04 · ReportOpens 31 Dec
Drop 1 review

Drop 1, Measured. Opens 31 December.

The model in Context against what actually happened, and a recommendation for Drop 2.

Opens31 December 2026
DecidesDrop 2 size and the next quarter
01

Did 60% sell at full price?

Sell-through by colourway, and what sold out first.

02

What did a customer cost?

Blended CAC and CM3 against the model.

03

Which plays worked?

Founding Circle, Muses, trunk shows, paid: kept, changed or dropped.

04

How big is Drop 2?

Sized by the earn-the-next-drop rule.