Acme — Monthly Performance Report

May 2026 · Amazon US · Generated 2026-06-01

What Matters Most

May performance at a glance

vs 12-mo avg vs April Trend

Sales +15.7% +19.9% ≈ volatile

Profit +14.1% +19.1% ≈ volatile

	vs 12-mo avg	vs April	Trend
Sales	+15.7%	+19.9%	≈ volatile
Profit	+14.1%	+19.1%	≈ volatile

Biggest gainer: SKU-CK-GLACIER450. Profit +$1,543 (+36%) vs Apr. Driver: volume. vs Aprvs 12-mo Click for details ▾

Biggest loss: SKU-PC-0050. Profit -$1,601 (-23%) vs Apr. Driver: margin. vs Apr12-mo decline Click for details ▾

Top opportunity (~$5,253/mo): Strong converter losing traffic — SKU-HY-FLASK2L. Jump to all opportunities →
7 SKUs look stable on revenue but underlying signals are deteriorating. Jump to Hidden Issues →

1. The Story

High-level read of what happened this month and what's driving it.

Gross Sales

$725,199

+19.9% vs April · +15.7% vs 12-mo avg

Net Profit

$159,336

+19.1% vs April · +14.1% vs 12-mo avg

Units Sold

12,277

+19.4% vs April · +15.5% vs 12-mo avg

Margin

22.0%

-0.2pp vs April · -0.3pp vs 12-mo avg

Sessions

121,631

+18.2% vs April

Headline. May delivered $725,199 in gross sales and $159,336 in net profit. Sales came in 15.7% above the 12–mo average and 19.9% above April alone. Profit came in 14.1% above the 12–mo average and 19.1% above April.

Volume vs margin. Units sold went from 10,282 in April to 12,277 in May. Blended margin moved 22.12% (April) → 21.97% (May) (-0.31 percentage points vs. 12-mo avg). Average sale price moved $58.84 → $59.07.

2. Concentration

Where the seller's revenue actually comes from. Hover any bar for the full SKU name.

Across 60 SKUs that sold in May, sales are heavily concentrated. 14 products generate the first 50% of revenue, 19 reach 60%, 24 reach 70%, and 31 reach 80%. The remaining ~29 SKUs share the final 20%.

Top 5 categories account for 100.0% of May sales: Sleep Systems ($265,372) · Power & Charging ($140,414) · Camp Kitchen ($138,423) · Trail Lighting ($95,070) · Hydration ($85,918).

All categories — May

Category	SKUs	Revenue	Revenue %	Profit	Profit %
Sleep Systems	12	$265,372	36.6%	$54,825	34.4%
Power & Charging	12	$140,414	19.4%	$27,475	17.2%
Camp Kitchen	12	$138,423	19.1%	$33,378	20.9%
Trail Lighting	12	$95,070	13.1%	$22,459	14.1%
Hydration	12	$85,918	11.8%	$21,200	13.3%

3. What Went Up

SKUs whose net profit rose more than their own normal volatility band. Click any row to see how May compares against both April and the 12-month average.

SKU Name Category Profit change Profit (May) Profit (Apr) Profit (12-mo avg) Driver Sales (May) Margin (May) Margin shift Sales trend

SKU-CK-GLACIER450 Glacier Ti Mug 450 vs Aprvs 12-mo Camp Kitchen +$4,631
+393.6% $5,807 $4,265 $1,177 volume $10,164 57.1% +0.2pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	26	95	126
Avg price/unit	$79.92	$80.61	$80.67
Sales (gross)	$2,074	$7,658	$10,164
Net profit	$1,177	$4,265	$5,807
Margin	56.9%	55.7%	57.1%
Sessions	232	826	1,211
Conversion	11.32%	11.50%	10.40%
ACoS	13.4%	13.4%	13.9%
Ad spend	-$280	-$1,026	-$1,409
COGS/unit	$0.00	$0.00	$0.00
Refund rate	3.6%	4.2%	3.2%

Inventory as of 2026-06-01: 🟡 low · 58 days of supply · 244 sellable · 52 on order · 12 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$1,543 (+36.2%)	+$4,631 (+393.6%)
Sales change	+$2,506 (+32.7%)	+$8,091 (+390.1%)
Units change	+32.6%	+386.2%
Margin shift	+1.4pp	+0.2pp

Why it moved

inventory low — 58 days of supply (below 60-day target; 52 on order)
sessions rose 422% (232 → 1,211)

Driver: volume — units rose 386%; margin expanded 0.2 percentage points — traffic-driven — sessions up 422%, conversion roughly flat

SKU-SS-0044 Drift Hammock vs Apr12-mo decline Sleep Systems +$3,600
+42.2% $12,127 $8,527 $10,306 mixed $47,671 25.4% -2.7pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	297	299	380
Avg price/unit	$123.97	$117.05	$125.45
Sales (gross)	$36,831	$34,998	$47,671
Net profit	$10,306	$8,527	$12,127
Margin	28.1%	24.4%	25.4%
Sessions	2,433	2,390	3,098
Conversion	12.20%	12.51%	12.27%
ACoS	5.3%	5.6%	5.9%
Ad spend	-$1,961	-$1,946	-$2,828
COGS/unit	$50.69	$50.71	$53.42
Refund rate	2.0%	2.0%	2.1%

Inventory as of 2026-06-01: 🟢 healthy · 61 days of supply · 775 sellable · 91 on order · 38 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$3,600 (+42.2%)	+$1,821 (+17.7%)
Sales change	+$12,673 (+36.2%)	+$10,840 (+29.4%)
Units change	+27.1%	+28.0%
Margin shift	+1.1pp	-2.7pp

Why it moved

cost per unit rose from $50.69 (12-mo avg) to $53.42 (May) (+5%)
sessions rose 27% (2,433 → 3,098)

Driver: mixed — units rose 28%; margin compressed 2.7 percentage points — traffic-driven — sessions up 27%, conversion roughly flat

SKU-TL-AURORA400 Aurora 400 Camp Lantern vs Aprvs 12-mo Trail Lighting +$2,520
+107.4% $4,866 $1,330 $2,345 volume $23,120 21.0% +0.3pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	265	226	588
Avg price/unit	$42.61	$38.33	$39.32
Sales (gross)	$11,208	$8,663	$23,120
Net profit	$2,345	$1,330	$4,866
Margin	20.8%	15.4%	21.0%
Sessions	2,272	2,152	3,955
Conversion	11.47%	10.50%	14.87%
ACoS	11.6%	11.9%	9.5%
Ad spend	-$1,280	-$1,031	-$2,192
COGS/unit	$15.67	$15.34	$15.16
Refund rate	1.5%	1.3%	1.4%

Inventory as of 2026-06-01: 🟡 low · 37 days of supply · 723 sellable · 305 on order · 36 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$3,536 (+265.9%)	+$2,520 (+107.4%)
Sales change	+$14,458 (+166.9%)	+$11,912 (+106.3%)
Units change	+160.2%	+122.1%
Margin shift	+5.7pp	+0.3pp

Why it moved

inventory low — 37 days of supply (below 60-day target; 305 on order)
price dropped from $42.61 (12-mo avg) to $39.32 (May) (-8%)
ad cost per unit dropped from $4.84 (12-mo avg) to $3.73 (May) (-23%)
sessions rose 74% (2,272 → 3,955)
conversion rose from 11.47% (12-mo avg) to 14.87% (May) (+3.40pp)

Driver: volume — units rose 122%; margin expanded 0.3 percentage points — traffic and conversion both up (sessions 74%, conversion 30%)

SKU-CK-0004 Alpine Kettle vs Aprvs 12-mo12-mo decline Camp Kitchen +$2,369
+39.4% $8,378 $5,058 $6,009 mixed $23,789 35.2% +2.2pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	213	190	281
Avg price/unit	$85.32	$83.72	$84.66
Sales (gross)	$18,142	$15,907	$23,789
Net profit	$6,009	$5,058	$8,378
Margin	33.0%	31.8%	35.2%
Sessions	1,757	1,733	2,383
Conversion	12.17%	10.96%	11.79%
ACoS	5.7%	5.9%	5.3%
Ad spend	-$1,032	-$943	-$1,258
COGS/unit	$28.66	$28.30	$27.60
Refund rate	2.5%	2.6%	2.5%

Inventory as of 2026-06-01: 🟢 healthy · 76 days of supply · 711 sellable · 62 on order · 35 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$3,320 (+65.6%)	+$2,369 (+39.4%)
Sales change	+$7,883 (+49.6%)	+$5,647 (+31.1%)
Units change	+47.9%	+31.8%
Margin shift	+3.4pp	+2.2pp

Why it moved

sessions rose 36% (1,757 → 2,383)

Driver: mixed — units rose 32%; margin expanded 2.2 percentage points — traffic-driven — sessions up 36%, conversion roughly flat

SKU-TL-0014 Basecamp Headlamp vs Apr Trail Lighting +$2,093
+50.7% $6,220 $4,127 $5,126 minor $21,658 28.7% +0.8pp → stable

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	391	327	446
Avg price/unit	$47.22	$45.74	$48.56
Sales (gross)	$18,434	$14,957	$21,658
Net profit	$5,126	$4,127	$6,220
Margin	27.9%	27.6%	28.7%
Sessions	3,984	3,470	4,440
Conversion	9.87%	9.42%	10.05%
ACoS	14.2%	14.1%	13.7%
Ad spend	-$2,629	-$2,107	-$2,975
COGS/unit	$12.64	$12.68	$12.78
Refund rate	4.0%	4.0%	4.3%

Inventory as of 2026-06-01: 🟡 low · 37 days of supply · 554 sellable · 82 on order · 27 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$2,093 (+50.7%)	+$1,093 (+21.3%)
Sales change	+$6,701 (+44.8%)	+$3,224 (+17.5%)
Units change	+36.4%	+14.1%
Margin shift	+1.1pp	+0.8pp

Why it moved

inventory low — 37 days of supply (below 60-day target; 82 on order)

Driver: minor — units rose 14%; margin expanded 0.8 percentage points

SKU-CK-0009 Ridge Dutch Oven vs Apr12-mo decline Camp Kitchen +$1,998
+75.5% $4,644 $2,646 $3,730 volume $15,757 29.5% -2.1pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	140	120	194
Avg price/unit	$83.93	$78.25	$81.22
Sales (gross)	$11,769	$9,390	$15,757
Net profit	$3,730	$2,646	$4,644
Margin	31.6%	28.2%	29.5%
Sessions	1,416	1,216	1,846
Conversion	9.88%	9.87%	10.51%
ACoS	10.5%	9.6%	10.5%
Ad spend	-$1,242	-$904	-$1,648
COGS/unit	$25.21	$26.40	$25.76
Refund rate	3.6%	3.3%	3.6%

