From: Maya Chen To: Daniel Ortiz Subject: Roam Roasters — July subscription update Date: Fri, 31 Jul 2026 9:18 AM Hi Daniel, Quick update from Roam Roasters: we closed July with 1,842 active subscribers, up 14% month over month. Churn held steady at 4.1%, and our new prepaid six-month plan now accounts for 22% of sign-ups. We also added two small producers from Colombia and Ethiopia to the September rotation. Both lots cleared our tasting panel this week, and we expect the first shipment to arrive by August 20. The main constraint is still fulfillment. Our current space can handle roughly 2,500 monthly boxes, so we're comparing a third-party partner with expanding the roastery. I should have the cost models ready next Wednesday. Would you have 30 minutes Thursday afternoon to review them? Best, Maya On Tue, Jul 28, 2026 at 2:06 PM, Daniel Ortiz wrote: > Sounds promising. Please send the July numbers when they're final, especially subscriber growth, churn, and fulfillment capacity.