Record Sales Funded by Record Debt and AI-Driven Commerce
Shopify’s 150+ AI tools, LLM shopping insights, holiday debt and delinquency math, Shopify’s …
The Thread: Your weekly DTC roundup
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Q5 Starts in 7 Days (and Most Brands are Gonna Miss It)
January creative strategies, Meta AI ad personalization changes, ecommerce returns data revealing new revenue opportunities, CPM volatility insights, and strategic reasons Q5 drives outsized performance.
$14.6B in 4 Days (How it Actually Happened)
Shopify BFCM hits $14.6B, ecommerce growth surpasses in-store shopping, AI agents guide …
Slowest Growth Since 2022, Shattered Confidence, and the $200M Scaling Trap
Holiday spending is slowing, consumer confidence is slipping, and DTC growth is …
The Signal Hiding Inside November’s Revenue Spike
A quick rundown of this week’s DTC shifts: Shopify’s AI upgrades reward …
AI Agents Are Buying Products For People Now
This week in ecommerce: OpenAI enables in-chat shopping that skips Google and …
AI Infrastructure Wars Heat Up While Holiday Forecasts Show $305B Spending Surge
Meta’s ad revenue soars but AI costs rattle investors, holiday forecasts reveal record …
Gaming, Confidence Data, and Q4 Gaps
Gaming, Confidence Data, and Q4 Gaps
Meta Just Revealed Why Your Creative Tests Keep Failing
Meta’s “same ad” trap, record Halloween spend, and AppLovin under fire.
The End of Google Shopping As We Know It
OpenAI just launched in-chat shopping with ChatGPT, Shopify plugged in, and DTC …
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