Inventory as of 2026-06-01: 🟡 low · 37 days of supply · 240 sellable · 106 on order · 12 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$1,998 (+75.5%)	+$915 (+24.5%)
Sales change	+$6,367 (+67.8%)	+$3,988 (+33.9%)
Units change	+61.7%	+38.5%
Margin shift	+1.3pp	-2.1pp

Why it moved

inventory low — 37 days of supply (below 60-day target; 106 on order)
price dropped from $83.93 (12-mo avg) to $81.22 (May) (-3%)
sessions rose 30% (1,416 → 1,846)

Driver: volume — units rose 38%; margin compressed 2.1 percentage points — traffic-driven — sessions up 30%, conversion roughly flat

SKU-SS-0037 Cascade Sleeping Pad vs Aprvs 12-mo12-mo decline Sleep Systems +$1,568
+36.9% $5,819 $3,785 $4,251 volume $24,352 23.9% +1.6pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	246	253	318
Avg price/unit	$77.03	$73.79	$76.58
Sales (gross)	$18,949	$18,669	$24,352
Net profit	$4,251	$3,785	$5,819
Margin	22.3%	20.3%	23.9%
Sessions	2,983	2,966	4,149
Conversion	8.32%	8.53%	7.66%
ACoS	13.4%	14.0%	14.0%
Ad spend	-$2,535	-$2,614	-$3,417
COGS/unit	$27.33	$26.88	$25.08
Refund rate	2.7%	2.8%	2.8%

Inventory as of 2026-06-01: 🟢 healthy · 63 days of supply · 665 sellable · 269 on order · 33 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$2,033 (+53.7%)	+$1,568 (+36.9%)
Sales change	+$5,684 (+30.4%)	+$5,403 (+28.5%)
Units change	+25.7%	+29.0%
Margin shift	+3.6pp	+1.6pp

Why it moved

cost per unit dropped from $27.33 (12-mo avg) to $25.08 (May) (-8%)
sessions rose 39% (2,983 → 4,149)

Driver: volume — units rose 29%; margin expanded 1.6 percentage points — traffic-driven — sessions up 39%, conversion roughly flat

SKU-PC-0060 Trail Dynamo vs 12-mo Power & Charging +$1,479
+215.4% $2,165 $2,224 $686 volume $9,796 22.1% +1.3pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	30	90	87
Avg price/unit	$106.82	$106.73	$112.60
Sales (gross)	$3,269	$9,606	$9,796
Net profit	$686	$2,224	$2,165
Margin	20.8%	23.1%	22.1%
Sessions	255	791	712
Conversion	12.03%	11.38%	12.22%
ACoS	9.7%	10.1%	9.6%
Ad spend	-$318	-$974	-$942
COGS/unit	$43.90	$41.52	$45.75
Refund rate	4.4%	4.4%	3.4%

Inventory as of 2026-06-01: 🟢 healthy · 75 days of supply · 217 sellable · 107 on order · 10 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$58 (-2.6%)	+$1,479 (+215.4%)
Sales change	+$190 (+2.0%)	+$6,527 (+199.6%)
Units change	-3.3%	+185.2%
Margin shift	-1.0pp	+1.3pp

Why it moved

cost per unit rose from $43.90 (12-mo avg) to $45.75 (May) (+4%)
price rose from $106.82 (12-mo avg) to $112.60 (May) (+5%)
sessions rose 180% (255 → 712)

Driver: volume — units rose 185%; margin expanded 1.3 percentage points — traffic-driven — sessions up 180%, conversion roughly flat

SKU-SS-0038 Basecamp Down Quilt vs Apr12-mo decline Sleep Systems +$1,362
+66.9% $3,399 $2,037 $3,129 minor $26,399 12.9% -2.1pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	290	304	351
Avg price/unit	$74.56	$70.37	$75.21
Sales (gross)	$21,518	$21,392	$26,399
Net profit	$3,129	$2,037	$3,399
Margin	15.0%	9.5%	12.9%
Sessions	2,005	2,110	2,344
Conversion	14.45%	14.41%	14.97%
ACoS	11.5%	11.2%	12.5%
Ad spend	-$2,479	-$2,402	-$3,287
COGS/unit	$33.00	$34.53	$33.70
Refund rate	3.8%	3.9%	4.0%

Inventory as of 2026-06-01: 🟡 low · 48 days of supply · 556 sellable · 116 on order · 27 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$1,362 (+66.9%)	+$269 (+8.6%)
Sales change	+$5,006 (+23.4%)	+$4,881 (+22.7%)
Units change	+15.5%	+21.0%
Margin shift	+3.4pp	-2.1pp

Why it moved

inventory low — 48 days of supply (below 60-day target; 116 on order)
sessions rose 17% (2,005 → 2,344)

Driver: minor — units rose 21%; margin compressed 2.1 percentage points

SKU-SS-0039 Boreal Pillow vs Apr12-mo decline Sleep Systems +$1,253
+67.9% $3,097 $1,844 $2,566 minor $11,908 26.0% +1.8pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	242	226	277
Avg price/unit	$43.61	$41.33	$42.99
Sales (gross)	$10,524	$9,341	$11,908
Net profit	$2,566	$1,844	$3,097
Margin	24.2%	19.7%	26.0%
Sessions	2,141	2,065	2,404
Conversion	11.36%	10.94%	11.52%
ACoS	9.2%	9.0%	8.1%
Ad spend	-$963	-$842	-$961
COGS/unit	$15.36	$16.13	$14.97
Refund rate	2.0%	1.8%	2.2%

Inventory as of 2026-06-01: 🟢 healthy · 72 days of supply · 669 sellable · 179 on order · 33 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$1,253 (+67.9%)	+$531 (+20.7%)
Sales change	+$2,568 (+27.5%)	+$1,384 (+13.1%)
Units change	+22.6%	+14.7%
Margin shift	+6.3pp	+1.8pp

Why it moved

Sellerboard data alone doesn't surface a single dominant cause — likely a mix.

Driver: minor — units rose 15%; margin expanded 1.8 percentage points

SKU-PC-0052 Alpine Cable Kit vs Apr12-mo decline Power & Charging +$1,188
+74.0% $2,793 $1,605 $2,709 minor $13,112 21.3% +1.5pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	258	191	252
Avg price/unit	$51.82	$49.36	$52.03
Sales (gross)	$13,435	$9,428	$13,112
Net profit	$2,709	$1,605	$2,793
Margin	19.8%	17.0%	21.3%
Sessions	1,915	1,351	1,876
Conversion	13.45%	14.14%	13.43%
ACoS	5.3%	5.5%	5.2%
Ad spend	-$710	-$521	-$683
COGS/unit	$22.46	$22.35	$21.80
Refund rate	3.8%	3.7%	4.0%

Inventory as of 2026-06-01: 🟡 low · 44 days of supply · 369 sellable · 75 on order · 18 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$1,188 (+74.0%)	+$84 (+3.1%)
Sales change	+$3,684 (+39.1%)	-$323 (-2.4%)
Units change	+31.9%	-2.4%
Margin shift	+4.3pp	+1.5pp

Why it moved

inventory low — 44 days of supply (below 60-day target; 75 on order)

Driver: minor — units fell 2%; margin expanded 1.5 percentage points

SKU-H-0029 Granite Gravity Bag vs Aprvs 12-mo12-mo decline Hydration +$1,124
+28.8% $5,022 $4,043 $3,898 minor $18,478 27.2% -0.0pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	417	424	523
Avg price/unit	$34.45	$33.91	$35.33
Sales (gross)	$14,369	$14,378	$18,478
Net profit	$3,898	$4,043	$5,022
Margin	27.2%	28.1%	27.2%
Sessions	2,709	2,913	3,329
Conversion	15.37%	14.56%	15.71%
ACoS	8.3%	8.6%	7.7%
Ad spend	-$1,197	-$1,235	-$1,418
COGS/unit	$10.02	$9.39	$10.43
Refund rate	4.3%	4.2%	4.2%

Inventory as of 2026-06-01: 🟡 low · 34 days of supply · 598 sellable · 66 on order · 29 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$978 (+24.2%)	+$1,124 (+28.8%)
Sales change	+$4,100 (+28.5%)	+$4,108 (+28.6%)
Units change	+23.3%	+25.3%
Margin shift	-0.9pp	-0.0pp

Why it moved

inventory low — 34 days of supply (below 60-day target; 66 on order)
cost per unit rose from $10.02 (12-mo avg) to $10.43 (May) (+4%)
sessions rose 23% (2,709 → 3,329)

Driver: minor — units rose 25%; margin compressed 0.0 percentage points

SKU-H-0031 Summit Flow Meter vs Apr12-mo decline Hydration +$887
+23.5% $4,671 $3,783 $3,958 minor $14,260 32.8% +0.5pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	243	232	286
Avg price/unit	$49.55	$49.95	$49.86
Sales (gross)	$12,116	$11,588	$14,260
Net profit	$3,958	$3,783	$4,671
Margin	32.2%	32.6%	32.8%
Sessions	4,243	4,127	4,969
Conversion	5.76%	5.62%	5.76%
ACoS	9.4%	9.2%	8.8%
Ad spend	-$1,131	-$1,063	-$1,257
COGS/unit	$13.42	$13.50	$13.65
Refund rate	3.6%	3.4%	3.5%

Inventory as of 2026-06-01: 🟡 low · 55 days of supply · 528 sellable · 63 on order · 26 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$887 (+23.5%)	+$712 (+18.0%)
Sales change	+$2,672 (+23.1%)	+$2,144 (+17.7%)
Units change	+23.3%	+17.7%
Margin shift	+0.1pp	+0.5pp

Why it moved

inventory low — 55 days of supply (below 60-day target; 63 on order)
sessions rose 17% (4,243 → 4,969)

Driver: minor — units rose 18%; margin expanded 0.5 percentage points

SKU-CK-0005 Granite Spork Set vs Apr12-mo decline Camp Kitchen +$882
+30.9% $3,739 $2,857 $3,407 mixed $13,296 28.1% -2.6pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	185	202	240
Avg price/unit	$59.67	$56.11	$55.40
Sales (gross)	$11,060	$11,334	$13,296
Net profit	$3,407	$2,857	$3,739
Margin	30.7%	25.2%	28.1%
Sessions	1,524	1,637	1,933
Conversion	12.14%	12.34%	12.42%
ACoS	7.4%	8.1%	7.7%
Ad spend	-$817	-$917	-$1,023
COGS/unit	$19.51	$20.37	$19.50
Refund rate	2.0%	2.0%	1.7%

Inventory as of 2026-06-01: 🟢 healthy · 62 days of supply · 495 sellable · 123 on order · 24 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$882 (+30.9%)	+$332 (+9.8%)
Sales change	+$1,962 (+17.3%)	+$2,236 (+20.2%)
Units change	+18.8%	+29.5%
Margin shift	+2.9pp	-2.6pp

Why it moved

price dropped from $59.67 (12-mo avg) to $55.40 (May) (-7%)
sessions rose 27% (1,524 → 1,933)

