Captured vs Total Demand

Per-SKU total ASIN demand (debiased monthlySold interval from the pinned calibration snapshot) vs our captured units (Haul own sales, payload-anchored 30d window), with the gap priced as a dollar range per the D4 price rule.

Headline gap — A/B grades only

$2.45M–$11.65M

per 30d, P10–P90 · 310 A/B-grade SKUs · C-grade, no-signal and terminated SKUs are NOT in this number

47.9%of the full range's P90 ($1.92M–$5.58M, 49 SKUs) sits on listings where Amazon 1P currently holds the buy box (≥50% of buy-box time). Capturing it requires winning the buy box from Amazon — a buy-box strategy, not just stock.

Unverified opportunity — C bucket

$57.3K–$613.4K

per 30d, P10–P90 · 15 C-grade SKUs with a gap estimate — shown beside the headline, never mixed in

% of our GMV in C-grade SKUs

15.2%

$1.98M of $13.06M trailing-90d own GMV sits in SKUs whose demand estimate is unverified (C or no-signal)

SKU states

325 estimated

777 no-signal · 1,149 excluded (terminated brand) · 5 unpriced (unit-only, contribute $0) · 2,251 total

Snapshot cal-2026-07-03-7b54d50b · own-sales anchor 2026-07-03 · computed 2026-07-03 10:54 UTC · price rule: own trailing-90d ASP → Keepa buy-box (pinned payload) → unpriced (D4) · headline universe: census census-dfea4b8a-f2a8-41ac-b3d1-0ea1dc6b3008 (2251 ASINs)

ASIN / Brand	State	Grade	Total demand (units/30d)	Captured (units/30d)	Gap (units/30d)	Gap ($/30d)	Price basis	Reconciliation