Ecommerce Playbook: Numbers, Struggles & Growth Tariffs, Sentiment & Spending: What the Data Says About Q2
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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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Sentiment vs. Spending Disconnect
- Q1 consumer sentiment hit record lows, but economic sentiment remained positive.
- Actual spending decreased, especially for new customer acquisition, despite positive economic sentiment.
AMER Shrinkage Predicted
- The D2CCI predicts a further shrinkage in Average Merchandise Revenue (AMER) for April.
- This prediction, made before new tariffs, might be overly optimistic given the subsequent stock market decline.
Signs of Hope
- Metrics like future purchase sentiment and spender vs. saver preference have improved since their Q1 lows.
- This offers a glimmer of hope for increased consumer spending in the coming months.