Driver: mixed — units rose 29%; margin compressed 2.6 percentage points — traffic-driven — sessions up 27%, conversion roughly flat

SKU-TL-0020 Drift Headlamp Pro vs Apr Trail Lighting +$689
+55.6% $1,928 $1,239 $1,599 minor $9,630 20.0% +0.9pp → stable

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	196	178	217
Avg price/unit	$42.06	$38.86	$44.38
Sales (gross)	$8,266	$6,917	$9,630
Net profit	$1,599	$1,239	$1,928
Margin	19.2%	17.9%	20.0%
Sessions	1,544	1,452	1,620
Conversion	12.73%	12.26%	13.40%
ACoS	16.0%	15.1%	16.0%
Ad spend	-$1,326	-$1,047	-$1,538
COGS/unit	$12.95	$12.43	$13.84
Refund rate	4.1%	4.5%	3.7%

Inventory as of 2026-06-01: 🟡 low · 54 days of supply · 389 sellable · 131 on order · 19 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$689 (+55.6%)	+$330 (+20.6%)
Sales change	+$2,713 (+39.2%)	+$1,365 (+16.5%)
Units change	+21.9%	+10.5%
Margin shift	+2.1pp	+0.9pp

Why it moved

inventory low — 54 days of supply (below 60-day target; 131 on order)
cost per unit rose from $12.95 (12-mo avg) to $13.84 (May) (+7%)
price rose from $42.06 (12-mo avg) to $44.38 (May) (+6%)

Driver: minor — units rose 11%; margin expanded 0.9 percentage points

SKU-SS-0042 Ember Pad Ultralight vs Aprvs 12-mo12-mo decline Sleep Systems +$687
+29.5% $3,013 $1,745 $2,326 margin $12,334 24.4% +1.5pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	101	91	120
Avg price/unit	$100.33	$93.32	$102.78
Sales (gross)	$10,091	$8,492	$12,334
Net profit	$2,326	$1,745	$3,013
Margin	23.0%	20.5%	24.4%
Sessions	749	720	876
Conversion	13.43%	12.64%	13.70%
ACoS	11.3%	10.9%	11.7%
Ad spend	-$1,142	-$924	-$1,448
COGS/unit	$37.23	$36.26	$37.44
Refund rate	3.7%	4.4%	3.3%

Inventory as of 2026-06-01: 🟡 low · 57 days of supply · 227 sellable · 87 on order · 11 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$1,268 (+72.7%)	+$687 (+29.5%)
Sales change	+$3,841 (+45.2%)	+$2,243 (+22.2%)
Units change	+31.9%	+19.3%
Margin shift	+3.9pp	+1.5pp

Why it moved

inventory low — 57 days of supply (below 60-day target; 87 on order)
sessions rose 17% (749 → 876)

Driver: margin — units rose 19%; margin expanded 1.5 percentage points

SKU-PC-0051 Boreal Charger Hub vs Apr12-mo decline Power & Charging +$673
+30.8% $2,861 $2,187 $2,757 minor $13,574 21.1% +2.0pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	191	134	172
Avg price/unit	$75.08	$74.77	$78.92
Sales (gross)	$14,325	$10,019	$13,574
Net profit	$2,757	$2,187	$2,861
Margin	19.1%	21.8%	21.1%
Sessions	1,694	1,252	1,479
Conversion	11.33%	10.70%	11.63%
ACoS	8.2%	8.3%	8.4%
Ad spend	-$1,177	-$835	-$1,137
COGS/unit	$32.50	$30.16	$33.37
Refund rate	2.8%	3.0%	2.9%

Inventory as of 2026-06-01: 🟡 low · 59 days of supply · 336 sellable · 99 on order · 16 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$673 (+30.8%)	+$104 (+3.8%)
Sales change	+$3,555 (+35.5%)	-$751 (-5.2%)
Units change	+28.4%	-9.9%
Margin shift	-0.8pp	+2.0pp

Why it moved

inventory low — 59 days of supply (below 60-day target; 99 on order)
price rose from $75.08 (12-mo avg) to $78.92 (May) (+5%)

Driver: minor — units fell 10%; margin expanded 2.0 percentage points

SKU-H-0033 Ridge Collapsible Jug vs Aprvs 12-mo Hydration +$584
+27.5% $2,711 $1,920 $2,126 volume $8,652 31.3% -0.1pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	145	139	187
Avg price/unit	$47.14	$45.81	$46.27
Sales (gross)	$6,813	$6,368	$8,652
Net profit	$2,126	$1,920	$2,711
Margin	31.4%	30.2%	31.3%
Sessions	2,174	2,039	2,701
Conversion	6.68%	6.82%	6.92%
ACoS	5.1%	5.3%	5.2%
Ad spend	-$348	-$340	-$450
COGS/unit	$14.48	$14.40	$14.42
Refund rate	4.1%	4.3%	3.7%

Inventory as of 2026-06-01: 🟡 low · 46 days of supply · 286 sellable · 30 on order · 14 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$791 (+41.2%)	+$584 (+27.5%)
Sales change	+$2,285 (+35.9%)	+$1,839 (+27.0%)
Units change	+34.5%	+28.6%
Margin shift	+1.2pp	-0.1pp

Why it moved

inventory low — 46 days of supply (below 60-day target; 30 on order)
sessions rose 24% (2,174 → 2,701)

Driver: volume — units rose 29%; margin compressed 0.1 percentage points — traffic-driven — sessions up 24%, conversion roughly flat

SKU-PC-0059 Nomad Splitter vs Apr12-mo decline Power & Charging +$558
+30.4% $2,395 $1,837 $2,120 margin $9,654 24.8% +3.0pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	123	98	116
Avg price/unit	$79.51	$78.74	$83.22
Sales (gross)	$9,770	$7,717	$9,654
Net profit	$2,120	$1,837	$2,395
Margin	21.8%	23.8%	24.8%
Sessions	1,549	1,237	1,531
Conversion	7.94%	7.92%	7.58%
ACoS	10.2%	9.6%	9.9%
Ad spend	-$1,004	-$738	-$952
COGS/unit	$32.28	$31.38	$31.17
Refund rate	2.3%	2.0%	2.6%

Inventory as of 2026-06-01: 🟢 healthy · 65 days of supply · 250 sellable · 49 on order · 12 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$558 (+30.4%)	+$275 (+13.0%)
Sales change	+$1,937 (+25.1%)	-$116 (-1.2%)
Units change	+18.4%	-5.7%
Margin shift	+1.0pp	+3.0pp

Why it moved

price rose from $79.51 (12-mo avg) to $83.22 (May) (+5%)

Driver: margin — units fell 6%; margin expanded 3.0 percentage points

SKU-TL-0015 Boreal String Lights vs Apr Trail Lighting +$553
+40.0% $1,935 $1,383 $1,574 minor $6,456 30.0% +1.3pp → stable

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	119	106	134
Avg price/unit	$45.74	$45.65	$48.18
Sales (gross)	$5,454	$4,839	$6,456
Net profit	$1,574	$1,383	$1,935
Margin	28.7%	28.6%	30.0%
Sessions	1,428	1,273	1,596
Conversion	8.35%	8.33%	8.40%
ACoS	5.3%	5.1%	5.4%
Ad spend	-$286	-$248	-$346
COGS/unit	$16.50	$16.53	$16.91
Refund rate	1.6%	1.9%	1.5%

Inventory as of 2026-06-01: 🟢 healthy · 75 days of supply · 337 sellable · 11 on order · 16 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$553 (+40.0%)	+$362 (+23.0%)
Sales change	+$1,617 (+33.4%)	+$1,002 (+18.4%)
Units change	+26.4%	+12.5%
Margin shift	+1.4pp	+1.3pp

Why it moved

price rose from $45.74 (12-mo avg) to $48.18 (May) (+5%)

Driver: minor — units rose 13%; margin expanded 1.3 percentage points

SKU-TL-0018 Ember Beacon vs Apr12-mo decline Trail Lighting +$498
+38.3% $1,798 $1,300 $1,605 volume $7,684 23.4% -1.4pp → stable

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	161	159	200
Avg price/unit	$39.76	$38.32	$38.42
Sales (gross)	$6,408	$6,093	$7,684
Net profit	$1,605	$1,300	$1,798
Margin	24.8%	21.3%	23.4%
Sessions	1,516	1,514	1,713
Conversion	10.62%	10.50%	11.68%
ACoS	12.5%	12.9%	11.2%
Ad spend	-$798	-$789	-$859
COGS/unit	$12.63	$12.88	$12.88
Refund rate	1.6%	1.9%	1.5%

Inventory as of 2026-06-01: 🟡 low · 44 days of supply · 296 sellable · 2 on order · 14 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$498 (+38.3%)	+$193 (+12.0%)
Sales change	+$1,591 (+26.1%)	+$1,276 (+19.9%)
Units change	+25.8%	+24.3%
Margin shift	+2.1pp	-1.4pp

Why it moved

inventory low — 44 days of supply (below 60-day target; 2 on order)
price dropped from $39.76 (12-mo avg) to $38.42 (May) (-3%)

Driver: volume — units rose 24%; margin compressed 1.4 percentage points — traffic-driven — sessions up 13%, conversion roughly flat

SKU-CK-FIREPITXL FirePit Grill Grate XL vs 12-mo Camp Kitchen +$472
n/a -$364 -$918 -$835 margin $12,727 -2.9% +5.6pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	151	137	179
Avg price/unit	$67.60	$66.69	$71.10
Sales (gross)	$10,227	$9,137	$12,727
Net profit	-$835	-$918	-$364
Margin	-8.5%	-10.1%	-2.9%
Sessions	1,038	970	1,203
Conversion	14.51%	14.12%	14.88%
ACoS	23.4%	21.4%	21.9%
Ad spend	-$2,399	-$1,956	-$2,793
COGS/unit	$31.77	$32.95	$31.26
Refund rate	2.7%	2.9%	2.8%

Inventory as of 2026-06-01: 🟡 low · 42 days of supply · 252 sellable · 23 on order · 12 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$555 (n/a)	+$472 (n/a)
Sales change	+$3,590 (+39.3%)	+$2,500 (+24.4%)
Units change	+30.7%	+18.7%
Margin shift	+7.2pp	+5.6pp

Why it moved

inventory low — 42 days of supply (below 60-day target; 23 on order)
price rose from $67.60 (12-mo avg) to $71.10 (May) (+5%)
sessions rose 16% (1,038 → 1,203)

