July 2026 was a maintenance month for Alamo core products, with the first real signals of momentum from SSA35 and Walmart. Amazon revenue came in at $35,266, down 17.3% from June as the SSA34 stock constraint continued into a second month. Reading the two lines separately: Alamo core products (ex-SSA35) delivered $32,047 in sales at $3,631 net profit and 11.33% margin, above the target floor and up from June's 7.43%. SSA35, funded separately from the core business, made its first meaningful sales push at $3,219, up from $805 in June, though at an expected launch loss of $3,024.
The primary constraint remains SSA34 stock availability. Ad spend on core products was cut to $2,865, roughly half of June, and Alamo held margin above 11% by leaning on organic share and disciplined bids on what remained defensible. New SSA34 stock is expected in September, which is when the ad ramp restarts. On Walmart, the channel flipped to its first profitable month at $143 net profit on $10,426 in sales, its first full month post-reinstatement, and the Walmart representative conversation has opened up a more structured marketing plan.
Core margin recovered, SSA35 sales quadrupled, Walmart flipped positive.
Alamo core products (ex-SSA35) ran at 11.33% net margin, up from 7.43% in June and above the wholesale target floor, on disciplined ad spend cut to $2,865. Buy Box strengthened to 98.6% weighted across the catalog. SSA35 broke out of the sub-$1,000 range with $3,219 in July sales, four times June's $805, as the ad push started reaching the required $2.50 bid range. Walmart flipped from a $1,609 June loss to a $143 July profit on $10,426 in sales, its first full month post-reinstatement, with early SSA35 volume on Walmart adding a second channel to the tactical push.
SSA34 stock-out continues into a second month.
Core sales dipped another $9,791 (-23%) to $32,047 as SSA34 child SKUs remained out of stock. Total Amazon sessions declined to 19,787 (down from 23,955 in June) and units to 1,132. The SSA35 volume push is delivering sales but not profitability yet: $3,024 in loss on $3,219 in sales as the tactical line pays market-rate bids to prove demand. Refund rate ticked up to 11.75% from 10.68% on the smaller sales base, with ALA22 wind-down still the biggest contributor. Consolidated Amazon net profit landed at just $610 on the SSA35 investment.
SSA35 crossing $10K on Amazon, and Walmart's SSA34 restock.
SSA35 is showing early August visual growth on Amazon, with the goal of crossing $10,000 in August sales; the loss profile stays acceptable so long as revenue grows faster than ad spend. Walmart SSA34 is currently low on stock and will reopen for scaling once inventory lands, with the Walmart representative meetings already in motion to plan a deeper marketing strategy. Core Amazon continues the maintenance approach through August; the SSA34 ad ramp restarts in September when new stock arrives. Buy Box, Account Health, and organic share all held or improved this month, so the foundation is intact for a September restart.
April 2026
$74,299
+$3.0k profit · 4.01%
May 2026
$60,322
+$5.1k profit · 8.38%
June 2026
$42,643
+$2.5k profit · 5.78%
July 2026 (Current)
$35,266
+$610 profit · 1.73%
Gross Sales
$35,266
100.0%
Promo / Discounts
-$423
98.8%
Amazon Fees
-$8,221
61.5%
Cost of Goods
-$12,707
25.5%
Refunds & Other
-$2,017
1.7%
| Parent / Product |
Units |
Sales |
Ref |
Ref Cost |
% Ref |
Ads |
Fees |
COGS |
Net Profit |
Margin |
R.ACOS |
Sessions |
USP |
BB % |
Status |
| SSA34 Stretch Cargo Pants |
839 | $26,199 | 91 | -$1,344 | 5.13% | -$1,967 | -$4,393 | -$9,648 | $3,300 | 12.59% | 7.51% | 11,521 | 7.28% | 98.64% |
Healthy |
| ALA22 Slim Fit Cargo (Cotton) |
163 | $4,902 | 29 | -$464 | 9.47% | -$868 | -$828 | -$1,525 | $215 | 4.38% | 17.70% | 4,561 | 3.57% | 98.66% |
Wind Down |
| SSA35 Tactical Pants |
92 | $3,219 | 9 | -$162 | 5.04% | -$2,060 | -$2,798 | -$1,201 | -$3,021 | -93.84% | 63.99% | 2,687 | 3.42% | 99.64% |
Launch |
| ALA09 Skinny Jeans |
10 | $254 | 0 | $0 | 0.00% | -$22 | -$43 | -$96 | $31 | 12.12% | 8.54% | 336 | 2.98% | 94.90% |
Wind Down |
| ALA13 Cargo Shorts Regular Fit |
4 | $92 | 3 | -$37 | 40.63% | -$2 | -$16 | -$33 | -$34 | -37.10% | 1.69% | 150 | 2.67% | 95.72% |
Wind Down |
| ALA20 Slim-Fit Chinos |
24 | $600 | 1 | -$9 | 1.51% | -$8 | -$143 | -$204 | $118 | 19.63% | 1.28% | 532 | 4.51% | 94.94% |
Wind Down |
| Total |
1,132 | $35,266 | 133 | -$2,017 | 5.72% | -$4,928 | -$8,221 | -$12,707 | $610 | 1.73% | 13.97% | 19,787 | 5.72% | 98.61% |
|
| Marketplace |
Units |
Sales |
Refunds |
Refund Cost |
% Refunds |
Ads |
Channel Fees |
COGS |
Net Profit |
Margin |
Real ACOS |
Sessions |
Unit Sess % |
Buy Box |
Status |
| 🇺🇸 Amazon.com (US) |
1,132 | $35,266 | 133 | -$2,017 | 5.72% |
-$4,928 | -$8,221 | -$12,707 | $610 |
1.73% | 13.97% | 19,787 | 5.72% | 98.61% |
Maintenance |
| 🛒 Walmart US |
n/a | $10,426 | n/a | n/a | n/a |
-$5,253 | -$1,487 | -$4,266 | $143 |
1.37% | 50.39% | n/a | n/a | n/a |
First Profit |
| Total (All Channels) |
1,132* | $45,692 | 133* | -$2,017* | 5.72%* |
-$10,181 | -$9,708 | -$16,973 | $753 |
1.65% | 22.28% | 19,787* | 5.72%* | 98.61%* |
|
* Amazon-only value; Walmart does not report this metric in the SellerBoard P&L data set. Walmart Net Profit includes $1,374 in Walmart shipping label costs not shown as a column. All other report sections (hero KPIs, Cost Waterfall, Parent KPIs, Advertising) remain Amazon US scope.
