Unit Economics, Cash Flow & Retention
Contribution margins, cash conversion cycles, operating discipline, retention/LTV, and unit-economic measurement for sustainable growth.
34%
Best tweets about Ecommerce
A curated collection of the sharpest, most-shared X posts about ecommerce—saved so you do not have to dig through the timeline yourself. Updated weekly.
Store owners on margins, ad spend, and what actually moved the needle this quarter.
Original Xholic analysis
The sampled ecommerce posts emphasize margin-aware growth through offers, creative, conversion and retention rather than simply buying more traffic. Cash flow and measurement recur as scaling constraints, while product-data quality and technical accessibility are discussed as discoverability requirements across search and AI-agent contexts. Agentic commerce receives substantial interest, but the cited posts also raise readiness and conversion questions.
62% of posts
All-time engagement
86% of posts
Published in 90 days
Conversation map
Contribution margins, cash conversion cycles, operating discipline, retention/LTV, and unit-economic measurement for sustainable growth.
34%
Creative quality, paid-media scaling, channel focus, attribution, incrementality, and budget allocation for profitable customer acquisition.
32%
Offer, pricing, bundles, upsells, checkout simplicity, and landing-page changes that raise conversion, AOV, revenue per visitor, and profit per visitor.
24%
Shopify as commerce infrastructure, including merchant enablement, app-builder operator experience, custom storefront integrations, and platform capabilities.
22%
Agentic shopping, AI search, ChatGPT storefronts and ads, and making catalogs or product pages accessible to AI agents.
20%
AI for ecommerce operations and growth: creative production, CRO analysis, content generation, and data-connected workflows.
16%
SEO, Merchant Center feeds, product data, structured content, programmatic pages, and technical discoverability in search and shopping surfaces.
12%
Post-purchase delivery, support, fulfillment, and reducing operational friction that damages the customer experience.
4%
Tone and stance
Performance benchmark
Posts with media make up 54% of this collection. Their median all-time score is 10.7, compared with 8.41 for text-only posts.
Format mix
Consensus and debate
Shared view
Several operator posts prioritize products, creative, offers, landing pages and retention over lower-priority operational work. They emphasize revenue per visitor and profit per visitor alongside conversion rate, and point to pricing, bundles and upsells as potential AOV levers.
Shared view
Posts frame paid growth as requiring profitable acquisition, contribution-margin monitoring, cash reserves and measurement that informs budget allocation. One post specifically argues for weekly contribution-margin analysis and 60–90 days of operating-expense reserves before aggressive scaling.
Shared view
The cited posts link product feeds, inventory-status consistency, product descriptions, structured content and HTML accessibility to product visibility in search and, potentially, AI-agent experiences. They describe conflicting feed signals and JavaScript-dependent content as possible visibility problems.
Open debate
Posts promote agentic commerce as an emerging selling and discovery channel, while also raising implementation and conversion questions. One cited post reports that Walmart found in-chat purchases converted at one-third the rate of click-outs in a test, and another argues that some agents cannot access JavaScript-rendered product information.
Open debate
The posts identify different first-order levers. One foregrounds products, creative, landing pages and retention; the other argues, using an illustrative subscription example, that longer retention can have a larger impact than a modest conversion-rate increase.
What performs
The five benchmark outliers were a Shopify friction narrative (237.29), an ecommerce-priorities post (193.68), a CRO post (121.63), a DTC operating-discipline post (65.03) and an ecommerce SEO case study (40.09).
Case studies made up 14% of posts and had a 25.667 median all-time score, versus 8.408 for announcements. Posts with media had a 10.737 median all-time score, compared with 8.408 for text posts.
Unit Economics, Cash Flow & Retention accounted for 34% of tweets, compared with 32% for Paid Acquisition & Creative. Its median all-time score was 11.635, versus 7.34 for Paid Acquisition & Creative.
Statistical standouts
Creator landscape
The five most represented creators account for 20% of the selected posts.
1. Aleyda Solis 🕊️
@aleyda
2 posts
2. Brodie Clark
@brodieseo
2 posts
3. Cody Schneider
@codyschneider
2 posts
4. Davie Fogarty
@daviefogarty
2 posts
5. Eric Seufert
@eric_seufert
2 posts
6. Alex Fedotoff
@FedotOff90
2 posts
Davie Fogarty’s posts cover conversion mechanics—including offers, pricing, upsells and checkout friction—and an AI-assisted creative workflow. The AI post recommends human selection and verification rather than treating AI output as fully autonomous.
Brodie Clark shares SEO cases involving merchant-listing traffic growth through feed, content and inventory-feed work, and another in which conflicting local-inventory signals coincided with lost product visibility.
Alex Fedotoff’s posts stress cash-conversion-cycle risk during scaling and present geographic expansion as a way to reduce dependence on a single market.
Since the previous snapshot
Themes, sentiment, stance, and post format are classified per tweet. All counts, shares, medians, creator concentration, freshness, and performance comparisons are then calculated directly from the published snapshot.
Xholic's all-time score compares engagement while accounting for reach, post age, and creator consistency. It is used for relative comparisons within this collection.
This report analyzes the exact 50-post snapshot shown below. AI identifies editorial categories and drafts explanations; all statistics are calculated from the snapshot, and every narrative claim is checked against cited posts before publication.
