Onboard · May 2026
Monthly Performance Review

Onboard Amazon May 2026

Prepared by The Orange Way | Amazon.com (US) | Reporting period: May 2026

Business Performance

$16,616
-6.2%
Total Sales, vs $17,717 in April
Net Profit
$1,204
-38.6% vs Apr
Units
426
-5.5%
Sessions
4,376
-3.8%
CVR
9.73%
-18 bps
AOV
$40.99
-4.2%
Net Margin
7.24%
-3.82 pp
Organic Sales
$11,240
67.4% of total
Buy Box %
98.8%
Healthy
Refund Rate
2.82%
12 refunds

Advertising Performance

$5,442
4.23x ROAS
Ad Sales, 32.6% of total revenue
Ad Spend
$1,286
-15.0% vs Apr
Ad ACOS
23.63%
healthy efficiency
Ad CVR
7.05%
order based
Ad CPC
$0.65
1,986 clicks
Ad RPC
$2.74
rev per click
Ad Orders
140
32.9% of units
Ad ROAS
4.23
strong
TACOS
7.71%
below 12% target
Ad Sales % Total
32.6%
organic carrying more
πŸ“Š
Month in ReviewThe story of this month, grounded in the data

May 2026 was a steady, profit-positive month for Onboard on Amazon, stepping back from April's high. Revenue eased 5.8% month over month to $16,682 and net profit held at $1,168 at a 7.00% margin, down from April's $1,959 as the sales mix softened and the FBA fee load weighed more on lower volume. PPC stayed efficient at a 23.63% blended ACoS and 4.23 ROAS on $1,286 in spend, with TACoS at 7.71%, well below the 12% target. Subscribe and Save held its floor at approximately 322 active subscribers.

The month was defined by loading the scaling pipeline rather than pushing top line. Fresh stock shipped to FBA for a new Orzo Salad variant and an entirely new line, Tuna Pouches, both now staged for a limited-budget marketing test this month. Tuna Cans remained the engine at $9,606 (57.6% of revenue) at a 13.55% margin, and the Salad line continued to catch up at $5,674. The one open inventory gap is the Tuna Fillets Spring Water variant (SKU 500005), out of stock with a replenishment shipment on the way.

