AI Agents Are Now Deciding What Your Customers Buy
Retailers struggle with omnichannel logistics, AI redefines product discovery, reserve a seat at …
The Thread: Your weekly DTC roundup
Unsubscribe anytime.
Ecommerce Growth Just Hit its Slowest Rate Since 2022
Ecommerce growth slows as order volume concentrates among top brands, shoppers become more intentional and price-sensitive, conversion rates rise despite fewer clicks, and profitability replaces scale as the priority.
Q5 Starts in 7 Days (and Most Brands are Gonna Miss It)
January creative strategies, Meta AI ad personalization changes, ecommerce returns data revealing …
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 …
$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
Get Training & Support
Hire Us