Best Ecommerce tweets
Ranked 01–50
@StartupArchive_ ·
Tobi Lutke explains what the VCs who passed on Shopify got wrong Tobi recounts pitching Shopify to VCs on Sand Hill Road a few years after founding Shopify. Investors passed because they thought the addressable market was too small. At the time, there were about 40,000-50,000 online stores, and even if Shopify captured 50% of the market, that still wouldn’t be a venture-scale business. When Tobi ran into the VC partner a few years ago, the partner asked Tobi what he missed (Shopify is valued at almost $100 billion today). Tobi explained: “You were actually correct, but what you didn’t realize was that Shopify was the solution to the very problem you identified. The reason there was only 40,000 online stores was because it was hard, expensive, and everyone who tried ran into all these brick walls of complexity, which Shopify, one after another, smoothed over and made simple to do.” Tobi believes this is a common mistake: “What a lot of free-market thinkers don’t understand is that between the demand and eventual supply lies friction. And I actually think that friction is probably the most potent force for shaping the planet that people just generally do not acknowledge… That was my theory when I turned my snowboard store into Shopify: there was a lot more people like me except there was too much friction which we needed to solve. And Shopify has proven out that every time we make the process simpler, there’s more consumption. At this point, we have a million merchants on Shopify, which is a mind-blowing number. So friction is a major component, and it’s something that software is uniquely good at reducing.” Video source: @danmartell (2019)
@jforjacob ·
There are only a very select few things that move the needle in ecommerce and you are likely spending most of your time doing stuff that in the grand scheme of things does not matter Things that matter and will put more money in your bank account: New products Creative Landing Pages / CRO Retention If you are spending any of your time outside of these areas, seriously audit your life Perfecting SOP's, creating fancy spreadsheets, vibe coding apps with AI etc do not move the needle Of course once you are at scale things like contingency planning, asset protection and general securityu activities become more important But get money first and then worry about everything else There is no point "optimising" when the cost of doing so is greater than the sum of your worth
@daviefogarty ·
If I had to take a Shopify store from $500K to $2M without increasing your % spent on ads, here's exactly what I'd do: 1. STOP OBSESSING OVER TRAFFIC. Brands pump money into ads and chase new channels. But if your site doesn't convert, you're pouring more water into a bucket with holes. Fix the holes first. 2. STOP MEASURING SUCCESS BY CONVERSION RATE ALONE. > Conversion rate tells you how many visitors buy > AOV tells you how much they spend when they do > Combine them and you get RPV (revenue per visitor) Subtract your costs, and you're left with PPV (profit per visitor), which is the metric that actually matters. 3. FIX YOUR OFFER BEFORE ANYTHING ELSE. The biggest leverage point in CRO is your offer - when I say “offer,” I mean the price, the bundles, the upsells, the guarantee, and the way you position the value. 4. TEST YOUR PRICE FIRST. If you sell a product for $50 with a 2% conversion rate, that's 100 orders per 5000 visitors. Raise the price to $55, and the conversion rate stays the same. That's a ~10% lift in revenue and far more profit because product cost becomes a smaller percentage of revenue. 5. STACK PRE-PURCHASE AND POST-PURCHASE UPSELLS ON TOP. Pre-purchase pop-ups work well. Post-purchase upsells on the thank you page work better because the order is already complete. Now it's about extracting as much value as possible from your customer. 6. ONCE THE OFFER IS DIALLED, START BUILDING TRUST. Trust is the next layer of CRO, and the fastest way to build it is by tackling the exact objections in your buyer's head before they ever reach checkout. 7. MINE THOSE OBJECTIONS FROM AMAZON, TIKTOK, AND REDDIT. Go digging in 1-star Amazon reviews, TikTok comments, and Reddit threads. That's where you'll see people's fears. Bake those objections into your product descriptions, ad copy, and pinned comments. 8. USE “AT FIRST I THOUGHT [X], BUT ACTUALLY [Y]” REVIEWS TO ANSWER THEM. The best reviews speak directly to your buyer's objections. “At first I thought the bands would rip, but they've lasted months of daily use.” Reviews like this show new customers that others had the same fear, and they were wrong. 9. STRIP YOUR HOMEPAGE BACK TO CLARITY, VALUE, AND DIRECTION. Feature your key products front and centre, add a banner that communicates your main offer, and give your customers one clear action like “shop now.” 10. KILL FRICTION IN THE CART AND CHECKOUT. Use a slide-out drawer cart so customers can go straight to checkout, add every payment option, and auto-detect currency and language so they aren't doing the math themselves. On their own, each feels small, but together the gains compound. Suddenly, you're two to three times better, because they're all multiplying together.
@Seanfrank ·
What makes for a good DTC brand is ruined when you introduce excess capital. - ruthless cost cutting in opex The best brands are running sub 8% now - fanatical obsession with acquiring customers profitably Every single great brand has a bigger marketing department than any other department The alpha isn’t in color or brand or logo, it’s in the ads - fast reaction and pivots Supplier fucks you? Shipment delayed? Facebook stops working? Bank goes down? The best brands solve it in hours, days- not weeks. — Too much money ruins all of this. They had dtc brands spending 25% of revenue on people… AND NOT EVEN FUCKING MANUFACTURING THEIR OWN STUFF OR RUNNING A WAREHOUSE 25% of revenue going to office staff? Too much money lets you sit and wait it out… but what if it isn’t a storm, what if it is a new normal. So many brands just stopped spending on ads in 2021 and just.. never started again. Didn’t even try to learn the new game. VC has a great place in this world. Build the rockets, the B2b saas, the data centers. But Shopify armed the rebels. And rebels need to act like it. Small, nimble, aggressive. More money isn’t the solution. Better ads are.
