Quarterly Results Presentation
Released
Released
Announcement PDF
ASX: CCO
Quarterly Results Presentation
Q2 2026
30 January 2026
STRATEGIC PILLARS
Regional Sourcing
& Innovation
THE WORLD’S LEADING NATURAL RELAXATION COMPANY
- PACIFIC ISLAND
REGIONAL
SOURCING
- FIJI EXCELLENCE
IN QA & SERVICE
- CO2
EXTRACTION
- BLOCKCHAIN
TRACEABILITY
Direct to Consumer
Inc. Amazon
Profitable &
Scalable Retail
Wholesale (Bulk)
Ingredients
- AMAZON
USA & AU
- SALESFORCE
WEBSITES (FK,
TM and DN)
- HIGH-MARGIN,
HIGH-
AWARENESS DTC
FOCUS
- MA JOR RETAIL
- SUPPORTING
PHARMACY &
NUTRITION
- HIGH-EXPOSURE,
TRIAL & RESALE
TO MAINSTREAM
- AU & GLOBAL
- BEVERAGE & KAVA
SNACK BRANDS
- COMPLEMENTARY
MEDICINES
- CO-MANUFACTURE
& FLAVOUR HOUSES
- KAVA HOSPITALITY
Vs Q4,25
33%
Calmer Co Sets Sales Record in December - $910k
USA Finds Sales Traction Up 9%
New Sales Record in December
United States sales reached $1.01 million, representing a 9%
quarter-on-quarter increase, with the U.S. now contributing
51% of total group revenue.
Growth was driven by continued momentum on Amazon
alongside expansion of the wholesale channel
December 2025 delivered record monthly of revenue of
$910k the strongest result in the history of The Calmer Co.
The wholesale channel recorded its strongest monthly
revenue of $340k, with YTD wholesale revenues already
exceeding total FY25 annual sales in the first half of FY26.
$926k
Australian Sales
$1.01m
USA Sales
Vs Q4,25
9%
Vs Q1FY26
USA Finds Sales Traction
$2.01m
Q2 FY26 Total
Global Sales
Vs Q1FY 26
USA SALES PASS $1m AND 51% OF REVENUE
US sales increased 9% to $1.01m for the quarter, driven
primarily by strong performance on Amazon Marketplace.
The U.S. now accounts for 51% of group revenue and
continues to grow, with broad consumer adoption across
both e-commerce and wholesale channels underpinning our
U.S. growth trajectory
USA sales growth driven by expanding Amazon product
range including tinctures, capsules and flavoured kava shots
with the total wholesale channel increasing 15% QoQ to
$362,000 (Q1 FY26: $314,000).
Approximately 94% of wholesale revenue was generated in
the United States, reflecting the Company’s strategic focus
and execution in the world’s largest kava market
.
$387,000
$305,000
$775,000
$935,000
$1,010,000
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
$800,000
$900,000
$1,000,000
$1,100,000
Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2FY26
USA Sales
Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2FY26
RETAIL SALES UP 42% ON PCP
$525,000
$648,000
$684,000
$1,150,000
$743,000
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026
Retail Sales by Quarter
Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026
Woolworths Pipeline Fill Q1FY26
Total retail sales were up 42% to $743k on prior
corresponding period (PCP).
Coles Synergy Data confirmed Fiji Kava® as a major
contributor to category growth, accounting for +33% of the
stress sub-category, with:
#1 ranked product: 150g Instant Kava
#3 ranked product: 50g Instant Kava
These results highlight strong brand leadership and growing
consumer acceptance within mainstream retail.
E-COMMERCE CONTINUES TO LEAD GROWTH
E-commerce remained the Group’s largest channel, generating $905,000 in
revenue and representing 45% of total Group sales, reinforcing its role as the
Company’s primary growth engine.
Quarter-on-quarter performance reflected normalisation following Q1
promotional activity, with underlying demand remaining strong and channel
economics intact.
Amazon USA continued to demonstrate resilience and scale, delivering $652,000
in revenue, up 2% QoQ, and maintaining its position as the Company’s single
largest marketplace.
Premium brand mix strengthened materially, with Taki Mai® now accounting for
up to 43% of Amazon revenue, compared to 7% in January 2025, highlighting
successful execution of the Company’s Pacific-sourced, provenance-led brand
strategy.
Direct-to-Consumer (DTC) revenue totalled $252,000, supported by ongoing
investment in advertising creative, content optimisation and conversion rate
improvements.
E-commerce positioned for renewed growth in Q3 FY26, underpinned by
enhanced creative performance, planned product range expansion across
powdered formats, and upcoming TGA-submitted product launches.
WHOLESALE STRONG GROWTH, UP 15%.
Wholesale revenue increased 15% quarter-on-quarter
to $362,000, representing 18% of total Group revenue.
Growth was driven by repeat orders from existing
water-extract customers, including IMCD, and multiple
U.S. resellers.
The quarter also included repeat commercial sale of
The Calmer Co.’s CO₂ extract to a U.S. beverage
partner, marking continued progress in the Company’s
higher-value B2B strategy and reinforcing confidence
in wholesale demand as production formats scale.
$362k
Wholesale
Revenue
15%
Vs Q1,26
0
50000
100000
150000
200000
250000
300000
350000
400000
Q3 FY25 Q4FY25 Q1FY26 Q2FY26
Wholesale Revenue
Q3 FY25 Q4FY25 Q1FY26 Q2FY26
CASH, INVENTORY & SUBSCRIPTIONS
The Company remains focused on disciplined
working capital management as it scales, closing the
quarter with cash on hand of $1.03 million and
additional financing capacity in place to support
continued growth initiatives.
$700k secured under Tranche Two of the convertible
note facility subsequent to quarter end,
strengthening liquidity and supporting wholesale
inventory build and growth initiatives.
Cash on Hand
The business has
$1.03m at bank with
cash receipts rising.
Inventory Stable
Inventory levels are
strong and new
product formats are in
our USA warehouse.
Subscriptions Rising
Monthly
subscriptions
continue to rise.
$280k of inventory is
presold in
subscriptions
RTD Format to Grow
RTD beverages
represent only 4-5% of
our revenue mix. RTDs
are a key component of
our growth plan.
Growth Funding in Place
RECORD PERFORMANCE AND ACCELERATING U.S MOMENTUM
“December was a standout month for The Calmer Co., with record
monthly revenue of $910,767 and our wholesale channel delivering its
strongest performance to date, generating $340,131 in sales. Year-to-
date revenue has already surpassed our FY25 full-year results,
highlighting the accelerating global demand for premium, fully
traceable kava ingredients.
We are particularly encouraged by the momentum in the United States,
a consumer market significantly larger than Australia. U.S. sales now
represent more than 50% of our total global revenue and continue to
accelerate. During the quarter, U.S.-based sales increased by 9%, while
the wholesale division grew by 15%. We see substantial upside in the
U.S. market.”
Zane Yoshida
Founder & CEO
The Calmer CoCo
Investor Hub
To find this full report and other ASX releases please go to our
Investor Centre.
Join the Conversation on Investor Hub
Q2 FY26 Results Webinar
Join CEO Zane Yoshida, at The Calmer Co (ASX: CCO) investor
webinar to discuss the Q2 FY26 performance, activities and
focus.
Date: Friday February 6th, 2026
Time: 9am (AEST)
Register here for Quarterly Investor Webinar
http://thecalmerco.com
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