Verdana

Market Sizing Calculator
Combined Revenue
$0
Blended Gross Margin
0%
Gross Profit
$0
TAM: US Supplements$58B
SAM: Adaptogens$4.2B
SAM: Premium DTC+Retail$840M
SOM: Verdana$0

DTC Supplements

Current direct-to-consumer business
Revenue
$0
Gross Margin
0%
Gross Profit
$0
Monthly new customers 1,400
Average order value $120
Subscription rate 34%
90-day retention 62%
Customer acquisition cost $58
Blended COGS % 23.6%
Organic channel share 25%
Orders per retained customer/yr 6
Free shipping threshold $75
Orders qualifying for free ship 87%
Avg shipping cost per order $7.00

Wholesale

Whole Foods (regional) + Target (national)
Revenue
$0
Gross Margin
0%
Gross Profit
$0
Whole Foods stores 85
Units per store per month 24
Include Target? Off
Wholesale discount off retail 50%
Target stores (if enabled) 500
Target units/store/month 12
Target discount off retail 55%
Slotting fees (one-time) $50K
DTC cannibalization 10%
Ramp months to full velocity 6
SKUs offered
Avg retail price (pre-discount) $60.00

New Product Line

Metabolize and/or Glow expansion
Revenue
$0
Gross Margin
0%
Gross Profit
$0
Launch Metabolize? Off
Metabolize price $70
Launch Glow? Off
Glow price $65
Y1 penetration (existing customers) 15%
R&D cost per product $100K
Launch quarter Q3
Cross-sell rate (existing to new) 12%
New acquisition from new SKU 150/mo
Metabolize COGS $16.00
Glow COGS $13.00
Cannibalization of existing SKUs 5%