@brodieseo ·
Ecommerce SEO: here's how we increased merchant listing traffic for my client by 368% YoY. For this client, the uplift YoY compared to 2024 was so significant that it made 2025 a challenge to outperform... but we managed to do it anyway. Here are 5 strategies we employed to achieve consistent results for non-branded queries (all with a similar number of products): 1. Increasing unique product description rollout speed We have now incorporated AI more heavily into our product description creation process in a sustainable way by leveraging various spreadsheets for data points. It was previously impossible to do this at scale in a helpful way for users when managing thousands of products. 2. Optimising feed titles & attributes as query volume changes Don't ignore the power behind feed title formatting and keyword optimisation. It can go a long way, especially if you are missing out on core terms that have considerable volume behind them, which can add up when spanning across entire product ranges. The same goes for feed attributes more broadly, which we've had some success with. 3. Rolling out a local inventory feed for increased SERP market share Truth be told, getting the local inventory feed operating correctly has been a major contributor. It has allowed us to rank more prominently in both the Popular Products grid and the In Store Nearby grid, which frequently show on page 1 of Google. The key here is getting it to "operate correctly", which can come with some challenges due to the complexity of the supplementary feed integration and nationwide inventory management. 4. Consistently maintaining the Top Quality Store badge You need to be so good across all metrics that you're well above the threshold among the "Great" to "Exceptional" categorisation. This has been a goal for some time now, and we have been able to ensure that the badge has consistently shown for almost a year, with my client now being on par with their closest competitors. 5. Ensuring cleaner product range transitions with XML sitemaps Another very underrated principle of free listing results. If your stock is frequently changing and you don't have a rock-solid PDP sitemap strategy, then you're often going to delay the impact of free listings due to discoverability issues. Yes, your product feeds are important, but the structured data and content on your PDPs need to first be indexed in the traditional sense in order to break through. Why wouldn't you focus on free listings? These features allow you to capture more non-branded traffic for highly competitive queries, they allow your products to become more visible, and they often have at least double the conversion rate of standard organic traffic.
@malisauskasLT ·
The best thing you could do as a Shopify app developer is start your own store. Not a test store, a real one. For the past three months I've been running my football club's merchandising. I got to experience everything first-hand. Switching to Shopify, choosing and modifying a theme. Creating products, structuring navigation, setting up payments & shipping. Trying some of the best Shopify apps, appreciating nice UX things (and getting lots of ideas). Of course I used my own apps heavily and noticed things that could be improved. But the best thing was seeing my apps actually generating real value for my store. 💸
@tomilola_ng ·
This e-commerce website generated 3.64 million site impressions and 23 visits in the last 28 days, with no social media, no ads, and no blogs. Just product descriptions, meta titles, and an SEO-optimized website. Built by me, this result came after I integrated programmatic SEO and used Gemini for dynamic SEO content generation.
@MnkeDaniel ·
$MELI One-Pager: - First-ever company to show 30% YoY growth for 28 quarters in a row - E-Commerce in LATAM is still far behind global peers, and $MELI is the dominant player - Flywheel of e-commerce, payments, credit, and logistics - $MELI has the biggest commerce advertising business in LATAM The flywheel keeps spinning, and the current investments already show signs of success, given the improved unit economics of logistics and the size of the marketplace, as well as Mercado Pago (the fintech arm).
@conortrains ·
This ecom stuff feels like GTA where you’re building up your resources to get fancier things and advance up the ranks - First you scrap your way to the first 1k days and 10k profit any way you can - Then you get smart and take a chance on some UGC ($200 per concept really stings at this stage) - Then you start to hit some bigger numbers and get bigger POs and ad budgets - Eventually you know what works for you better and build up to being able to risk a retainer and rev share with @aaronmtrx and @harrydelmege_ to take it to the next level - You then start dialling in LTV and unit economics to kill off competition - When you’re ripping you go and start another brand, and go right back to the beginning to live it all again Just you and your Shopify store against the world anon 🫡
@jbobbink ·
I tested what AI agents can actually read on e-commerce sites. The gap between what humans see and what agents see is bigger than most teams realize. Everyone is talking about GEO and AI search optimization. But most of the conversation focuses on content strategy and citation patterns. Almost nobody is talking about the technical layer underneath. And that layer is where most sites are silently failing. When a human visits a product page, everything works. You see pricing, stock status, reviews, size guides, shipping info. You select a variant and the price updates. The experience feels complete because your browser runs JavaScript and renders everything on the fly. AI agents do not get that experience. Most of them cannot execute JavaScript. They read the raw HTML before any client-side rendering happens. And on a growing number of sites, that raw HTML is half-empty. Here is what typically breaks. Search functionality built entirely in JS, so agents cannot discover products the way users do. Product variant selectors where size, color, or flavor options only load after a user interaction, so agents never see the full range or pricing per variant. Review widgets from third parties like Trustpilot or Bazaarvoice that inject ratings client-side. FAQ accordions where answers are hidden until a user interacts. Faceted navigation that filters without changing the URL. Shipping policies rendered inside JS modals. Structured data generated by JavaScript instead of served in the HTML source. Product variations deserve special attention. Many e-commerce platforms handle variants entirely client-side. The default HTML might show a single SKU with a base price, but the full catalog of options and their pricing only appear once a user makes a selection. For an AI agent trying to recommend a product in a specific size or configuration, that information does not exist. The result is that AI agents see a stripped-down version of your site. They miss pricing, reviews, specs, and your full product range. All the information that makes your page useful to a human is invisible to the systems increasingly deciding which brands get recommended. The brands that win in AI-driven discovery will not just have the best content. They will be the ones whose content is actually accessible when a machine reads the page. Server-side rendering, clean HTML fallbacks, and structured data in the source are the foundation of being visible in an AI-first world. If your product information requires JS execution to appear, it does not exist for all AI agents.
