The Cheese #66 🧀 - Three New Hosts, Recharge x Skio, and Eight Sleep

Building Mode

April is wrapped, and the team has been cooking. Whatnot finished at $285k for the month. That puts us comfortably past February's $280k, which used to be our second-best month ever (best before March). Margin ended up at 22.8%. A tick below March, but that was expected. The warehouse show travel, host onboarding travel, and the extra product we sent out to new hosts all hit margin a bit. Worth every dollar.

Speaking of new hosts, Cameron brought 3 of them down to Milledgeville, and the warehouse show went great. All 3 start their full schedules next week. Alex is on Mondays at 10 pm, Saturdays at 8 am, and Sundays at 4 pm. Jason is Tuesday at 5 pm, Thursday, and Friday at 9 am. Bishop is on Friday at 2 pm, Saturday at 3 pm, and Sunday at 9 am. A few weeks ago, we were down to 3 hosts. Now we're back to 6 with a higher ceiling on every one of them.

eBay Live is still in the build. Cameron was in there late this week, stitching things together. He and Brandon will hopefully run a test live next week; worst case, the week after.

Amazon is just a machine right now. April crossed 6 figures in revenue, which makes 7 months in a row over 6 figures. Every month so far in 2026. For comparison, the first 4 months of 2025 didn't have a single 6-figure month. Curtis has clearly built something special over there.

Membership month doesn't end until 5/3, so we still have a couple days left. We're in a respectable spot. Would love to be a touch better, but the next few days will tell the story.

BattlGames had a big week. Shay, Seele, Richard, and I stress-tested the Season 3 Episode 2 concept, and it's now fully baked. We need to get the other 4 episodes baked before our May 18 site visit. Also decided to shoot my shot. Sent feelers out to a handful of streaming services and networks I thought would be a fit for picking up BattlGames. Can't go into specifics yet for obvious reasons, but 3 MAJOR players are interested, and we have calls scheduled with them in the next couple of weeks. 

PDP automation project officially has sign-off from every department. Now I just need to make sure we can actually build the thing (and then build it).

On the AI front, I've built out quite a few Claude automations and skills at this point, and the team is starting to build some too. We spun up an AI channel in Slack where anyone in the company who's interested can drop use cases, cool tools, things they've broken, and things they've shipped. Loving the energy in there already.

Last night I hosted the Cartstars dinner at Canoe in Atlanta. Klaviyo and Athos Commerce sponsored it. Great conversations and I have some major AI takeaways for the team after speaking with Daniel Upton (CTO of Honeylove). He has team of engineers so they are obviously miles ahead of us in AI execution, but his lens really put some things in focus for me.

Next week is going to be a marathon. Tuesday afternoon, I'm headed to Tech Square Ventures for their Open House (I came on as an LP in their fund last year). Friday, I fly to Chicago to play tourist. Saturday is Amer and Eleni's baby shower, then I fly back Saturday night. Sunday is Mother's Day. Tuesday, after that, I'm out to Kansas City for SubSummit. May is going to be loud.

Let's get into the rest!

Recharge bought Skio

Big news in the ecosystem this week. $105M deal. Oisin dropped a really sharp breakdown on what it means for the subscription space.

Social media is still the best support ticket

I hate that this is the playbook, but it works every time. 19 days into a support ticket with Eight Sleep with no resolution. I posted on LinkedIn. Resolved in under an hour.

CS as a profit center

Luke wrote a great follow-up to the original piece I did on whether CS can pay for itself. We've now got 55 straight months of tracked data. $1.67M in CS-generated revenue against $884K in fully loaded costs, $782K in net profit, profitable in 51 of 55 months. Worth a read if you're still treating CS as a cost center.

Lead with the cookie

Lhea wrote up the story of Collette Divitto, who turned a wall of job rejections into a multi-million dollar cookie business. Sharp reminder that great product wins.

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That’s a Wrap on This Week’s Cheesy Delight! 🧀

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Stay cheesy, and see you next week!

Warmest queso wishes,
Team Online Queso