An analysis of how rising customer acquisition costs led to the downfall of major DTC brands like SmileDirectClub and Dollar Shave Club.
An analysis of how rising customer acquisition costs led to the downfall of major DTC brands like SmileDirectClub and Dollar Shave Club.
Explores 2025 ecommerce data from 1,000+ brands, specifically highlighting that CACs increased across the board and how brands are responding.
Jeremy Cai of Italic discusses the future of DTC and what happens to business models when CAC explodes and margins are pressured.