Range, display and activation plan

Build the next Shokz open-ear destination at Costco.

A cleaner H2 range story: review the proven base, transition OpenFit 2 SE offline, build the Shokz zone, and accelerate OpenDots ONE.

Contents

Five parts, one commercial outcome.

YTD review and current range

OpenFit 2 SE replaces OpenFit Air offline

Build the Shokz zone

OpenDots ONE acceleration

Long-term Costco roadmap

Part 01

YTD review and current product mix.

YTD performance

Costco has already built a strong Shokz base in 2026.

Costco W1-W23 units sold 34,593

Strong enough base to support a cleaner H2 Shokz destination.

£2.96m Modelled ex-VAT value

£85.5 Weighted ex-VAT ASP

29 UK warehouse footprint

Units by range

OpenRun

19,089

OpenFit Air

10,517

OpenDots ONE

4,901

OpenSwim Pro

Sources: 2026 SO workbook, Costco W1-W23; Shokz account planning input for warehouse footprint.

Current product mix

Product Portfolio:

Bone conduction

OpenRun SE

Sports traffic driver and the familiar Shokz entry point for warehouse shoppers.

19,089 W1-W23 units

Ear-hook

OpenFit Air

Strong volume base. Offline slot transitions to OpenFit 2 SE; online continues as value-band volume.

10,517 W1-W23 units

Ear-clip

OpenDots ONE

Compact lifestyle conversion SKU that needs earlier activation and better in-store visibility.

£877k W1-W23 sales

Specialist sport

OpenSwim Pro

Technical halo SKU for swimming and waterproof use, supporting breadth without carrying the full plan.

Specialist role

Sources: Shokz UK product imagery; 2026 SO workbook for Costco W1-W23 sales.

2026 MVM calendar

Costco already has a repeatable Shokz MVM rhythm.

Done Live Future

19 Jan - 15 Feb

Book 6

OpenRun SE

Completed

13 Apr - 10 May

Book 9

OpenDots ONE

Completed

11 May - 07 Jun

Book 10

OpenFit Air

Completed

08 Jun - 05 Jul

Book 11

OpenRun SE

Live

06 Jul - 02 Aug

Book 12

OpenFit 2 SE

TBC

03 Aug - 30 Aug

Book 13

Back to School window

TBC

31 Aug - 27 Sep

Book 1

OpenDots ONE

TBC

28 Sep - 25 Oct

Book 2

OpenFit 2 SE

TBC

26 Oct - 22 Nov

Book 3

Black Friday & Xmas window

TBC

RRP reset

RRP moves create room for sharper MVM pricing.

OpenDots ONE

£124.99 Previous ex-VAT price

£94.99 From 10 May

£79.99 MVM price

OpenRun SE

£89.99 Previous ex-VAT price

£69.99 From 6 July

£39.99 MVM price

Part 02

OpenFit 2 SE takes over the offline role.

Range transition

Make the handover clear by channel.

Continue online

OpenFit Air

Keep selling online to use available Shokz stock and maintain a lower price-band option for supplemental volume.

Replace offline

OpenFit 2 SE

Take the warehouse-floor ear-hook role from June onward, keeping the Costco open-ear story fresh in H2.

Sources: Shokz account planning input; Shokz UK product imagery.

OpenFit 2 SE first order

Pull the 3,024 pcs now and keep the ear-hook floor moving.

Offline replacement stock is ready

Ready at Westcoast 3,024 pcs

Available stock

Costco first PO

Warehouse floor

c.3,000 Matches normal Costco stock depth

2,592 OpenFit Air May units show demand base

2 SE Offline replacement

Air Continue online as value-band volume

Sources: Shokz account planning input; Costco SO data, May 2026.

Part 03

Build a Shokz zone that makes the range visible.

Shokz zone setup

Use one Costco-ready pallet system across the H2 range.

Ear-hook anchor

OpenFit 2 SE

Offline replacement

Ear-clip exclusive

OpenDots ONE

Display-ready stock

OpenRun SE support

1220mm W

1014mm D

1564mm H

Source: Shokz UK Costco display proposal 2.0. This plan focuses on offline display execution.

Part 04

OpenDots ONE: August promotion, September momentum.

OpenDots ONE base

OpenDots ONE is already proving demand.

Ear-clip demand is visible

Costco W1-W23 SO 4,901

units sold year to date

Book 9 MVM 849

13 Apr - 10 May: c.212/wk and £99.2k generated during the MVM window

Costco W1-W23 value £877k

sales already generated

May SO read 590

units sold in one month

Current promo read c.200/wk

weekly SO already lifted

Sources: 2026 SO workbook W1-W23; Costco SO data, May 2026; Shokz account promo read.

