Twisted Sugar
Franchising since 2015 · 4 locations
The total investment to open a Twisted Sugar franchise ranges from $123,330 - $234,600. The initial franchise fee is $20,000. Ongoing royalties are 4% plus a 1% advertising fee. Twisted Sugar currently operates 4 locations (4 franchised). The top SBA 7(a) lenders for Twisted Sugar are Bell Bank, Newtek Small Business Finance, Inc. and Central Bank. PeerSense FPI health score: 53/100.
$123,330 - $234,600
$20,000
4
4 franchised
Proprietary PeerSense metric
ModerateActive capital sources verified for Twisted Sugar financing
SBA
7(a) Eligible
21d
Avg Funding
P+2.25%
Best Rate
No retainers · Referral fee at closing
FPI Score Breakdown
Emerging (3-9 loans)
SBA Lending Performance
SBA Default Rate
0.0%
0 of 4 loans charged off
SBA Loans
4
Total Volume
$1.1M
Active Lenders
4
States
3
Top SBA Lenders for Twisted Sugar
What is the Twisted Sugar franchise?
Navigating the burgeoning snack and non-alcoholic beverage bar industry presents a compelling, yet complex, franchise opportunity, requiring meticulous due diligence to avoid the pitfalls of misaligned investment. Prospective investors often grapple with identifying a brand that offers both robust market positioning and a proven operational model, a challenge compounded by the dynamic nature of consumer preferences and the necessity of substantial capital commitment. Twisted Sugar emerges as a distinctive player in this vibrant sector, specializing in gourmet cookies, custom sodas, and innovative ice cream "twisters," a unique combination designed to capture broad consumer appeal. The brand's journey began in 2015 when Mike and Tonia Jardine transformed their passion for baking, initially a stress-reliever, into a thriving enterprise, culminating in the opening of the first Twisted Sugar location in Layton, Utah, in 2016. This foundational effort laid the groundwork for a franchise system now operating 45 stores across 13 states in the United States, demonstrating a significant growth trajectory from its origins in Idaho into Utah and subsequently across the nation. The corporate entity behind this expansion is MWJ Holdings LLC, an Arizona limited liability company organized on December 9, 2020, which operates under the d/b/a "Twisted Sugar" and maintains its principal business address at 377 E. Gentile Street, Layton, Utah 84041. While the brand's overall footprint extends to 45 operational units, specific franchise database records indicate a core of 4 franchised units, with zero company-owned locations, reflecting a pure franchise model for a segment of its network. Twisted Sugar positions itself as a growing force within the global "Twisted Bars" market, a broader category encompassing snack and non-alcoholic beverage bars, which was valued at $2514.67 million in 2021 and is projected to reach $3198.74 million by the end of 2025, further expanding to $5175.78 million by 2033, showcasing a robust compound annual growth rate (CAGR) of 6.2% from 2025 to 2033. North America commands a substantial 24.45% share of this global market revenue by 2025, with the United States alone contributing $487.218 million to this market revenue in 2021, underscoring the significant total addressable market for the Twisted Sugar franchise opportunity. This independent analysis from PeerSense provides a critical, data-driven perspective for investors, moving beyond marketing rhetoric to deliver actionable intelligence on this unique franchise offering.
The industry landscape in which Twisted Sugar operates is characterized by impressive scale and sustained growth, offering a fertile ground for franchise investment. The global snack bars market alone was valued at USD 24 billion in 2025 and is projected to grow at a CAGR of 8.4%, reaching USD 49.5 billion by 2034, indicating a robust and expanding consumer base for convenient, portion-controlled treats. Simultaneously, the global non-alcoholic beverage market, valued at approximately USD 902.14 billion in 2023, is forecast to achieve USD 1751.47 billion by 2032, propelled by a CAGR of roughly 7.65% between 2024 and 2032. North America held the major revenue share in this market in 2023, largely driven by the high acceptance of soda products and the pervasive presence of major beverage manufacturers, creating a favorable environment for concepts like Twisted Sugar that specialize in custom soda creations. Several key consumer trends are driving this demand and creating secular tailwinds for the industry, including an increasing focus on health and wellness, which fuels demand for nutritious and low-calorie snacks, alongside the growing popularity of plant-based preferences and vegan options. Consumer interest in sustainability, reflected in a desire for eco-friendly packaging and ethically sourced ingredients, is also shaping market offerings, while technology integration, through apps and kiosks for ordering, customization, and delivery services, enhances convenience and accessibility. The demand for clean label products, emphasizing transparency in ingredient sourcing and fewer artificial additives, along with expanding consumer tastes for ethnic and global flavors, further diversifies the market. Busy lifestyles and on-the-go consumption habits continue to drive demand for portable nutrition, making snack bars a convenient solution, and the popularity of functional foods featuring ingredients like adaptogens, probiotics, and collagen for specific health goals represents a niche opportunity. Finally, mindful snacking, a trend towards smaller, portion-controlled sizes, aligns perfectly with the individualized nature of Twisted Sugar’s offerings. These macro forces combine to create a dynamic opportunity within a fragmented yet rapidly consolidating industry, where brands offering unique experiences and customizable products, like the Twisted Sugar franchise, are well-positioned for sustained growth and attractive returns for strategic investors.
