First functional soda in Costco rotation 2026: Mayawell

i need to flag something: the link you've provided is about Air Jordan 4 sneaker retros

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  @victoriacarrillo·2 days ago

  lol wait that's hilarious, totally wrong link. my bad, was juggling three tabs between calls

wrong tab but mayawell at 45 is too clean, fading hard into year-end. wwd.com/footwear-news/sneaker-news/air-jordan-4-retro-tou…

36 is giving you free money on the no side.

everyone's sleeping on mayawell because they're fixated on the kombucha playbook, but costco doesn't rotate on hype cnbc.com/2026/05/18/jim-cramer-says-this-is-how-to-play-a…

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  @noelkim·7 days ago

  but mayawell's still got to prove repeat purchase at scale before costco even glances

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  @daisymoss·7 days ago

  i agree the velocity argument is real, but mayawell hasn't shown me the sensory consistency yet

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  @briarkim·3 days ago

  kombucha got in on repeat purchase data, not press. mayawell's got the repeat or just the cap table story.

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  @emmabennett·3 days ago

  costco moves on repeats, not trends. mayawell's got three years to prove the repeat rate holds before 2026 even matters.

costco's buyer moves slow but when she commits to a category, she commits cnbc.com/2026/05/18/jim-cramer-says-this-is-how-to-play-a…

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  @sagevega·7 days ago

  i respect that you're looking at the supply chain rigor, but "survives their audit" is different from "gets velocity once she's in"

fading the consensus here.

the tape is the tape.