Ecommerce Playbook: Numbers, Struggles & Growth

Is This the Beginning of a DTC Comeback?: State of the Industry

Nov 19, 2024

Join Jeremiah Promer, Founder of NoCommerce, and Yarden, Co-founder of Veros, as they dissect the current DTC landscape. They reveal why growth for seven-figure brands has plateaued and analyze shifting ad performance on platforms like Meta and TikTok. Discover rising consumer optimism that might impact holiday sales and gain insights into the emerging AppLovin ad network. These industry experts provide sharp takes on consumer spending trends, hinting at exciting possibilities for Black Friday and beyond!

29:48

Creator website

Episode guests

Yarden

Jeremiah Promer

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The stagnation in DTC growth for seven-figure brands contrasts sharply with eight-figure brands that exhibited a 10% growth, highlighting disparity in brand performance.

A significant shift in consumer sentiment suggests increased optimism about the economy, potentially influencing holiday shopping behavior positively for e-commerce brands.

Deep dives

Industry Performance Overview

In October, there was a noticeable stabilization in the direct-to-consumer (DTC) sector, particularly among seven-figure brands, which experienced flat growth compared to the previous year. This stagnation indicated that while the decline had ceased, there were no significant signs of recovery. Conversely, eight-figure brands maintained a 10% year-over-year revenue growth, reflecting a disparity in performance across different brand scales. The overall median growth rate was effectively zero, suggesting a complex landscape where many brands were struggling while others achieved notable success.

Intro

2min

Navigating the DTC Landscape

7min

Analyzing DTC Growth and Economic Sentiment Ahead of the Election

2min

Shifting Consumer Sentiment and Holiday Trends

12min

Reflections on Retail Events and Announcing a Special Report

2min

Tracking Customer Acquisition in DTC Marketing

2min

Exploring the Surge in Digital Advertising and Subscription Insights

3min

Dive into the latest insights from the ecommerce industry with our October State of Industry Report! Join Taylor, Steve, Jeremiah, and Yarden as they break down October’s key data trends, highlight growth opportunities, and share surprising insights about ad performance, consumer sentiment, and what it all means for Black Friday and beyond.

In this episode:

Why DTC growth for seven figure brands has stagnated.
The latest on ad performance for Meta, Google, and TikTok.
Everything you need to know about AppLovin: the new ad network taking ecommerce by storm.
Insights into consumer spending habits and rising discount rates.
Why consumer optimism about the economy might shake up your holiday sales strategy.

PLUS: Get a sneak peek of our upcoming special report on AppLovin and why every DTC marketer needs to pay attention!

Show Notes:

Go to https://your.omnisend.com/CTC to 20% off your first 3 months with code CTC20.
The Ecommerce Playbook mailbag is open — email us at podcast@commonthreadco.com to ask us any questions you might have about the world of ecomm

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Ecommerce Playbook: Numbers, Struggles & Growth

Is This the Beginning of a DTC Comeback?: State of the Industry

Episode guests