Driver: margin — units rose 19%; margin expanded 5.6 percentage points

SKU-CK-0006 Ember Cutting Board vs Apr12-mo decline Camp Kitchen +$435
+33.0% $1,754 $1,319 $1,468 volume $12,280 14.3% -2.1pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	166	190	228
Avg price/unit	$54.26	$53.56	$53.86
Sales (gross)	$8,969	$10,176	$12,280
Net profit	$1,468	$1,319	$1,754
Margin	16.4%	13.0%	14.3%
Sessions	1,728	1,846	2,473
Conversion	9.61%	10.29%	9.22%
ACoS	11.5%	10.8%	12.8%
Ad spend	-$1,042	-$1,098	-$1,574
COGS/unit	$22.38	$23.81	$22.73
Refund rate	3.0%	3.2%	3.1%

Inventory as of 2026-06-01: 🟢 healthy · 61 days of supply · 463 sellable · 168 on order · 23 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$435 (+33.0%)	+$287 (+19.5%)
Sales change	+$2,104 (+20.7%)	+$3,311 (+36.9%)
Units change	+20.0%	+37.6%
Margin shift	+1.3pp	-2.1pp

Why it moved

sessions rose 43% (1,728 → 2,473)

Driver: volume — units rose 38%; margin compressed 2.1 percentage points — traffic-driven — sessions up 43%, conversion roughly flat

SKU-H-0026 Basecamp Water Filter vs Aprvs 12-mo Hydration +$315
+57.2% $865 $394 $550 volume $6,435 13.4% +2.4pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	279	262	352
Avg price/unit	$17.67	$17.29	$18.28
Sales (gross)	$4,925	$4,530	$6,435
Net profit	$550	$394	$865
Margin	11.0%	8.7%	13.4%
Sessions	3,462	3,122	4,474
Conversion	8.06%	8.39%	7.87%
ACoS	8.5%	9.1%	7.2%
Ad spend	-$413	-$413	-$465
COGS/unit	$6.65	$6.70	$6.84
Refund rate	3.4%	3.4%	3.7%

Inventory as of 2026-06-01: 🟡 low · 35 days of supply · 407 sellable · 12 on order · 20 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$472 (+119.9%)	+$315 (+57.2%)
Sales change	+$1,905 (+42.0%)	+$1,510 (+30.7%)
Units change	+34.4%	+26.2%
Margin shift	+4.8pp	+2.4pp

Why it moved

inventory low — 35 days of supply (below 60-day target; 12 on order)
price rose from $17.67 (12-mo avg) to $18.28 (May) (+3%)
sessions rose 29% (3,462 → 4,474)

Driver: volume — units rose 26%; margin expanded 2.4 percentage points — traffic-driven — sessions up 29%, conversion roughly flat

SKU-SS-0048 Trail Camp Blanket vs Aprvs 12-mo12-mo decline Sleep Systems +$290
+33.8% $1,149 $744 $858 margin $6,029 19.1% +2.5pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	144	149	160
Avg price/unit	$36.01	$34.45	$37.68
Sales (gross)	$5,191	$5,133	$6,029
Net profit	$858	$744	$1,149
Margin	16.5%	14.5%	19.1%
Sessions	1,488	1,568	1,587
Conversion	9.77%	9.50%	10.08%
ACoS	10.4%	11.3%	10.2%
Ad spend	-$538	-$578	-$614
COGS/unit	$14.43	$14.29	$14.23
Refund rate	3.1%	2.7%	3.1%

Inventory as of 2026-06-01: 🟡 low · 42 days of supply · 224 sellable · 79 on order · 11 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$405 (+54.4%)	+$290 (+33.8%)
Sales change	+$896 (+17.5%)	+$838 (+16.1%)
Units change	+7.4%	+10.7%
Margin shift	+4.6pp	+2.5pp

Why it moved

inventory low — 42 days of supply (below 60-day target; 79 on order)
price rose from $36.01 (12-mo avg) to $37.68 (May) (+5%)

Driver: margin — units rose 11%; margin expanded 2.5 percentage points

SKU-TL-0023 Nomad Signal Light vs Apr12-mo decline Trail Lighting +$266
+24.7% $1,342 $1,076 $1,106 mixed $4,409 30.4% -1.6pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	55	53	70
Avg price/unit	$62.31	$60.93	$62.99
Sales (gross)	$3,451	$3,229	$4,409
Net profit	$1,106	$1,076	$1,342
Margin	32.0%	33.3%	30.4%
Sessions	742	742	903
Conversion	7.48%	7.14%	7.75%
ACoS	10.8%	9.4%	12.1%
Ad spend	-$375	-$302	-$534
COGS/unit	$17.98	$17.85	$18.61
Refund rate	2.0%	1.9%	1.4%

Inventory as of 2026-06-01: 🟡 low · 46 days of supply · 108 sellable · 17 on order · 5 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$266 (+24.7%)	+$236 (+21.3%)
Sales change	+$1,180 (+36.5%)	+$958 (+27.8%)
Units change	+32.1%	+26.5%
Margin shift	-2.9pp	-1.6pp

Why it moved

inventory low — 46 days of supply (below 60-day target; 17 on order)
sessions rose 22% (742 → 903)

Driver: mixed — units rose 27%; margin compressed 1.6 percentage points — traffic-driven — sessions up 22%, conversion roughly flat

SKU-H-0036 Trail Bladder Cleaner vs 12-mo Hydration +$233
+170.7% $369 $275 $136 mixed $1,390 26.6% +4.2pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	15	28	34
Avg price/unit	$41.53	$42.51	$40.87
Sales (gross)	$609	$1,190	$1,390
Net profit	$136	$275	$369
Margin	22.3%	23.1%	26.6%
Sessions	233	439	545
Conversion	6.30%	6.38%	6.24%
ACoS	7.8%	8.2%	7.0%
Ad spend	-$47	-$98	-$97
COGS/unit	$14.79	$14.98	$13.92
Refund rate	4.1%	3.6%	2.9%

Inventory as of 2026-06-01: 🟡 low · 36 days of supply · 41 sellable · 15 on order · 2 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$94 (+34.2%)	+$233 (+170.7%)
Sales change	+$199 (+16.7%)	+$781 (+128.2%)
Units change	+21.4%	+131.8%
Margin shift	+3.5pp	+4.2pp

Why it moved

inventory low — 36 days of supply (below 60-day target; 15 on order)
cost per unit dropped from $14.79 (12-mo avg) to $13.92 (May) (-6%)
sessions rose 134% (233 → 545)

Driver: mixed — units rose 132%; margin expanded 4.2 percentage points — traffic-driven — sessions up 134%, conversion roughly flat

SKU-TL-0019 Summit Lantern Mini vs Apr12-mo decline Trail Lighting +$196
+24.4% $1,000 $804 $970 volume $6,653 15.0% -2.1pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	234	209	290
Avg price/unit	$24.07	$23.21	$22.94
Sales (gross)	$5,628	$4,851	$6,653
Net profit	$970	$804	$1,000
Margin	17.1%	16.6%	15.0%
Sessions	1,644	1,458	2,101
Conversion	14.24%	14.33%	13.80%
ACoS	9.2%	7.8%	9.1%
Ad spend	-$516	-$380	-$605
COGS/unit	$8.52	$8.44	$8.48
Refund rate	3.3%	3.3%	3.4%

Inventory as of 2026-06-01: 🟡 low · 55 days of supply · 535 sellable · 74 on order · 26 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$196 (+24.4%)	+$30 (+3.1%)
Sales change	+$1,802 (+37.1%)	+$1,024 (+18.2%)
Units change	+38.8%	+24.2%
Margin shift	-1.5pp	-2.1pp

Why it moved

inventory low — 55 days of supply (below 60-day target; 74 on order)
price dropped from $24.07 (12-mo avg) to $22.94 (May) (-5%)
sessions rose 28% (1,644 → 2,101)

Driver: volume — units rose 24%; margin compressed 2.1 percentage points — traffic-driven — sessions up 28%, conversion roughly flat

SKU-TL-0016 Alpine Flashlight vs Apr Trail Lighting +$153
+26.7% $727 $574 $561 minor $2,763 26.3% +2.3pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	101	96	115
Avg price/unit	$22.73	$23.58	$24.03
Sales (gross)	$2,305	$2,264	$2,763
Net profit	$561	$574	$727
Margin	24.0%	25.3%	26.3%
Sessions	946	862	1,068
Conversion	10.66%	11.14%	10.77%
ACoS	6.7%	6.9%	6.7%
Ad spend	-$154	-$156	-$186
COGS/unit	$6.44	$6.50	$6.57
Refund rate	4.4%	4.2%	4.3%

Inventory as of 2026-06-01: 🟡 low · 52 days of supply · 199 sellable · 43 on order · 9 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$153 (+26.7%)	+$166 (+29.6%)
Sales change	+$500 (+22.1%)	+$459 (+19.9%)
Units change	+19.8%	+14.0%
Margin shift	+1.0pp	+2.3pp

Why it moved

inventory low — 52 days of supply (below 60-day target; 43 on order)
price rose from $22.73 (12-mo avg) to $24.03 (May) (+6%)

Driver: minor — units rose 14%; margin expanded 2.3 percentage points

SKU-CK-0007 Summit Coffee Press vs Apr12-mo decline Camp Kitchen +$137
+43.9% $449 $312 $388 margin $3,372 13.3% +2.7pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	119	119	111
Avg price/unit	$29.99	$29.71	$30.38
Sales (gross)	$3,563	$3,535	$3,372
Net profit	$388	$312	$449
Margin	10.6%	8.8%	13.3%
Sessions	1,059	1,024	965
Conversion	11.26%	11.62%	11.50%
ACoS	15.0%	15.1%	14.2%
Ad spend	-$536	-$533	-$479
COGS/unit	$11.90	$12.28	$11.44
Refund rate	2.6%	2.5%	2.7%

Inventory as of 2026-06-01: 🟡 low · 44 days of supply · 162 sellable · 76 on order · 8 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$137 (+43.9%)	+$61 (+15.6%)
Sales change	-$163 (-4.6%)	-$190 (-5.3%)
Units change	-6.7%	-6.4%
Margin shift	+4.5pp	+2.7pp

Why it moved

inventory low — 44 days of supply (below 60-day target; 76 on order)

Driver: margin — units fell 6%; margin expanded 2.7 percentage points

4. What Went Down

Same structure as Section 3, opposite direction. These are the SKUs that should drive triage first.

