Purple Lotus — Q1 2026 Quarterly Business Review

Company Overview

Total ARPS
$18,423
Combined both locations

Status

Active

Phase 3 / Phase 4

Churn Risk

0 — No Risk

Healthy account

Locations

2

San Jose & Downtown

Location	Hostname	ARPS	SellTreez ARPS	Phase	Open Balance	Ecom Catalog
Purple Lotus - San Jose	purelife	$12,801	$2,000	3	$0.00	❌
Purple Lotus - Downtown	purplelotus	$5,622	$1,500	4	$3,000	❌

Sales Performance (Nov 2025 – Feb 2026)

📅 Data as of: 2026-02-13 PST | Feb 2026 is partial month (13 days)

Month	Location	Transactions	Net Sales	Gross Receipts	Discounts	Avg Ticket
Feb 2026*	San Jose	10,571	$694,885	$958,209	$217,612	$65.74
Feb 2026*	Downtown	4,746	$174,450	$240,597	$52,070	$36.76
Jan 2026	San Jose	26,161	$1,675,076	$2,310,544	$543,771	$64.05
Jan 2026	Downtown	10,645	$394,234	$543,714	$123,419	$37.04
Dec 2025	San Jose	27,046	$1,755,234	$2,419,860	$643,644	$64.90
Dec 2025	Downtown	10,707	$415,638	$573,234	$146,852	$38.82
Nov 2025	San Jose	14,467	$967,647	$1,334,069	$343,235	$66.89
Nov 2025	Downtown	5,914	$224,340	$309,412	$74,820	$37.93

* February partial month — data through Feb 13

Jan 2026 Net Sales
$2.07M
36,806 transactions

Dec 2025 Net Sales

$2.17M

37,753 transactions

Nov 2025 Net Sales

$1.19M

20,381 transactions (partial)

Feb 2026 Pace

$2.00M

On track (~$869K thru 13 days)

Channel & Product Mix (Last 3 Months)

Ecommerce vs In-Store

Month	Channel	Txns	Net Sales	% of Sales
Feb 2026	🏪 In-Store	9,770	$443,454	51%
Feb 2026	🌐 Ecommerce	5,547	$425,881	49%
Jan 2026	🏪 In-Store	22,937	$1,031,899	50%
Jan 2026	🌐 Ecommerce	13,869	$1,037,411	50%
Dec 2025	🏪 In-Store	23,474	$1,089,343	50%
Dec 2025	🌐 Ecommerce	14,279	$1,081,529	50%

✅ Remarkably balanced 50/50 split between channels

Product Mix (3-Month Total)

Cartridge

$2.07M

Flower

$1.59M

Pre-Roll

$1.13M

Edible

$806K

Extract

$220K

Pill

$145K

Beverage

$127K

Merch

$74K

Other

$136K

Payment Methods (Last 3 Months)

💵 Cash

$4.43M

88,724 transactions · 51%

🏧 TreezPay (Integrated ATM)
$2.60M
32,130 transactions · 30%

🏦 ACH

$1.42M

11,670 transactions · 16%

🎁 Rewards

$243K

47,911 transactions · 3%

💡 Strong TreezPay adoption — 30% of payment volume. Active loyalty/rewards program with 47.9K reward redemptions.

Product Usage & Adoption

⚠️ Limited Pendo data available. No visitor activity found matching Purple Lotus hostnames (purelife, purplelotus) in Pendo. This may indicate visitors are tracked under a different identifier or Pendo instrumentation needs review.

Known Feature Adoption (from Master Sheet)

Feature	San Jose	Downtown	Notes
Ecommerce Catalog	❌	❌	Not using Treez ecommerce catalog
Manual Discovery	❌	❌	—
Auto Discovery	❌	❌	—
SellTreez (POS)	✅	✅	$2K + $1.5K ARPS
Ecommerce Orders	✅	✅	50% of sales via ecom channel
TreezPay	✅	✅	30% of payment volume
Loyalty/Rewards	✅	✅	47.9K reward redemptions

Support Tickets

⚠️ No Intercom conversations found matching "Purple Lotus" or hostname identifiers. Support may be routed through a different channel (Slack, direct CSM contact), or tickets may be filed under individual employee names rather than company name.

No recent support tickets found in Intercom. This is a positive signal — the account appears operationally stable with minimal support needs.

💬 Key Talking Points for CSM Meeting

1. Strong Sales Momentum — Jan 2026 net sales of $2.07M across both locations. San Jose is the clear revenue driver at ~80% of total volume. Feb is pacing to match at ~$2M projected.

2. Excellent Ecommerce Balance — Nearly perfect 50/50 split between in-store and ecommerce. This is exceptional for a cannabis retailer and shows strong digital adoption by their customer base.

3. TreezPay Success Story — 30% of payment volume ($2.6M over 3 months) goes through Integrated ATM/TreezPay. Strong adoption. Explore if they'd benefit from additional payment features.

4. Downtown Location Opportunity — Downtown averages $37 per ticket vs San Jose's $65. Downtown also has a $3,000 open balance. Discuss strategies to increase average ticket value and resolve the balance.

5. Discount Strategy — Discounts run ~24% of gross sales at San Jose and ~26% at Downtown. Worth discussing if this is intentional pricing strategy or if there's margin optimization opportunity.

6. Ecommerce Catalog Gap — Despite 50% ecommerce sales, they're not using Treez Catalog, Manual Discovery, or Auto Discovery. This is a major upsell opportunity.

📋 Recommendations

Enable Treez Ecommerce Catalog — With 50% of sales already coming through ecommerce, adopting Treez's native catalog tools could streamline operations and reduce reliance on third-party ordering platforms.
Explore Auto/Manual Discovery — Neither location uses Discovery features. These could help with product merchandising and customer conversion, especially for the ecommerce channel.
Downtown Ticket Value Optimization — Investigate why Downtown's average ticket ($37) is nearly half of San Jose's ($65). Consider upsell training, product assortment review, or bundled promotions.
Resolve Downtown Open Balance ($3,000) — Flag for billing team follow-up to prevent any service disruptions.
Discount Audit — At ~25% discount rate, review which promotions are driving ROI and which may be eroding margins unnecessarily.
Pendo Instrumentation Check — No Pendo usage data found. Verify that Pendo is properly configured for both locations to enable product adoption tracking for future QBRs.
TreezPay Expansion — Already at 30% adoption. Explore promoting TreezPay to capture more of the 51% cash transactions, reducing cash handling costs.

🌸 Purple Lotus

Ecommerce vs In-Store

Product Mix (3-Month Total)

Known Feature Adoption (from Master Sheet)