August promotion / September launch

Use promotion to build SO momentum, then extend it with the September UK ambassador launch.

Price action

September UK ambassador launch

Use the next brand wave to sustain the ear-clip story after the August promotion read.

Current promo read c.200/wk

Already achieved in current activity.

Regular run-rate 150-200/wk

600-800 units across four weeks.

Promo run-rate 300-400/wk

1,200-1,600 units across four weeks.

Sources: Costco weekly SKU total data W20-W23; price points provided by Shokz account team.

MVM timing ask

Move OpenDots ONE forward from Book 1 into Book 13.

Done Live Future Moved ask

19 Jan - 15 Feb

Book 6

OpenRun SE

Completed

13 Apr - 10 May

Book 9

OpenDots ONE

Completed

11 May - 07 Jun

Book 10

OpenFit Air

Completed

08 Jun - 05 Jul

Book 11

OpenRun SE

Live

06 Jul - 02 Aug

Book 12

OpenFit 2 SE

TBC

03 Aug - 30 Aug

Book 13

OpenDots ONE

Moved ask

31 Aug - 27 Sep

Book 1

Original OpenDots ONE slot

Moved to Book 13

28 Sep - 25 Oct

Book 2

OpenFit 2 SE

TBC

26 Oct - 22 Nov

Book 3

Black Friday & Xmas window

TBC

OpenDots ONE display and order logic

Exclusive ear-clip role needs display-ready stock.

Exclusive

Position OpenDots ONE as Costco's market-exclusive ear-clip SKU after launch phase.

727 May inventory read

c.3k Display-ready depth

c.2.3k Replenishment gap to support display

The OpenDots ONE display only works with enough stock behind it: build from 727 toward a c.3k display-ready level so the August and September demand waves can be converted.

Sources: Costco SO inventory read, May 2026; stock waterline from Shokz account planning input.

Part 05

A long-term Costco open-ear roadmap.

Long-term range roadmap

Product Portfolio:

Bone conduction

OpenRun SE

Sports foundation and the familiar Shokz entry point for Costco warehouse shoppers.

Sports foundation

Ear-hook

OpenFit 2 SE + Air online

OpenFit 2 SE refreshes the offline slot, while OpenFit Air continues online as value-band volume.

Lifestyle volume

Ear-clip

OpenDots ONE

Exclusive ear-clip conversion SKU, supported by August promotion, Book 13 moved ask, and display-ready replenishment.

Exclusive conversion

Execution rhythm

Lock the range now, then use August and September to prove the next replenishment step.

June

Range decision

Confirm OpenFit 2 SE offline successor role, OpenFit Air online continuation, and Shokz zone direction.

July

Stock and display prep

Pull OpenFit 2 SE first order from Westcoast and prepare the offline pallet display execution.

August

OpenDots ONE promotion

Run the £79.99 activation and target a 300-400 units/week promo run-rate.

September

UK ambassador launch

Use the announcement to extend ear-clip awareness and align replenishment for display-ready stock depth.

Meeting alignment

Next steps for the H2 plan.

OpenFit 2 SE offline first order

Pull 3,024 pcs from Westcoast and transition the warehouse floor role.

Shokz zone display execution

Proceed with the Costco-ready offline pallet display across the agreed H2 range.

OpenDots ONE replenishment plan

Use August promotion and September ambassador launch to support replenishment for display-ready stock depth.

Discussion topic: RTV process Discussion topic: finance reconciliation

Range, display and activation plan

Build the H2 open-ear destination at Costco.

A focused plan to keep proven Shokz velocity, refresh the offline range, and accelerate OpenDots ONE with stronger visibility.

OpenFit 2 SE Costco pallet display render

Meeting outcome

We would like to leave with three clear yes decisions.

Approve OpenFit 2 SE offline first order

Take the 3,024 pcs at Westcoast for the warehouse floor transition, while OpenFit Air continues online.

Approve Shokz pallet display execution

Use one Costco-ready offline display system across the H2 range, with SKU-specific POP updates.

Move OpenDots ONE activation to August

Bring the planned September activity forward to create an earlier volume read and unlock replenishment.

The intent is simple: protect the range by making it easier to sell.

OpenDots ONE stays in the story as part of a stronger H2 open-ear destination, supported by earlier activation and better in-store visibility.

Sales confidence

Costco already has a strong Shokz base to build from.