@daviefogarty ·
ChatGPT + Claude has levelled the playing field between year 10 and year 0 brands with their creative strategies. Every new technological shift creates a window where experience matters less than execution speed. AI is that ‘window’ right now - and the reason it's still wide open is the friction in it. Things are confusing, things are going to break. That friction is your opportunity to create value that's not being created in this world and make a lot of money from it. When I look at where AI should be used in e-commerce, I use a few criteria: > I look at volume. It handles it very well. > Then I look at value. How much will it actually improve things? > Then I look at variability. If the situation is unpredictable, you need human input. > Then I look at verifiability. AI can hallucinate, so you need to make sure what it outputs is actually accurate. The reason AI is so good for e-commerce is that you can build 10 advertorials in a day with AI, and volume negates luck. Here’s how I’d start leveraging AI with creatives ASAP: 1. Download all your customer reviews, your competitors' reviews, and your top advertorials, then feed them into ChatGPT. 2. Run deep research and create everything you need to know about your customer. 3. Put that customer doc into Claude and give it the structure of the advertorial you want to write with a proper prompt. 4. Break it up and baby it through each step, because AI doesn't handle large blobs of data well. Give it 12 angles first, select the best ones, then prompt it with questions about what you know about your customer. From there, you'll start to get a lot more winners. 90% of people will use AI to do tasks. The 10% who win will use AI to direct outcomes. AI doesn't replace your best creative yet, but it makes everything around it significantly stronger.
@Molson_Hart ·
This is going to sound dumb, but retail margins blow my mind. I'm so accustomed to selling a $20 item and eeking out a $4 or $5 profit (if we're lucky) after all the costs associated with ecommerce. We recently had the opportunity to sell our products at full retail prices in-person and I was just floored by how much more money we were making per unit. A sale at full retail price in person was 3.5x the profit as the same product sold via ecommerce. If you can get high throughput on a retail store or a reasonable rent, the profit generation is amazing. The ecommerce mind cannot comprehend it.
@codyschneider ·
I was talking to a friend who runs an e-commerce shop that sells wholesale to boutiques she told me how she's scraping Faire .com and cold-emailing them another way to do this is scrape Google Maps for boutique URLs, enrich those URLs using a service like Hunter. io and then cold-email them using a tool like Instantly .ai and then you can track all this cold Email in Graphed .com put all the raw data into it a google sheet, combine that with the reponse back data from instantly, and see which types of companies are most likely to be interested in your product Then, based on this, double down on your efforts by focusing on the demographics or geographics that are most likely to create impact for your growth
@RapiHodler ·
A basic black pant you can find anywhere. EluroCo. Just a men's stretch pant. Nothing revolutionary about it. Hit AliExpress, you'll find the exact same one for 6 dollars. Amazon, 19. It's everywhere. They sell it at 39.99. And it's printing. I looked at their page in detail. Here's what changes everything. A clean bundle structure. 1 pant. 2 pants at -15%. 3 pants at -20%. 4 pants at -25%. With "Most Popular" locked on 2 pants. A visitor who grabs 2 instead of 1 = +70% AOV. A visitor who goes for 4 = 120 dollars instead of 40. Same product. Same ad. Same traffic. But the AOV doubles or triples depending on the buyer. That's exactly why they're running with only 47 live ads and already pulling 12K monthly visits in 3 months. The product is not the moat. The product has never been the moat on Shopify. What separates a struggling seller from a scaling one is what happens between the ad click and the checkout. Visible tiers. Pre-selection. Progressive discounts. It's not sexy. But it's what keeps stores alive.
@brodieseo ·
Ecommerce SEO: this online store was experiencing "out of stock" products at scale, but the products were actually in stock. This issue had a far-reaching impact on SEO, considering the product pages were no longer ranking highly and organic shopping results were nonexistent. On-page signals, such as the product page content and the schema markup (including extensive information on product variants), all said the product was in stock. So what was the issue? It turned out that even though the item was being reflected correctly on the various on-page levels, there were conflicting signals being communicated at the feed level within Merchant Center. Within GMC Next, the online product was showing as "in stock", yet every physical store location (implemented through a local inventory feed) had the item as "out of stock". This was primarily due to the specific item being a "made-to-order" one, where the local inventory component wasn't being managed correctly from an automation standpoint. The result of this conflict was that Google was seeing that the product was apparently in stock online, but none of the stores were offering it across the entire country. So Google's automated systems deemed it to be 'out of stock' at scale, so they were essentially excluding it from being able to rank in search results... Thankfully, the solution was simple, where all we needed to do was fill out the inventory at the local level for these items (because it made sense to do so), and we were able to get them showing as "in stock" and ranking across the various surfaces once again – resulting in more traffic and revenue.
@FedotOff90 ·
More ecom brands die from cash flow than bad ads. I've watched operators with 3x MER and 40% contribution margins nearly go bankrupt. Sounds impossible until you understand cash conversion cycles. You spend $500k on Meta in March. Meta charges you in real time. 1-5% of customers dispute, refund, or chargeback over 60 days. Shopify holds funds 3-5 business days. Supplier needs payment in 30 days. You're cash negative for 30-60 days on every dollar spent even when the business is profitable on paper. At $30k/day ad spend that gap can kill you. Three things the operators printing at $50-100k/day do differently: They negotiate Net 60 minimum with suppliers. If your supplier won't give terms find one who will. They run contribution margin analysis weekly not monthly. You need to know within 7 days if a scaling push is working or bleeding. They keep 60-90 days of operating expenses in cash reserves before scaling aggressively. Not revenue. Not projected profit. Cash. I almost learned this the hard way early on. The unsexy truth is your finance stack matters more than your ad stack once you pass $1M/month.
