Ecommerce Playbook: Numbers, Struggles & Growth Are Ecommerce Brands Suddenly Failing?
Jul 3, 2025
Yarden, Co-founder and CEO of Veros, shares his expertise on the ecommerce landscape amid rising brand closures. He discusses sobering statistics revealing disparities between large and small businesses in revenue performance. Emerging consumer spending trends raise eyebrows as confidence hits new lows. Yarden also touches on how tariffs and inflation are reshaping the market, while optimism arises from international opportunities in regions like Israel. Discover strategies for thriving in a turbulent ecommerce environment.
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Ecommerce's Tale of Two Cities
- Ecommerce shows a "tale of two cities" with about half of brands declining and half growing revenue.
- Around 25% face over 20% revenue decline while 30% experience rapid growth above 20%.
Big vs Small Brand Divergence
- Large ecommerce companies are mostly growing, while smaller ones face significant declines.
- Double-digit declines for smaller brands indicate an unsustainable trend risking debt spirals.
Declining New Customer Efficiency
- New customer acquisition efficiency (AMER) is declining, making growth harder for brands.
- Brands face a steeper efficiency drop, reflecting tougher consumer spending and competition.