Ecommerce Playbook: Numbers, Struggles & Growth
Tariffs, Sentiment & Spending: What the Data Says About Q2
Apr 8, 2025
In this engaging discussion, Steve Rekuc, Director of Data at Common Thread Collective, dives into the complexities of consumer sentiment and e-commerce trends. He reveals how Q1’s record low consumer confidence shifts future buying behaviors, emphasizing that shoppers are now more cautious amid economic uncertainty. The impact of tariffs and stock market fluctuations on e-commerce performance is also dissected, along with insights into how Facebook’s ad updates are shaking up the market. It's a treasure trove of data-driven insights for anyone in the DTC space!
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Quick takeaways
- Significant shifts in consumer sentiment, marked by record lows and a trend towards saving over spending, are reshaping purchasing behavior.
- Macroeconomic factors, including tariffs and market conditions, are predicting a cautious Q2 for e-commerce performance and customer acquisition strategies.
Deep dives
Impact of Macroeconomic Forces on E-commerce
Recent discussions highlight the significant impact of macroeconomic forces on the e-commerce sector, particularly in light of increasing costs of goods. The introduction of a tariff relief program aims to alleviate some of these financial pressures on brands by consolidating various software and service expenses into a single, lower price. This approach ensures that companies can save money on essential services such as attribution software, creative reporting, and media buying. Furthermore, the program guarantees a 20% savings for eligible brands, demonstrating a proactive response to current market challenges.
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