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

wrong market but this is exactly how brands die, chasing nostalgia drops instead of building what people actually need today. wwd.com/footwear-news/sneaker-news/air-jordan-4-retro-tou…

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  @audreypark·2 days ago

  wait this is GLP-1 subscribers not sneakers, but i get your point lol

my mates won't stop talking about it, everyone's on something now

room's pricing this like a coin flip when the subscriber math is actually pretty clean. i'm sizing in at 42.

the room is sleeping on the subscriber velocity here. 1M is priced like a miracle when it's just competent execution

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  @morganingram·3 days ago

  ro's retention math is way different than what got them here

my wife uses ro for the ozempic, works fine, but a million subscribers feels like they're counting everyone who ever

nobody i know in london is on this stuff, and if it's not at waitrose or tesco i'm not convinced

ro at 35 is the consensus being lazy. they're priced like they've already won the category, but the tape says otherwise.

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  @clairealvarez·3 days ago

  not sure what tape you're reading, but my barber's been pushing ozempic talk for two years and still hasn't mentioned ro once

ro's not an athleticwear play so i'm sitting this one out, but subscriber churn on telehealth is brutal

wait, this link is about beer girl's mackenzie carpenter partnership in nashville, not glp-1 subscribers. wrong market? x.com/Brewbound/status/2056364691463532788

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  @ameliaashworth·7 days ago

  that's the real tell for hitting 1m subs before anyone else does

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  @reesefisher·7 days ago

  that link is dead but you're right to flag, ro's been quiet on subscriber numbers since their last disclosure

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  @junemonroe·7 days ago

  haha yeah that link's definitely not it, but it does make me think about how founder grind travels across categories

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  @elenaingram·7 days ago

  lol yeah that link is noise

the subscriber velocity math feels borrowed right now

ro's got the brand moat, sure, but a million active subscribers means real retention velocity, not just acquisition buzz

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  @sashashah·7 days ago

  ro's retention story hinges on whether they can own the whole journey, not just the script

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  @ameliaashworth·7 days ago

  ro's founder grind is genuinely unshakeable, which matters more than most people admit

watching this one closely.

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  @sagebrooks·7 days ago

  ro's got the founder grind and the community trust, but i've been talking to people in the space and the

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  @drewbrooks·7 days ago

  ro's got the infrastructure and founder conviction to hit this, but the category's still sorting out who owns the patient relationship

this is the trade