@CodeByPoonam ·
🚨BREAKING: Agentic Commerce is the next big thing. I heard it straight from Google. Here's what it means for you. I attended Google x Deloitte Think Commerce 2026 in Bengaluru. The report they dropped? India's e-commerce is heading to $250 BILLION by 2030. Here's everything that matters 👇 India's e-commerce right now: ↳ $90B today → $250B by 2030 ↳ 150 million NEW shoppers entering digital economy ↳ Online is still only ~7% of total retail The 4 forces driving the next $100B: 1. Inspired Commerce → Creators will influence 30% of ALL retail spend by 2030 → 1 in 10 purchases directly from a creator storefront → Live commerce hitting $7-8B 2. Intelligent Commerce (Agentic AI) → Google's AI Mode queries are 3X longer than traditional search → AI anticipates what you want before you search → Completes purchases instantly, with your permission 3. Instant Commerce → Quick commerce scaling to $50B powerhouse → Shopper base doubling to 70M users → Non-food categories (beauty, fashion, electronics) = 45% of spend 4. Immersive Commerce → 1 in 3 Indian shoppers now prefer virtual try-on → 89% want a single cart that follows them phone → store → 72% will pay a premium for tech-enabled expertise And Gen Z? → 220 million strong. → Commanding 45% of all online spend. The brands that win won't just sell products. They'll be the ones an AI agent recommends at the right moment. India's commerce isn't just growing. It's being completely rewired.
@hasantoxr ·
The ICICI Securities report puts Indian e-commerce on track to nearly triple by 2030, but the more useful read is which part of that growth is genuinely up for grabs. High-ASP categories like smartphones, appliances and electronics, where household penetration is still under 50%, are where most of the expansion will likely sit. Flipkart holds 63-64% share there today, which puts it in as good a position as anyone to capture a meaningful share of what comes next.
@ecomchasedimond ·
Most ecommerce brands are still optimizing email for a version of the inbox that stopped existing a few years ago. Here are 5 inbox placement rules you need to know: → Stop treating the Promotions tab like a penalty box → Stop trusting your open rate after Apple's privacy changes → Check placement separately for Gmail and Apple Mail → Sunset unengaged subscribers to protect placement for the whole list → Account for the attribution data Apple now strips from your links
@tejeshwi_sharma ·
Who is building used-goods commerce / re-commerce in India? Something like @vinted, @Poshmarkapp, or even the classic @eBay. Given the scale of Indian e-commerce, this feels inevitable. High prices, fast fashion fatigue, sustainability, and Gen-Z thrift behavior are all aligning. The missing pieces so far: trust, logistics, and a truly consumer-first UX. When those crack, this could be a very large outcome.
@0xAndros ·
What a lot of people didn't know is that @samparr started 15+ businesses before selling @TheHustle for $40M. Here's how he ranks the best business models in the new AI world: S : Marketplaces "Probably the hardest to start, but the most durable." He points to Craigslist and eBay : once you get density (buyers + sellers in the same place), it's nearly impossible for a competitor to unseat you. The moat is the network effect itself. Hardest cold-start problem, but the payoff is a business that lasts decades. A : Agencies / Service Businesses "You have to deal with a lot of people issues, but they're great to start." His point is that agencies aren't the end goal :they're the learning machine. You service clients, learn their pain points intimately, and then use that intel to build products (software, courses, tools). The pivot optionality is the real value. AI systems also makes it much easier to scale agencies/services now A : Software "Anything that's really hard to get into will last probably a bit longer than another business." Public markets are discounting software right now because of AI, but his argument is that for most people there's still difficulty of entry, which equals durability. If it's hard to build, it's hard to kill. B : Events (B2B) "A lot of people are going to disagree with this." He specifically calls out B2B trade shows, less so consumer events (though Coachella made $200M+ in revenue just in 2026) There are event businesses doing hundreds of millions in revenue, very profitably. The key is B2B: you're selling access to a concentrated buyer audience, not $30 tickets. B : Media He owned The Hustle, so this is personal. "If you raise venture capital, it's going to be an F : the worst business you can have." But if you own the whole thing and run it long-term, great business. The split is ownership structure, not the model itself. VC expectations destroy media companies; bootstrap economics make them work. C : Info / Course Business He owns "copy that dot com"). "They can be great cash flow, but they're never going to be worth a lot and they're not going to scale to be very big." The ceiling is the problem. You'll make money, you just won't build generational wealth from it. C : Community He owns @HamptonFounders . "People are pain in the butt, but it's very fulfilling and it can last for 50 or 100 years." The tradeoff: constant member churn vs. extreme longevity if you keep delivering value. D : Middleman / Broker His dad owns a brokerage. "It's been an amazing living for him, but generally those are pretty hard because the margins are so small." The video about his dad's business went super viral, but the reality is razor-thin margins make it a grind. Works for one person's lifestyle, hard to scale. E/F : E-commerce "In most cases, I think that's probably the worst business model." No cash flow, tons of competition. This is the default trap most first-time entrepreneurs fall into. The through-line: durability and defensibility matter more than margins. The S and A tiers are all businesses with structural moats (network effects, switching costs, expertise). The D and F tiers are commodity businesses where you're always one competitor away from irrelevance.
