Oakberry Store

Oakberry Store

Information based on 2023 FDD

Food & Beverage · Fast Casual

Investment min
$100K
Total: $100K–$350K
Avg gross revenue
N/A
Unit-level, 2023
Franchise fee
$30K
Per current disclosure
Royalty
6%
of gross revenue
Locations
3
Franchising since 2022

Description

What is Oakberry Store?

Oakberry Store has emerged as a refreshing innovator in the fast-casual food and beverage sector, specializing in premium açaí bowls and smoothies that perfectly align with today's health-conscious consumer demands. Founded in 2016, this dynamic franchise has quickly captured attention for its modern approach to serving nutritious, customizable superfood bowls in an inviting, contemporary setting.

The brand stands out for its commitment to authenticity, sourcing high-quality açaí berries directly from sustainable Brazilian farms. Each Oakberry location features a streamlined, efficient operation model that focuses on delivering fresh, made-to-order bowls with a variety of toppings and mix-ins, allowing customers to create their perfect combination of flavors and textures.

What sets Oakberry apart is its unique store design, characterized by clean lines, natural elements, and an Instagram-worthy aesthetic that appeals to millennials and health-enthusiastic customers. The franchise's compact footprint and simplified menu make it an attractive option for operators looking to capitalize on the growing healthy food movement while maintaining operational efficiency.

The brand provides comprehensive training and ongoing support to franchisees, including assistance with site selection, store design, marketing strategies, and operational best practices. With a proven business model that caters to both busy professionals and leisure customers, Oakberry has positioned itself at the intersection of convenience and wellness, offering franchisees the opportunity to be part of the rapidly expanding healthy food industry while building a sustainable business in their local community.
  • Investment range 75% below fast-casual sector average
  • Health-focused food concept in growing market
  • Established brand with 8+ years of operation
  • Small-scale system with ground-floor opportunity
  • Customizable menu format appeals to younger demographics
  • Smaller format location flexibility reduces real estate costs

Location Analysis

Where Oakberry Store wins

Oakberry Store, established in 2016, currently maintains a select number of company-owned locations with emerging franchise opportunities, presenting a unique ground-floor opportunity for prospective franchisees. As a relatively young brand in the fast-casual food & beverage sector, Oakberry Store is positioned for significant expansion across untapped U.S. markets. The current limited market presence suggests substantial potential for first-mover advantages in numerous metropolitan areas.

While historical performance data and customer satisfaction metrics are not yet available for franchise locations, successful market entry strategies should focus on high-traffic urban and suburban areas with strong health-conscious demographic profiles and disposable income levels above the national average. Ideal locations would include lifestyle centers, downtown retail corridors, and mixed-use developments that attract health-focused consumers aged 18-45.

Potential franchisees should prioritize locations with: - Dense daytime population (minimum 25,000 within 3 miles) - Average household income exceeding $75,000 - Proximity to fitness centers, offices, and educational institutions - High foot traffic areas with 15,000+ daily passersby - Strong visibility and easy access from major thoroughfares

The brand's early stage of franchise development offers entrepreneurs the opportunity to secure prime territories in growing markets, particularly in health-conscious urban centers across the Southeast, Northeast, and West Coast regions.
Total US locations
3
Franchise units
N/A
Corporate locations
3
Avg. sq. footage
N/A
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Financial Analysis

The numbers behind Oakberry Store

Avg gross revenueN/A
Investment range$100,000 – $350,000
Investment midpoint$225,000
Brand fund3%
Royalty6%
Franchise fee$30,000
Min. net worth
Min. liquid capital
Oakberry Store presents an accessible entry point into the fast-casual food segment with investment requirements of $100,000-$350,000, positioning it significantly below the sub-sector average of $406,514-$894,151. This lower barrier to entry makes it attractive for first-time franchisees or investors seeking diversification without substantial capital exposure.

The health-focused concept operates in the rapidly expanding fast-casual market, benefiting from consumer trends toward nutritious, customizable meal options and Instagram-worthy presentations. The health-conscious dining segment has experienced robust growth as millennials and Gen Z consumers drive demand for better-for-you alternatives.

With only 3 active units since establishing in 2016, Oakberry represents an early-stage franchise system with limited operational scale in the market. While this creates ground-floor opportunity potential, it also presents considerations regarding system infrastructure, brand recognition, and market penetration compared to established competitors with larger footprints.

Revenue data is not currently available, limiting comprehensive financial performance analysis. The investment structure likely includes equipment, point-of-sale systems, initial inventory, and build-out costs for smaller-format locations. Territory rights and market protection terms require careful evaluation given the system's developmental stage.

Ideal investors should possess adequate liquid capital, food service experience, and comfort with emerging brand concepts. Markets with health-conscious demographics present optimal positioning opportunities.
Did you know? Starting your own Oakberry Store franchise - the trendy açaí bowl and smoothie concept that's taking healthy eating by storm - requires a total investment between $100,000 to $350,000, which includes the $30,000 franchise fee plus all equipment, buildout, and working capital needed to bring this Instagram-worthy superfood destination to your community.

Financing partners

Vetted partners, tailored to franchisees

Your Franzy advisor can connect you with these partners later in the process — competitive rates, specialized in franchise financing.

FranFund

Lender

CRF USA

Nonprofit SBA lender; provides financing for franchise acquisitions, startups, and expansion.

Lender

First Bank of the Lake

Lender

Pension Pros

Lender

FDD Item 7

Initial investment range

$100K–$350K
Most common
$100,000
Minimum
$225,000
Midpoint
$350,000
Maximum

Per FDD Item 7, total initial investment ranges from $100,000 to $350,000. The midpoint $225,000 is what most franchisees report at signing — financing typically reduces cash-at-close by 80–90%. Knowing the investment range helps you plan confidently and ensure you're fully prepared to make the leap.

Growth over time

Franchise footprint

432210
2019
2020
2021
2022
2023
3 units open as of 2023 FDD+3 in last 12 mo

2023 Franchise Disclosure

FDD documents

Below are items 2, 3, 4, 7, 11 and 19 for Oakberry Store's 2023 FDD. The complete FDD is delivered to you directly by the franchisor, per the FTC Franchise Rule.

Estimated initial investment
FDD Item 7 · PDF
Financial performance representations
FDD Item 19 · PDF
Members-only items
Executive team
FDD Item 2 · PDF
Litigation
FDD Item 3 · PDF
Bankruptcy
FDD Item 4 · PDF
Franchisor assistance
FDD Item 11 · PDF
Members only
Unlock the 2023 FDD

Connect to download Items 2, 3, 4, and 11 — direct from the franchisor.

Buyer FAQs

Frequently asked questions

The initial investment for a Oakberry Store franchise typically ranges between $100,000.00 and $350,000.00. This includes the franchise fee, equipment, real estate, and other startup costs. To get a detailed breakdown and better understand the financial requirements, we recommend scheduling a call with the Franzy team. We'll walk you through the specifics and answer any questions you might have. For more detailed information, refer to the financial sections of the FDD.

Disclaimer. The information provided on this page is based on the latest Franchise Disclosure Document (FDD) that is publicly available and that we have on record, which was issued in 2023. This information is for informational purposes only and is not intended to constitute legal, financial, or business advice. We make no guarantees or claims regarding the completeness or accuracy. For the most current and detailed information, we recommend consulting the franchisor directly for the most recent FDD and regarding any questions that you may have about the information provided.

Oakberry Store
Oakberry Store
N/A avg revenue · 0+ US franchises

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