditor
REESE CPA LLC
Audited financials
Franchisor revenue
$47K
vs $164K prior year

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 Tru Bowl Superfood Bar unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $657,812
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: restaurant
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $205K–$332K
Working capital
$
FDD reports $20K–$30K

Unlevered ROIC · per unit

38%

In Yale's "attractive" band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$112K
EBITDA margin
17.0%
Total invested
$293K
Payback
31 mo
Unit-level only. A multi-unit portfolio gives up roughly 5–15% of this to shared services (corporate G&A) before reaching the ~10-unit break-even Yale describes.

Levered LBO scenario · Yale Crease Capital framing

What would 25 Tru Bowl Superfood Bar units return on equity?

Edit assumptions

Equity IRR · 5-yr

49.9%

7.57× MOIC

Year-1 DSCR

1.88×

EBITDA ÷ debt service

Equity required

$1.3M

on $6.6M purchase

Total debt

$5.3M

SBA $3.3M + senior + seller note

Overview

About

Franchisees operate fast-casual superfood bowl restaurants featuring nutrient-dense ingredients (açai, quinoa, protein bases). Day-to-day operations include food prep, customer service, inventory management, and social media marketing. Most units are small-format with limited seating, emphasizing takeout and delivery channels.

CEO
Dolores Quiroz-Castrellon
Founded
2018
FDD year
2025
States available
2

Item 7 · what it costs

The Vitals

Total investment
$205K – $332K
All-in to open one unit
Liquid capital
$20K – $30K
Cash you must have on hand
Franchise fee
$30K
Royalty
0.0%
Gross Revenue · typical 6–8%
Ad fund
1.0%
typical 3–5%
Total fee load
1.0%
vs 9–13% typical
Payback period
1.1 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$658K
Per unit, per year
Median gross sales
$564K
Item 19 type
Affiliate and Franchisee Performance
Sample size
5 units
vs category median 13 · small
Range (low → high)
$527K$945K
Cohort dispersion
Transparency
7 / 5
vs category median 2 / 5 · above
Revenue rank13th
vs Food & Beverage - Coffee & Tea peers
Investment cost rank26th
Lower investment ranks lower (better)
Royalty rate rank0th
Lower royalty = lower percentile (better)
Unit count rank60th
vs Food & Beverage - Coffee & Tea peers
Risk score rank4th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
15
Opened
8
Last reporting year
Closed
2
Turnover rate
13.3%
Company-owned
2
Corporate units in the system
% franchised
87%
vs corporate-owned
Net growth (yr3)
+85.7%
Net unit change last year
3-yr CAGR
Outlier (see FDD)
Likely small-sample artifact
2023
13+6
Franchised units
2024
7
Franchised units
2025
3
Franchised units

Year-over-year franchised unit counts and net change. Source: FDD Item 20.

Item 20 · 18 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).

AK
ME
VT
NH
MA
RI
CT
NY
NJ
PA
DE
MD
DC
WA
OR
CA
NV
ID
MT
WY
UT
CO
AZ
NM
ND
SD
NE
KS
OK
TX
MN
IA
MO
AR
LA
WI
IL
MS
TN
MI
IN
KY
AL
OH
WV
GA
VA
NC
SC
FL
HI
Registered · 18 states
Not registered

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.

Total loans
6
Loan volume
Avg loan
Default rate
0.0%
vs <3% typical · system-wide
5-yr default

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

40
Risk · 0-100
STRONG40 / 100

Small, growing health-focused QSR with regulatory compliance history and limited financial transparency; moderate risk offset by strong unit-level economics if validated.

Score breakdown · what drove the 40 / 100 rating

  1. 01MINORDFPI enforcement action in 2021 for financial statement violations indicates regulatory compliance issues and raises questions about franchisor transparency and governance
  2. 02MEDOnly 15 units with 85.7% YoY growth is modest—system remains very small and lacks scale; growth rate doesn't offset limited track record
  3. 03MINOR0% royalty for first 3 months suggests franchisor may struggle with unit economics or is masking profitability concerns during critical ramp-up period
  4. 04MINORNo Item 19 financial performance representation limits ability to validate the $236K average net income claim across all units

Severity inferred from the FDD text · not a regulatory classification

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Territory
Radius/Population
Protected territory
Yes
Initial term
7 years
Renewal term
7 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
1
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Optional
Governing law
California

Item 11

Training & Operations

Classroom training
10 hrs
On-the-job training
80 hrs
POS system
Square
Operating tech stack

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

22 numbers

Locked
(317) 232-••••
IN
(213) 576-••••
CA
(608) 266-••••
WI

One-time purchase · CSV download · Validation questions included

FDD download

Tru Bowl Superfood Bar · FDD (2025) PDF

Single-page checkout · instant download · CSV export of contacts available separately above