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U-Swirl franchise

2022 filing · September 28, 2022Fewer locations

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U-Swirl at a glance

A self-serve frozen yogurt store, offered under U-Swirl and sister names such as CherryBerry, Yogurtini and Aspen Leaf Yogurt. At the end of 2022 there were 64 U-Swirl locations in the US, 61 franchised and 3 company-owned.

The business

Industry
Frozen yogurt
Also listed in food
Franchisor
U-Swirl International, Inc
The company that sells the franchises
Who runs it
Semi-absentee
Owner doesn't have to take part; a trained manager runs it
Typical size
1,400–2,400 sq ft

What you pay

Cost to open
$339K–$506K
Fee, build-out and opening working capital
Franchise fee
$25,000
Paid once, when you sign
Royalty
6%
6% of net sales, paid weekly, plus 1% to the advertising fund, up to 3% to a regional cooperative and 1% on local advertising
Brand fund
1%
1% of net sales, less any amount sent to a regional co-op, paid with the royalty
Renewal fee
$5,000
When the agreement ends and you sign again
Agreement length
10 years
Territory
None
No exclusive territory
Franchisor financing
None offered
SBA Franchise Directory
Listed
SBA-backed loans are possible

Where it is

US locations, 2022
64
Franchised and company-owned
Franchised
61
Company-owned
3
Change in 3 years
−35
Franchised locations, 2020–2022
States
21
Most in Georgia, Minnesota and Arizona

Support and records

Shares sales figures
No
Ask current owners what a location makes
Initial training
26.25 hours
9.75 hours in class and 16.5 on the job
SBA loans approved
4
2013–2017
Lawsuits disclosed
Yes
Bankruptcy disclosed
None
Latest filing
Sep 28, 2022
2022 filing

From U-Swirl International, Inc’s 2022 filing; SBA status from the SBA Franchise Directory, October 28, 2026.

Where it ranks

U-Swirl among all franchises with the same figure.

FigureU-SwirlAmong all franchises
Cost to open, midpointHalfway between the low and high estimate$422,380Costs more than 57% of franchises
Franchise feePaid once, when you sign$25,000Lower than 82% of franchises
RoyaltyShare of sales paid to the franchisor6%Higher than 35% of brands with a set rate
US locationsFranchised and company-owned64More than 69% of franchises

How much a U-Swirl franchise costs

Opening one U-Swirl costs an estimated $339,000 to $505,760. That covers the franchise fee and everything else needed to open, through the first months of working capital.

The biggest costs are furniture, fixtures and equipment ($150,000 to $190,400) and real estate and improvements ($131,000 to $185,920). Here is every line of the estimate as filed:

What it pays forRangeLowHigh
Initial Franchise Fee$5,000$25,000
Real Estate and Improvements$131,000$185,920
Furniture, Fixtures and Equipment$150,000$190,400
Travel and Living Expenses While Training$1,000$5,000
Signs$7,000$13,440
Opening Inventory$5,000$10,000
Grand Opening$5,000
Additional Funds – Three Months$35,000$71,000
Total$339,000$505,760

Source: U-Swirl International, Inc, 2022 filing, page 21

U-Swirl franchise fee

The franchise fee is $25,000. You pay it when you sign the franchise agreement.

Source: U-Swirl International, Inc, 2022 filing, page 17

Royalty and ongoing fees

Royalty6% of net sales, paid weekly, plus 1% to the advertising fund, up to 3% to a regional cooperative and 1% on local advertising.
Brand or marketing fund1% of net sales, less any amount sent to a regional co-op, paid with the royalty.
Transfer Fee$10,000,9
Renewal Fee$5,000
Mandatory Meetings and Additional Mandatory Training$350 - $1,500, plus program fee

The typical franchise royalty is 6% of sales, plus 2% for marketing. See franchise fees and royalties to compare.

Source: U-Swirl International, Inc, 2022 filing, page 17

Other fees as filed, from pages 18–19. The filing lists every fee, including late fees and audit costs.