Investing in a Twisted Sugar franchise involves a structured financial commitment, with several key fees and capital requirements that prospective franchisees must consider. The initial franchise fee is stated as $20,000, presenting an accessible entry point for many entrepreneurs. However, it is crucial for investors to note that another source, referencing the 2021 Franchise Disclosure Document (FDD), indicates upfront franchise fees ranging from $28,000 to $44,900 that must be paid to the franchisor and its affiliates, a discrepancy that suggests potential changes over time or varying fee structures depending on the agreement or market. The total investment necessary to begin the operation of a Twisted Sugar franchise typically ranges from $123,330 to $234,600, encompassing various startup costs such as leasehold improvements, equipment, initial inventory, and working capital. Another source provides a slightly broader range, from $123,330 to $302,100, reflecting potential variations in build-out costs, geographic market conditions, and specific site requirements, which can significantly impact the final capital outlay. Franchisees are also subject to ongoing financial obligations, including a royalty fee of 4% of gross sales, which is a standard percentage in the food and beverage sector for continued brand support and operational guidance. Additionally, a separate fee of 1% of gross sales is allocated to an advertising fund, supporting system-wide marketing and promotional efforts to enhance brand visibility and drive customer traffic. Prospective franchisees are generally required to have a minimum of $150,000 in liquid capital, demonstrating sufficient cash reserves to cover initial expenses and operating costs during the ramp-up phase. However, a significant difference exists here as another source indicates a minimum cash required of $30,000, highlighting the critical need for potential franchisees to directly verify the most current and accurate liquid capital requirement with the franchisor to ensure financial readiness. Furthermore, a minimum net worth of $500,000 is required for qualification, signaling the franchisor's expectation for financially stable candidates. This combination of initial fees and ongoing costs positions the Twisted Sugar franchise investment as a mid-tier opportunity within the broader franchise landscape, offering a balance between accessibility and the capital required for a robust retail food and beverage operation, backed by the corporate entity MWJ Holdings LLC.
The operating model and support structure for a Twisted Sugar franchise are designed to facilitate efficient daily operations and foster franchisee success. Daily operations for a Twisted Sugar franchisee are centered around baking their own inventory of approximately 20 different cookie varieties fresh daily, ensuring a high-quality product that customers love. This commitment to freshness extends to a rotating "cookie of the month," which keeps the menu exciting and encourages repeat visits. The brand emphasizes the use of regionally sourced ingredients and strictly avoids prepackaged mixes, further enhancing product quality and consistency across its network. The menu is diverse, featuring handcrafted cookies such as classic chocolate chip, lemon sugar, frosted sugar, oatmeal, peanut butter, and specialty flavors like lemon raspberry sugar, sprinkles sugar, caramel sugar, sugardoodle, chocolate rolled in powdered sugar, peanut butter nutella, lemon tart, banana cream, swizzle sugar, oatmeal cookie butter, cookies and cream, and gluten-free options, catering to a wide array of consumer preferences. Beyond cookies, the offering includes custom sodas, utilizing both Coke and Pepsi products, with hundreds of customization possibilities through various add-ins, providing a unique beverage experience. Signature shakes, known as "twisters," and at some locations, pineapple Dole Whip, round out the dessert and beverage selections. Income streams for franchisees are diversified, encompassing in-store sales, drive-through sales, and catering services, maximizing revenue potential from various customer touchpoints. A typical existing franchise location might operate with 1 owner/general manager working approximately 20 hours per week, supported by around 21 part-time employees working a total of about 115 hours per week, reflecting a lean but effective staffing model that often provides employment opportunities, particularly for high school students. Twisted Sugar provides comprehensive support, starting with a 2-week training program conducted at the corporate training facility, emphasizing a hands-on approach to learning all operational procedures. The corporate team offers a detailed, step-by-step checklist to guide franchisees through the opening process, making it straightforward. Ongoing support includes a dedicated franchise business coach and a 24/7 support hotline, ensuring franchisees have continuous access to guidance. Marketing assets, such as social media kits, drive-thru signage, and other promotional materials, are provided to boost local visibility. The brand’s technology platform integrates a Point-of-Sale (POS) system, online ordering capabilities, and customer loyalty programs to streamline operations and enhance customer engagement. Established vendor relationships and inventory management guidance are part of the supply chain support, while assistance with market analysis and the location approval process is also provided for site selection. While an existing franchisee was grandfathered into terms that did not require multi-unit development and owned rights for up to 3 additional sites, new franchisees might be required to open 4 locations, indicating a strategic shift towards multi-unit growth and owner-operator involvement.