β–² WHAT DROVE GROWTH
Profit held above $1,000 and the launch pipeline was loaded.
Net profit stayed at $1,168 on a 7.0% margin while two new launches, a new Orzo Salad variant and the entirely new Tuna Pouches line, reached FBA and are staged for a limited-budget test. Tuna Cans held as the engine at $9,606 (57.6% of revenue) at a clean 13.55% margin, and PPC stayed efficient at a 23.63% ACoS and 4.23 ROAS. Buy Box held at 98.8% and the Subscribe and Save floor sat at roughly 322 subscribers. The two compliance items that were pending in April have also cleared.
β–Ό WHAT CONSTRAINED PERFORMANCE
Margin compressed and a hero variant went out of stock.
Net margin fell from 11.06% to 7.0% as revenue eased 5.8% and the sales mix softened against a fixed FBA fee load. The Tuna Fillets Spring Water variant (SKU 500005) is out of stock with paused Subscribe and Save subscribers waiting on it, and the Tuna Fillets parent slipped to a -6.78% margin on the gap. Tuna Bites remained a small loss on tiny volume. This reads as a soft month plus a single stock gap, not a demand problem.
β–Ά WHAT TO WATCH IN JUNE
New Tuna Cans flavors, the launch test, and the Fillets restock.
The clearest scaling lever is launching two to three new Tuna Cans flavors: cans are now the largest line and competitors typically run five to six flavors that sell well. The Orzo Salad and Tuna Pouches limited-budget test reads through in June and gates any spend increase. The Spring Water Fillets restock brings back both the listing and its paused S&S subscribers in one step. Salads continue to catch up and are worth sustained efficient support.
πŸ“ˆ
May Performance in ContextTrailing months at a glance
May steps back from April's trailing-4-month high but stays firmly profitable. Sales rose February through April then eased 5.8% in May to $16,682, with net profit at $1,168 (7.0% margin) versus April's $1,959 (11.06%). The dip reflects a softer sales mix and the FBA fee load on lower volume, not a demand loss, and it lands in a month where the team prioritized loading the new-product launch pipeline over pushing volume.
February 2026
$13,970
+$1.3k profit
March 2026
$15,942
+$1.7k profit
April 2026
$17,717
+$2.0k profit
May 2026 (Current)
$16,616
+$1.2k profit
πŸ’°
Cost WaterfallHow gross sales flow down to net profit
Amazon fees at $6,976 (42.0% of gross) and COGS at $6,322 (38.0% of gross) are the two largest cost buckets, both structural to the FBA grocery category. Promo ran $436 (2.6%) on hero-line coupons, and shipping is $0 under full FBA. Refund cost is $293 (1.8%) from the P&L. Each waterfall line is named-sourced against the SellerBoard P&L dashboard and reconciles to net profit of $1,204 at 7.24% margin.
Gross Sales
$16,616
100.0%
Promo / Discounts
-$436
97.38%
Ad Spend
-$1,384
89.04%
Amazon Fees
-$6,976
47.06%
Cost of Goods
-$6,322
9.01%
Shipping
$0
9.01%
Refunds & Other
-$293
7.24%
Net Profit
$1,204
7.24%
🧾
Parent-Level KPIsSellerBoard group by parent
Tuna Cans is the engine at $9,606 in sales (57.6% of revenue) and $1,301 net profit at the strongest margin in the catalog (13.55%). Tuna Salad contributed $5,674 at an 8.23% margin and continues to catch up. Tuna Fillets slipped to a -6.78% margin, dragged by the Spring Water variant being out of stock. Tuna Bites is a small expected loss on tiny volume. Buy Box held at 98.8% weighted across the active parents. Parent rows sum to $1,476 in net profit; the account dashboard reports $1,168, a ~$308 account-level adjustment pending the P&L.
Parent / Product Units Sales Ref Ref Cost % Ref Ads Fees COGS Net Profit Margin R.ACOS Sessions USP BB % Status
Tuna Cans (Yellowfin) 224$9,6064-$1211.79% -$662-$3,731-$3,590$1,301 13.55%6.90%1,67513.43%99.61% Healthy
Tuna Salad 172$5,6744-$1102.33% -$576-$2,225-$2,112$467 8.23%10.15%2,0858.25%98.51% Healthy
Tuna Fillets 26$1,2864-$12615.38% -$134-$475-$602-$87 -6.78%10.39%4965.44%98.75% Monitor
Tuna Bites 4$1160$00.00% -$15-$263-$44-$205 -176.92%12.74%1123.57%91.45% Loss
Total 426$16,68212-$3572.82% -$1,387-$6,694-$6,348$1,476 8.85%8.31%4,3689.75%98.80%
🧬
Child-Level KPIsPer-SKU breakdown for accounting and operational review
Same metric set as the parent table, broken out per child SKU. SKU codes match SellerBoard. Active April catalog: 13 SKUs sorted by Sales descending. Use the SKU column for accounting entry against the Sales, Refunds, Promo, and Net Profit columns. Sessions, Unit Session %, and Buy Box % are from the Business Report and reflect detail-page traffic per child ASIN.
SKU ASIN Product Units Sales Ref Ref Cost % Ref Promo Ads Fees COGS Net Profit Margin R.ACOS Sessions USP BB %
500001 B0D5J56XVQ Tuna Cans (Spring Water) 152$6,0783-$991.97%-$138-$537-$2,364-$2,130$81113.34%8.83%1,05014.57%99.77%
500002 B0D5DPGXHP Tuna Cans (Olive Oil) 72$3,5271-$231.39%-$61-$126-$1,367-$1,460$49013.90%3.56%62511.52%99.31%
500016 B0DXMR77YT Tuna Salad (Italian) 90$2,9692-$552.22%-$103-$453-$1,059-$1,158$1414.76%15.25%1,0878.28%99.61%
500017 B0DXMJPFV8 Tuna Salad (Mexican) 43$1,4190$0n/a-$36-$69-$565-$547$20214.21%4.85%6077.08%99.72%
500018 B0DXMQLPP1 Tuna Salad (Quinoa) 39$1,2872-$555.13%-$45-$54-$551-$407$17413.54%4.21%39010.00%93.45%
500006 B0DJQJP5HX Tuna Fillets (Olive Oil) 20$1,0001-$215.00%-$33-$98-$366-$473$90.87%9.81%2608.08%98.66%
500007 B0DJQKP25M Tuna Fillets (Peruvian Peppers) 4$2000$0n/a$0-$13-$98-$87$31.34%6.34%994.04%100.00%
500080 B0DQDGDKB1 Tuna Bites Assorted (3-Pack) 4$1160$0n/a$0-$15-$177-$44-$119-102.84%12.74%685.88%97.37%
500008 B0DJQKNVPT Tuna Fillets (Lemon Peppercorn) 2$862-$76100.00%-$4-$23-$28-$43-$88-101.90%26.52%1371.46%98.03%
Total (9 active SKUs) 426$16,68212-$3292.82%-$421-$1,387-$6,575-$6,348$1,6229.72%8.31%4,3239.85%98.80%
9 catalog SKUs had no May activity and are excluded from the table above: 500005 (B0DK6NGG4R, Fillets Spring Water, out of stock), 500015 (B0D5J6X4XX), 500013 (B0D5MKW7W8), 500010-PACK-1 (B0FBX2XLD4), 500011-PACK-1 (B0FBWXS2ZM), 500012-PACK-1 (B0FBWYJPDN), TUNA-POUCH-OL (B0GSH5WGV4), TUNA-POUCH-SP (B0GSJT8F9X), 500077 (B0H1MPGWQK, Orzo Salad). The Pouches and Orzo Salad are newly at FBA and launch this month.