SKU Name Category Profit change Profit (May) Profit (Apr) Profit (12-mo avg) Driver Sales (May) Margin (May) Margin shift Sales trend

SKU-PC-0050 Basecamp Solar Panel vs Apr12-mo decline Power & Charging -$1,601
-23.5% $5,221 $6,822 $7,655 margin $26,067 20.0% -4.8pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	326	293	301
Avg price/unit	$93.25	$93.23	$86.60
Sales (gross)	$30,481	$27,316	$26,067
Net profit	$7,655	$6,822	$5,221
Margin	24.9%	25.0%	20.0%
Sessions	2,637	2,320	2,318
Conversion	12.37%	12.63%	12.99%
ACoS	14.8%	14.9%	15.1%
Ad spend	-$4,499	-$4,080	-$3,931
COGS/unit	$31.14	$31.33	$31.85
Refund rate	1.7%	1.7%	1.7%

Inventory as of 2026-06-01: 🟡 low · 34 days of supply · 339 sellable · 61 on order · 16 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$1,601 (-23.5%)	-$2,434 (-31.8%)
Sales change	-$1,250 (-4.6%)	-$4,415 (-14.5%)
Units change	+2.7%	-7.7%
Margin shift	-4.9pp	-4.8pp

Why it moved

inventory low — 34 days of supply (below 60-day target; 61 on order)
price dropped from $93.25 (12-mo avg) to $86.60 (May) (-7%)

Driver: margin — units fell 8%; margin compressed 4.8 percentage points

SKU-HY-FLASK2L TrailFlask 2L Reservoir vs Aprvs 12-mo12-mo decline Hydration -$1,537
-53.0% $1,363 $3,007 $2,900 volume $5,196 26.2% +0.9pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	266	246	118
Avg price/unit	$43.08	$45.13	$44.03
Sales (gross)	$11,445	$11,102	$5,196
Net profit	$2,900	$3,007	$1,363
Margin	25.3%	27.1%	26.2%
Sessions	2,260	1,987	1,124
Conversion	11.72%	12.38%	10.50%
ACoS	8.3%	8.2%	7.6%
Ad spend	-$958	-$905	-$393
COGS/unit	$14.68	$14.94	$15.10
Refund rate	3.3%	3.3%	3.4%

Inventory as of 2026-06-01: 🔴 stockout · 0 days of supply · 0 sellable · 400 on order

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$1,644 (-54.7%)	-$1,537 (-53.0%)
Sales change	-$5,906 (-53.2%)	-$6,250 (-54.6%)
Units change	-52.0%	-55.6%
Margin shift	-0.8pp	+0.9pp

Why it moved

❗ stocked out — listing dead, traffic & conversion suppressed
sessions dropped 50% (2,260 → 1,124)

Driver: volume — units fell 56%; margin expanded 0.9 percentage points — traffic-driven — sessions down 50%, conversion roughly flat

SKU-SS-0040 Alpine Bivy vs Apr12-mo decline Sleep Systems -$1,453
-31.7% $3,125 $4,578 $3,134 volume $25,408 12.3% -2.7pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	175	177	224
Avg price/unit	$117.85	$128.61	$113.43
Sales (gross)	$20,562	$22,764	$25,408
Net profit	$3,134	$4,578	$3,125
Margin	15.1%	20.1%	12.3%
Sessions	2,109	2,219	2,655
Conversion	8.30%	7.98%	8.44%
ACoS	16.4%	16.0%	15.9%
Ad spend	-$3,353	-$3,650	-$4,043
COGS/unit	$50.52	$48.79	$52.33
Refund rate	2.0%	2.3%	1.8%

Inventory as of 2026-06-01: 🟢 healthy · 69 days of supply · 514 sellable · 96 on order · 25 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$1,453 (-31.7%)	-$9 (-0.3%)
Sales change	+$2,644 (+11.6%)	+$4,846 (+23.6%)
Units change	+26.6%	+28.3%
Margin shift	-7.8pp	-2.7pp

Why it moved

price dropped from $117.85 (12-mo avg) to $113.43 (May) (-4%)
sessions rose 26% (2,109 → 2,655)

Driver: volume — units rose 28%; margin compressed 2.7 percentage points — traffic-driven — sessions up 26%, conversion roughly flat

SKU-H-0034 Juniper Filter Straw vs Aprvs 12-mo Hydration -$1,304
-92.7% $103 $1,708 $1,407 mixed $28 367.7% n/a^* ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	145	157	2
Avg price/unit	$48.34	$52.92	$13.95
Sales (gross)	$7,458	$8,308	$28
Net profit	$1,407	$1,708	$103
Margin	47.7%	20.6%	367.7%
Sessions	894	1,008	33
Conversion	15.43%	15.58%	6.06%
ACoS	11.3%	10.9%	11.1%
Ad spend	-$836	-$908	-$3
COGS/unit	$20.13	$20.10	$8.40
Refund rate	3.2%	3.2%	0.0%

Inventory as of 2026-06-01: 🟡 low · 45 days of supply · 3 sellable

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$1,606 (-94.0%)	-$1,304 (-92.7%)
Sales change	-$8,281 (-99.7%)	-$7,430 (-99.6%)
Units change	-98.7%	-98.6%
Margin shift	n/a^*	n/a^*

Why it moved

inventory low — 45 days of supply (below 60-day target; 0 on order)
cost per unit dropped from $20.13 (12-mo avg) to $8.40 (May) (-58%)
price dropped from $48.34 (12-mo avg) to $13.95 (May) (-71%)
ad cost per unit dropped from $5.76 (12-mo avg) to $1.55 (May) (-73%)
refund rate dropped from 3.2% (12-mo avg) to 0.0% (May) (-3.2pp)
sessions dropped 96% (894 → 33)
conversion dropped from 15.43% (12-mo avg) to 6.06% (May) (-9.37pp)

Driver: mixed — units fell 99% — traffic and conversion both down (sessions 96%, conversion 61%)

SKU-TL-0022 Juniper Clip Light vs 12-mo Trail Lighting -$803
-84.2% $151 -$91 $954 mixed $36 421.5% n/a^* ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	51	2	2
Avg price/unit	$46.34	$14.95	$17.90
Sales (gross)	$2,675	$30	$36
Net profit	$954	-$91	$151
Margin	39.2%	-304.0%	421.5%
Sessions	555	41	38
Conversion	8.58%	4.88%	5.26%
ACoS	11.6%	65.6%	13.1%
Ad spend	-$163	-$20	-$5
COGS/unit	$14.95	$10.70	$10.70
Refund rate	2.6%	0.0%	0.0%

Inventory as of 2026-06-01: 🟡 low · 30 days of supply · 2 sellable

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$242 (n/a)	-$803 (-84.2%)
Sales change	+$6 (+19.7%)	-$2,639 (-98.7%)
Units change	0.0%	-96.1%
Margin shift	n/a^*	n/a^*

Why it moved

inventory low — 30 days of supply (below 60-day target; 0 on order)
cost per unit dropped from $14.95 (12-mo avg) to $10.70 (May) (-28%)
price dropped from $46.34 (12-mo avg) to $17.90 (May) (-61%)
ad cost per unit dropped from $3.19 (12-mo avg) to $2.35 (May) (-26%)
refund rate dropped from 2.6% (12-mo avg) to 0.0% (May) (-2.6pp)
sessions dropped 93% (555 → 38)
conversion dropped from 8.58% (12-mo avg) to 5.26% (May) (-3.32pp)

Driver: mixed — units fell 96% — traffic and conversion both down (sessions 93%, conversion 39%)

SKU-PW-BRICK20K PowerBrick 20K Power Bank vs 12-mogrowing losses Power & Charging -$796
n/a -$985 -$231 -$189 margin $3,574 -27.6% -22.8pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	46	39	37
Avg price/unit	$100.82	$98.25	$96.60
Sales (gross)	$4,570	$3,832	$3,574
Net profit	-$189	-$231	-$985
Margin	-4.7%	-6.0%	-27.6%
Sessions	485	420	391
Conversion	9.38%	9.29%	9.46%
ACoS	31.6%	29.4%	54.6%
Ad spend	-$1,417	-$1,127	-$1,951
COGS/unit	$45.34	$47.84	$44.28
Refund rate	3.3%	2.6%	2.7%

Inventory as of 2026-06-01: 🟢 healthy · 64 days of supply · 79 sellable · 22 on order · 3 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$754 (n/a)	-$796 (n/a)
Sales change	-$258 (-6.7%)	-$995 (-21.8%)
Units change	-5.1%	-18.7%
Margin shift	-21.5pp	-22.8pp

Why it moved

price dropped from $100.82 (12-mo avg) to $96.60 (May) (-4%)
ad cost per unit rose from $31.15 (12-mo avg) to $52.72 (May) (+69%)
sessions dropped 19% (485 → 391)

Driver: margin — units fell 19%; margin compressed 22.8 percentage points

SKU-PC-0057 Ridge Power Station 12-mo decline Power & Charging -$747
-7.0% $4,609 $4,500 $5,356 minor $20,542 22.4% +0.5pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	241	214	208
Avg price/unit	$101.21	$100.82	$98.76
Sales (gross)	$24,428	$21,575	$20,542
Net profit	$5,356	$4,500	$4,609
Margin	21.9%	20.9%	22.4%
Sessions	2,729	2,688	2,261
Conversion	8.83%	7.96%	9.20%
ACoS	8.9%	8.5%	8.7%
Ad spend	-$2,173	-$1,844	-$1,779
COGS/unit	$41.64	$42.89	$40.18
Refund rate	4.3%	4.2%	4.8%

Inventory as of 2026-06-01: 🟡 low · 57 days of supply · 392 sellable · 121 on order · 19 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$109 (+2.4%)	-$747 (-13.9%)
Sales change	-$1,033 (-4.8%)	-$3,886 (-15.9%)
Units change	-2.8%	-13.7%
Margin shift	+1.6pp	+0.5pp

Why it moved

inventory low — 57 days of supply (below 60-day target; 121 on order)
sessions dropped 17% (2,729 → 2,261)

Driver: minor — units fell 14%; margin expanded 0.5 percentage points

SKU-SS-0041 Granite Sleeping Bag 12-mo decline Sleep Systems -$708
-4.0% $6,284 $5,554 $5,575 minor $32,489 19.3% -1.0pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	320	303	378
Avg price/unit	$84.73	$84.29	$85.95
Sales (gross)	$27,173	$25,540	$32,489
Net profit	$5,575	$5,554	$6,284
Margin	20.4%	21.7%	19.3%
Sessions	5,268	4,850	6,501
Conversion	6.08%	6.25%	5.81%
ACoS	8.8%	8.6%	8.4%
Ad spend	-$2,377	-$2,201	-$2,726
COGS/unit	$36.02	$34.66	$37.58
Refund rate	2.9%	3.0%	2.9%

Inventory as of 2026-06-01: 🟡 low · 55 days of supply · 698 sellable · 220 on order · 34 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$730 (+13.1%)	+$708 (+12.7%)
Sales change	+$6,949 (+27.2%)	+$5,316 (+19.6%)
Units change	+24.8%	+18.3%
Margin shift	-2.4pp	-1.0pp

Why it moved

inventory low — 55 days of supply (below 60-day target; 220 on order)
cost per unit rose from $36.02 (12-mo avg) to $37.58 (May) (+4%)
sessions rose 23% (5,268 → 6,501)