Ad Spend
$4.93K
-14.2% vs June $5.75K
Ad Sales
$11.0K
-37.2% vs June $17.5K
Ad ACOS
44.79%
+12.0 pp vs June 32.8%
Ad Impressions
840K
4 active portfolios
Ad CTR
0.74%
vs 0.63% in June
Ad Orders
300
26.5% of units
| Portfolio | Spend | Sales | ACOS | CVR | % of Spend | Status |
|---|
| SSA34 | $1,609.97 | $4,667.48 | 34.49% | 4.86% | 32.7% | Hold and Optimize |
| SSA35 (funded separately) | $2,059.82 | $2,813.19 | 73.22% | 3.49% | 41.8% | Volume Push |
| Branded KW's (SSA34) | $1,051.56 | $2,613.15 | 40.24% | 7.12% | 21.3% | Efficiency Compressed |
| ALA22 | $203.75 | $901.70 | 22.60% | 4.76% | 4.1% | Wind Down |
| Total (Amazon US) | $4,925.10 | $10,995.52 | 44.79% | 4.85% | 100.0% | |
68.8%
Organic Sales
$24,270
31.2%
PPC Attributed Sales
$10,996
Not applicable for this brand. Alamo Apparels does not currently run Subscribe and Save.
Operating model: Alamo dispatches every order via FBM from the Dallas warehouse, so there is no FBA inventory exception report this month. The period's structural inventory event is the second month of SSA34 stock constraint; the September restock is the reset point. On Walmart, SSA34 stock is also low and will scale once inventory lands; the Walmart representative conversation opens a wider Walmart marketing plan post-restock. Day-to-day stock pacing is managed off-platform.
Account Health Rating
392 / 1000
| Metric | Current | Target | Status |
|---|
| Order Defect Rate (60 days) | 0.13% (3 of 2,261) | under 1% | Healthy |
| Negative Feedback | 0% | low | Healthy |
| A-to-z Guarantee Claims | 0.13% | low | Healthy |
| Chargeback Claims | 0% | low | Healthy |
| Late Shipment Rate (30 days) | 0% (0 of 799) | under 4% | Healthy |
| Pre-fulfillment Cancel Rate (7 days) | 0% (0 of 154) | under 2.5% | Healthy |
| Valid Tracking Rate (30 days) | 100% (876 of 876) | over 95% | Healthy |
| On-Time Delivery Rate (14 days) | 99.68% (618 of 620) | over 90% | Healthy |
| Suspected IP Violations | 0 | 0 | Clean |
| Product Authenticity Complaints | 0 | 0 | Clean |
| Listing Policy Violations | 0 | 0 | Clean |
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Summary: Account remains in a clean operating position with zero policy violations across all categories. All fulfillment metrics stayed within target on the reduced order base. No compliance risks entering August. Account Health Assurance enrollment is active. Routine monitoring continues; no action required this month.
SSA35 crossed from noise into signal in July at $3,219 in sales, four times June, and early August is already showing visual growth on Amazon. The target is $10,000+ in August sales as the tactical push funds market-rate $2.50 CPCs. Loss profile stays acceptable so long as revenue scales faster than ad spend; monitor the ad-to-sales ratio weekly and flag if the delta widens beyond the July baseline.
▶ PPC Team
Core SSA34 stock remains constrained through August. Hold ad spend at the reduced level ($1,967 in July was working: 12.59% margin at 7.51% Real ACoS on the hero) and lean on organic conversion. The September restock is the reset point for scaling; do not chase lost volume with higher bids while child SKUs are out of stock.
▶ PPC Team
Walmart flipped to $143 net profit on $10,426 in sales in July, its first profitable month post-reinstatement, and SSA35 landed its first Walmart sales. Walmart SSA34 stock is currently low; once inventory lands, sales should scale meaningfully. The Walmart representative meetings have opened, and a more structured Walmart marketing plan is in scope for August-September. Track weekly Walmart net profit trend as the signal that the channel is ready for material spend.
▶ Brand Team + PPC
SSA35 took its first Long-Term Storage Fee of $1,098 in July, meaning inventory has been in FBA long enough to trigger the aging charge. With the July volume push showing traction, review whether existing SSA35 inventory can be moved by the accelerated ad plan or whether some units should be disposed to avoid recurring LTSF. Recompute after August results.
▶ Brand Team
September remains the target month for new SSA34 stock. Confirm the inbound shipment ETA weekly and pre-plan the child SKU relaunch sequence by historical velocity so the September restart clears bottleneck SKUs first. Prep the PPC portfolio for a gradual ramp from the current $1,967 monthly spend, not a snap-back to prior levels.
▶ Brand Team
