Ecommerce Playbook: Numbers, Struggles & Growth
In this episode, Steve Rekuc breaks down the latest DTC Index findings showing 14.5% revenue growth year-over-year, even as brands face margin pressure. We dive into Mother's Day performance data and what it signals for Memorial Day and Father's Day spending patterns. Topics Covered: * 14.5% revenue increase with only 2% AMER decline * Mother's Day performance and Memorial Day predictions * Why discounting is down year-over-year * Amazon cannibalization testing methodology * TikTok Shops incrementality analysis * Macro trends affecting consumer confidence * Oil prices and their impact on DTC margins Key Insight: Brands increased ad spend 18% while maintaining near-flat acquisition efficiency - showing significantly improved spending power in the current market. Show Notes: * Go to http://outersignal.com/thread [http://outersignal.com/thread] to get 50% off your first two months * Explore the Prophit Engine: https://commonthreadco.com/pages/prophit-engine [https://commonthreadco.com/pages/prophit-engine] * The Ecommerce Playbook mailbag is open — email us at podcast@commonthreadco.com [podcast@commonthreadco.com] to ask us any questions you might have
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