Driver: minor — units rose 18%; margin compressed 1.0 percentage points

SKU-PC-0053 Granite Battery Case 12-mo decline Power & Charging -$589
-4.0% $5,595 $6,172 $6,184 minor $22,744 24.6% -2.1pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	269	219	273
Avg price/unit	$86.41	$91.19	$83.31
Sales (gross)	$23,198	$19,971	$22,744
Net profit	$6,184	$6,172	$5,595
Margin	26.7%	30.9%	24.6%
Sessions	1,970	1,719	1,981
Conversion	13.67%	12.74%	13.78%
ACoS	5.5%	5.4%	5.8%
Ad spend	-$1,280	-$1,079	-$1,322
COGS/unit	$34.81	$33.97	$35.26
Refund rate	1.8%	1.8%	1.8%

Inventory as of 2026-06-01: 🟢 healthy · 74 days of supply · 671 sellable · 259 on order · 33 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$577 (-9.3%)	-$589 (-9.5%)
Sales change	+$2,773 (+13.9%)	-$454 (-2.0%)
Units change	+24.7%	+1.4%
Margin shift	-6.3pp	-2.1pp

Why it moved

price dropped from $86.41 (12-mo avg) to $83.31 (May) (-4%)

Driver: minor — units rose 1%; margin compressed 2.1 percentage points

SKU-SS-0045 Ridge Underquilt 12-mo decline Sleep Systems -$496
-4.0% $3,707 $3,360 $3,211 minor $14,316 25.9% -1.1pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	94	109	117
Avg price/unit	$125.44	$122.30	$122.36
Sales (gross)	$11,879	$13,331	$14,316
Net profit	$3,211	$3,360	$3,707
Margin	27.0%	25.2%	25.9%
Sessions	1,448	1,676	1,812
Conversion	6.54%	6.50%	6.46%
ACoS	9.4%	9.7%	9.3%
Ad spend	-$1,113	-$1,288	-$1,333
COGS/unit	$47.38	$48.10	$46.83
Refund rate	3.1%	2.8%	3.4%

Inventory as of 2026-06-01: 🟡 low · 46 days of supply · 180 sellable · 36 on order · 9 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$347 (+10.3%)	+$496 (+15.5%)
Sales change	+$985 (+7.4%)	+$2,437 (+20.5%)
Units change	+7.3%	+23.8%
Margin shift	+0.7pp	-1.1pp

Why it moved

inventory low — 46 days of supply (below 60-day target; 36 on order)
sessions rose 25% (1,448 → 1,812)

Driver: minor — units rose 24%; margin compressed 1.1 percentage points

SKU-CK-0010 Juniper Utensil Roll vs Apr12-mo decline Camp Kitchen -$489
-24.9% $1,478 $1,967 $1,307 minor $7,976 18.5% +2.7pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	203	235	203
Avg price/unit	$39.53	$40.41	$39.29
Sales (gross)	$8,030	$9,496	$7,976
Net profit	$1,307	$1,967	$1,478
Margin	15.8%	20.7%	18.5%
Sessions	2,999	3,353	3,165
Conversion	6.77%	7.01%	6.41%
ACoS	14.9%	14.9%	14.1%
Ad spend	-$1,193	-$1,415	-$1,124
COGS/unit	$13.96	$12.90	$13.08
Refund rate	3.4%	3.0%	3.4%

Inventory as of 2026-06-01: 🟡 low · 42 days of supply · 286 sellable · 125 on order · 14 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$489 (-24.9%)	+$171 (+13.1%)
Sales change	-$1,520 (-16.0%)	-$54 (-0.7%)
Units change	-13.6%	+0.0%
Margin shift	-2.2pp	+2.7pp

Why it moved

inventory low — 42 days of supply (below 60-day target; 125 on order)
cost per unit dropped from $13.96 (12-mo avg) to $13.08 (May) (-6%)

Driver: minor — units rose 0%; margin expanded 2.7 percentage points

SKU-CK-0001 Cascade Skillet 12-mo decline Camp Kitchen -$383
-3.0% $3,284 $4,044 $2,901 minor $14,872 22.1% -0.8pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	161	201	196
Avg price/unit	$77.58	$82.10	$75.88
Sales (gross)	$12,525	$16,502	$14,872
Net profit	$2,901	$4,044	$3,284
Margin	22.9%	24.5%	22.1%
Sessions	1,177	1,500	1,388
Conversion	13.75%	13.40%	14.12%
ACoS	14.1%	13.5%	15.1%
Ad spend	-$1,769	-$2,224	-$2,246
COGS/unit	$26.18	$27.03	$25.18
Refund rate	3.7%	4.0%	4.1%

Inventory as of 2026-06-01: 🟢 healthy · 73 days of supply · 480 sellable · 230 on order · 24 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$760 (-18.8%)	+$383 (+13.2%)
Sales change	-$1,630 (-9.9%)	+$2,348 (+18.7%)
Units change	-2.5%	+21.4%
Margin shift	-2.4pp	-0.8pp

Why it moved

sessions rose 18% (1,177 → 1,388)

Driver: minor — units rose 21%; margin compressed 0.8 percentage points

SKU-H-0032 Drift Bite Valve Kit 12-mo decline Hydration -$366
-4.0% $2,095 $1,803 $1,729 minor $8,684 24.1% +1.1pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	186	187	212
Avg price/unit	$40.06	$40.25	$40.96
Sales (gross)	$7,468	$7,527	$8,684
Net profit	$1,729	$1,803	$2,095
Margin	23.0%	24.0%	24.1%
Sessions	1,926	1,911	2,327
Conversion	9.64%	9.79%	9.11%
ACoS	10.4%	9.3%	10.3%
Ad spend	-$783	-$703	-$895
COGS/unit	$13.14	$13.13	$12.91
Refund rate	4.4%	4.3%	4.7%

Inventory as of 2026-06-01: 🟢 healthy · 61 days of supply · 428 sellable · 119 on order · 21 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$292 (+16.2%)	+$366 (+21.2%)
Sales change	+$1,157 (+15.4%)	+$1,216 (+16.3%)
Units change	+13.4%	+14.1%
Margin shift	+0.2pp	+1.1pp

Why it moved

sessions rose 21% (1,926 → 2,327)

Driver: minor — units rose 14%; margin expanded 1.1 percentage points

SKU-CK-0008 Drift Windscreen Stove 12-mo decline Camp Kitchen -$322
-3.0% $2,468 $2,089 $2,146 minor $8,493 29.1% +1.0pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	95	104	106
Avg price/unit	$80.13	$78.23	$80.12
Sales (gross)	$7,611	$8,136	$8,493
Net profit	$2,146	$2,089	$2,468
Margin	28.1%	25.7%	29.1%
Sessions	1,010	1,144	1,079
Conversion	9.46%	9.09%	9.82%
ACoS	12.7%	13.5%	11.4%
Ad spend	-$965	-$1,102	-$965
COGS/unit	$24.62	$25.55	$24.92
Refund rate	3.3%	2.9%	3.8%

Inventory as of 2026-06-01: 🟢 healthy · 72 days of supply · 256 sellable · 13 on order · 12 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$379 (+18.1%)	+$322 (+15.0%)
Sales change	+$357 (+4.4%)	+$882 (+11.6%)
Units change	+1.9%	+11.7%
Margin shift	+3.4pp	+1.0pp

Why it moved

Sellerboard data alone doesn't surface a single dominant cause — likely a mix.

Driver: minor — units rose 12%; margin expanded 1.0 percentage points

SKU-PC-0056 Drift Panel Mini vs Apr12-mo decline Power & Charging -$258
-36.6% $448 $706 $728 margin $5,429 8.3% -3.1pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	97	82	89
Avg price/unit	$65.07	$64.49	$61.00
Sales (gross)	$6,290	$5,288	$5,429
Net profit	$728	$706	$448
Margin	11.4%	13.4%	8.3%
Sessions	1,045	993	953
Conversion	9.27%	8.26%	9.34%
ACoS	15.1%	15.5%	15.9%
Ad spend	-$947	-$820	-$863
COGS/unit	$28.47	$27.23	$28.02
Refund rate	4.2%	3.7%	4.5%

Inventory as of 2026-06-01: 🟡 low · 33 days of supply · 99 sellable · 19 on order · 4 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$258 (-36.6%)	-$280 (-38.4%)
Sales change	+$141 (+2.7%)	-$861 (-13.7%)
Units change	+8.5%	-8.0%
Margin shift	-5.1pp	-3.1pp

Why it moved

inventory low — 33 days of supply (below 60-day target; 19 on order)
price dropped from $65.07 (12-mo avg) to $61.00 (May) (-6%)

Driver: margin — units fell 8%; margin compressed 3.1 percentage points

SKU-TL-0021 Ridge Area Light 12-mo decline Trail Lighting -$187
-4.0% $862 $1,018 $1,050 margin $6,416 13.4% -4.5pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	282	304	334
Avg price/unit	$20.90	$20.20	$19.21
Sales (gross)	$5,880	$6,141	$6,416
Net profit	$1,050	$1,018	$862
Margin	17.9%	16.6%	13.4%
Sessions	1,846	2,041	2,274
Conversion	15.42%	14.89%	14.69%
ACoS	9.9%	10.6%	10.6%
Ad spend	-$586	-$650	-$683
COGS/unit	$7.01	$6.80	$6.78
Refund rate	2.2%	2.3%	2.1%

Inventory as of 2026-06-01: 🟢 healthy · 78 days of supply · 863 sellable · 322 on order · 43 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$155 (-15.3%)	-$187 (-17.9%)
Sales change	+$275 (+4.5%)	+$536 (+9.1%)
Units change	+9.9%	+18.4%
Margin shift	-3.1pp	-4.5pp

Why it moved

price dropped from $20.90 (12-mo avg) to $19.21 (May) (-8%)
sessions rose 23% (1,846 → 2,274)

Driver: margin — units rose 18%; margin compressed 4.5 percentage points

SKU-PC-0054 Ember Crank Radio 12-mo decline Power & Charging -$182
-8.0% $435 $395 $617 margin $5,676 7.7% -2.2pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	234	201	219
Avg price/unit	$26.39	$25.76	$25.92
Sales (gross)	$6,187	$5,178	$5,676
Net profit	$617	$395	$435
Margin	9.9%	7.6%	7.7%
Sessions	1,563	1,431	1,365
Conversion	14.98%	14.05%	16.04%
ACoS	8.3%	8.1%	8.2%
Ad spend	-$513	-$422	-$463
COGS/unit	$11.72	$11.86	$12.02
Refund rate	2.9%	3.0%	2.7%

Inventory as of 2026-06-01: 🟡 low · 37 days of supply · 273 sellable · 18 on order · 13 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$40 (+10.0%)	-$182 (-29.6%)
Sales change	+$499 (+9.6%)	-$511 (-8.3%)
Units change	+9.0%	-6.3%
Margin shift	+0.0pp	-2.2pp

Why it moved

inventory low — 37 days of supply (below 60-day target; 18 on order)

