About Summer Moon Coffee Franchise
Summer Moon Coffee is a specialty coffee franchise known for its signature wood fired coffee, roasted over Texas oak to create a distinctively smooth and flavorful brew.
The brand's standout offering is its Moon Milk, a sweet cream that has developed a passionate following among coffee lovers.
Summer Moon has been franchising since 2020 under SummerMoon Holdings, LLC, expanding from its Austin, Texas roots into new markets.
Summer Moon Coffee Franchise Cost & Fees
Minimum Investment
$374K
Average Investment
$558K
Maximum Investment
$741K
| Fee Type | Amount | Notes |
|---|---|---|
| Initial Franchise Fee | $25,000 | One-time payment upon signing |
| Royalty Fee | 5% of Gross Sales of gross sales | Ongoing; paid monthly |
| Marketing/Ad Fund | Currently 0% of Gross Sales, up to 2% of Gross Sales | National brand fund |
| Total Investment Range | $374,150 – $741,000 | Includes build-out, inventory, working capital |
The investment range of $374K–$741K reflects variability in build-out costs, store size, lease terms, and market. The combined royalty (5% of Gross Sales) and marketing fee (Currently 0% of Gross Sales, up to 2% of Gross Sales) are ongoing costs paid as a percentage of gross sales.
Investment Breakdown (Item 7)
| Item | Low | High |
|---|---|---|
| Initial Franchise Fee(1) | $25,000 | $25,000 |
| Real Property/Site Lease(2) | $12,000 | $40,000 |
| Design/Planning | $6,500 | $8,500 |
| Leasehold Improvements(3) | $180,000 | $350,000 |
| Furniture, Fixtures, and Equipment(4) | $60,000 | $160,000 |
| Smallwares and Opening Inventory(5) | $26,000 | $34,000 |
| Signage (6) | $10,000 | $25,000 |
| Soft Costs(7) | $2,500 | $5,000 |
| Insurance(8) | $2,400 | $5,000 |
| Computer System and Software(9) | $14,000 | $21,000 |
| Initial Training and Opening Support Fee /Training Costs(10) | $20,000 | $40,500 |
| Security and Utility Deposits(11) | $250 | $3,500 |
| Business Licenses(12) | $500 | $3,500 |
| Additional Funds – 3 months(13) | $15,000 | $20,000 |
Additional Fees (Item 6)
| Fee Type | Amount |
|---|---|
| Transfer Fee | $10,000 (Franchise Agreement); An amount equal to the sum of $5,000 multiplied by the number of remaining Summer Moon Coffee Shop to be opened under your Development Agreement (Development Agreement) |
| Renewal Fee | $12,500 (Successor Fee) |
| Technology Fee | Currently $270 per Accounting Period per Summer Moon Coffee Shop |
| Audit Fee | Our reasonable expenses, including wages and any professional expenses (charged if not in compliance or re-audit needed) |
| Additional Persons at Initial Training | An amount equal to our personnel’s travel expenses and room, board and wages. |
| Required Education/Training Programs | A fee for such attendance. |
| FF&E Upgrades | An amount determined by us or your third-party suppliers based on your satisfying our then current furniture, fixtures and equipment standards. |
| Site Evaluation Reimbursement | Reimbursement of our costs, including travel and lodging expenses (if needed), and a per diem charge for salaries (currently $250 per person per day). |
| Prospectus Review Fee | Reimbursement for our costs. |
| Indemnification Costs | Reimbursement of defense costs we incur and payment of judgments against us arising from your conduct. |
| Enforcement Costs | Will vary depending on circumstances. |
| Reimbursement of Insurance Costs | Premiums on required insurance we pay on your behalf |
| Interest and Late Payments | 1.5% of past-due amounts per calendar month or maximum rate allowed by law, whichever is less; also our collection costs. |
| Liquidated Damages for Early Termination (Franchise Agreement) | An amount equal to the average of the Royalty Fees paid (or payable) over the past 12 months times the lesser of 24 or the number of full calendar months remaining in the term of the Franchise Agreement at the time of termination |
| Liquidated Damages for Breach of Post-Termination Obligations (Franchise Agreement) | 200% of the Continuing Fees that you would otherwise have been obligated to us with respect to the operations of your Summer Moon Coffee Shop if still a franchisee. |
| Liquidated Damages for Breach of Non-Competition Covenant (Franchise Agreement) | A monthly fee equal to 15% of the competing businesses’ revenues |
| Extension Fee (Development Agreement) | $2,500 (per 75-day extension) |
| Convention Fees | Set before each convention or meeting based on anticipated actual costs |
| Maintenance and Alteration | As needed to your Summer Moon Coffee Shop |
| Additional Google Workspace accounts | Estimated rate of $12.99/month above the 2 accounts included in the Summer Moon Technology Fee. |
| Mobile ordering application service additional fees | Begin at $0.12 per order and decline to $0.06 per order based on volume (with a minimum of $84 per month per location). |
| Point of sale system additional costs | Additional weekend, after hours and on-site holiday charged at rates of $100/hour with a minimum 2 hours booking. Additional on-site rates are currently $250 for 4 hours and $500 for 8 hours. Additional travel (if required) and hardware costs may apply. |
Training Program (Item 11)
| Detail | Information |
|---|---|
| Total Duration | Approximately 3 days |
| Classroom Training | 2 hours |
| On-the-Job Training | 28 hours |
| Training Location | Austin Metropolitan Area, Texas |
| Additional Training | Franchisor may charge additional fees for additional required or optional training and for replacement Training Team members. Mandatory attendance at conventions, seminars, and franchisee-oriented functions. |