Item 19 financial performance data is not disclosed in the current Franchise Disclosure Document, meaning specific average revenue per unit, median revenue, or profit margins for the Twisted Sugar franchise are not publicly available through the FDD. This absence of explicit earnings claims necessitates a deeper analysis of other available indicators to assess the potential financial viability of a Twisted Sugar franchise investment. Despite the lack of direct Item 19 figures, the brand's rapid expansion from its 2016 founding to 45 stores across 13 states signals strong underlying unit-level performance and franchisee confidence in the business model. This growth trajectory is further evidenced by recent expansion plans, including local franchisees Katie and Russ Forsberg, who began their Twisted Sugar journey in 2021 with their first store in Peoria, Arizona, and are now planning to open three new locations in Arizona's Valley through 2024, specifically in Surprise (spring), Show Low (spring), Goodyear (early 2024 at Pebble Creek Village Marketplace), and North Phoenix (corner of I-17 and Dove Valley Rd). Additionally, a new Twisted Sugar location is slated to open in Schererville, Indiana, with renovations planned immediately after a local franchisee signed a lease in the Fountain Park Shopping Center, further illustrating the continued franchisee investment and belief in the brand's profitability. The positive feedback from franchisees, who describe their locations as a "staple in the community" and the experience as one of the "best financial and fun experiences" they've made, provides anecdotal evidence of perceived financial success and operational satisfaction, even without specific revenue disclosures. Within the broader industry context, the global "Twisted Bars" market, which encompasses snack and non-alcoholic beverage bars, was valued at $2514.67 million in 2021 and is projected to grow to $5175.78 million by 2033, with North America holding a significant 24.45% of the global market revenue by 2025. The global snack bars market is anticipated to reach USD 49.5 billion by 2034, and the global non-alcoholic beverage market is projected to reach USD 1751.47 billion by 2032. These substantial market sizes and robust growth rates suggest a favorable operating environment for Twisted Sugar, implying significant revenue potential for individual units within a thriving sector. While direct financial performance representations are not provided, the consistent expansion and positive franchisee sentiment, coupled with strong industry growth, collectively suggest a compelling revenue opportunity for the Twisted Sugar franchise.
The growth trajectory of Twisted Sugar demonstrates a compelling expansion strategy and strong market acceptance since its inception. From the opening of its first location in Layton, Utah, in 2016, the brand has expanded its footprint to 45 stores across 13 states, showcasing a steady and significant increase in unit count over recent years. This expansion has moved beyond its initial Idaho and Utah markets, extending across the country through strategic franchise development. Recent corporate developments underscore this continued growth, primarily through the commitment of multi-unit franchisees. For instance, Katie and Russ Forsberg, who opened their first Twisted Sugar in Peoria, Arizona, in 2021, are now actively planning to open four new locations in Arizona by early 2024, including sites in Surprise, Show Low, Goodyear at Pebble Creek Village Marketplace, and North Phoenix at the corner of I-17 and Dove Valley Rd. This significant investment by existing franchisees indicates strong confidence in the brand's operating model and market potential. Additionally, a new Twisted Sugar location is slated to open in Schererville, Indiana, with renovations beginning promptly after a local franchisee secured a lease in the Fountain Park Shopping Center, further diversifying the brand's geographic presence. Twisted Sugar cultivates a competitive moat through its distinctive product offering, specializing in gourmet cookies, custom sodas, and ice cream "twisters," which differentiates it within the crowded snack and beverage market. The brand's emphasis on fresh-baked quality, utilizing regionally sourced ingredients and avoiding prepackaged mixes for its approximately 20 cookie varieties plus a rotating "cookie of the month," creates a premium perception and strong customer loyalty. The extensive customization options for its sodas, featuring both Coke and Pepsi products with hundreds of add-in possibilities, further enhance the unique customer experience. The comprehensive corporate support structure, encompassing a 2-week training program at the corporate facility, a dedicated franchise business coach, a 24/7 support hotline, robust marketing assets, and an integrated technology platform with POS, online ordering, and loyalty programs, provides franchisees with the tools necessary for success. This strong operational framework and unique product mix allow the Twisted Sugar franchise to adapt effectively to current market conditions, leveraging convenience through drive-through capabilities and catering, while catering to consumer desires for unique and customizable treats.