@BigBrainBizness ·
Vice Chairman of Ogilvy UK Rory Sutherland on the fatal flaw in most e-commerce businesses: the experience after you click "buy" is a world of pain. Rory has spent decades at Ogilvy studying what actually drives customer behaviour. When asked for advice on launching a new apparel brand, his answer was about what happens after the sale. He explains that marketers spend too much energy adding positives when the real opportunity is removing negatives: "What seems to happen in most e-commerce is you have what you might call the sales area, which is everything that happens up to and including a point of purchase. And everything there is glorious and attractive and slick. What then happens is if something goes wrong with your experience, either the delivery of the experience or you need to cancel something, as soon as you deviate from that very narrowly preconceived purchase funnel, you enter a world of pain." The handover is where it breaks. Once the customer clicks buy, responsibility shifts to teams whose metrics have nothing to do with customer satisfaction: "Their metrics are cost reduction. How can we make sure that nobody phones us up? How can we make sure that every phone call is as brief as is feasibly possible. And how can we minimize the cost of delivery and distribution?" Rory's two specific fixes are the kind of thing most operators would never consider: First, let customers choose their delivery courier. Most companies funnel everything through a single carrier to maximise volume rebates. @rorysutherland thinks that's a mistake: "If you don't get to choose how your item's delivered, if anything goes wrong, you blame the company. You don't blame the delivery company or yourself. If I'd chosen to have it delivered by Royal Mail and it went missing, I blame Royal Mail." He adds that local courier quality varies wildly by postcode, and forcing customers into one option ignores that reality. Second, stop hiding your phone number. He calls the standard practice of burying contact details a way of treating anyone with a problem "like a second class citizen." The summary line is the one every e-commerce founder should put on their wall: "When it goes well, it's miraculously good. But the second anything out of the ordinary happens, you enter a world of pain. And I think that is a fundamental failing."
@JamesonCamp ·
Everybody is trying to squeeze another 2% out of their landing page. Meanwhile the biggest lever in any business is how long your customers stay. I learned this early in ecommerce. Now I'm seeing it again in software. It's true everywhere. Look at a $79/mo product with a $134 CAC: 2 months retained = $158 LTV = 1.2x return (you're dying) 6 months = $474 LTV = 3.5x (healthy) 12 months = $948 LTV = 7x (great) 24 months = $1,896 LTV = 14x (you can afford to acquire customers almost any way you want) The only variable is how long they stay. A 2% conversion rate bump looks cute next to doubling retention.
@eric_seufert ·
I think any company that principally sells digital goods, but even potentially DTC / eCommerce brands, should position the CMO role as a marketing economist, primarily focusing on measurement and optimal budget allocation. Digital marketing is increasingly opaque, with the largest platforms absorbing placement-level and audience logic. This requires measurement to be abstracted upward into a full-time executive role that can a) align disparate marketing functions and b) maintain harmony with the CFO’s office. “Marketing economist” strikes me as the right profile to meet those demands. I know this role indeed exists at many large CPG brands, but what I’m claiming here is that it should exist at digital-first companies as the head of the marketing organization.
@TechByMarkandey ·
Is India’s e-commerce market entering the phase where execution will matter more than capability? @Flipkart just drew a line in the sand for Indian e-commerce, and that line runs straight through the difference between having AI and deploying it at population scale. CEO Kalyan Krishnamurthy was clear: AI at Flipkart has moved past the experimental phase. Intelligent systems now sit at the core of every product built, every customer served, and every internal process improved. This marks the shift from AI as a feature to AI as operational infrastructure. That distinction creates compounding advantage. AI features get launched, while operational AI integration deepens. Every transaction makes the platform smarter, every seller interaction improves the next, and every logistics decision builds on the last. This is how platform resilience is built and how structural moats take shape over time. India’s market is racing from $90 billion to $250 billion. Flipkart’s choice is clear, embed AI deeper across every layer at population scale and strengthen its long-term position. Watch how this plays out 🔥 #Flipkart #AIFirst #IndiaEcommerce #DigitalIndia #OperationalAI https://t.co/2hZq0ttr4J
@neilpatel ·
Jared Spool audited a major retailer and found one thing killing conversions. Not pricing. Not shipping. A register button. 160,000 password reset requests a day. Customers leaving because they couldn't remember which account they'd used. They swapped it for one word. Continue. Sales went up 45% in month one. The problem was never the customer. It was a door nobody thought to remove. What friction are you still asking people to push through? #Ecommerce #UXDesign #ConversionOptimization #DigitalMarketing
Watch video
@theperryecom ·
One of my ecommerce stores has done over $2,000,000 in sales… The logo? Plain text. Never changed it. Never redesigned it. Never “rebranded”. Still prints. Meanwhile I see dumbasses: - Spending weeks on logos - Paying designers hundreds - Delaying launch for “branding” And making $0. Your logo isn’t your problem. No customer has ever said: “Wow this logo is insane, I need to buy this” They buy because: - The product solves something real - The ad grabs attention instantly - The offer makes it a no-brainer That’s what moves money. I’ve scaled stores with: - Basic fonts - No fancy branding - Simple product pages Because none of that matters if: Your ads convert. If your CPA is high → it’s your creatives If you’re not getting sales → it’s your product/offer If you’re stuck → you’re not testing enough Not your logo. Stop hiding behind perfection. Launch ugly. Test fast. Scale what works. That’s how you hit real numbers!
