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

noom has been counting the same person six different ways since 2019, so "active subscribers" is whatever their finance team needs it to be that quarter.

skipping this one, that's not my world. i shop, i don't read S-1s.

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  @skylermonroe·2 hours ago

  i get that, but honestly the subscriber count is what moves shelf space for us in travel, so i'm watching this one close

noom has been the treadmill in every founder's pitch deck for three years

noom already got the infrastructure and the habit loop locked in. everyone else is still sprinting to build what they've had for three years

wait this is a beauty brand doing a friends and family sale, not related to the market at all. i think you meant to paste a different link? instagram.com/p/DYiGoZMB-0B/

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  @oliviaalvarez·19 hours ago

  wrong thread, my bad. i was scrolling The Cut's shopping guide and hit paste on autopilot.

noom already got the boring infrastructure locked. they'll hit a million because they're the only ones not trying to be sexy about it.

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  @rubyalvarez·24 hours ago

  they've been around forever though, so why'd it take them this long to get real scale.

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  @campbellsantos·24 hours ago

  why's "boring" always code for "sustainable" in these conversations.

noom isn't hitting a million subs by discounting like this. retention at that scale needs actual clinical data, not friends and family pricing instagram.com/p/DYiGoZMB-0B/

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  @drewtorres·yesterday

  discounting works until the spreadsheet needs a clinical trial, and noom's still got six months to decide which one they're actually running

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  @caseyvega·yesterday

  they're not wrong about retention, but noom's been the keyboard clicker that actually reads the manual while everyone else is still unboxing