Driver: margin — units fell 6%; margin compressed 2.2 percentage points

SKU-CK-0002 Basecamp Cook Set 12-mo decline Camp Kitchen -$170
-13.0% $203 $213 $374 mixed $6,424 3.2% -3.8pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	197	196	247
Avg price/unit	$26.56	$24.92	$26.01
Sales (gross)	$5,235	$4,884	$6,424
Net profit	$374	$213	$203
Margin	6.9%	4.4%	3.2%
Sessions	1,457	1,425	1,709
Conversion	13.48%	13.75%	14.45%
ACoS	14.4%	13.5%	14.3%
Ad spend	-$750	-$661	-$916
COGS/unit	$11.02	$10.75	$11.66
Refund rate	3.4%	3.6%	3.2%

Inventory as of 2026-06-01: 🟡 low · 59 days of supply · 489 sellable · 36 on order · 24 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$10 (-4.5%)	-$170 (-45.6%)
Sales change	+$1,540 (+31.5%)	+$1,189 (+22.7%)
Units change	+26.0%	+25.5%
Margin shift	-1.2pp	-3.8pp

Why it moved

inventory low — 59 days of supply (below 60-day target; 36 on order)
cost per unit rose from $11.02 (12-mo avg) to $11.66 (May) (+6%)
sessions rose 17% (1,457 → 1,709)

Driver: mixed — units rose 25%; margin compressed 3.8 percentage points — traffic-driven — sessions up 17%, conversion roughly flat

SKU-H-0028 Alpine Purifier Tabs 12-mo decline Hydration -$153
-4.0% $1,175 $980 $1,023 mixed $4,616 25.5% -2.4pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	93	96	120
Avg price/unit	$39.31	$37.76	$38.47
Sales (gross)	$3,664	$3,625	$4,616
Net profit	$1,023	$980	$1,175
Margin	27.9%	27.0%	25.5%
Sessions	607	611	774
Conversion	15.36%	15.71%	15.50%
ACoS	8.9%	9.3%	10.1%
Ad spend	-$330	-$337	-$464
COGS/unit	$12.38	$11.99	$12.37
Refund rate	2.0%	2.1%	2.5%

Inventory as of 2026-06-01: 🟡 low · 56 days of supply · 224 sellable · 6 on order · 11 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$195 (+19.9%)	+$153 (+14.9%)
Sales change	+$991 (+27.4%)	+$952 (+26.0%)
Units change	+25.0%	+28.7%
Margin shift	-1.6pp	-2.4pp

Why it moved

inventory low — 56 days of supply (below 60-day target; 6 on order)
sessions rose 28% (607 → 774)

Driver: mixed — units rose 29%; margin compressed 2.4 percentage points — traffic-driven — sessions up 28%, conversion roughly flat

SKU-SS-0047 Nomad Compression Sack 12-mo decline Sleep Systems -$92
-3.0% $475 $517 $383 minor $3,412 13.9% +0.7pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	54	59	63
Avg price/unit	$51.06	$52.46	$54.16
Sales (gross)	$2,780	$3,095	$3,412
Net profit	$383	$517	$475
Margin	13.2%	16.7%	13.9%
Sessions	366	383	437
Conversion	14.77%	15.40%	14.42%
ACoS	16.4%	15.6%	15.8%
Ad spend	-$453	-$483	-$540
COGS/unit	$19.89	$19.91	$21.22
Refund rate	2.6%	1.7%	3.2%

Inventory as of 2026-06-01: 🟢 healthy · 72 days of supply · 151 sellable · 64 on order · 7 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$42 (-8.1%)	+$92 (+24.0%)
Sales change	+$317 (+10.2%)	+$632 (+22.7%)
Units change	+6.8%	+16.5%
Margin shift	-2.8pp	+0.7pp

Why it moved

cost per unit rose from $19.89 (12-mo avg) to $21.22 (May) (+7%)
price rose from $51.06 (12-mo avg) to $54.16 (May) (+6%)
sessions rose 20% (366 → 437)

Driver: minor — units rose 16%; margin expanded 0.7 percentage points

SKU-H-0027 Boreal Bottle 12-mo decline Hydration -$90
-5.0% $418 $364 $328 minor $1,991 21.0% +1.8pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	95	100	113
Avg price/unit	$17.39	$17.66	$17.62
Sales (gross)	$1,656	$1,766	$1,991
Net profit	$328	$364	$418
Margin	19.2%	20.6%	21.0%
Sessions	689	761	810
Conversion	13.72%	13.14%	13.95%
ACoS	11.0%	12.0%	9.7%
Ad spend	-$181	-$212	-$193
COGS/unit	$4.81	$4.77	$4.88
Refund rate	2.4%	2.0%	2.7%

Inventory as of 2026-06-01: 🟡 low · 55 days of supply · 209 sellable · 80 on order · 10 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$54 (+14.8%)	+$90 (+27.4%)
Sales change	+$225 (+12.7%)	+$335 (+20.2%)
Units change	+13.0%	+19.3%
Margin shift	+0.4pp	+1.8pp

Why it moved

inventory low — 55 days of supply (below 60-day target; 80 on order)
sessions rose 18% (689 → 810)

Driver: minor — units rose 19%; margin expanded 1.8 percentage points

SKU-CK-0011 Nomad Mug 12-mo decline Camp Kitchen -$84
-4.0% $1,537 $1,774 $1,621 margin $9,272 16.6% -4.1pp → stable

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	171	179	206
Avg price/unit	$45.97	$45.04	$45.01
Sales (gross)	$7,858	$8,062	$9,272
Net profit	$1,621	$1,774	$1,537
Margin	20.6%	22.0%	16.6%
Sessions	1,409	1,412	1,684
Conversion	12.22%	12.68%	12.23%
ACoS	12.4%	12.0%	13.7%
Ad spend	-$978	-$966	-$1,272
COGS/unit	$16.60	$15.94	$17.20
Refund rate	2.8%	2.8%	2.9%

Inventory as of 2026-06-01: 🟡 low · 54 days of supply · 370 sellable · 170 on order · 18 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$237 (-13.4%)	-$84 (-5.2%)
Sales change	+$1,210 (+15.0%)	+$1,414 (+18.0%)
Units change	+15.1%	+20.2%
Margin shift	-5.4pp	-4.1pp

Why it moved

inventory low — 54 days of supply (below 60-day target; 170 on order)
sessions rose 20% (1,409 → 1,684)

Driver: margin — units rose 20%; margin compressed 4.1 percentage points

SKU-PC-0055 Summit USB Lantern 12-mo decline Power & Charging -$82
-7.0% $1,089 $949 $1,171 minor $4,295 25.3% +1.4pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	116	97	100
Avg price/unit	$42.21	$41.54	$42.95
Sales (gross)	$4,901	$4,029	$4,295
Net profit	$1,171	$949	$1,089
Margin	23.9%	23.5%	25.3%
Sessions	1,296	974	1,172
Conversion	9.00%	9.96%	8.53%
ACoS	5.7%	6.1%	5.6%
Ad spend	-$280	-$246	-$243
COGS/unit	$16.63	$16.43	$16.26
Refund rate	2.2%	2.1%	2.0%

Inventory as of 2026-06-01: 🟡 low · 47 days of supply · 158 sellable · 53 on order · 7 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$140 (+14.8%)	-$82 (-7.0%)
Sales change	+$266 (+6.6%)	-$606 (-12.4%)
Units change	+3.1%	-13.9%
Margin shift	+1.8pp	+1.4pp

Why it moved

inventory low — 47 days of supply (below 60-day target; 53 on order)

Driver: minor — units fell 14%; margin expanded 1.4 percentage points

SKU-PC-0058 Juniper Car Adapter 12-mo decline Power & Charging -$44
-5.0% $850 $882 $894 minor $5,952 14.3% -0.4pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	157	122	157
Avg price/unit	$38.48	$40.60	$37.91
Sales (gross)	$6,023	$4,953	$5,952
Net profit	$894	$882	$850
Margin	14.7%	17.8%	14.3%
Sessions	1,546	1,119	1,635
Conversion	10.15%	10.90%	9.60%
ACoS	15.7%	16.3%	15.0%
Ad spend	-$944	-$807	-$891
COGS/unit	$14.16	$14.27	$14.30
Refund rate	2.7%	2.5%	2.5%

Inventory as of 2026-06-01: 🟡 low · 59 days of supply · 308 sellable · 5 on order · 15 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$32 (-3.6%)	-$44 (-5.0%)
Sales change	+$999 (+20.2%)	-$71 (-1.2%)
Units change	+28.7%	+0.3%
Margin shift	-3.5pp	-0.4pp

Why it moved

inventory low — 59 days of supply (below 60-day target; 5 on order)

Driver: minor — units rose 0%; margin compressed 0.4 percentage points

SKU-H-0030 Ember Insulated Bottle 12-mo decline Hydration -$23
-5.0% $1,795 $1,864 $1,818 minor $13,102 13.7% -0.5pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	364	355	379
Avg price/unit	$35.15	$33.94	$34.57
Sales (gross)	$12,812	$12,049	$13,102
Net profit	$1,818	$1,864	$1,795
Margin	14.2%	15.5%	13.7%
Sessions	4,893	4,898	5,487
Conversion	7.44%	7.25%	6.91%
ACoS	16.0%	15.6%	15.6%
Ad spend	-$2,056	-$1,877	-$2,040
COGS/unit	$12.98	$12.10	$12.83
Refund rate	2.5%	2.5%	2.4%

Inventory as of 2026-06-01: 🟢 healthy · 74 days of supply · 933 sellable · 427 on order · 46 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$70 (-3.7%)	-$23 (-1.3%)
Sales change	+$1,053 (+8.7%)	+$290 (+2.3%)
Units change	+6.8%	+4.1%
Margin shift	-1.8pp	-0.5pp

Why it moved

Sellerboard data alone doesn't surface a single dominant cause — likely a mix.

