Analysis
2025 is forcing DTC operators to grow up fast. If the old game was “how quickly can you scale?,” this year’s proving it’s about how well you run what you already have. New data from Deposco shows 86% of mid-size brands now get up to half their revenue
Analysis
Shipping just got more expensive—and DTC operators are already feeling it in their P&Ls. On July 13, USPS rolled out its second rate increase of the year, raising Ground Advantage by 7.1% and adding a new $4 surcharge on “nonstandard” packages like poster tubes, large boxes,
Analysis
In 2025, DTC operators aren’t bragging about CAC (Customer Acquisition Cost) anymore. They’re talking TER, MER, and payback windows. With funding tightening and e-commerce growth cooling, Shopify brands are being held to a new standard: capital efficiency. You’re not judged on how fast you grow—but how
Analysis
The numbers don’t lie. After a relatively strong Q1, many DTC brands on Shopify are watching sales stall out this summer. But is it just another sluggish July—or the start of a broader reset? From rising tariffs and margin pressure to consumer confidence cratering, the mid-2025 picture is
Analysis
Most DTC brands are trying to squeeze 10% growth out of bloated acquisition costs. A few are casually racing to $50 million. In a June 19 breakdown, Eli Weiss dissected the new class of rocketship brands—DTC startups hitting $30–$50M in revenue within one or two years (Eli Weiss)
Analysis
It’s not just vibes—mid-2025 has turned the screws on DTC marketing budgets. In April, 54% of businesses froze or cut marketing spend. That number jumped to 61% among retail brands specifically (DTC Times). Operators aren’t panicking. They’re pivoting—toward smarter retention plays, cheaper acquisition hacks, and
Analysis
Father’s Day 2025 just became the highest-grossing in U.S. history—$24 billion in total spend, up from $22.4B last year (NRF). Despite economic pressure, 47% of consumers spent more than they did in 2024, with the average shopper dropping $199.38 per gift. The highest-spending demo? 35–
Analysis
When e.l.f. Beauty announced its $1 billion acquisition of Hailey Bieber’s skincare brand Rhode in May 2025, the DTC world did a collective double take. A two-year-old brand. Minimal SKUs. Built on TikTok. Worth 10 figures? That’s not just a win for celebrity-powered marketing—it’s
Analysis
In April, a tariff tsunami slammed global supply chains. The U.S. dropped a sweeping 10% tariff on most imports—then followed with a jaw-dropping 145% rate on Chinese goods just days later (China Briefing, 2025). For DTC brands, the impact was immediate: China-to-U.S. cargo volumes plunged by up