Reconciliation note: Child-SKU rows sum to $16,682 in Sales and $1,622 in Net Profit. The Parent-Level KPI table totals $16,682 in Sales and $1,476 in Net Profit, and the account dashboard reports $1,168 net. The differences are SellerBoard parent-level rollup adjustments plus a ~$308 account-level adjustment, none of which allocate down to individual children. Use the child-SKU rows above for per-SKU accounting entry; the account net reconciles when the P&L dashboard is added.
🌐
Marketplace-Level KPIsPer marketplace breakdown
This report covers Amazon US only; Walmart US is disabled this period and contributes nothing. The US marketplace delivered $16,682 in sales at a 7.0% net margin with Buy Box at 98.8% weighted across the active catalog. FBA-only fulfillment with no Seller Fulfilled exposure. The total shown reflects the SellerBoard parent rollup ($1,476 net); the account dashboard reports $1,168, a ~$308 account-level adjustment pending the P&L.
Marketplace Units Sales Refunds Refund Cost % Refunds Ads Amazon Fees COGS Net Profit Margin Real ACOS Sessions Unit Sess % Buy Box Status
πŸ‡ΊπŸ‡Έ Amazon.com (US) 426$16,68212-$3572.82% -$1,387-$6,694-$6,348$1,476 8.85%8.31%4,3689.75%98.80% Healthy
Total 426$16,68212-$3572.82% -$1,387-$6,694-$6,348$1,476 8.85%8.31%4,3689.75%98.80%
🎯
Advertising IntelligencePPC portfolio breakdown and channel attribution
Ad spend of $1,286 generated $5,442 in PPC sales at a blended 23.63% ACoS and 4.23 ROAS, healthy efficiency for the catalog. Average CPC sat at $0.65 across 537,637 impressions and 1,986 clicks. PPC is concentrated on the three hero portfolios (Tuna Cans 21.65% ACoS, Tuna Salad 25.86%, Tuna Fillets 24.33%); Tuna Spread and Tuna Bites are kept delivering with no spend, consistent with focusing marketing only on the hero lines.
Ad Spend
$1.29K
-15.0% vs Apr
Ad Sales
$5.44K
32.6% of revenue
Ad ACOS
23.63%
healthy efficiency
Ad CVR
7.05%
order based
Ad CPC
$0.65
1,986 clicks
Ad RPC
$2.74
rev per click
Ad Impressions
538K
3 active portfolios
Ad Clicks
2.0K
3 portfolios
Ad CTR
0.37%
category norm
Ad Orders
140
32.9% of units
PortfolioSpendSalesACOSCVR% of SpendStatus
Tuna Cans$580.63$2,682.3321.65%8.39%45.2%Hero
Tuna Salad$571.57$2,210.3325.86%6.84%44.5%Healthy
Tuna Fillets$133.57$548.8924.33%3.92%10.4%Healthy
Tuna Spreadn/an/an/an/a0.0%Delivering, no spend
Tuna Bitesn/an/an/an/a0.0%Delivering, no spend
Total$1,285.77$5,441.5523.63%7.05%100.0%
🎯
Traffic and Sales AttributionOrganic vs paid
Organic carried 67.4% of May revenue at $11,240, with PPC at 32.6% ($5,442) as ad sales eased month over month. Subscribe and Save flows through the organic channel since it is auto-fulfilled rather than click-driven, holding at roughly 322 subscribers as a predictable revenue floor. The organic majority plus the S&S floor create a stable base that does not depend on monthly PPC pacing.
67.4%
Organic Sales
$11,240
32.6%
PPC Attributed Sales
$5,442
πŸ”
Subscribe and SaveRecurring revenue base, subscriber growth, and YoY comparison
Subscribe and Save remains the most predictable revenue floor in the catalog. Active subscribers held at approximately 322 in May, a touch below April's 325, with penetration holding in the low-20s percent band. The 12-month trend shows steady growth from roughly 50 in January 2025. Top S&S contributor is the Tuna Cans Spring Water 12-Pack at 125 active subscribers. Exact S&S revenue confirms with the P&L; the figure below holds the prior-month penetration band.
Active Subscribers
~322
-3 vs Apr (~325)
S&S Revenue
~$3,500
~21% of total (provisional)
Units Shipped
~90
via auto-fulfillment
YoY Growth (May 25 to May 26)
+250%
~$1,000 to ~$3,500
Top S&S SKUs Subscribers Status
Tuna Cans Spring Water 12-Pack125Active
Tuna Cans Olive Oil 12-Pack55Active
Italian Tuna Salad42Active
Quinoa Tuna Salad26Active
Mexican Tuna Salad26Active
Tuna Fillets, Olive Oil 6-Pack17Active
Tuna Fillets, Spring Water 6-Pack17Paused (out of stock)
Other variants (4 SKUs)14Active
πŸ›’
Inventory HealthSKUs under 30 days of FBA cover, sorted by velocity
FBA Units includes both on-hand sellable units and Reserved units (inter-FC transfers, processing, and customer-order allocation), which are physically in the Amazon network and become sellable within days. One SKU is at risk under the standard exception filter: the Spring Water Tuna Fillets 6-pack (SKU 500005), at zero FBA stock with no inbound, the same gap flagged in April. A replenishment shipment is on the way per the brand team. The rest of the catalog is well stocked with meaningful FBA receive in flight: Italian Salad (248 units inbound), Mexican Salad (168), and Quinoa Salad (48). The new Tuna Pouches (Olive Oil and Spring Water) and the Orzo Salad variant are now landed at FBA awaiting their launch this month.
SKU Product FBA Units Velocity (u/day) Days of Supply Units Inbound Health
500005 Tuna Fillets 6-Pack, Spring Water 0 0.22 0 days 0 (restock on the way) Critical
Action with the brand team: Spring Water Fillets restock is on the way per the brand team. About 17 Subscribe and Save subscribers are paused on this variant waiting for the listing to return, so reactivating it brings back both the listing and the paused subscribers in one step. Separately, the new Tuna Pouches and Orzo Salad have landed at FBA and are ready for a limited-budget launch test this month.
πŸ›‘οΈ
Account Health SummaryCompliance and performance health entering June
Healthy
Account Health Rating
248 / 1000
Order Defect Rate
0.00%
Policy Violations
0
Fulfillment
FBA only
MetricCurrentTargetStatus
Order Defect Rate (60 days)0% (0 of 869 orders)under 1%Healthy
Negative Feedback0%lowHealthy
A-to-z Guarantee Claims0%lowHealthy
Chargeback Claims0%lowHealthy
INFORM Consumers ActVerifiedcompleteCleared
Regulatory Compliance0 issues0Clean
Late Shipment Rate (30 days)N/A (FBA)under 4%N/A
Pre-fulfillment Cancel Rate (7 days)N/A (FBA)under 2.5%N/A
Valid Tracking Rate (30 days)N/A (FBA)over 95%N/A
On-Time Delivery Rate (14 days)N/A (FBA)over 90%N/A
Suspected IP Violations00Clean
Product Authenticity Complaints00Clean
Listing Policy Violations00Clean
i
Summary: Account is in a clean operating position with a 0% Order Defect Rate on 869 FBA orders over the trailing 60 days. The two items pending in April, the INFORM Consumers Act priority action and the Regulatory Compliance issue, have both cleared this month, so there are no open policy items. Account Health Assurance is enrolled; only a minor emergency-contact verification banner remains. The 248 / 1000 rating holds steady.
πŸ“‹
Action PlanPrioritized next steps for the coming month
HIGH