34,593

Costco units sold W1-W23

£2.96m

Modelled ex-VAT sales value

£85.5

Weighted ex-VAT ASP

UK warehouse footprint

W1-W23 Costco units by range

OpenRun

19,089 units

OpenFit Air

10,517 units

OpenDots ONE

4,901 units

OpenSwim Pro

86 units

Source: 2026 SO workbook, W1-W23 through week commencing 2026-06-01. Warehouse footprint from account planning input.

Latest SO read

May shows momentum, but the range now needs a cleaner H2 setup.

OpenFit Air2,592

OpenRun571

OpenDots ONE590

Other27

3,780

May units

£269.6k

May sales

7,347

May closing inventory

OpenFit Air remains the main volume engine; move the offline slot to OpenFit 2 SE while keeping OpenFit Air online.
OpenDots ONE still delivered £62.9k and 590 units in May, showing a meaningful base.
The opportunity is to combine stronger visibility with enough stock depth for a proper pallet push.

Source: Costco SO data, May 2026. Core SKUs: OpenFit Air, OpenRun, OpenDots ONE.

H2 range logic

Each SKU has a job in the Costco open-ear destination.

Sports traffic

OpenRun SE

The proven sports entry point that brings recognisable Shokz open-ear demand into the warehouse.

19,089 W1-W23 units

Offline successor

OpenFit 2 SE

Takes the Costco warehouse floor role from OpenFit Air, while OpenFit Air remains online as the value-band supplement.

Protects 10,517-unit base

Lifestyle conversion

OpenDots ONE

The compact clip-on offer that needs higher visibility and earlier activation to reach a Costco run-rate.

£877k W1-W23 sales

Specialist halo

OpenSwim Pro

A focused sports-use product that completes the technical range without carrying the whole plan.

Specialist role

Source: 2026 SO workbook, Costco W1-W23 category sales.

Ask 1

Approve OpenFit 2 SE for offline replacement while OpenFit Air continues online.

Available stock

3,024 pcs

Ready at Westcoast for Costco pull-through.

Costco norm

c.3,000

Matches Costco's normal range waterline.

Base to protect

2,592

OpenFit Air May units support online continuation.

Channel split

Offline + online

2 SE in warehouses; Air online for value-band volume.

Ask 2

Use one Costco-ready pallet system to make the range visible in-store.

Offline execution

1220mm W

1014mm D

1564mm H

OpenRun SE

OpenFit 2 SE

OpenDots ONE

Source: Shokz UK Costco display proposal 2.0. Landing page package is not included in this plan.

Ask 3

Move OpenDots ONE activation from September to August.

£94.99 Current ex-VAT price

£79.99 August activation ex-VAT

OpenDots ONE has already contributed 4,901 units and £877k in Costco W1-W23 SO.
May SO still shows 590 units and £62.9k, but the recent run-rate needs stronger commercial support before September.
August timing creates an earlier read, supports replenishment confidence, and gives the pallet display enough stock depth to work.

Sources: 2026 SO workbook W1-W23; Costco SO data May 2026. Price points provided by Shokz account team.

Inventory bridge

Stock depth is the operating link between activation and display.

OpenFit 2 SE inventory bridge

Available 3,024

pcs at Westcoast

→

Action PO

Costco first order

→

Outcome c.3k

normal range waterline

OpenDots ONE inventory bridge

May SO read 727

closing inventory

→

Action Aug

activation moved forward

→

Target c.3k

display-ready stock depth

Source: May Costco SO inventory read for OpenDots ONE; stock waterline and Westcoast availability from account planning input.

Lock the H2 plan now, then read the August result early.

June

Range decision

Confirm OpenFit 2 SE offline successor role, OpenFit Air online continuation, pallet display execution, and August OpenDots ONE timing.

July

Stock and display prep

Pull OpenFit 2 SE first order from Westcoast, keep OpenFit Air online while stock remains, and prepare display assets.

August

OpenDots ONE activation

Bring the planned September activation forward to generate a faster volume read.

September

Review and replenish

Use the August read to confirm replenishment and display rollout depth for the H2 range.

Decisions requested

Three yes decisions to confirm in the meeting.

Yes to OpenFit 2 SE offline first order

Approve the first PO and pull 3,024 pcs from Westcoast for warehouse floor replacement, with OpenFit Air continuing online.

YES

Yes to Shokz pallet display

Proceed with the offline pallet display execution across the agreed H2 Shokz range.

YES

Yes to August OpenDots ONE activation

Move the planned September activation forward to August to improve sell-through before the next review point.

YES

Discussion topic: RTV process Discussion topic: finance reconciliation