Here’s three metrics that actually predict VC backed eCom…
Here’s three metrics that actually predict VC backed eCom brand success: (Hint: ROAS Isn’t One) If ROAS is your go-to KPI, you’re not alone. You’r…
PortCo execs: The biggest CAC killer isn’t your attribution…
PortCo execs: The biggest CAC killer isn’t your attribution model. It’s your basics. We’ve audited dozens of $10M+ DTC brands. The pattern is the sam…
Our team found something unbelievable during a routine…
Our team found something unbelievable during a routine audit last month. As in: I couldn’t believe it when we saw it. A client’s Google Ads account…
VCs must read: De Minimis Elimination hits today
VCs must read: De Minimis Elimination hits today. What It Means for Consumer Brand Portfolios 👇 On August 29, the U.S. eliminated the $800 de minimi…
Our latest 1st party data shows the platform arbitrage…
Our latest 1st party data shows the platform arbitrage window just cracked wide open. 👇 Our Q1-Q3 2025 data across portfolio companies reveals massi…
Fact: Your PortCos are burning cash on Meta while Pinterest…
Fact: Your PortCos are burning cash on Meta while Pinterest delivers the same results for 60% less. Most growth investors are completely ignoring thi…
PortCo CEOs: TikTok’s US-only app M2 arrives September 5th
PortCo CEOs: TikTok’s US-only app M2 arrives September 5th. Are your DTC brands ready for day one? ByteDance is building “M2” – a completely separate…
Sorry to do this on Monday: but your PortCo’s DTC brands…
Sorry to do this on Monday: but your PortCo’s DTC brands are burning ~40% of their media budget. And Friday’s report won’t tell you. I think back to…
My apologies in advance 😂
My apologies in advance 😂…
Consumer confidence is telling two stories right now
Consumer confidence is telling two stories right now. Which one is your brand preparing for? The Data Breakdown shows these ups and downs. – U.S. …