December 04, 2025

Bonus: How Nearly 50,000 Brands Spent $607M This BFCM – Insights from Triple Whale

27 minutes

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Eric sits down with Anthony DelPizzo, Director of Product Marketing at Triple Whale, to unpack what actually happened across $2.9B in tracked revenue and $607M in ad spend. This episode is your shortcut to what worked, what didn’t, and what’s next.

Black Friday/Cyber Monday 2025 is in the books — and Triple Whale tracked every click, conversion, and creative that moved the needle.

View the Report: triplewhale.com

What’s inside:

Why new customers made up 48% of BFCM revenue — and what that means for retention now
TikTok’s surge: ROAS up 28%, CPMs down 30% — here's why brands shifted
Google and Meta platform breakdown: who won, who lost, and who overcharged
What Triple Whale’s real-time BFCM Live dashboard revealed in seconds
How Mobi AI became the virtual teammate nearly 50,000 brands relied on mid-sale

If you’re a DTC marketer, growth lead, media buyer, retention strategists, or anyone planning for 2026 Q4, this episode is a must listen.

Timestamps

00:00 BFCM early surge and overall sales performance

02:00 New vs returning customer trends and major revenue drivers

04:00 Rising ad costs and platform efficiency shifts

06:00 TikTok, AppLovin and alternative channels gaining traction

08:00 Email and SMS insights from post-purchase data

10:00 Meta and Google cost changes and ROAS movement

12:00 Diversification and placement performance on major platforms

14:00 Category winners and unit economics

16:00 Shopify outage and real-time data advantages

18:00 How brands used Moby AI for BFCM decision-making

20:00 Top lessons for brands heading into 2026

Hashtags

#DTC #TripleWhale #BFCM2025 #EcommerceMarketing #DigitalAdvertising #MetaAds #GoogleAds #TikTokAds #Attribution #MarketingData #AIForMarketing #MobyAI #Shopify #PerformanceMarketing #OmnichannelMarketing

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By DTC Newsletter and Podcast

4.5

3636 ratings

December 04, 2025

Bonus: How Nearly 50,000 Brands Spent $607M This BFCM – Insights from Triple Whale

27 minutes

Subscribe to DTC Newsletter - https://dtcnews.link/signup

Black Friday/Cyber Monday 2025 is in the books — and Triple Whale tracked every click, conversion, and creative that moved the needle.

View the Report: triplewhale.com

What’s inside:

Why new customers made up 48% of BFCM revenue — and what that means for retention now
TikTok’s surge: ROAS up 28%, CPMs down 30% — here's why brands shifted
Google and Meta platform breakdown: who won, who lost, and who overcharged
What Triple Whale’s real-time BFCM Live dashboard revealed in seconds
How Mobi AI became the virtual teammate nearly 50,000 brands relied on mid-sale

If you’re a DTC marketer, growth lead, media buyer, retention strategists, or anyone planning for 2026 Q4, this episode is a must listen.

Timestamps

00:00 BFCM early surge and overall sales performance

02:00 New vs returning customer trends and major revenue drivers

04:00 Rising ad costs and platform efficiency shifts

06:00 TikTok, AppLovin and alternative channels gaining traction

08:00 Email and SMS insights from post-purchase data

10:00 Meta and Google cost changes and ROAS movement

12:00 Diversification and placement performance on major platforms

14:00 Category winners and unit economics

16:00 Shopify outage and real-time data advantages

18:00 How brands used Moby AI for BFCM decision-making