Coco Love — Investor Update

Monarch Media · DBA Coco Love Water & Coco Taps

Executive Summary

H1 2026 Shareholder Update — Monarch Media (DBA Coco Love).

H1 2026 Shareholder Update · Monarch Media (DBA Coco Love)

$2.81M in H1 revenue while more than doubling the national distributor network.

The first half of 2026 was defined by disciplined investment in the infrastructure needed for national scale: a 145% expansion of our distributor network (11 to 27), a new Boulder City distribution and operations facility, and confirmed Q4 2026 placement with Albertsons Companies.

H1 2026 Revenue

$2.81M

Q1 + Q2 combined

Q2 2026 Revenue

$1.57M

+27% vs Q1

Distributors

11 → 27

More than doubled

Network Growth

+145%

H1 2026

H1 2026 Highlights

  • Revenue of $2.81M in H1 ($1.24M in Q1, $1.57M in Q2).
  • Distributor network more than doubled from 11 to 27 partners (+145%).
  • Expanded partnerships with Pepsi, Anheuser-Busch, and Molson Coors affiliated distributors.
  • Acquired new Boulder City, Nevada distribution and operations facility with greater capacity and lower occupancy cost.
  • Secured Albertsons Companies placement for planned Q4 2026 launch across 2,200+ stores.
  • Continued cruise expansion aboard Royal Caribbean, Celebrity, Princess, Holland America, Seabourn, MSC, and Virgin Voyages.

Strategic Priorities — H2 2026

  • Convert expanded distribution platform into new retail placements.
  • Execute Q4 2026 Albertsons launch across 2,200+ stores.
  • Launch CocoLove Chocolate within 60 days.
  • Advance cruise proposals with Carnival, Disney Cruise Line, and Norwegian.
  • Scale Boulder City operations.
  • Continue building the digital distribution model structured outside the Patco partnership.

Coco Love vs. emerging beverage brands (H1 2026)

Benchmarks based on IRI, SPINS, and Beverage Marketing Corp. data for premium functional / better-for-you beverages under $25M revenue.

Coco Love Industry avg
Distributor network growth (H1)8.1× industrybrands typically add 2-4 partners per year
Coco Love
145%
Industry
18%
Revenue growth (H1 YoY)6.9× industry
Coco Love
62%
Industry
9%
Time to secure a top-5 national grocery chain2.6× industry costAlbertsons 2,200+ stores
Coco Love
14 mo
Industry
36 mo
Cruise line placements7.0× industrylines currently carrying the brand
Coco Love
7
Industry
1

How we compare

  • Most emerging beverage brands add 2-4 distributors per year — we added 16 in six months.
  • Category average revenue growth for sub-$25M beverage brands is 5-10% YoY; Coco Love is tracking at 6× that rate.
  • Securing a chain-wide Albertsons placement typically takes 3+ years of category proof — we did it in under 18 months from national push.
  • Seven active cruise line partnerships is unprecedented for a brand our size; peers average 0-1.

Letter to Shareholders

To the shareholders of Monarch Media (DBA Coco Love Water and Coco Taps),

The first half of 2026 marked a meaningful step forward in the growth trajectory of Monarch Media. Revenue reached $2.81M through H1, comprised of $1.24M in Q1 and $1.57M in Q2, while our national distributor network expanded from 11 to 27 partners — a 145% increase that meaningfully broadens the platform we sell into.

Operations and Distribution Infrastructure

We consolidated multiple regional operations into a new Boulder City, Nevada facility, replacing our prior Seattle, Las Vegas, Long Beach, and Texas locations. The move delivers greater capacity, lower occupancy cost, and a single operating footprint that scales cleanly as national volume grows.

Distributor Network Expansion

We deepened relationships with distributors affiliated with Pepsi, Anheuser-Busch, and Molson Coors. These partners give us direct access to some of the strongest DSD networks in the country and materially improve our ability to execute at retail.

Retail Footprint Expansion

We secured placement with Albertsons Companies for a planned Q4 2026 launch across 2,200+ stores. This is the largest single retail commitment in the company's history and anchors our H2 execution plan.

Cruise Industry Expansion

Coco Love products are now aboard Royal Caribbean, Celebrity, Princess, Holland America, Seabourn, MSC, and Virgin Voyages. Active proposals have been submitted to Carnival, Disney Cruise Line, and Norwegian and are progressing through evaluation.

New Product Launches

CocoLove Chocolate is scheduled to launch within the next 60 days, with strong pre-orders already received from Pepsi and Anheuser-Busch affiliated distributors. In parallel, we have built a digital distribution model structured outside the Patco partnership, giving us an additional route to market.

We enter H2 2026 with strong momentum. Our focus is on scaling distribution, increasing product velocity across doors, and supporting national expansion — particularly the Q4 Albertsons rollout. Thank you for your continued partnership and support.

Sincerely,
The Monarch Media Team