@aleyda ·
💰 Ecommerce: Stop overlooking informational content investment, especially now with AI platforms. This is content that should be used not only for a comprehensive “learn” or “inspirational” section, with tips written by real experts and based on experience. This is particularly important for ecommerce sites because: * It establishes real topical authority in your vertical, which has been shown to play a more important role in search results in recent years. This type of content also tends to get shared and naturally attract backlinks and citations, establishing authority not only for traditional search results but also for AI answers. * With AI platforms, you’re optimizing for comprehensive, well-structured content that AI can flexibly extract from any accessible page rather than relying on rigid query-to-page matching, so this information can be surfaced at any stage of the customer journey. * Finally, this content can be reused to enhance and enrich your PDP and PLP content for better rankings, inclusion, and visibility. It's interesting to see the important role that the blogs/learn/inspiration section plays in AI traffic across many ecommerce that invest in informational content: Chewy, Gymshark, REI (much easier now with @Similarweb folder view in the AI traffic report, btw, completely spontaneous and free shout-out). So if you haven't prioritized it in your ecommerce 2026 investment, do it now 🙌
@heyrimsha ·
Is India’s e-commerce market entering its most decisive phase yet? Flipkart’s Chief Product and Technology Officer has worked at Google, Microsoft, Uber, and Yahoo. Now, Balaji Thiagarajan is building India’s AI-first e-commerce platform with an architecture designed for what most companies overlook: AI deployment at population scale. Having AI models is universal. Deploying them operationally across sellers, supply chains, logistics, and every customer transaction is where advantage compounds. Balaji Thiagarajan’s OneTech initiative builds that foundation, while Hemant Badri drives operational use cases that turn architecture into measurable business outcomes. This pairing closes the most common gap in enterprise AI. With architectural depth and operational accountability moving together, every deployment makes the platform more integrated, more intelligent, and structurally harder to replicate. That is how Flipkart is shaping its edge in Indian e-commerce. Two leaders, one mission, compounding advantage. The execution phase has officially begun 💪 https://t.co/kEK7QwzTy5
@AmannaPrerana ·
Brandman Retail: 1. The company works with 7 premium international brands to sell their products ( apparel, footwear and accessories ) in India. 2. Brandman is responsible for the entire distribution. From setting up stores ( both EBO and MBO) and for online sales for these International Brands. 3. Few noteworthy brands in their portfolio are : New Balance, Sperry, Timberland, Gfore, Jansport. > Shoes contributes 75% of sales ( makes sense considering the brands in the PF) 4. EBO and MBO contributes 42% while the rest of the sale is coming from E commerce. Ecommerce sale is from third party platforms such as Myntra, Amazon Tata Cliq etc and their own website brandmanretail and sneakerz 5. The contract varies for each brand. With some brands they have exclusive agreement while for other they could be handling only one part of the PF. 6. Domestic business contributes 51% where as exports contributes the rest. The export business is strictly limited to one geography ie Dubai. 7. The company plans to use the IPO money for scaling of EBO stores. As of 9M FY26, co has 14 EBO stores. Al of which are COCO. They want to add 15 more ( not specific as to by when) 8. They have a order book of 80 Cr as of Jan, 26. (again no specifics on when this should be executed) 8. Few things that are odd or I have no answers for from RHP : >> The sudden expansion in margins. >> Customer concentration has changed massively in last 9M. 9. Last year they did 135 Cr, in 9M FY26 they have already done 95 Cr. To get a 25% growth in FY26 they need to do 73 Cr in Q4. So sales growth could be likely muted in FY26? Very interesting model , but lot of unanswered questions.
@kzitouni1 ·
The 7 highest ROI habits if you're building a Shopify store: - talk to a customer - check your heatmaps - review your active tests - look at revenue per visitor, not just CVR - review a losing test before you archive it - gym (non-negotiable) - know what you're testing next week before this week ends - do nothing if the data says do nothing Compounding effects are insane.
@Nate_Google_ ·
i have ONE METRIC that would help fix 99% of failing ecommerce brands NVP -> New Visitor Percentage it's important to understand where most of your NEW customers are coming from and also what the current difference is between all of your marketing channels. this can help understand: 1. Creative Fatigue 2. Spend Distribution 3. Incrementality etc. etc. etc. we recently had a brand that came to us and mentioned that they haven't been able to push their NVP % above 50% at scale on Meta Youtube was at a 75% NVP, so we shifted marketing budget over to Google and now they're able to scale Meta up further because we're driving even more NEW customer traffic through Google another scenario... we had a brand that was wondering why the past couple weeks have been pretty bad for them their Meta NVP % was at 55%, and therefore they went and dug deep into their creatives to see what was going on after further analyzing, they had a hunch that they were putting too many discounts in their ads, so they launched a new batch of ads with their strongest marketing angle, no discount 75%+ New Visitor Percentage right out of the gate the greater that your new visitor percentage is, and the lower your cost per new visitor is at scale, will allow you to scale much greater than keeping it around 50%-60% your email marketing will have a great impact, you'll convert more organically, retargeting will be more effective, the list goes on MAKE SURE to look at NVP
@aleyda ·
📣 Shopify has announced that starting this week, millions of merchants can sell to ChatGPT users via Agentic Storefronts 👇 Agentic storefronts are active by default for eligible stores, and stores can manage channel permissions and setup in the Settings > Sales channels section of Shopify admin. If checkout is activated for an agentic storefront, then customers can purchase products directly in the AI channel without having to leave their conversation. "Products stay synchronized across surfaces, with real-time inventory and pricing. There’s no need to build separate apps or manage fragmented feeds—brands are syndicated and shoppable, while still owning the purchase journey through their online store." Interesting that this integration is announced right after Walmart said conversion rates for purchases made directly inside ChatGPT were three times lower than when users clicked through to its website after testing 200,000 items 🤔 "Daniel Danker, Walmart’s EVP of product and design, said those in-chat purchases converted at one-third the rate of click-out transactions. He called the experience “unsatisfying” and confirmed Walmart is moving away from it... This suggests agentic commerce isn’t ready to replace traditional shopping. Sending users to owned environments still drives higher conversion rates" See the announcement: https://t.co/iasIp98Jjb as well as Walmart test coverage: https://t.co/SnyyjO9Qth
@prakdadlani ·
You don't realise the scale of e-commerce in India. Indian ecommerce continues to grow fast, but user growth is getting increasingly concentrated. According to CLSA’s latest tracker, Flipkart alone added 26.8M weekly active users YTD. The rest of the ecommerce ecosystem combined added 10.6M. Scale in internet businesses compounds hard once distribution starts pulling away. Worth watching how the gap evolves over the next few quarters.
