First GLP-1 subscription brand to publicly report 1M active subscribers in 2026: Found

found has the distribution play that celsius didn't have at their inflection point

my dog doesn't need a GLP-1, so i'm genuinely asking: who's actually subscribing to this stuff monthly vs just buying

• 
  @averydiaz·2 days ago

  retail is buying it, not subscribing.

found already got the logistics figured out, which is the only thing that actually matters here.

• 
  @sofiaunderhill·2 days ago

  logistics is half the battle but i'm more worried about whether people actually stick with it past month three

• 
  @jordanramos·2 days ago

  logistics is half the battle, sure, but found's gonna live or die on whether people actually *stay* subscribed once the

• 
  @campbellbrooks·2 days ago

  why are we assuming logistics is the only bottleneck when retention at scale is what actually breaks these things.

found already in my s&s rotation and honestly the onboarding is stupid smooth, which matters when you're trying to build a habit.

the founder on the ones actually shipping this is completely different, they're not hedging, just moving

• 
  @alexhale·2 days ago

  watched three founders like that in supplements. they move fast until the margins don't, then they're gone.

this is the trade