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franklinsmo.com quiet for 26d since our last message — they owe: R&D and heavy metal test results, plus final size/volume/dye selection off the TRG pricing grid

17 messages · last: Andrew Lee, 2026-09-15 12:55

Weekly breakdown

Week of 2026-09-14 4 messages

Andrew delivered the full TRG pricing grid for Franklin's cones on Sep 15, covering both 84/26 (9MQ2T) and 109/26 (R6K8N) in dyed and undyed versions at 30k/50k: 84/26 dyed $0.155 (30k) / $0.135 (50k), 84/26 undyed $0.145 / $0.125, 109/26 dyed $0.185 / $0.165, 109/26 undyed $0.175 / $0.155, all with shipping+duties broken out (e.g. 84/26 dyed 30k totals $7,500). TRG confirmed it can produce the cones with no added dyes; GVF is still pending on undyed-material pricing, with a rough estimate of $0.32–0.35/cone. Andrew also proposed a GTM strategy of launching undyed cones as a separate 'Naturals'/'Raw' SKU rather than migrating the whole line. Ryan responded same day: Franklin's wants to focus on TRG for the cost savings, and asked what the undyed cones will look like and what the turnaround time would be — he may go that route. Andrew confirmed undyed samples are in motion and will share reliable reference photos. Final size/volume/dye selection still waits on Ryan's R&D and material testing results. Andrew also noted an in-progress CRM/client-portal migration that will host invoicing once an order approaches.

Happenings
  • [Franklin's Cones 6M2R8Z] TRG-only pricing grid sent Sep 15 (case ref 6M2R8ZA19) covering 84/26 and 109/26, dyed and undyed, at 30k and 50k, with shipping+duties and totals included.
  • [Franklin's Cones 6M2R8Z] TRG confirmed cones can be produced without any additional dyes; historically neither TRG nor GVF has ever run undyed cones.
  • [Franklin's Cones 6M2R8Z] GVF undyed-material pricing still outstanding; rough estimate $0.32–0.35/cone pending feasibility.
  • [Franklin's Cones 6M2R8Z] Andrew recommended a separate 'Naturals'/'Raw' SKU for undyed cones to protect brand/customer perception, with full migration later if it succeeds.
  • [Franklin's Cones 6M2R8Z] Ryan down-selected TRG as the source to pursue for better cost savings.
  • [Franklin's Cones 6M2R8Z] Ryan asked what the undyed cones look like and what the lead/turnaround time would be.
  • [Franklin's Cones 6M2R8Z] Andrew confirmed undyed samples are in motion and will share photos as visual reference.
  • [Franklin's Cones 6M2R8Z] Ryan will follow up once R&D testing results are back before committing.
  • Monarch is migrating CRM platforms and improving the client portal; invoicing will move there once an order approaches.
Decisions
  • Franklin's will pursue TRG as the source for the cones due to better cost savings; GVF de-prioritized pending its undyed pricing.
  • TRG confirmed production is possible with no added dyes, keeping the undyed route viable.
Risks
  • Neither TRG nor GVF has ever produced cones without dyes — first-run feasibility, appearance and lead time are unproven.
  • GVF has still not returned undyed-material pricing, leaving the comparison incomplete.
  • Order timing is blocked on Franklin's R&D/heavy metal testing results, with no date given.
  • Ryan has not responded to the 'Naturals'/'Raw' separate-SKU GTM recommendation, so the launch approach is undecided.
  • Volume and frequency still unconfirmed, so pricing remains indicative rather than a formal quotation.
Awaiting at week's end
  • we owe Undyed cone appearance photos/samples and TRG turnaround time for the undyed option
  • we owe GVF undyed-material pricing and feasibility (current estimate only $0.32–0.35/cone)
  • they owe R&D and heavy metal test results, plus final size/volume/dye selection off the TRG pricing grid
  • they owe Feedback on the separate 'Naturals'/'Raw' undyed SKU strategy
Week of 2026-09-07 5 messages

