Generated Monday, April 7, 2026 • Sources: Northbeam (Clicks Only) · Omni · GA4 · Meta Ads · Supermetrics
What Changed This Week
Auto-generated summary — section by section, biggest moves first
Context:On Wednesday we reverted the Meta ad account back to historical attribution norms — removed 1-day view, shifted to 1-day clicks only, and moved from in-platform data back to Northbeam as our sole source of truth. Easter sale continued running all week (20% off sitewide). GeistM spend was pulled back significantly from $22K to $3.7K.
First full week after the attribution reset. CAC improved 8% to $92.50 while spend came down $33K. MER jumped to 3.84x — best in 4 weeks. The attribution change is cleaning up the signal. Early signs are positive but next week will be the real test.
Scorecard
Revenue held flat at $1.06M on 10% less spend — MER improved 12% WoW to 3.84x. Blended CAC dropped from $100.75 to $92.50, closing in on the $85 target. New customers from Omni: 3,381 (483/day). The attribution reset mid-week means this number blends two windows — next week will be cleaner.
Funnel
Impressions dropped 38% WoW (7.5M vs 12M) as spend pulled back and the attribution reset reduced inflated view-based impressions. Despite fewer impressions, revenue held flat — meaning the impressions we’re now counting are higher quality. CTR improved from 0.76% to 1.19% on Facebook.
Channels
Facebook Ads CAC improved from $179 to $147 WoW (-18%) on similar spend ($211K). GeistM spend cut from $22K to $3.7K — CAC dropped from $317 to $78. Google steady at $71 CAC. AppLovin (Axon) ran $12.8K at $194 CAC. YouTube at $7.3K, $142 CAC.
Meta
Facebook CAC dropped 18% WoW to $147 after the attribution reset. The ABO Scaling campaign is the workhorse at $73.5K spend, $108 CAC (NB). ASC Top Ads at $45.3K, $148 CAC. Easter Sale campaign at $33.9K, $165 CAC (NB). The Founder vs Mushroom Coffee creative continues to carry the account — $38.7K spend at $104 CAC with 30% thumb stop.
Google
Google is the efficiency leader at $71 blended CAC on $27.6K spend. Brand search continues to deliver at sub-$20 CAC. Google Canada strong at $35 CAC. YouTube Ads at $142 CAC — worth monitoring but acceptable for awareness.
Site
Revenue split: 87% subscription ($922K), 13% one-time. Daily revenue ranged $149K-$167K with a standard Sunday dip. 3,381 new customers from Omni — strongest day was Thursday (569 NCs).
Subscriptions
Subscription revenue dominated at $922K (87% of total). Daily active 30-day subs around 4,200-4,600. Klaviyo list added 3,594 new subs this week with only 272 unsubs (net +3,322). List growth stabilizing after a March decline.
Email
Klaviyo net list growth: +3,322 this week (3,594 new subs, 272 unsubs). Daily new sub acquisition trending up — from ~450/day early in the week to ~650/day by Saturday. This is a positive reversal from the March decline.
Instagram
377K followers (+1,089 this week, ~218/day). The April 1 “Comment LOVE” reel was the standout — 8,107 reach, 440 engagements, 82 comments, 166 shares. April 3 ingredient image hit 9,618 reach. Other posts underperformed (sub-40 engagements). Interactive/CTA reels continue to massively outperform static promotional content.
Context
The attribution reset will make WoW comparisons noisy for the next 1-2 weeks. GeistM budget freed up ~$18K/wk — monitor where that reallocates. Easter sale is wrapping — watch for a post-promo dip in NCs next week. Early signal: cleaner attribution + lower spend = better efficiency. Stay the course.
