In this episode, Steve Rekuc breaks down the latest DTC Index findings showing 14.5% revenue growth year-over-year, even as brands face margin pressure. We dive into Mother's Day performance data and what it signals for Memorial Day and Father's Day spending patterns.

Topics Covered:

• 14.5% revenue increase with only 2% AMER decline  

• Mother's Day performance and Memorial Day predictions  

• Why discounting is down year-over-year  

• Amazon cannibalization testing methodology  

• TikTok Shops incrementality analysis  

• Macro trends affecting consumer confidence  

• Oil prices and their impact on DTC margins  

Key Insight: Brands increased ad spend 18% while maintaining near-flat acquisition efficiency - showing significantly improved spending power in the current market.

Show Notes:

• Go to http://outersignal.com/thread to get 50% off your first two months

• Explore the Prophit Engine: https://commonthreadco.com/pages/prophit-engine

• The Ecommerce Playbook mailbag is open — email us at [email protected] to ask us any questions you might have