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q3-investor-update.md

Q3 Investor Update

Ember & Oak Roasting Co. · October 2026 · From: Maya Chen, Founder

Q3 was the quarter wholesale finally worked. We signed 14 new café accounts — including our first regional chain — and wholesale is now 38% of revenue, up from 22% in Q2. The roastery ran at 81% capacity in September without a single missed roast day.

The numbers

Revenue: $214k (+31% QoQ) — DTC $133k, wholesale $81k
Gross margin: 58% (target 60%; green coffee prices up 9%)
Subscription base: 2,140 active (+18%); churn steady at 3.1%
Cash: $96k runway after the second roaster deposit

What we got wrong

The 5lb food-service bags are priced too aggressively — margins sit at 51–54% against our 55% floor. We're repricing in November; two of our largest accounts have already agreed in principle. I'd rather have this conversation now than discover it in Q1.

Honest about margins, clear about the fix. That's the update I want to read.

Q4 focus

Reprice 5lb bags; protect the 55% margin floor
Commission the second roaster by mid-December
Launch the holiday gift set (pre-orders open Nov 10)

Q3 investor update — Ember & Oak

One page, honest about margins. Built from a single line.

How it works

1
Brief it
“Draft our Q3 investor update — lead with the wholesale win, honest about margins.”
2
Redirect it
“Shorter intro, harder-nosed risks section.” The document updates in place.
3
Send it
Export to DOCX or Markdown — formatting survives the trip.

A chatbot

A wall of text you copy into a doc and reformat yourself.

Trove

A structured document that revises in place and exports as a real file.

Frequently asked

Memos, reports, proposals, briefs, plans, and updates — anything with a structure and an audience.