HIGHLIGHTS · WHAT CHANGED
Key metrics
Sales
Ordered product sales — weekly
Last 12 complete weeks · bars = sales, line = units
New vs Repeat vs Unknown — weekly
Revenue split · last 2 weeks provisional (buyer-email backfills ~2 wks)
New
Repeat
Unknown (email pending)
Sales by model
MODEL × WEEKSales by product model
Weekly ordered sales by model, 6 most recent complete weeks · % of 12-wk total · WoW = wk Oct 19 vs Oct 12.
REPLENISHMENTWhere bought inventory is in the cycle
Every unit TESMO has bought lives in one of three places. The cycle: PO placed → ~30 days to reach Amazon → 2-3 weeks of Amazon receiving → sellable. "Sellable today" (what the cover table counts) is only the last stage, which is why it reads lower than the position actually is. PO 6879 — placed Oct 9 (3,302 units) — and PO 6892 (425 units, Oct 20) sit in that ~30-day transit-to-Amazon leg and are included in "On order" below; PO 6859 (2,806 units) is now on FBA shipments and shows under "En route"; as each clears receiving, the position settles toward target coverage across the catalog.
"On order" covers everything bought but not yet visible to Amazon: 3,727 units across PO 6879 (3,302u, placed Oct 9) and PO 6892 (425u of the 25lb bag, Oct 20); POs 6828, 6840 and 6859 are no longer on order. All 3,727 are attributed to a product line in the tables below. No PO is double-counted between "on order" and "en route" — a line moves into en route only once Amazon's inbound system can see the shipment. PO 6859 (2,806u, submitted Sep 18) is now on FBA shipments (confirmed with the ODO team Oct 26; the Oct 26 Seller Central inventory shows about two-thirds of its units already in the Amazon-visible pipeline), so it moved from "on order" to "En route". PO 6879 and PO 6892 tie to the ODO team's Oct 26 PO files and show 18% and 0% of their units visible, so both stay in "on order".
INVENTORYDays of cover by model
Read this table across all three columns, not down the cover column alone. Sellable today is the last stage of a ~70-75 day replenishment cycle, so on any given day a good part of the catalog sits in the earlier stages by design. En route = bought, at or in transit to Amazon, still clearing receiving; On order = bought and not yet visible to Amazon — either still with One Degree or already at our prep partner awaiting the final leg. Cover = sellable-today units ÷ trailing-4-wk daily velocity <14 crit <28 low out — it counts only that last stage, so a low number here usually means mid-cycle rather than nothing coming.
Total pipeline sits at 22.4 weeks of inventory — 9,318 units sellable today, 5,148 more en route to Amazon, and 3,727 on order (PO 6879 and PO 6892). ODO runs on a ~70–75 day reorder cadence, so where a given SKU sits across these three stages reflects its place in that cycle, not a shortage. Read the three columns together — the sellable-today column alone reads low by design mid-cycle.
BUY BOXWhere we're not winning
Featured Offer / Buy Box position by model. Target 75%. No competitor pricing shown.
Buy box at 75.4%, vs 78.5% last build (52 of 69 ASINs with a live offer winning, vs 51 of 65; 11 ASINs show no live offer, down from 15, and 17 have an offer but are not featured). Rolled Oats 24oz, the #3 SKU by 12-month sales, remains suppressed on price — our $11.52 sits above Amazon's $6.56 external reference. Steel Cut Oats 4-pack (#4 SKU by 12-month sales) is back to winning at $32.96. Whole Wheat Flour 80oz (#5) reads not featured this read at $18.39 against a $18.32 dominant price. See the SKU Detail tab for the per-SKU reason (suppressed on price vs undercut vs eligibility).
Advertising
Advertising — spend, sales & ROAS
Weekly · bars = spend & ad sales (left), line = ROAS (right) · last ~2 wks understated (attribution lag)
Signals
Data notes · One Degree Organics (ODO-USA, 3P inside acct 2040080).
Ordered product sales (demand), not shipped. 12-wk window Aug 3–Oct 19, 2026 (12 complete weeks; the new week, Oct 26 onward, has just started and isn't shown as a 13th bar). Month pace = straight-line MTD ÷ days with data × days in month once the month is 10+ days old (MTD is $93.6K through Oct 25, 25 days) — projects to ~$116.1K.
Buy box: 75.4% vs 78.5% last build — offers 69 (up from 65), winning 52 (up from 51), 11 ASINs with no live offer (down from 15). See the SKU Detail tab for each ASIN's status.
New/Repeat uses stable order-time classification; the trailing ~2 weeks are provisional because buyer-email backfills over ~2 weeks (recent weeks look Unknown-heavy, then resolve) — Oct 19's Unknown share (29% of the week) and Oct 12's (5%) are elevated purely from this lag, not a demand signal. Prior weeks restate slightly as cancellations post (Oct 12 now reads $28,953 vs $29,632 in last week's build). Ad spend/sales scoped to ODO's 79 selling ASINs (list regenerated this build); ad-attributed sales for the last two weeks are understated (attribution lag). TACoS 2.9% trailing 4 complete weeks ($2,910 ÷ $100,985, Sep 28–Oct 19) — vs 3.3% last build, under the 4% ceiling. Buy box denominator = ASINs with a live offer (69, up from 65). Inventory = Seller Central FBA inventory export, snapshot Oct 26 (sellable = available; en route = inbound + FC transfers + FC processing + staging). En route = bought units at or in transit to Amazon, not yet sellable (inbound + FC transfers + processing + future supply); not counted in weeks-of-inventory. On order = units on an open TESMO purchase order One Degree has not yet shipped, or staged at our prep partner pending the final leg (source: TESMO PO ledger, screened Oct 26 — currently PO 6879 and PO 6892, 3,727 units, all tied to catalog model rows; POs 6828, 6840 and 6859 no longer on order) — a PO moves into the en-route column once Amazon logs the shipment; the two columns never overlap. Total pipeline reads 22.4 weeks of inventory (sellable + en route + on order ÷ the trailing-12-wk weekly sales rate) — the standing frame for reading ODO cover; vs 24.5 weeks last build. The ~70–75 day reorder cadence means a given week's sellable count reflects cycle position, not shortage. S&S report lags orders ~2–3 wks — freshest complete week is now Oct 11 (revenue_penetration 15.3%, active subs 801), vs 17.3% and 741 subs the week of Oct 4.
Source: TESMO MCP · Intentwise · BigQuery. Generated Oct 26, 2026. v1 — offline asset packaging pending before client send.