Movement was all on the Franklin's Cones project. Andrew disclosed the full ingredient list for the three sample SKUs (9MQ2T-4N8Q5T01 x100 and 6R8KX-7P4X9N01 x100 from TRG, R6K8N-2K7L8R01 x130 from GVF) under case ref 6M2R8ZA14 — both manufacturers use the same ingredients (chamomile, cacao, cellulose, natural binder, food coloring, water, vanilla, glycerin, potassium sorbate) with differing treatment processes and ratios — and noted our records show these passed materials testing years ago, so Ryan's independent testing should cover compliance. Ryan then asked whether cones can be sourced dye-free or with natural coloring, and for the cost of 30,000 blunt cones at 84/26mm (GVF or TRG). He clarified the dye issue is a labeling/customer-perception matter — customers push back on dyes appearing on the ingredient list — but it is not make-or-break. Andrew explained our factories have historically not produced wraps without dyes (food coloring is a standard QA/uniformity treatment), said manufacturers are still working on adjusted MOQs for dye-free material, and promised ballpark 84/26mm pricing as currently produced for budgeting. Still outstanding from Ryan: heavy metal test results, sample findings, and a volume commitment.

Happenings
  • [Franklin's Cones 6M2R8Z] Sent full ingredient disclosure for all 3 sample SKUs under case ref 6M2R8ZA14 — TRG (9MQ2T-4N8Q5T01 x100, 6R8KX-7P4X9N01 x100) and GVF (R6K8N-2K7L8R01 x130); same ingredients, differing treatment processes and percentages
  • [Franklin's Cones 6M2R8Z] Noted our records show these materials passed materials testing years ago; assuming Ryan's independent testing covers compliance on his end
  • [Franklin's Cones 6M2R8Z] Ryan requested cost for 30,000 blunt cones at 84/26mm (GVF or TRG)
  • [Franklin's Cones 6M2R8Z] Ryan clarified dye-free/natural coloring is a label and customer-perception preference, not a requirement
  • [Franklin's Cones 6M2R8Z] Andrew explained factories have historically not produced dye-free wraps (food coloring is standard for QA/uniformity); adjusted dye-free MOQs still pending from manufacturers
  • [Franklin's Cones 6M2R8Z] Ballpark pricing on 84/26mm cones as currently produced promised ASAP for Ryan's budgeting
Decisions
  • Dye-free / natural coloring is a preference driven by label and customer perception, not a make-or-break requirement for Franklin's
  • Ingredient disclosure accepted; compliance to be covered by Franklin's own independent materials testing rather than new testing on our side
  • We will send ballpark pricing on 84/26mm cones as currently produced (with food coloring) so Ryan can budget while dye-free MOQs are worked out
Risks
  • Our factories have never produced wraps without dyes — dye-free option may be infeasible or come with materially higher MOQs/pricing
  • Customer pushback on dyes in the ingredient list could stall Franklin's adoption if no natural-color option emerges
  • No volume commitment or order frequency yet, so no formal quotation can be issued
  • Heavy metal / independent test results from Ryan still outstanding, leaving compliance unverified on our records
Awaiting at week's end
  • we owe Ballpark pricing on 84/26mm cones as currently produced, plus quote for 30,000 blunt cones (GVF and TRG)
  • we owe Adjusted MOQs from manufacturers for dye-free/natural-coloring material and whether natural coloring can replace food coloring
  • they owe Heavy metal test results (cc Andrew), sample testing findings, and confirmed order volume/frequency for formal quotation
  • they owe Answer on Franklin's → Hamilton Farms cone supply pain points
Week of 2026-08-31 6 messages

Movement was all on the cone sample track. Andrew sent the formal dispatch notice (case 6M2R8ZA14, ref 6M2R8ZA09/6M2R8ZA12) for the Tea-Leaf 'Blunt' cone testing samples — 84/26 and 109/26 in two different chamomile materials, quantities 100/130/100 across the three item codes, UPS 1ZE4C6760349071446, ETA Fri Sep 4; identical samples and quantities went to both Franklin's and Hamilton Farms. Ryan confirmed receipt on Sep 4, said the samples 'seem great,' and will send them out for heavy metal testing and report back. He asked twice for a full ingredient list/BOM and whether the cones have been third-party tested, and added a new requirement question: can these be sourced without added dyes. Andrew replied that the BOM is pending from one of the two source factories, that prior lab-testing history is still 'in discovery,' and noted the no-added-dyes request; he asked to be cc'd on all materials testing results. Pricing is still blocked — order volume and frequency remain unestablished, and Ryan has not responded on the Franklin's → Hamilton Farms cone supply pain-points question.

