Oral care · Amazon-first
The turnaround
Revenue fell 17.6%. The loyal base grew.
Q1 looked like a crisis. Amazon revenue was −17.6% and new-customer acquisition −34.2%. A dashboard shows the drop and stops there.
Synthesis read the real story: the loyal base actually grew 1.0%, so the entire decline was acquisition, not churn. Not a broken business, a fixable mix.
It issued six counter-intuitive Q2 calls, in the shape of lean in where everyone cuts and hold where everyone scales. These are the first 21 days of that turnaround.
Plus a brand-new sales channel launched from zero, fully incremental on top. Shown as percentages; dollar figures withheld.