Scorecard
13-week trends — solid line is 2026, dashed is 2025 YoY
Volume & Efficiency — Last 12 Weeks
NCs/Day Blended CAC Target
$1.06M
Revenue
↓ 1.5% WoW
Last week: $1.08M
$280K
Ad Spend
↓ 10% WoW
Last week: $313K
3.84x
MER
↑ 12% WoW
Last week: 3.44x
$92.50
Blended CAC
↓ 8% WoW
Last week: $100.75 • Target: <$85
483/day
New Customers
↑ 9% WoW
Last week: 443/day • Target: 600
$48.53
iAOV
↓ 3% WoW
13-week avg: $49.80
2.12%
Site CVR (GA4)
↑ 0.4pt WoW
Target: >2.0%
$25.03
CPM
↓ 1% YoY
2025 same week: $25.22
1.03%
CTR
↑ 36% YoY
2025 same week: 0.76%
Blended CAC dropped 8% to $92.50 — closing in on the $85 target. Daily Stand shows the improvement accelerating through the week: $104 (Tue) → $95 (Wed) → $89 (Thu) → $87 (Fri) → $89 (Sat). The attribution reset on Wednesday is the driver. MER surged to 3.84x on 10% less spend. Site CVR jumped from 1.71% to 2.12% — the biggest single-week improvement in 13 weeks. Revenue held at $1.06M despite the spend cut.
D2C Funnel
Full-funnel view — Northbeam + GA4
7.5MImpressions↓ 38% WoW
→
1.19%CTR↑ 57% WoW
→
217KSessions↓ 8% WoW
→
14.1KAdd to Cart↑ 6.5% WoW
→
9.1KCheckout↑ 4.3% WoW
→
4,669Purchases↑ 9% WoW
→
2.63%CVR↑ 0.4pt WoW
Less traffic, better conversion — the attribution reset is cleaning up signal. Impressions dropped 38% as view-through inflation was stripped out, but everything below the fold improved: add-to-carts up 6.5%, checkouts up 4.3%, purchases up 9%. Mid-funnel conversion (ATC → Checkout) held at 64.6%. Site CVR jumped from 2.24% to 2.63%. The visitors we’re now counting are higher quality — fewer phantom impressions, more real buyers.
Channel Mix
Spend from platform data • CAC from Northbeam (Clicks Only)
Channel Spend Mix — Last 6 Weeks
Channel
Spend
% Mix
NCs
CAC
ROAS
Facebook Ads
$211,303
75%
1,440
$147
1.20x
Google Ads
$27,575
10%
386
$71
5.09x
Axon (AppLovin)
$12,817
5%
66
$194
1.66x
YouTube Ads
$7,341
3%
52
$142
4.66x
GeistM
$3,703
1%
47
$78
3.98x
FB Canada
$3,128
1%
20
$158
3.40x
Other (Impact, Snap, MSFT, etc.)
$14,043
5%
1,015
$14
varies
Total
$279,910
100%
3,026
$92.50
3.84x
Facebook Ads improved 18% WoW to $147 CAC after the attribution reset — the signal is getting cleaner. Google remains the efficiency leader at $71 CAC. GeistM’s dramatic pullback from $22K to $3.7K actually improved its CAC from $317 to $78 — the lower spend found a more efficient pocket. The “Other” bucket (Impact referrals, Snap, MSFT) contributed 1,015 NCs at just $14 CAC — mostly organic/referral attribution.
Creative takeaway: The Founder vs Mushroom Coffee concept continues to carry the account — $38.7K spend at $104 CAC with 30% thumb stop. Sophia nocaptions is the surprise performer with 51.8% thumb stop at $131 CAC. Kill SHA_COF and Coffee_Making immediately ($1,457 and $1,431 CAC). The Pikes-Place-Vs-Mud creative has massive thumb stop (46.9%) but $299 CAC — the creative grabs attention but the offer/LP isn’t converting. Worth testing with a different landing page.