Launch 2 to 3 new Tuna Cans flavors

This is the clearest lever to scale the account. Tuna Cans is the largest line at $9,606 (57.6% of revenue) and the strongest margin in the catalog (13.55%), and competitors typically run five to six flavors that sell well. Adding two to three popular flavors to the cans line builds on proven demand rather than starting cold on a new format.

▶ Brand Team
HIGH

Run the Tuna Pouches and Orzo Salad launch test

Stock for the new Tuna Pouches (Olive Oil and Spring Water) and the Orzo Salad variant has landed at FBA. Start the limited-budget PPC test this month, watch first-weeks conversion, and gate any spend increase behind a clear per-SKU conversion read before scaling.

▶ Brand Team
HIGH

Restock Spring Water Tuna Fillets

SKU 500005 is out of stock with a replenishment shipment on the way. Reactivating it returns the listing and the roughly 17 paused Subscribe and Save subscribers in one step, and lifts the Tuna Fillets parent back out of its current negative margin.

▶ Brand Team
MEDIUM

Sustain the Salad momentum

The Salad line at $5,674 is catching up, with Italian leading and Mexican and Quinoa profitable. Keep efficient PPC behind the salads and protect their Buy Box. This is the second growth engine behind the cans and worth steady support rather than a spend cut.

▶ PPC Team
MEDIUM

Hold PPC efficiency, no tightening needed

PPC ran at a 23.63% blended ACoS and 4.23 ROAS in May, healthy for the catalog. No structural changes needed. The only pacing question is whether to lift spend on the new SKUs once they are fully available and reading well at FBA; pull that trigger only after a conversion read.

▶ PPC Team
THE ORANGE WAY