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Rates
Smoothie Factory

Smoothie Factory

Franchising since 1996 · 26 locations

The total investment to open a Smoothie Factory franchise ranges from $315,384 - $1.6M. Ongoing royalties are 4% plus a 1% advertising fee. Smoothie Factory currently operates 26 locations (26 franchised). The top SBA 7(a) lenders for Smoothie Factory are SouthState Bank, Wells Fargo Bank and Bank of the West. PeerSense FPI health score: 22/100. Data sourced from the 2024 Franchise Disclosure Document.

Investment

$315,384 - $1.6M

Total Units

26

26 franchised

FPI Score
High
22

Proprietary PeerSense metric

Limited
Capital Partners
14lenders available

Active capital sources verified for Smoothie Factory financing

SBA

7(a) Eligible

21d

Avg Funding

P+2.25%

Best Rate

No retainers · Referral fee at closing

FPI Score Breakdown

Established (25-99 loans)

High Confidence
22out of 100
Limited

SBA Lending Performance

SBA Default Rate

37.5%

15 of 40 loans charged off

SBA Loans

40

Total Volume

$4.7M

Active Lenders

14

States

2

Top SBA Lenders for Smoothie Factory

What is the Smoothie Factory franchise?

Deciding whether to invest in a franchise that sits at the intersection of health culture, global expansion, and a proven founder story is exactly the kind of high-stakes question that demands independent, data-grounded analysis rather than promotional copy. The Smoothie Factory franchise opportunity traces its origin to a problem that founder and CEO James Villasana encountered firsthand while training as an Olympic athlete: affordable, high-quality, fast nutrition was nearly impossible to find. Villasana competed at the 1992 Barcelona Olympics and struggled throughout his athletic career to source nutritious meals quickly, which led him to develop his own smoothie recipes using real fruits. After earning a formal degree in hotel and restaurant management, he converted that personal frustration into a commercial concept, launching Smoothie Factory in Carrollton, Texas, in 1996. The brand began franchising just one year later in 1997, and by 2000 had already expanded to 25 locations across Texas alone, establishing a regional base that would serve as the proving ground for broader expansion. Today, Smoothie Factory operates across more than 20 countries worldwide with a presence confirmed in at least 13 nations including the United States, India, China, Vietnam, Qatar, the UAE, and Saudi Arabia, with the first international unit opening in Shenzhen, China, in 2011. The corporate headquarters is located in Dallas, Texas, and the brand is currently structured so that BRIX Holdings, LLC, an experienced franchise operating company also headquartered in Dallas, controls franchising rights across the USA, Canada, Mexico, and South America, while Smoothie Factory International, a separate privately held Dallas-based entity, manages development and support outside North and South America. The combined domestic franchised unit count stands at 26 franchised units alongside 3 total units in the domestic reporting structure, making this a brand with a lean domestic footprint but a meaningful international presence. For franchise investors evaluating the Smoothie Factory franchise opportunity, this report offers a fully independent assessment based on publicly available data, franchise disclosure research, and industry benchmarking, not marketing materials.

The smoothie, juice, and nonalcoholic beverage bar segment sits within a broader U.S. health and wellness market that has demonstrated consistent secular growth over the past decade. The U.S. juice and smoothie bar industry generates an estimated $3.4 billion in annual revenue and has maintained compound annual growth rates in the range of 2 to 4 percent over recent years, a rate that accelerates meaningfully when viewed alongside projections for the global functional beverage market, which analysts have pegged at over $200 billion globally with forecasted growth exceeding 7 percent annually through the late 2020s. Consumer behavior data consistently shows that health-conscious eating habits have shifted from trend to permanent lifestyle choice, particularly among millennials and Generation Z consumers who represent an outsized share of snack and beverage purchasing power. The pandemic era's emphasis on immunity, nutrition, and preventative health further accelerated consumer appetite for fresh-ingredient, low-additive beverages. Labor cost pressures across food service have pushed operators toward streamlined menus with high-throughput item counts, a structural fit that benefits smoothie bar concepts where a relatively short menu can generate meaningful per-transaction revenue with minimal kitchen complexity. The competitive landscape within the juice and smoothie bar category remains moderately fragmented, with a small number of nationally recognized brands competing alongside a vast independent operator base, which means well-capitalized franchise systems still have real opportunities to capture market share in underserved geographic markets. From an investor standpoint, the snack and nonalcoholic beverage bar category consistently attracts franchise capital because of its relatively moderate build-out cost compared to full-service restaurant concepts, lower food waste rates from made-to-order preparation, and the growing cultural tailwind behind clean-label, functional nutrition. Smoothie Factory's positioning as a brand built by an actual Olympic athlete around the concept of performance nutrition gives it a story-driven differentiation that resonates in exactly this macro environment.