Google Ads Deep Dive
13-week trends — Google Ads + Google Canada + YouTube Ads
CPM
$42.00 this week
CTR
1.85% this week
CAC (Northbeam)
$71 this week
New Customers
386 this week
Campaign
Spend
Impressions
Clicks
CTR
Conversions
CPA
Brand Search
$9,341
53,404
15,316
28.7%
666
$14
Search Conquesting
$13,878
81,218
2,034
2.5%
75
$185
NB Mushroom Coffee
$2,319
13,354
473
3.5%
24
$97
NB Beta
$1,631
9,476
343
3.6%
18
$89
NB Coffee Alternative
$1,179
12,373
360
2.9%
19
$64
NB Mushroom Coffee LP Test
$271
2,351
97
4.1%
6
$46
Total
$28,620
172,176
18,623
—
808
$35
Brand search ($9.3K) drove 666 conversions at $14 CPA — 82% of all Google conversions on 33% of spend. Conquesting (targeting Everyday Dose, Ryze, Four Sigmatic) spent $13.9K but converted at $185 CPA — expensive but strategic for brand switching. Non-brand mushroom coffee keywords at $97 CPA. Best performer: the LP test campaign at $46 CPA on just $271 spend — worth scaling.
GA4 / Site Performance
mudwtr.com — GA4 property 310751693
Sessions & CVR — Last 13 Weeks
Sessions CVR 2% Floor
Brand Demand — Last 13 Weeks (Direct + Organic Search)
Weekly sessions 13-week avg
Brand demand this week: 70.6K sessions (Direct + Organic Search) — down from the 93K peak in mid-Feb but holding steady in the 65-71K range for the last 5 weeks. This metric tracks people who come to your site because they already know you exist — not because an ad or email pushed them there. It’s a proxy for brand health, word of mouth, and content effectiveness. The Feb spike aligns with the Google Trends peak.
CVR jumped from 1.71% to 2.12% WoW — the biggest single-week improvement in 13 weeks. Sessions held steady at 243K despite the attribution reset reducing inflated traffic counts. The /pages/rise-2 LP is getting the most traffic (48.4K sessions) but only converting at 1.47% — below the 2% floor. Homepage converts at 3.39%. The /pages/calm-seeker-listicle-og LP is leaking with 0.74% CVR and 43.9% bounce on 3K sessions.
Subscription Health
Source: Omni Analytics • ReCharge
Active Subscribers — Last 13 Weeks
Total Active Net Change / Week
Subscriber Retention by Cohort
Cohort
Month 1
Month 2
Month 3
Month 4
Month 5
Month 6
Target: 61%
Target: 45%
Target: 36%
Target: 30%
Target: 25%
Target: 21%
Apr 2025
58.2%
42.1%
33.5%
28.4%
24.1%
20.8%
May 2025
59.4%
43.0%
34.2%
29.0%
24.7%
21.3%
Jun 2025
57.8%
41.5%
33.1%
28.0%
23.8%
20.5%
Jul 2025
60.5%
44.8%
35.2%
29.6%
25.0%
21.7%
Aug 2025
59.8%
43.5%
34.9%
29.3%
24.9%
21.4%
Sep 2025
60.1%
44.2%
35.8%
30.1%
25.4%
22.1%
Oct 2025
62.3%
46.6%
36.7%
31.3%
26.8%
—
Nov 2025
62.8%
46.3%
38.0%
31.8%
26.2%
—
Dec 2025
61.4%
47.9%
38.8%
31.5%
—
—
Jan 2026
67.1%
51.5%
39.4%
—
—
—
Feb 2026
63.7%
48.2%
—
—
—
—
Mar 2026
61.2%
—
—
—
—
—
Subscription revenue dominated at $922K (87% of total). 3,381 new subscribers this week with 89% of new customers opting into subscription. Daily new sub acquisition trending up — from ~450/day early in the week to ~650/day by Saturday, a positive reversal from the March decline. Jan 2026 cohort continues to outperform at 67.1% M1 retention and 51.5% M2, the best in the trailing 12 months. Churn rate at ~8.2% is slightly above the <8% target — watch closely.
