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Reedstone Capital · Q2 2026

Executive Overview

Revenue MTD
+12.4%
$38.4M
Gross Margin
+1.6%
42.8%
Fleet Uptime
+0.06%
99.84%
Customer NPS
+4
0

Revenue & Forecast — 30d

Category Mix

Beverages42%
Snacks24%
Coffee18%
Energy10%
Other6%

Region Performance

Board-level AI Insights

Revenue uplift opportunity+$184k/mo

Swapping SKU placement on 412 NA machines (move Red Bull to eye-level) is projected to lift revenue +6.2% over 30 days.

Predicted failure cluster−42 incidents

12 EU-region V3 compressors show degradation patterns matching the Q1 2026 recall signature. Preemptive service window suggested.

Route optimization−$28k/mo

Rebalancing technician routes in Greater London reduces drive time 22% (4.2h/day) with no SLA impact.

Demand forecast — Heatwave+$72k weekend

Forecast 38°C in Madrid Fri–Sun. Pre-position +180 cases of cold beverages to 24 high-traffic machines.