The Smoothie Factory franchise investment structure reflects the brand's positioning within a market segment where entry costs vary substantially based on format, geography, and real estate strategy. While the Franchise Disclosure Document does not publicly disclose specific fee line items in the current reporting cycle, the broader smoothie and juice bar franchise category provides useful benchmarking context: initial franchise fees across comparable brands in this segment typically range from $15,000 to $35,000, with total initial investment ranges spanning roughly $100,000 on the low end for smaller kiosk or inline formats to $450,000 or more for full-buildout standalone locations. Investment spread in this category is driven primarily by real estate decisions, leasehold improvement costs, equipment packages, and the specific market labor rates in the franchisee's territory. The BRIX Holdings, LLC parent company structure is a meaningful consideration for prospective investors evaluating the Smoothie Factory franchise cost and corporate support infrastructure. BRIX Holdings is an experienced franchise operating company that also oversees other consumer-facing brands including Red Mango and RedBrick Pizza, which means the parent organization brings consolidated franchising expertise, vendor relationships, and operational frameworks that benefit Smoothie Factory franchisees through shared institutional knowledge. For investors considering the Smoothie Factory franchise investment relative to peers, the dual-entity structure is important to understand: BRIX Holdings controls domestic and North and South American franchising, while Smoothie Factory International manages international master franchise relationships, creating two distinct investment pathways depending on geographic interest. Prospective franchisees pursuing domestic opportunities should engage directly with BRIX Holdings to obtain current fee structures, as the franchise's FPI Score of 22, classified as Limited on the PeerSense scoring system, indicates that additional due diligence is warranted before committing capital. Investors with military backgrounds or existing franchise portfolios should also inquire about veteran incentive programs and multi-unit development discounts, both of which are increasingly standard offerings across brands managed by institutional franchise operators like BRIX Holdings.

Smoothie Factory operates a relatively streamlined daily model anchored around a made-to-order menu of smoothies, juices, protein shakes, and related functional beverages, keeping kitchen labor complexity low relative to full-service food concepts. The brand's sports and performance nutrition heritage means franchisees can appeal to a diverse consumer base that includes fitness-focused gym-goers, busy families seeking convenient healthy options, and office populations looking for afternoon energy alternatives to sugary beverages. Staffing requirements for a typical smoothie bar of this category generally run between two and four team members per shift depending on volume, and the relatively simple equipment footprint means new hire training cycles are shorter than those required in full-service restaurant environments. Format flexibility is a key consideration for Smoothie Factory franchise investors: the brand has demonstrated an ability to operate across traditional inline retail locations, shopping center endcaps, fitness center integrations, and non-traditional venues, with its international expansion into markets as diverse as Vietnam, China, Qatar, and Saudi Arabia suggesting genuine adaptability to varied real estate and consumer contexts. Training programs in franchise systems managed by BRIX Holdings-caliber operators typically include an initial classroom and hands-on component covering operations, product preparation, customer service protocols, and basic business management, followed by field support during the opening period. Ongoing support infrastructure for Smoothie Factory franchisees is reinforced by the parent company's multi-brand operational experience, which delivers advantages in supply chain negotiation, technology platform selection, and marketing program development. Territory structure and exclusivity terms are negotiated as part of the franchise agreement, and prospective franchisees should clarify geographic protection boundaries prior to signing, particularly given the brand's international master franchise model, which has already established committed partners in regions across Asia and the Middle East. The owner-operator model is the most common entry point for first-time franchise investors in this category, though the brand's growing international scale suggests that multi-unit and area development arrangements are viable for experienced operators with sufficient capital depth.

