⚠ Jan 26 ($1M) was a Lume 3.6oz system/allocation anomaly. Jan 19 ($577K) reflects early-year reset cuts. May 25 actualized at $301K; Jun 1 projected at $321K (not shown — actualized only).
⚠ Amazon US H&F 1P dips to 59.9% (wk Apr 13) and 72% (wk Apr 6) were Amazon ordering anomalies, not supply issues.
⚠ Grocery improved to 86% (up from 73% prior week) but remains softest channel. International 100% on-time.
⚠ May 18 POR dip reflects Memorial Day USPS/Fosdick impact. Harry's 87.4%, Flamingo 78.6%, Lume 76.6%, Mando 77.9%. Full recovery expected 2 weeks out.
| Brand | Risk | SKU / Issue | ETA / Notes |
|---|---|---|---|
| Harry's | High | 5.1oz Taming Cream OOS. Production wk 6/1. | 40K ETA 6/8 · 46K ETA 6/25 · tight until July |
| Harry's | High | H'26 Shave Cream 6oz Canada ISM transfer wiped majority of inventory. Cuts expected 5/25–7/6. | Next inbound 7/6 |
| Harry's | High | H'26 Extra AD 2-in-1 14oz US Constrained network-wide. Units shipping wk 6/8. | ETA 6/15 |
| Harry's | High | H'25 Body Wash Solstice 18oz DTC OOS at Fosdick. Units picking up 6/5. | ETA 6/9 |
| Harry's | High | H'25 Hair Cream 5.1oz US Retail | Available to sell 6/15 |
| Harry's | Medium | H'26 Wildlands Body Wash 18oz Retail Shipment ETA 6/12. Risk partial cuts at RJW wk 6/8. | ETA 6/15 |
| Harry's | Medium | H'25 Hair Texturizing Putty 2.5oz | 10K ETA 6/15, gap possible if late |
| Harry's | Low | H'26 Eye Cream 0.5oz US | Inbound 7/6, transitioning to new SKU |
| Harry's | Low | H'25 Truman Value Pack G2++ Ember RTL Orange handle production/shipment delay from Thailand. Lean 4 wks. | Cuts not projected |
| Harry's | Low | H'25 Refill 8ct G2++ US/CAN RTL At 2 WOH, scaling autocartoner for production. | Cuts not projected |
| Flamingo | High | F'8ct Refill – Dolphin Refresh 2023 1-week production delay caused cuts. Risk mitigated as of 6/5. | 57K received 6/5 |
| Flamingo | High | F'25 Moisture+ Pack Fig US RTL Inventory on HOLD for GTIN inspection. | ETA 6/8 |
| Flamingo | High | F'26 Handle Pink US RTL WMT ISM 23,200 units + demand. Likely cuts 2 wks July + 2 wks August. Air shipment option ~40 pallets. | 8/3* (see notes) |
| Flamingo | High | F'DTC Matchbox – Lilac, Dolphin DTC Demand 2.5x forecast wk 6/5. Urgent transfer Legacy→Fosdick. Backlog risk 6/6–6/9. | ETA 6/10 |
| Flamingo | High | F'Recovery Serum 1.7floz US TTS + 18-week lead time → 8–12 week OOS period. Cuts all channels. | Inbound tracking 8/30 |
| Flamingo | Medium | F'Shave Gel 1.0oz US Meijer extended OOS early July as 1.0oz discontinued. | 2.0oz wk 6/8 |
| Flamingo | Medium | F'Retail Handle Premium Dolphin Refresh Inbound accidentally delivered to Legacy. Transfer placed. | ETA 6/5 |
| Flamingo | Medium | F'Body Depilatory 200ML Overperformance OOS risk. | Inbounds 6/29 |
| Flamingo | Low | F'26 Travel Razor Pack US Cases arriving wk 6/8. Production throughout June. | Cuts not projected |
| Lume | High | AP Spring Solid 2.6oz Constrained network-wide — raw material delay. OOS risk wks 6/8–6/22. | Until ~6/29 |
| Lume | High | Solid Deo Minted 2.6oz Constrained network-wide — raw material delay. OOS risk wks 6/1–6/15. | Until ~6/22 |
| Lume | High | Solid Deo Powder 2.6oz Constrained network-wide — raw material delay. OOS risk wks 6/8–6/15. | Until ~6/22 |
| Lume | High | Deo Powder Solid Mini 0.5oz OOS at RJW due to overperformance. Units in transit. | ETA 6/9 |
| Lume | High | Solid Deo Alpine 2.6oz DTC + AMZ Constrained — raw material delay. OOS risk at UPS wks 6/15–7/13. | Until ~7/13 |
| Lume | High | Deo Cream Vanilla Bliss 2.2oz DTC + AMZ Currently OOS. Production 6/23 (30K units). | ETA 6/23 |
| Lume | High | Deo Cream Powder 3.0oz Tube Currently OOS. 15K units in production. | Until ~6/22 |
| Lume | High | Body Wash 7oz Tangerine Retail | Available to sell 6/20 |
| Lume | High | Body Wash 7oz Unscented Retail 56K going into production 6/8. | ETA 6/15 |
| Lume | Medium | AP Vanilla Solid 2.6oz | Until ~7/6 |
| Lume | Medium | Solid Deo Unscented 2.6oz Constrained — raw material delay. OOS not projected. | Until ~6/15 |
| Lume | Medium | Solid Deo Vanilla Bliss 2.6oz | Until ~6/22 |
| Lume | Medium | Deo Cream Coconut 2.2oz Stick | Inbound on track 6/20 |
| Lume | Medium | Deo Spray 3.6oz AF Unscented Retail Cuts expected wk 6/15. Working to pull forward production. | Replen ~end of June |
| Mando | High | AP Mt. Fuji Solid 2.6oz DTC + AMZ OOS — delayed production + raw material delays. | ETA 6/29 |
| Mando | High | Solid Deo Mt. Fuji 2.6oz All Channel Constrained until ~6/22 — raw material delay. OOS risk wks 6/8–6/15. | Until ~6/22 |
| Mando | High | Solid Deo Cedar 2.6oz All Channel Constrained at UPS until ~6/16 pending Fosdick launch. OOS risk wk 6/15 at RJW. | Recovery ETA 6/22 |
| Mando | Medium | Solid Deo Bourbon 2.6oz Constrained network-wide until ~6/22. OOS not projected. | Cuts not projected |