Happenings
  • [Franklin's Cones 6M2R8Z] Dispatch notice issued under case ID 6M2R8ZA14 (client 86627, brand K52) for testing samples: items 9MQ2T-4N8Q5T01 (100), R6K8N-2K7L8R01 (130), 6R8KX-7P4X9N01 (100), UPS tracking 1ZE4C6760349071446.
  • [Franklin's Cones 6M2R8Z] Two sizes shipped — 84/26 and 109/26 — in two unique chamomile materials, from two different source factories; Hamilton Farms received the same samples and quantities.
  • [Franklin's Cones 6M2R8Z] Ryan confirmed samples landed Sep 4, initial impression positive ('these seem great').
  • [Franklin's Cones 6M2R8Z] Ryan is sending the samples out for heavy metal testing and will report findings; we asked to be cc'd on all materials test results.
  • [Franklin's Cones 6M2R8Z] Ryan requested a full ingredient list and asked whether the cones have been third-party tested; we said BOM is awaiting input from one remaining factory and lab-testing history is still being researched.
  • [Franklin's Cones 6M2R8Z] New client requirement raised: ability to source cones without added dyes — noted on our side, not yet answered.
  • [Franklin's Cones 6M2R8Z] Next steps restated: product qualification (flavor, burn, filling automation, QA) and establishing order volume/frequency for a formal quotation; the pain-points question about the existing Franklin's → Hamilton Farms cone supply remains unanswered.
Decisions
  • Same sample set and quantities sent to both Franklin's and Hamilton Farms for parallel testing.
  • Ryan will run heavy metal testing on the received samples and report back.
  • No-added-dyes noted as a client requirement to investigate with the factories.
Risks
  • Ingredient list/BOM delayed — one of two source factories has not returned its details, holding up Ryan's qualification.
  • Third-party testing history is unknown ('in process of discovery'), which could become an issue if no prior lab data exists.
  • Formal quotation is blocked: order volume and frequency still not provided by the client (open since before this week).
  • Dye-free sourcing feasibility unconfirmed — could disqualify one or both chamomile materials.
  • No response from Ryan on the Franklin's → Hamilton Farms supply pain-points question, leaving our commercial angle unclear.
Awaiting at week's end
  • we owe Full ingredient list / BOM for both cone sample sources (pending one factory)
  • we owe Third-party lab testing status and any existing reports
  • we owe Whether the cones can be sourced without added dyes
  • they owe Heavy metal test results and overall sample findings (flavor, burn, filling automation, QA)
  • they owe Order volume and frequency needed to build a formal quotation
  • they owe Whether there are pain-points in the current Franklin's → Hamilton Farms cone supply arrangement
Week of 2026-07-20 2 messages

New client relationship with Franklin's (KCMO) moved from intro to sample stage. Ryan Hayes (VP of Operations) provided their shipping address (3043 Roanoke Rd, Kansas City, MO 64108) and annual volume estimates: 600–750k cones per year, split roughly 75% 84mm/26mm and 25% 109mm/26mm. Andrew confirmed the next step is getting samples into their hands for testing — no samples have shipped yet and no pricing has been quoted.

Happenings
  • [Franklin's Cones] Ryan Hayes shared Franklin's ship-to address: 3043 Roanoke Rd, Kansas City, MO 64108
  • [Franklin's Cones] Annual volume estimate provided: 600–750k cones/yr, 84mm/26mm (75%) and 109mm/26mm (25%)
  • [Franklin's Cones] Andrew confirmed plan to send samples to Franklin's for testing
Decisions
  • Next step agreed: send physical cone samples to Franklin's for testing before pricing/order discussion
Risks
  • No pricing or supplier quote in motion yet — sample stage only, so timeline to an order is undefined
  • Sample shipment has no committed date; delay could stall a 600–750k/yr opportunity
Awaiting at week's end
  • we owe Sending cone samples to Franklin's Kansas City address, and follow-up pricing for the two SKUs