For what purpose can the Bambu Marketing and Technology Fund invest any surplus?

According to Bambu's 2025 Franchise Disclosure Document, the Marketing and Technology Fund may invest any surplus for future use. Bambu may also spend more or less than the aggregate contribution of all Bambu shops in any given fiscal year. To cover deficits, the Marketing and Technology Fund can borrow from Bambu or other lenders.

This means that Bambu has the discretion to manage the fund's finances to ensure its long-term viability and effectiveness. The ability to invest surpluses allows the fund to grow and potentially support larger or more impactful marketing initiatives in the future.

However, franchisees should be aware that Bambu has broad authority over the fund's administration. While the fund is intended to benefit all Bambu shops, there's no guarantee that expenditures will be proportionate to contributions from specific geographic areas or that individual shops will directly benefit in proportion to their contributions. Franchisees can request an unaudited financial statement within 60 days after the end of each fiscal year to see how the Marketing and Technology Fund was spent in the prior year.