01 · What we're seeing Butterfly Studios × Kroma Wellness · May 2026
The category, observed

The wellness shelf is splitting in two — and Kroma is on the right side of it.

Five observations from where we sit, looking at where the category is heading in 2026 and 2027. None of these are surprises. A few of them got sharper while we were writing the rest of this package. Together they explain why the next chapter of the System is the one to bet on now, not in eighteen months.

01

The GLP-1 nourishment gap is a category-defining moment.

The GLP-1 user base is now in the millions and growing fast. The clinical story has moved from does it work to what does it cost. The cost is becoming clear: most people on these drugs are eating 600–800 calories a day, and up to 40% of the weight they're losing is lean muscle. The medical conversation is now actively looking for adjuncts — protein, micronutrients, real food — to put alongside the drug.

Wellness brands are responding in two ways. Most are positioning against GLP-1s ("the natural alternative"). A smaller, smarter group is positioning for the people on them — solving the nourishment gap the drug creates. The second group owns the next 24 months.

So what for Kroma

The Kroma Reset wasn't built for GLP-1 users. It was built for nourishment. That's the same thing now — and being five years early to it is the moat.

02

Substance is the only real moat left in wellness.

Aesthetic-first wellness brands — beautiful packaging, vibey founder, ingredient-of-the-month — are getting compressed from both ends. DTC acquisition costs are up. Retailers are tightening shelf. The brands pulling away have something the look-alikes can't copy in a quarter: a system. A protocol, a repeatable result, a named outcome customers come back for.

AG1 has one. Athletic Greens (the parent) bet the company on it. Function Health has one. Levels has one. The brands that don't have one are the ones quietly losing ground.

So what for Kroma

Kroma already has the system. It's called the Kroma Reset. The work isn't building one — it's making sure the brand is unmistakably about the one it has.

03

The Kroma Reset is already the answer. It just isn't positioned as the answer yet.

Five years ago, Lisa built a five-day protocol around 100g of protein, real food, and feeling good without deprivation. At the time it was a beautifully ahead-of-schedule reset program. Today, with the GLP-1 nourishment gap front and center, it reads as the cleanest commercially-available protein-forward protocol in the wellness category.

That's not a repositioning. It's recognition. The Kroma Reset has been doing this work the whole time — the surrounding conversation finally caught up.

So what for Kroma

Don't reinvent the Kroma Reset. Re-introduce it to a market that now has the language to understand what it always was.

04

Retention beats acquisition in subscription wellness right now.

The economics of wellness DTC have inverted in the last 18 months. Paid acquisition is more expensive than ever; AOV growth from existing customers is the cheapest revenue on the books. Brands winning in 2026 are the ones designing deeper journeys for the customer they already have, not chasing new top-of-funnel.

For Kroma, this is fortunate. The System is built for it. A customer who finishes the Kroma Reset is already in the right room — Beauty Matcha, Bone Broth, Hydration, Magnesium, and the Super Core all answer questions she's asking on day six. The work is making the path from one to the next obvious.

So what for Kroma

The next chapter of revenue lives inside the existing customer base. Build the path, name the journey, watch LTV move.

05

The "still here in 2030" filter.

Every wellness founder we talk to right now is asking some version of the same question: which brands in this category are still here in five years? The honest answer is the ones with a system customers come back to and a founder who has been saying the same true thing for long enough that the market caught up.

Kroma has both. The Kroma Reset is the system. Lisa is the founder. The Instagram clip about GLP-1s and nourishment is twenty years of conviction, recorded on a phone, going viral because it's right. That kind of compounding signal is the rarest asset in the category.

So what for Kroma

The next eighteen months are about making the substance unmistakable to the people just discovering it — without losing the people who've been here since day one.

What's next

We've built a plan to evolve the Kroma System into a growth engine for the brand and the business.

The five observations above are why the plan tilts the way it does. The plan itself is on the next page.

Continue to the plan →