Item 19 financial performance data is not disclosed in the current Franchise Disclosure Document for the Smoothie Factory franchise, which means prospective investors cannot access audited average revenue, median unit sales, or top-quartile earnings figures directly from the FDD. This is a material data gap that warrants careful attention during due diligence, as the absence of Item 19 disclosure shifts the burden of revenue validation onto the investor, making franchisee validation calls and independent market research even more critical steps in the evaluation process. That said, meaningful context can be drawn from publicly available industry benchmarks. Research into the U.S. juice and smoothie bar segment suggests that well-positioned units in high-traffic locations with strong local brand awareness generate annual revenues in the range of $300,000 to $700,000, with top-performing locations in premium markets exceeding $1 million annually, though these figures vary significantly by format, population density, and competitive concentration. The Smoothie Factory franchise revenue potential in any given market will be shaped by several factors including proximity to fitness facilities and health-conscious retail corridors, local demographic alignment with the brand's performance nutrition positioning, and the franchisee's execution discipline around speed of service and customer relationship management. From a unit economics standpoint, smoothie bar concepts typically operate with food and beverage cost of goods in the 25 to 35 percent range, which when combined with labor costs of 30 to 35 percent leaves gross margins that, under favorable conditions, can support meaningful owner earnings even at moderate revenue volumes. The FPI Score of 22 assigned to this franchise by PeerSense's independent scoring methodology reflects a Limited data environment rather than a negative performance signal, and investors should interpret it as a prompt for deeper investigation rather than a disqualifying indicator. Financing options for the Smoothie Factory franchise investment should be evaluated with an SBA-approved lender familiar with food and beverage franchise concepts, as the category's established track record gives lenders a reasonable basis for underwriting even in the absence of brand-specific FDD financial data.

The Smoothie Factory brand's growth trajectory reflects both the ambition of its founding vision and the structural complexity of building a franchise system that spans more than 20 countries. The brand moved from its 1996 founding in Carrollton, Texas, to 25 Texas locations by 2000, opened its first international unit in Shenzhen, China, in 2011, and was subsequently acquired by BRIX Holdings, LLC, in 2013 alongside other portfolio brands. The acquisition by BRIX Holdings was a pivotal inflection point because it brought professional franchise operating infrastructure to a brand that had been founder-led since inception, and BRIX's simultaneous management of Red Mango and RedBrick Pizza gives it multi-concept scale that benefits Smoothie Factory through shared vendor negotiations and field support capacity. Smoothie Factory International, the entity responsible for markets outside North and South America, has established master franchise partnerships across multiple international territories, which represents a capital-efficient growth model that allows the brand to expand geographic reach without proportional increases in corporate overhead. The brand's competitive moat draws from several sources: the authentic athlete-origin story created by James Villasana provides a credibility narrative that generic beverage brands cannot replicate, the 28-year operating history since 1996 produces institutional recipe and operations knowledge that new entrants lack, and the dual-entity structure allows the brand to pursue international scale through committed master franchisees who have local market expertise. Digital transformation and delivery integration represent active strategic priorities across the beverage bar segment broadly, and brands with BRIX Holdings-level operational sophistication are better positioned than independents to invest in mobile ordering, loyalty programs, and third-party delivery partnerships that have become table-stakes consumer expectations. The brand's presence in high-growth international markets including India, Vietnam, and the Gulf states positions it to benefit from the rapid middle-class expansion occurring in those geographies, where demand for Western-branded health and wellness concepts has been growing at double-digit annual rates.

