Why Meal Kit CAC Towers Over Fashion’s: New 2026 Data
Meal kits pay $69 to acquire a customer. Fashion brands pay $32. Here's why the 2x gap exists—and what it means for your category.
8 articles
Meal kits pay $69 to acquire a customer. Fashion brands pay $32. Here's why the 2x gap exists—and what it means for your category.

Did 2025’s record-breaking Black Friday/Cyber Monday truly boost profits for direct-to-consumer brands? On the surface, Shopify operators and DTC founders celebrated unprecedented top-line numbers. But as the dust settles, the crucial question remains: how much profit was actually realized? If you're running a brand, you know revenue grabs the headlines, but margins pay the bills. Let's cut through the hype and explore what these historic e-commerce figures mean for operator profit and long-ter

The Cyber Monday Blackout: When Shopify Went Silent On Cyber Monday 2025, a day e-commerce operators mark on their calendars in red, Shopify experienced a significant outage, leaving thousands of DTC brands in a lurch (Reuters). At 9:08 a.m. ET, reports flooded in from the U.S. and UK about inaccessible Shopify admin dashboards and POS systems (TechRadar). Shopify is down – here’s what we know about its Cyber Monday outageNot a great day for Shopify strugglesTechRadarMark Wilson With storefro

Shopify's Black Friday/Cyber Monday (BFCM) 2025 results are in, and they’re impossible to ignore. Independent DTC merchants on Shopify raked in an astounding $14.6 billion over the BFCM weekend—a 27% surge from last year, even after accounting for constant currency adjustments (Newsfile Corp.). This isn't just a record; it’s a clear indicator that, despite economic headwinds, consumers are leaning heavily toward direct purchasing. For founders, the message is clear: the DTC model is not just sur

The Black Friday Support Surge: 10× Volume, 10× Pressure For DTC founders, Black Friday/Cyber Monday (BFCM) isn't a holiday—it's a full-blown stress test. Order volumes can climb 10–50× above the norm (garr.io), but what really shakes things up is the avalanche of support tickets that follow. Consider a wellness brand that once marked a milestone with 400 units sold in a month. Come Black Friday, they skyrocketed to 12,000 orders in just 48 hours, amassing 2,400 support tickets in the same tim

Black Friday: The High-Stakes Game of Owned Channels Black Friday isn't just another sale—it's the Super Bowl of e-commerce for Shopify-powered DTC brands. In 2023, Shopify merchants hit a staggering $3.36 billion in sales on Black Friday alone, marking a 21% increase from the previous year (Modern Retail). But with that gold rush comes fierce competition: inboxes and lock screens are flooded as brands double down on owned channels. DTC Briefing: Takeaways from this year’s Black Friday results

Black Friday Isn’t a Day—It’s a Season: DTC Tactics for Winning November If you're still planning to launch your Black Friday campaign on Thanksgiving, you're already behind. "Black November" is no longer just a catchy phrase; it's the new reality. Direct-to-consumer (DTC) brands, especially those on Shopify, have shifted strategies, unveiling their top deals well before the turkey is carved. Why? More than half of U.S. holiday shoppers are already buying by early November (Axios). While big-b

Most mid-sized Shopify brands are still in summer mode—but seasoned DTC operators know Q4 wins are built long before the leaves turn. For direct-to-consumer leaders, August isn’t too early. In fact, it’s the unofficial kickoff for Black Friday and holiday campaign planning. As one DTC operator put it, "Q4 wins are made in Q3." (Jamie Watkins, X) Q4 wins are made in Q3. But right now? Too many brands are coasting… waiting for October to “get serious.” By then, it’s already late. If you want

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