The ideal candidate for a Twisted Sugar franchise is an individual possessing a strong work ethic and a deep dedication to business ownership, acknowledging that success requires navigating both "ups and downs" and "hard days." While specific prior management experience or industry knowledge is not explicitly stated as a requirement, the brand's comprehensive 2-week training program at the corporate facility suggests that motivated individuals without extensive prior experience can be equipped for success. Franchisees who thrive in this system often appreciate the flexibility in managing their business and time, enjoy providing a product that customers love, and embrace the opportunity to employ teenagers and other community members, contributing positively to their local economies. The corporate team's "solid" support, with everything "lined out" to make the opening process "simple," further indicates that a candidate willing to follow a proven system will find the path to opening straightforward. For new franchisees, there might be a requirement to open 4 locations, a shift from older terms that grandfathered existing franchisees into rights for up to 3 additional sites, signaling a strategic focus on multi-unit development for expansion. This multi-unit expectation suggests the ideal candidate is an ambitious entrepreneur looking to scale their investment across multiple territories. Twisted Sugar currently operates in 13 states, with active expansion in Arizona and Indiana, indicating that opportunities are available in both established and new markets across the United States. The typical franchise agreement term length is 5 years, providing a clear operational horizon for franchisees. The brand's success in diverse markets, from its Utah origins to recent expansions in Arizona and Indiana, suggests broad market appeal, making various geographic locations potentially viable for a Twisted Sugar franchise.
For investors seeking a compelling franchise opportunity within a high-growth segment, the Twisted Sugar franchise warrants serious due diligence. The brand operates at the intersection of the rapidly expanding snack bars market, projected to reach USD 49.5 billion by 2034, and the robust non-alcoholic beverage market, forecast to achieve USD 1751.47 billion by 2032. Twisted Sugar's unique product offering of gourmet cookies, custom sodas with hundreds of customization options, and ice cream "twisters," combined with a strong emphasis on fresh-baked quality and regionally sourced ingredients, positions it favorably within these dynamic industries. The brand's impressive growth from its 2016 founding to 45 stores across 13 states, supported by robust corporate training and ongoing assistance, including a dedicated business coach and 24/7 support, underscores a proven operational model. The significant investment by multi-unit franchisees, such as Katie and Russ Forsberg planning four new Arizona locations, further validates the brand's financial potential and franchisee satisfaction, even in the absence of Item 19 financial performance disclosures. The accessible initial franchise fee, ranging from $20,000 to $44,900, combined with a total investment range of $123,330 to $302,100, presents an attractive mid-tier investment for qualified candidates with a minimum net worth of $500,000 and sufficient liquid capital. PeerSense provides exclusive due diligence data including FPI score of 53 (Moderate), location maps with Google ratings, FDD financial data, and side-by-side comparison tools. Explore the complete Twisted Sugar franchise profile on PeerSense to access the full suite of independent franchise intelligence data.
FPI Score
53/100
SBA Default Rate
0.0%
Active Lenders
4
Key Highlights
Franchise Financing Resources
Data Insights
Key performance metrics for Twisted Sugar based on SBA lending data
SBA Default Rate
0.0%
0 of 4 loans charged off
SBA Loan Volume
4 loans
Across 4 lenders
Lender Diversity
4 lenders
Avg 1.0 loans per lender
Investment Tier
Mid-range investment
$123,330 – $234,600 total
Twisted Sugar — 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
2021
2 approvals — best year on record for Twisted Sugar.
Top SBA State
Utah
2 SBA-financed Twisted Sugar locations — the densest operator footprint.
Average Loan Size
$286K
Median $255K — use as a sizing anchor when modeling your own $Twisted Sugar unit.
Lender Concentration
75%
Concentrated
Share of Twisted Sugar approvals captured by the top 3 SBA lenders.
Twisted Sugar's SBA lending pipeline peaked in 2021 (2 approvals). The last five fiscal years account for 75% of cumulative volume ($1.0M approved). Operator density is highest in Utah with 2 SBA-financed locations. Average funded ticket sits at $286K, with the median at $255K. Lender mix is concentrated: the top three SBA lenders account for 75% of approvals — credit decisions concentrate with a small group of incumbents.
Payment Estimator
Estimated Monthly Payment
$1,277
Principal & Interest only
Locations
Twisted Sugar — unit breakdown
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