Driver: minor — units rose 4%; margin compressed 0.5 percentage points

SKU-SS-0043 Summit Liner 12-mo decline Sleep Systems -$23
-4.0% $3,933 $4,227 $3,910 mixed $25,009 15.7% -3.7pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	263	260	346
Avg price/unit	$76.15	$79.57	$72.28
Sales (gross)	$20,026	$20,688	$25,009
Net profit	$3,910	$4,227	$3,933
Margin	19.4%	20.4%	15.7%
Sessions	3,362	3,309	4,602
Conversion	7.81%	7.86%	7.52%
ACoS	10.9%	11.6%	10.9%
Ad spend	-$2,173	-$2,403	-$2,734
COGS/unit	$30.99	$31.16	$31.46
Refund rate	4.4%	4.2%	4.6%

Inventory as of 2026-06-01: 🟢 healthy · 74 days of supply · 849 sellable · 216 on order · 42 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	-$294 (-7.0%)	+$23 (+0.6%)
Sales change	+$4,321 (+20.9%)	+$4,983 (+24.9%)
Units change	+33.1%	+31.5%
Margin shift	-4.7pp	-3.7pp

Why it moved

price dropped from $76.15 (12-mo avg) to $72.28 (May) (-5%)
sessions rose 37% (3,362 → 4,602)

Driver: mixed — units rose 32%; margin compressed 3.7 percentage points — traffic-driven — sessions up 37%, conversion roughly flat

SKU-H-0035 Nomad Hydration Pack 12-mo decline Hydration -$8
-4.0% $614 $512 $606 minor $3,088 19.9% -1.6pp ≈ volatile

Full picture (12-mo avg → April → May)

Metric	12-mo avg	April	May
Units sold	72	63	81
Avg price/unit	$38.77	$39.07	$38.12
Sales (gross)	$2,804	$2,461	$3,088
Net profit	$606	$512	$614
Margin	21.5%	20.8%	19.9%
Sessions	1,039	951	1,081
Conversion	6.98%	6.62%	7.49%
ACoS	7.8%	8.3%	7.8%
Ad spend	-$219	-$205	-$241
COGS/unit	$14.57	$15.01	$14.89
Refund rate	3.6%	3.2%	3.7%

Inventory as of 2026-06-01: 🟢 healthy · 72 days of supply · 195 sellable · 12 on order · 9 reserved

How May compares

Metric	vs April	vs 12-mo avg
Profit change	+$102 (+19.9%)	+$8 (+1.3%)
Sales change	+$626 (+25.4%)	+$284 (+10.1%)
Units change	+28.6%	+11.9%
Margin shift	-0.9pp	-1.6pp

Why it moved

Sellerboard data alone doesn't surface a single dominant cause — likely a mix.

Driver: minor — units rose 12%; margin compressed 1.6 percentage points

n/a* — margin shift not shown: the value comes from a near-zero sales denominator or a wrong-sign cost/fee (a structurally impossible margin), flagged for data-quality review — not a real move. Genuine large margin swings ARE shown.

5. Sustained Money-Losers

SKUs bleeding net profit for two or more consecutive months. These never appear in "What Went Down" because there is no single big month-over-month drop -- the loss is steady -- so they are surfaced here, ranked by total dollars lost across the streak.

2 SKUs flagged, ranked by $ lost in May (biggest first). "Total lost" is the running total across the streak.

Lost in May	SKU	Name	Category	Total lost	Streak	Losing since
-$985	SKU-PW-BRICK20K	PowerBrick 20K Power Bank	Power & Charging	-$1,254	3 mo	Mar – May 2026
-$364	SKU-CK-FIREPITXL	FirePit Grill Grate XL	Camp Kitchen	-$10,024	12 mo	Jun 2025 – May 2026

6. Hidden Issues

Top-line revenue looks fine, but underlying signals (sessions, conversion, margin, ACoS) have drifted outside their normal range. Early warnings before the topline reflects them.

SKU

Name

7. Category Health

Profit change per category, color-coded by health. Click any row for the full numbers.

8. Patterns Across Products

When most SKUs in a category move the same direction simultaneously, it's usually a structural shift. Click any pattern to see which SKUs are leading it.

9. Opportunities

Concrete plays surfaced from the data, sorted by estimated monthly $ impact. Click any opportunity for the recommended action and the evidence behind it.

Each row is one actionable play, ranked by estimated monthly $ impact. Click any row to expand the recommended action and supporting evidence. 13 total opportunities across 5 types.

Ad efficiency: 1 Conversion recovery: 1 Margin dip (single month): 9 Supply / inventory: 1 Traffic recovery: 1

Est. impact	Type	SKU	Category	Headline	Confidence
$5,253/mo	Traffic recovery	SKU-HY-FLASK2L	Hydration	Strong converter losing traffic	medium
Recommended action Investigate keyword rank, BSR, recent competitor launches; consider a short-term promo or ad bid increase to recover visibility while conversion is healthy. Evidence Sessions: 2,260 (12-mo avg) → 1,124 (May) Conversion in May: 10.50% (healthy, top quartile) SKU: TrailFlask 2L Reservoir
$1,283/mo	Margin dip (single month)	SKU-SS-0044	Sleep Systems	Margin dropped sharply this month	medium
Recommended action Targeted investigation: cost per unit rose from $50.69 (12-mo avg) to $53.42 (May) (+5%); sessions rose 27% (2,433 → 3,098). If transient, confirm and monitor next month. Evidence Margin: 28.1% → 25.4% (out of normal range) cost per unit rose from $50.69 (12-mo avg) to $53.42 (May) (+5%) sessions rose 27% (2,433 → 3,098) SKU: Drift Hammock
$1,258/mo	Margin dip (single month)	SKU-PC-0050	Power & Charging	Margin dropped sharply this month	medium
Recommended action Targeted investigation: price dropped from $93.25 (12-mo avg) to $86.60 (May) (-7%). If transient, confirm and monitor next month. Evidence Margin: 24.9% → 20.0% (out of normal range) price dropped from $93.25 (12-mo avg) to $86.60 (May) (-7%) SKU: Basecamp Solar Panel
$1,011/mo	Conversion recovery	SKU-H-0030	Hydration	Conversion dropped on a high-traffic SKU	high
Recommended action Audit recent listing changes (images/title/A+) and run an A/B test on hero image and first bullet. Target: restore conversion from 6.91% back toward 7.44%. Evidence Sessions in May: 5,487 (close to 12-mo avg 4,893) Conversion dropped from 7.44% to 6.91% (out of normal range) SKU: Acme Ember Insulated Bottle
$927/mo	Margin dip (single month)	SKU-SS-0043	Sleep Systems	Margin dropped sharply this month	medium
Recommended action Targeted investigation: price dropped from $76.15 (12-mo avg) to $72.28 (May) (-5%); sessions rose 37% (3,362 → 4,602). If transient, confirm and monitor next month. Evidence Margin: 19.4% → 15.7% (out of normal range) price dropped from $76.15 (12-mo avg) to $72.28 (May) (-5%) sessions rose 37% (3,362 → 4,602) SKU: Summit Liner
$607/mo	Supply / inventory	SKU-HY-FLASK2L	Hydration	Units fell sharply but conversion held — possible stockout / inventory cap	medium
Recommended action Confirm with Acme ops: was this SKU stocked out for any portion of May? Implied demand at historical conversion: ~132 units; actual sold: 118. Evidence Units: 266 (12-mo avg) → 118 (May) Conversion held at 10.50% (vs 11.72% prior) SKU: TrailFlask 2L Reservoir
$377/mo	Margin dip (single month)	SKU-CK-0011	Camp Kitchen	Margin dropped sharply this month	medium
Recommended action Targeted investigation: sessions rose 20% (1,409 → 1,684). If transient, confirm and monitor next month. Evidence Margin: 20.6% → 16.6% (out of normal range) sessions rose 20% (1,409 → 1,684) SKU: Acme Nomad Mug
$345/mo	Margin dip (single month)	SKU-CK-0005	Camp Kitchen	Margin dropped sharply this month	medium
Recommended action Targeted investigation: price dropped from $59.67 (12-mo avg) to $55.40 (May) (-7%); sessions rose 27% (1,524 → 1,933). If transient, confirm and monitor next month. Evidence Margin: 30.7% → 28.1% (out of normal range) price dropped from $59.67 (12-mo avg) to $55.40 (May) (-7%) sessions rose 27% (1,524 → 1,933) SKU: Granite Spork Set
$287/mo	Margin dip (single month)	SKU-TL-0021	Trail Lighting	Margin dropped sharply this month	medium
Recommended action Targeted investigation: price dropped from $20.90 (12-mo avg) to $19.21 (May) (-8%); sessions rose 23% (1,846 → 2,274). If transient, confirm and monitor next month. Evidence Margin: 17.9% → 13.4% (out of normal range) price dropped from $20.90 (12-mo avg) to $19.21 (May) (-8%) sessions rose 23% (1,846 → 2,274) SKU: Ridge Area Light
$241/mo	Margin dip (single month)	SKU-CK-0002	Camp Kitchen	Margin dropped sharply this month	medium
Recommended action Targeted investigation: cost per unit rose from $11.02 (12-mo avg) to $11.66 (May) (+6%); sessions rose 17% (1,457 → 1,709). If transient, confirm and monitor next month. Evidence Margin: 6.9% → 3.2% (out of normal range) cost per unit rose from $11.02 (12-mo avg) to $11.66 (May) (+6%) sessions rose 17% (1,457 → 1,709) SKU: Basecamp Cook Set
$169/mo	Margin dip (single month)	SKU-PC-0056	Power & Charging	Margin dropped sharply this month	medium
Recommended action Targeted investigation: price dropped from $65.07 (12-mo avg) to $61.00 (May) (-6%). If transient, confirm and monitor next month. Evidence Margin: 11.4% → 8.3% (out of normal range) price dropped from $65.07 (12-mo avg) to $61.00 (May) (-6%) SKU: Drift Panel Mini
$126/mo	Margin dip (single month)	SKU-PC-0054	Power & Charging	Margin dropped sharply this month	medium
Recommended action Targeted investigation: investigate ad spend and COGS. If transient, confirm and monitor next month. Evidence Margin: 9.9% → 7.7% (out of normal range) SKU: Acme Ember Crank Radio
$84/mo	Ad efficiency	SKU-PC-0056	Power & Charging	ACoS spiked vs history — ad spend is leaking	medium
Recommended action Pull broad/auto campaigns for this SKU; isolate to exact-match high-converters; cap daily spend until ACoS returns toward 15.1%. Evidence ACoS: 15.1% (12-mo) → 15.9% (May) Ad spend: $-947 → $-863 SKU: Drift Panel Mini

Methodology & Caveats

Volatility bands: Each SKU's significance is judged against its own 12–mo mean and standard deviation, plus its trend across all 12 months. A move is reported when it's outside that SKU's normal range, not on a fixed % threshold. Where one bad/good month would skew the 12-mo average, the trend label flags it as a one-month blip.

"Sales" terminology: The Sales column from Sellerboard represents gross sales (before promo and refund costs). All monetary figures in this report follow that convention. Margin is computed against gross sales, matching Sellerboard's calculation.

Categories: Acme's authoritative ASIN→category file is the source of truth. BrandA & BrandB are kept as separate categories.

Data coverage: 12 months of data. Some "why" explanations require richer data Acme is sourcing (price history, ad-campaign change log, search-query reports, inventory). When that lands, the Opportunities section especially gets significantly stronger.

Data quality: Some SKUs are missing Cost of Goods in Sellerboard. Their profit and margin numbers are excluded from per-SKU analysis. Sales / units / sessions / BSR are still valid for those SKUs.

Inventory: Snapshot as of 2026-06-01. Days of supply = current sellable stock ÷ focus-month sales run-rate.

n/a = data not available for this metric.

What Matters Most

1. The Story

2. Concentration

All categories — May

3. What Went Up

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Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)

Full picture (12-mo avg → April → May)