Halewood & Co. Growth & retention · Manchester
Example document · all names and figures fictional

Quarterly Performance Report

Prepared for Northgate Provisions, Q2 2026

PeriodApril to June 2026
Issued8 July 2026
Prepared byE. Halewood, Partner
StatusFinal
Net revenue
£412,600
+8.9% vs Q1
Repeat order rate
41.3%
+2.7 pts
Email share of revenue
27.4%
+3.1 pts
Blended CAC
£18.40
down £3.70

Summary

This was the quarter Northgate stopped renting its growth. Paid social spend came down 22 percent by design, and revenue still rose 8.9 percent, because the retention work of the last two quarters is now compounding: two in five customers place a second order within sixty days, up from roughly one in three a year ago. The business is cheaper to run, and less exposed, than it was in January.

Where the quarter was won

ChannelQ2 revenuevs Q1Note
Email & SMS£113,100+21.4%Flows rebuilt in April
Organic search£96,300+9.8%Recipe library landing pages
Direct£74,900+6.2%Brand searches rising in step
Marketplaces£68,200+1.9%Held flat deliberately, margin first
Paid social£60,100-18.3%Planned pullback

Email is the largest channel for the first time. The April rebuild of the welcome and lapsed-customer flows accounts for most of the gain; the lapsed flow alone recovered 340 customers who would previously have gone quiet for good.

What didn't move

Subscriptions. The box tier ended the quarter at 618 members against 611 in March, effectively flat, and cancellations cluster in months two and three. Exit surveys point at rigidity rather than value: members want to skip or resize a box, not stop it. Gifting also missed forecast; the flow buries the delivery-date choice, which matters more to gift buyers than to anyone else.

Focus for Q3

  1. Offer pause and resize before cancel. The test aims to cut month-two and month-three subscription churn by a third.
  2. Extend the recipe library from 14 pages to 30. It is the cheapest revenue in the mix and the pages keep compounding.
  3. Rebuild the gifting flow in September, ahead of the Q4 season rather than during it.

We remain comfortable with the full-year forecast set in January.

Ellen Halewood, Partner · Halewood & Co.

Prepared for the board of Northgate Provisions Ltd. Figures are unaudited management accounts. This is a fictional example document; any resemblance to a real company is coincidental.

Made with Stacktree · publish one like this