=== Report 1: Bundle Creation Timing: Seeded in a Batch or Built Up Organically? (written by Omar) === Engineer's note: One row per calendar month 2023-01 through 2025-12, built off the full calendar so zero-activity months still appear; counts are based on product_bundles.created_at regardless of tenant vertical (verticals live on tenants, not requested as a column per the grain given). REPORT: Bundle Creation Timing: Seeded in a Batch or Built Up Organically? QUESTION: Does the suspiciously clean 100%/0% bundle adoption split by vertical look like genuine, ongoing merchant activity, or does it look like a one-time data-seeding event? month | bundles_created_count | distinct_tenants_creating_a_bundle --------+-----------------------+----------------------------------- 2023-01 | 2 | 1 2023-02 | 0 | 0 2023-03 | 6 | 2 2023-04 | 4 | 1 2023-05 | 4 | 1 2023-06 | 1 | 1 2023-07 | 0 | 0 2023-08 | 0 | 0 2023-09 | 0 | 0 2023-10 | 0 | 0 2023-11 | 1 | 1 2023-12 | 2 | 1 2024-01 | 1 | 1 2024-02 | 0 | 0 2024-03 | 0 | 0 2024-04 | 0 | 0 2024-05 | 3 | 1 2024-06 | 2 | 1 2024-07 | 1 | 1 2024-08 | 5 | 3 2024-09 | 0 | 0 2024-10 | 9 | 3 2024-11 | 0 | 0 2024-12 | 3 | 1 2025-01 | 0 | 0 2025-02 | 0 | 0 2025-03 | 3 | 1 2025-04 | 2 | 1 2025-05 | 8 | 4 2025-06 | 1 | 1 2025-07 | 1 | 1 2025-08 | 6 | 2 2025-09 | 7 | 3 2025-10 | 0 | 0 2025-11 | 0 | 0 2025-12 | 0 | 0 (36 rows) === Report 2: Return and Damage Rates for Fragile vs Other Home & Living Categories (written by Viktor) === Engineer's note: Grain is by category name, rolled up across all Home & Living tenants that sold units in the product's primary category during 2025 (categories with zero units sold in the window are excluded since return rate would be undefined); damage-related share is computed only among the category's own returns, so it's null when return_count is 0. REPORT: Return and Damage Rates for Fragile vs Other Home & Living Categories QUESTION: Do fragile homeware categories (cookware, glassware, tableware, decor) see more damage-related returns than other Home & Living categories, supporting the in-transit-breakage theory for the December dip? category_name | units_sold_last_12mo | return_count | return_rate_pct | pct_returns_damage_related --------------+----------------------+--------------+-----------------+--------------------------- Bedding | 387 | 56 | 14.5 | 3.6 Decor | 675 | 49 | 7.3 | 26.5 Towels | 379 | 27 | 7.1 | 3.7 Furniture | 148 | 10 | 6.8 | 40.0 Cookware | 599 | 38 | 6.3 | 15.8 Appliances | 260 | 15 | 5.8 | 26.7 Lighting | 207 | 12 | 5.8 | 25.0 Textiles | 564 | 31 | 5.5 | 9.7 Glassware | 304 | 15 | 4.9 | 26.7 Tableware | 226 | 10 | 4.4 | 30.0 Bathroom | 20 | 0 | 0.0 | NULL Bedroom | 1 | 0 | 0.0 | NULL (12 rows) === Report 3: Fennel & Flint December 2025: Product-Level Review Breakdown (written by Felix) === Engineer's note: units_sold_last_12mo is defined per the Wiesgrund report's spec as calendar-year 2025 order_items (not a true trailing-12-month window from report date), to match "same definitions" as requested. REPORT: Fennel & Flint December 2025: Product-Level Review Breakdown QUESTION: Is Fennel & Flint's declining rating trend concentrated in specific products, or spread broadly across its catalog, in parallel to what we found at Wiesgrund Wohnen? product_name | category_name | review_count | avg_rating | pct_1_2_star | units_sold_last_12mo -----------------------------------------+---------------+--------------+------------+--------------+--------------------- Sea Salt Candle | Decor | 1 | 1.00 | 100.0 | 6 Washed Organic Cotton Duvet Cover | Bedding | 1 | 1.00 | 100.0 | 27 Fluted Recycled Glass Vase | Decor | 1 | 1.00 | 100.0 | 10 Reactive Glaze Set of 4 Dinner Plate Set | Tableware | 1 | 1.00 | 100.0 | 10 Retro Kettle | Appliances | 1 | 2.00 | 100.0 | 3 Cedar & Smoke Candle | Decor | 1 | 3.00 | 0.0 | 14 Fringed Throw | Textiles | 1 | 3.00 | 0.0 | 19 Round 24cm Enamelled Cast Iron Casserole | Cookware | 1 | 3.00 | 0.0 | 4 Carbon Steel 26cm Frying Pan | Cookware | 1 | 4.00 | 0.0 | 27 Santoku 18cm Chef's Knife | Cookware | 1 | 5.00 | 0.0 | 3 Plush Organic Cotton Bath Towel | Towels | 1 | 5.00 | 0.0 | 13 Tumblers Set of 4 Glassware Set | Glassware | 1 | 5.00 | 0.0 | 26 Round 24cm Cast Iron Casserole Dish | Cookware | 1 | 5.00 | 0.0 | 6 Percale Organic Cotton Duvet Cover | Bedding | 1 | 5.00 | 0.0 | 5 (14 rows)