Pinterest has flipped the switch. And if your DTC portfolio isn’t paying attention, they’re already behind.

Performance+ went from 10% to 25% of agency spend in one quarter.

55% of partners are outperforming goals.
Retail’s there. CPG’s climbing. Travel’s in.

This isn’t brand fluff anymore.
It’s real performance. And it’s cheap…for now.

Smart money is reallocating budgets as we speak.

And if your portfolio companies aren’t testing Pinterest right now?
They’re missing a rare arbitrage window that won’t last.

In a few quarters, CPMs will be up, competition will be brutal, and Pinterest will be “cool” again. But the advantage?

Gone.

If you’re tracking growth across your DTC bets and want a POV on how Pinterest’s shift is impacting real portfolios, shoot me a note. Happy to discuss .