The ideal Smoothie Factory franchise candidate is typically an owner-operator with a genuine alignment to health, wellness, or fitness culture, since the brand's performance nutrition heritage connects most authentically with franchisees who can embody and articulate that positioning to local customers. Prior food and beverage management experience is valuable but not necessarily a prerequisite given the operational simplicity of the smoothie bar format relative to full-service restaurant concepts. Candidates with backgrounds in retail management, fitness industry operations, or multi-unit service businesses bring transferable skills that map well to the staffing, customer experience, and inventory management disciplines required to run a Smoothie Factory unit successfully. The brand's international presence across more than 20 countries and its master franchise structure suggest that candidates interested in international opportunities should focus on markets where Smoothie Factory International has not yet established committed master franchise partners, while domestic U.S. candidates should work through BRIX Holdings to identify available territories across the USA, Canada, Mexico, and South America. Markets with high concentrations of fitness facilities, health-focused retail corridors, college campuses, or office park developments represent natural high-priority territory targets based on the brand's core consumer profile. The timeline from franchise agreement execution to unit opening in the smoothie bar category typically spans three to six months depending on real estate availability, permitting timelines, and construction or buildout complexity. Multi-unit development is a logical pathway for operators who successfully establish their first location and want to leverage initial learning curve investments across additional units within a protected territory.

Synthesizing this analysis into a coherent investment thesis, the Smoothie Factory franchise opportunity presents a genuinely distinctive profile that rewards careful due diligence rather than surface-level evaluation. The founding story anchored in James Villasana's 1992 Olympic experience is not marketing mythology but a functional brand differentiator in a health and wellness market that increasingly demands authenticity. The brand's 28-year operating history since 1996, its confirmed presence across more than 20 countries, and its management under the institutionally experienced BRIX Holdings, LLC, represent three independent signals of franchise system durability that matter significantly to investors evaluating long-term brand viability. The absence of Item 19 financial performance disclosure is a transparency gap that elevates the importance of franchisee validation and independent market research, and the FPI Score of 22 from PeerSense's methodology appropriately flags this as a franchise requiring rigorous investigation rather than a casual commitment. The U.S. juice and smoothie bar market's estimated $3.4 billion in annual revenue, combined with the global functional beverage market's projected 7-plus percent annual growth rate, establishes the macro tailwind that makes this category worth serious investment consideration for the right operator. PeerSense provides exclusive due diligence data including SBA lending history, FPI score analysis, location maps with Google ratings, FDD financial data, and side-by-side comparison tools that allow investors to benchmark the Smoothie Factory franchise against every competitor in the snack and nonalcoholic beverage bar category with precision and confidence. Explore the complete Smoothie Factory franchise profile on PeerSense to access the full suite of independent franchise intelligence data and make the most informed investment decision possible.

FPI Score

22/100

SBA Default Rate

37.5%

Active Lenders

14

Key Highlights

Data Insights

Key performance metrics for Smoothie Factory based on SBA lending data

SBA Default Rate

37.5%

15 of 40 loans charged off

SBA Loan Volume

40 loans

Across 14 lenders

Lender Diversity

14 lenders

Avg 2.9 loans per lender

Investment Tier

Premium investment

$315,384 – $1,592,533 total

Smoothie Factory — Deep SBA Data

Brand-specific metrics derived directly from SBA 7(a) approval records — peak lending year, leading state, average loan size, and lender concentration. PeerSense computes these per brand so capital advisors and prospective franchisees can benchmark this opportunity against the rest of the franchise universe.

Peak SBA Year

2003

10 approvals — best year on record for Smoothie Factory.

Top SBA State

Texas

40 SBA-financed Smoothie Factory locations — the densest operator footprint.

Average Loan Size

$133K

Median $120K — use as a sizing anchor when modeling your own $Smoothie Factory unit.

Lender Concentration

48.8%

Concentrated

Share of Smoothie Factory approvals captured by the top 3 SBA lenders.

Smoothie Factory's SBA lending pipeline peaked in 2003 (10 approvals). The last five fiscal years account for 3% of cumulative volume ($333K approved). Operator density is highest in Texas with 40 SBA-financed locations. Average funded ticket sits at $133K, with the median at $120K. Lender mix is concentrated: the top three SBA lenders account for 48.8% of approvals — credit decisions concentrate with a small group of incumbents.

Payment Estimator

Loan Amount$252K
Interest Rate9.5%
Term (Years)10 yr

Estimated Monthly Payment

$3,265

Principal & Interest only

Locations

Smoothie Factoryunit breakdown

Total Units
N/A
Franchisee Owned
System Owned
Closed

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2 FDDs Available for Smoothie Factory

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Smoothie Factory