Sales and earnings

No figures U-Swirl does not share sales or profit figures for its locations. Talking to current and former franchise owners is the usual way to learn what a location earns.

Source: U-Swirl International, Inc, 2022 filing, page 48

Estimate Estimated yearly sales per location
$420K–$740K

Estimated from the sales that 292 comparable franchises file, matched on industry, format, cost to open, fees and size.

SBA loans to U-Swirl franchisees

Lenders approved 4 SBA 7(a) loans for U-Swirl franchisees from 2013 to 2017, $500K in all. All 3 that have ended were paid in full; none was charged off. The other one hasn’t ended yet.

A charged-off loan is one written off as uncollectible. See SBA franchise loans for how 7(a) and 504 loans work.

Source: SBA 7(a) and 504 loan data, as of September 30, 2026

Growth and closures

Share of franchised locations, 2022 / 2020–2022. Typical means the median: half of brands are above it, half below.

MeasureU-SwirlTypical frozen yogurt brandTypical franchise
GrowthNet change in franchised locations−14% / −36%0% / −8.1%+1.2% / +10%
ClosuresTerminated, not renewed or stopped operating14% / 44%4.9% / 17%3.9% / 16%
Bought backLocations the franchisor took back0% / 0%0% / 0%0% / 0%

Typical frozen yogurt brand is the median of the 5 brands in frozen yogurt franchises with three years of counts.

How U-Swirl compares

Of the 13 frozen yogurt franchises on this site, U-Swirl is the 11th cheapest to open and the 5th largest by number of locations.

FigureU-SwirlTypical frozen yogurt brandTypical franchise
Cost to open, low end$339K$292K$222K
Cost to open, high end$506K$684K$477K
Franchise fee$25K$30K$40K
Royalty6%6%6%
Brand fund1%2%2%
US locations646121
Shares earnings figuresNo9 of 132,147 of 3,352

Typical is the median across the 13 brands in frozen yogurt franchises; typical franchise, across every brand here.

Locations opened and closed

7 opened
42 closed or left
Franchised locations, last 3 years
2020
1 opened17 closed or left
80 (−16)
2021
6 opened15 closed or left
71 (−9)
2022
0 opened10 closed or left
61 (−10)
YearFranchisedCompany-ownedOpenedClosed
202080 (−16)4+1−17
202171 (−9)3+6−15
202261 (−10)30−10

Closed or left counts terminations, non-renewals, locations bought back by the franchisor and locations that stopped operating. Counts include stores under the sister frozen yogurt names.

See which brands grew most in the fastest-growing franchises rankings.

More in the guides: franchise failure rates.

Source: U-Swirl International, Inc, 2022 filing, page 48

Source filing (2022, PDF)

Where U-Swirl locations are

At the end of 2022, U-Swirl had locations in 21 states. The most are in Georgia, Minnesota and Arizona.

  • Georgia9
  • Minnesota8
  • Arizona7
  • Nevada5
  • Missouri4
  • North Carolina4
StateFranchisedCompany-ownedTotal
Georgia909
Minnesota808
Arizona707
Nevada235
Missouri404
North Carolina404
North Dakota404
Texas303
Illinois202
Iowa202
All 21 states
Kansas2
New Mexico2
South Dakota2
Arkansas1
California1
Colorado1
Mississippi1
New Jersey1
New York1
Oklahoma1
Utah1

Source: U-Swirl International, Inc, 2022 filing, page 49

Who owns U-Swirl?

U-Swirl franchises are sold by U-Swirl International, Inc.

From U-Swirl International, Inc’s 2022 filing.

U-Swirl filings

The figures on this page come from U-Swirl International, Inc’s 2022 filing, issued September 28, 2022, on record with the NASAA Electronic Filing Depository.

U-Swirl filings, newest first
FilingIssuedRegistryOn this page
2022 filingSeptember 28, 2022NASAA depositoryCosts, fees and locations, 2020–2022

Each link opens the filing as a PDF. See the newest filings across all brands.

Other frozen yogurt franchises

All frozen yogurt franchises

U-Swirl is also on these lists: food franchises.

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