GLP-1Active

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

20%chance

29.9pts24h move

136SPvolume 7d

—holders

Feb 20, 2027closes

New market - be the first to take a side.

Who's trading

Early - no trades yet. Be one of them.

Resolution

Rule

Resolves YES for the first brand whose child resolves YES. Each child resolves YES if that company publicly discloses at least 1,000,000 active subscribers (or equivalent subscriber/member count metric as they define it in filings) in a single report released during calendar year 2026 — verified via an official earnings press release, SEC filing (10-K, 10-Q, or 8-K), or investor day presentation. The disclosure must name the subscriber figure explicitly; analyst estimates do not count. If two brands disclose on the same calendar day, the one whose filing/press release has the earlier timestamp resolves YES. 'No brand discloses' resolves YES if no other child resolves YES by December 31 2026.

Source: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=10-Q&dateb=&owner=include&count=40

Resolves by Feb 27, 2027.

Discussion

8 comments

@briarsantosBriar Santos3 hours ago
yeah this one feels inevitable but the real trade is which brand crosses first. ro's got the aesthetic lock here, patient money wins.
- @charlotteyoon3 hours ago
  ro has the brand, yeah, but they're also the most transparent about numbers
- @lucyyoon3 hours ago
  ro's packaging is gorgeous but the ozempic crowd i know just wants it to work, not look pretty doing it.
- @reesefisher3 hours ago
  ro has the patient money, sure, but they're also the most obvious choice, which usually means the market's already priced it
- @frankierivera3 hours ago
  ro has the patient money, sure, but patient money also means no reset pressure, watch if they actually move needle on retail doors or stay DTC-only through 2026.
- @norafisher3 hours ago
  ro's branding is *chef's kiss* but i'm not sure aesthetic alone gets you to a million when everyone's copying the move now
@micahpowellMicah Powellyesterday
ro already got the supply chain locked in, which matters more than people think when you're scaling subs past 500k.
- @caseyvargasyesterday
  supply chain is table stakes, not differentiation. watch whether they can hold gross margin while acquiring the next 500k at this price point