Territory Rights (Item 12)
| Detail | Information |
|---|---|
| Territory Type | Protected |
| Exclusive Territory | Yes |
| Territory Size | Approximately 3 miles radius |
| Description | A radius around your Approved Location of approximately 3 miles measured by metes and bounds, but excluding any areas as to which we may have existing contractual commitments. The franchisor reserves rights to establish Special Facilities, other Summer Moon Coffee Shops outside the territory, distribute private label products, broadcast commercials, and acquire other businesses. |
Renewal, Termination & Transfer (Item 17)
| Detail | Information |
|---|---|
| Initial Term | 10 years |
| Renewal Term | Up to two 5 year successor terms |
| Renewal Fee | $12,500 |
| Renewal Conditions | Must not be in default, give notice, pay successor fee, upgrade Summer Moon Coffee Shop, sign then-current franchise agreement (may have different terms/fees), sign general release, attend training (if required). |
| Transfer Fee | $10,000 (Franchise Agreement); An amount equal to the sum of $5,000 multiplied by the number of remaining Summer Moon Coffee Shop to be opened under your Development Agreement (Development Agreement) |
| Transfer Conditions | Not in default, new transferee/Principals qualify, asset transfer is complete disposition, Brand Standards Manual/copyrighted materials returned, sign general release, transferee completes training/meets requirements, sign then-current franchise agreement, payment terms provided, profit/loss and cash flow projections provided, Principals sign guarantees. |
| Termination for Cause | Franchisor can terminate if franchisee commits any one of several listed violations (e.g., failure to pay fees, breach of Brand Standards, unauthorized use of Marks, abandonment, insolvency, felony conviction, false records). Cure periods vary (2, 5, 10, 15, or 30 days) depending on the default. |
| Non-Compete Period | During the term of the franchise, and for 2 years after termination/expiration. |
| Non-Compete Details | During term: no involvement in competing business (coffee/tea related products/services as primary offering) at Summer Moon Coffee Shop Address, within Summer Moon Coffee Shop Territory, within 25 miles of perimeter of territory, within 25 miles of perimeter of any other Summer Moon Coffee Shop Territory, within the United States of America, or within the world. Post-term: no involvement in competing business at former Summer Moon Coffee Shop Address, within former Summer Moon Coffee Shop Territory, within 25 miles of perimeter of former territory, or within 25 miles of perimeter of any other Summer Moon Coffee Shop. |
Operations & Supply (Items 8 & 15)
| Detail | Information |
|---|---|
| Owner-Operator Required | Yes |
| Participation Details | Unless an individual operates personally, a Controlling Principal must be appointed and approved by the franchisor. The Controlling Principal is the sole contact for the franchisor. A full-time General Manager may be recruited and hired, but the Controlling Principal is expected to be on-site for the first shop. |
| Required Suppliers | Coffee Unplugged (sole approved vendor for certain Proprietary Food and Beverage Products and Services), Waterfall Beverages (preferred distributor for certain food and beverage-related products), Abco (paper goods), Wild Juniper (Amy Dulak) (design coordination and layout services), Amanda Terry (design services), Building Image Group (interior and exterior signage and fixtures), 360 Press and 360 Digital Storefront (POP displays and print materials). For Technology and Information Systems: Olo, Koala, Google Workspace, Chatmeter, Jukeboxy, Blue Cart & DEAR by Cin 7 Systems, Basecamp. |
| Supply Restrictions | Franchisees must use only approved furniture, fixtures, equipment, signage, leasehold improvements, and offer/sell only permitted Approved Food and Beverage Products and Services from approved sources designated by the franchisor (which may be the franchisor or its affiliates). The franchisor reserves the right to develop and require use of proprietary items in the future. Franchisor may designate other specific vendors and suppliers. Unapproved suppliers require written approval (up to 90 days review). |
| Franchisor Revenue from Suppliers | For the fiscal year ended December 31, 2021, Coffee Unplugged received $816,405.33 from purchases by franchisees. Franchisor reserves the right to receive volume discounts, rebates, and other cash payments from manufacturers/suppliers, which may be paid to the franchisee, contributed to advertising, retained by the franchisor, or used to benefit the network. |
Financing (Item 10)
| Detail | Information |
|---|---|
| Financing Available | No |
| Description | We do not currently offer you any direct or indirect financing, nor do we receive any payments from any person offering financing to or arranging financing for a prospective Summer Moon Coffee Shop franchisee. We do not guarantee your note, lease or any other financial obligation. |
Summer Moon Coffee Franchise Earnings — Item 19
Summer Moon Coffee does not make an Item 19 financial performance representation in their FDD. This means they do not disclose revenue, profit, or earnings data for franchised locations. Before investing, ask the franchisor directly for franchisee contact information so you can speak with existing owners about their actual financial performance.