Email & SMS
Source: Klaviyo via Supermetrics
Email List Growth — Last 12 Weeks
Total Subscribers Net New / Week
List Size
1.24M+
+3,322 net this week
Campaigns Sent
4
This week
Total Email Revenue
$137K
~13% of total revenue
Send Date
Campaign
Subject Line
Recipients
Open Rate
Click Rate
Revenue
Apr 1
TWB Newsletter
“Trends With Benefits”
314,582
52.1%
0.61%
$51,002
Apr 2
Easter Promo
“Easter promo”
224,624
50.7%
0.54%
$9,595
Apr 4
Easter Promo Re-Send
“Easter promo re-send”
88,563
51.5%
1.96%
$41,312
Apr 5
Vitamin Shoppe Promo
“The Vitamin Shoppe April promo”
364,343
49.0%
0.24%
$2,084
All four campaigns cleared 49% open rate. The Easter Promo re-send was the surprise winner — 1.96% click rate and $41.3K revenue on just 88.6K recipients (smallest send, highest revenue per recipient at $0.47). The TWB Newsletter drove $51K on 314K sends. Vitamin Shoppe promo had the largest audience (364K) but lowest click rate (0.24%) and minimal revenue ($2.1K) — retail promos don’t drive DTC revenue. Takeaway: targeted re-sends to non-openers massively outperform broad blasts.
Instagram Organic
@mudwtr • Source: Instagram Insights via Supermetrics
Follower Growth — Last 12 Weeks
Total Followers Net New / Week
Followers
377K
+1,089 this week (~218/day)
Posts This Week
5
Total Reach
1.24M
Total Engagement
595
Posts This Week
Date
Type
Caption
Views
Likes
Comments
Shares
Link
Apr 1
Reel
Comment LOVE to spread the love, and receive 20% off sitewide…
Guided breathing exercise for the recklessly caffeinated
738
1
0
2
—
The April 1 “Comment LOVE” reel crushed it — 10.3K views, 82 comments, 166 shares. That’s 3-4x the engagement of every other post combined. The April 3 ingredient image had the highest reach (14.3K) but low engagement (81 likes). Other posts underperformed (sub-40 engagements). Interactive/CTA reels continue to massively outperform static promotional content. More engagement hooks, fewer announcements.
Industry News
Web search · Last 7 days · MUD\WTR + Ryze + Four Sigmatic + Everyday Dose + Space Goods
MUD\WTR Brand Interest — Last 13 Weeks (Google Trends)
Combined search interest
Competitive Search Interest — Last 13 Weeks (Google Trends, US)
MUD\WTR Ryze Everyday Dose Four Sigmatic
Ryze dominates search interest at 3x MUD\WTR’s volume — they peaked at 80 in mid-Feb (likely the Target launch), now cooling to 39. MUD\WTR and Everyday Dose are neck-and-neck in the mid-teens. Four Sigmatic has flatlined at 5. MUD\WTR brand interest peaked at 81 in mid-Feb and has settled back to 55 — worth investigating what drove that spike to see if it’s repeatable.
PR Newswire · Ryze
RYZE Launches Nationwide at Target, Marking the Brand's First National Retail Launch
RYZE debuted across all Target stores with exclusive mushroom latte flavors (Vanilla, Mocha, Caramel) and core coffee bags. First national retail launch for the brand.
MUD\WTR rolls out across 81 Costco locations in the Southeast
Significant retail expansion milestone. MUD\WTR Original Blend 32ct at $36.89–$39.99. Costco Buys and Clean Kitchen Nutrition both posted about the launch.
Multiple 2026 review roundups feature Everyday Dose prominently. Notable: 20-day mandatory wait before subscription cancellation is available, drawing consumer complaints.
Thingtesting · Space Goods
Space Goods Reviews 2026
UK-based Rainbow Dust expanding to US market. 35K customer survey in Jan 2026 showed positive focus/energy results. However, repeated reviews flag aggressive subscriptions and hard-to-cancel policies.