Morning Brief · Generated by AI
Wholesale revenue is up 13.0% YoY on the trailing twelve. Growth is concentrated in new outdoor retail launches, while several legacy accounts are quietly slipping.
Three new accounts signed in the last 18 months contributed roughly $240K of incremental revenue, about 70% of the $340K net company-wide gain. The existing book actually contracted slightly on a same-account basis, masked by new wins. Pressure points: L.L.Bean and Eastern Mountain Sports are both down nearly 30% YoY, and Q1 2026 underperformed Q1 2025 by 15% across the West Coast specialty channel. Sell-through on BASIN Slate and RAPID Crystal lagged the rest of the polarized line. Reorder rate improved to 71%.
Wholesale GMV
$2.95M
▲ 13.0% YoY
vs $2.61M prior 12
Active Accounts
28
▲ 6 new
22 last year
Avg Order Value
$4,280
▲ 5.4%
vs $4,060
Reorder Rate
71%
▲ 6 pts
vs 65%
Sell-Through
68%
▲ 7 pts
vs 61%
Key Accts Share
42%
▼ 2 pts
concentration easing
Wholesale GMV by Month
This year vs prior year, all wholesale channels
Revenue by Account Tier
Trailing 12 months
Top Accounts · Year to Date
January – April 2026, ranked by GMV, with YoY change vs Jan-Apr 2025
| Account | Tier | Channel | Region | YTD GMV | YoY |
|---|
Revenue by Region
Trailing 12 months
Revenue by Channel
Trailing 12 months
Top Wholesale SKUs
Ranked by GMV. Sell-through measured 60 days after shipment.