Summer Moon Coffee does not include an Item 19 financial performance representation in their FDD. Contact information for current and former franchisees is listed in Item 20 of the FDD.
Summer Moon Coffee Litigation & Risk Flags
Clean Litigation RecordSummer Moon Coffee has no pending litigation actions listed in their FDD. There is also no bankruptcy history disclosed.
Litigation and bankruptcy data is sourced from Items 3 and 4 of the FDD. Always verify current status directly from the most recent FDD.
Summer Moon Coffee System Growth
Total Units
14
Franchised
8
Company-Owned
6
Summer Moon Coffee currently operates 8 franchised locations and 6 company-owned units. Unit count data is sourced from Item 20 of the FDD.
Unit History (Item 20)
| Year | Opened | Closed | Total |
|---|---|---|---|
| 2019 | 1 | 1 | 5 |
| 2020 | 2 | 0 | 7 |
| 2021 | 7 | 0 | 14 |
Transfers: 0 | Closures: 1
State Registrations
Registered in 19 states: CA, HI, IL, IN, KY, MD, MI, MN, NE, NY, ND, OR, RI, SD, TX, UT, VA, WA, WI
Franchisor Financials (Item 21)
Revenue
$240K
Net Income
$92K
Total Assets
$115K
Audited by Henry & Peters, P.C. for year ending December 31st of each year.
Summer Moon Coffee Franchise — FAQ
The total investment to open a Summer Moon Coffee franchise ranges from $374,150 to $741,000, per their Franchise Disclosure Document. This includes the initial franchise fee of $25,000. The investment covers build-out, inventory, equipment, signage, working capital, and other startup costs.
Summer Moon Coffee charges a royalty fee of 5% of Gross Sales of gross sales, plus a Currently 0% of Gross Sales, up to 2% of Gross Sales contribution to the marketing/advertising fund. These fees are paid on an ongoing basis.
You can download the Summer Moon Coffee Franchise Disclosure Document free on this page. The FDD is a public document filed with state franchise registries. Always also request the current FDD directly from Summer Moon Coffee to ensure you have the most up-to-date version.
Summer Moon Coffee does not provide an Item 19 financial performance representation in their FDD, which means they do not disclose franchisee revenue or earnings data. Prospective investors should contact existing franchisees directly (listed in Item 20 of the FDD) to gather real-world financial performance information.
Summer Moon Coffee has been franchising since 2020. The FDD shows an investment range of $374,150-$741,000, a 5% of Gross Sales royalty, and no Item 19 earnings disclosure. There is no pending litigation. Review the full FDD and contact current franchisees listed in Item 20 before making any investment decision.
The franchise fee is $25,000 and the total investment ranges from $374,150 to $741,000 depending on location size and market. Contact the franchisor directly for current net worth and liquid capital requirements, territory availability, and application details.
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Data Source & Disclaimer: This website is for informational purposes only. It is not an offer to sell or buy a franchise. This profile is based on publicly available FDD data sourced from state franchise registry filings. All information is for research purposes only and does not constitute legal, financial, or investment advice. Data may be outdated or contain errors. Always obtain the current FDD directly from Summer Moon Coffee and consult a qualified franchise attorney before making any investment decision. FranchiseOverview.com is operated by Franchising Compliance, LLC and is not affiliated with Summer Moon Coffee or any of its subsidiaries. To report an inaccuracy: info@franchiseoverview.com