@CJSlattery ·
$60 CPMs for ChatGPT ads are an INCREDIBLE deal. I know that's not the popular take right now. Everyone's comparing the $60 to Meta's $20 CPMs and acting like OpenAI lost the plot. That comparison tells you more about the person making it than the actual ad unit. We primarily work with ecommerce accounts, so I’ll use data from there. Our Google search CPMs hover around $54. So, $60 for an ad served to someone who just typed a specific product question into an AI is basically search pricing. And the intent signal might actually be stronger. Think about what's happening when someone interacts with an LLM. They're typing "what's the best running shoe for flat feet" or "best HVAC company in New York City." Their intent is at least 5x stronger than someone doom-scrolling Instagram and getting served an ad based on half-decent targeting. More than that, run the click math. If these ads generate clicks at a 4-5% rate, which is realistic for high-intent contextual placements, you're looking at about 50 clicks for $60. That's roughly $1.20 per click for prime contextual traffic (which I’ll take all day long). My point: - The platform is early - The optimization algo will be rough - The minimums are high - Native measurement isn’t great yet …but you're getting high quality intent traffic while OpenAI is still validating the system and pricing hasn't caught up to actual value. That window won't stay open forever.
@neilpatel ·
Here's the mistake almost every brand makes. They get serious about TikTok Shop, open the catalog, and pick the highest-margin products. Sounds smart. It's backwards. The volume lives lower than you'd think: 44% of sales fall between $5 and $15, another 37% between $16 and $30. Price above $50 and you're competing for a sliver of demand. Your margins don't set the rules here. The platform does. #TikTokShop #Ecommerce #SocialCommerce #OnlineSelling
Watch video
@sarah_carusona ·
I've always hated "e-commerce playbooks." Because there isn't 𝘖𝘕𝘌. Every brand has different unit economics, different customers, different product margins, different team resources. That said...after working across 7-9-figure brands for 10 years, there ARE three things I'd put in any "plabook." 1️⃣ Know your unit economics cold. What does a customer cost you on the first purchase? What do they generate in 3, 6, and 12 months? These are non-negotiable numbers to understand. They tell you what your aMER should be, what your pricing and discount strategy should look like, and which product you should be leading with. 2️⃣ Make it stupidly simple for the consumer. Don't get cute with the offer. Don't over-engineer the landing page. Don't give them 7 options when 1 would do. Tell them what the product is, why they need it, and make it easy to buy. 3️⃣ Get really, really good at 1-2 media channels. Meta. Google. TikTok. Pick the ones that make sense for your brand and get excellent at them. That's all you need to get to $10M, honestly even $20M. Affiliates and YouTube can be worth exploring depending on the brand, but only after you've mastered the fundamentals. Complexity is the enemy of growth for fast growing 7-8 figure brands. Stay focused and execute exceptionally on the basics. Don't chase every new shiny thing you see on X / LinkedIn. What would you add to this list? Maybe I will come out with a playbook 😅
@codyschneider ·
If you're an e-commerce food brand company, a highly effective way to sell your product is to have AI write recipe articles that include your product the process is straightforward ask Claude Code: What recipes could my product be put into? Give me categories then use the Ahrefs MCP to find recipes that fit those categories then a claude code, write those, and publish them to your Shopify inject call-to-actions throughout Shopify blog posts: 25%, 50%, and 75% down the page for your product set up conversion-rate tracking that isolates these pages as the landing page by connecting all your ecom data to graphed .com analyze which pages are generating the most revenue make more pages like the best performers virtuous flywheel
@kevin_miguet ·
If you're an ecommerce manager, AI is amazing. Gets you infinite CRO ideas for no money. But you don't need infinite ideas. You need VALUABLE stuff, in the highest volume possible. Here is how to improve what you get from AI : 1. Connect your data to AI with MCP connectors (Shopify Analytics, Google Analytics, Meta, Google search console...) 2. Use proper skills/prompt that turn your LLM into an expert. BAD : "what should I improve on my website to make more money ?" GOOD : "Using this skill that contains a 32-steps method with proven frameworks, edge cases + explaination on how to extract data with no errors, tell me what should I improve on my website to make more money?" 3. Ask AI to note everything it learns in files, so it gets better with time. BONUS : Treat AI like the smart kid it is. Don't micro manage it. Describe your end goal to AI rather than how to reach it. (cool kids call this "reverse prompting") BAD : do this do that. GOOD : new clients don't spend enough and we loose money. How can we raise the value of our first orders ? If you apply these 4, you will get better results. But don't forget : you still need to use your brain. If things go bad, you'll be the one responsible, so it's better if you understand what is happenning.
@FedotOff90 ·
Most ecom brands die in one market. Not because the product stopped working. Because they let US ad costs eat their margins and never looked outside the border. The operators printing at scale in 2026 think about geography the way smart investors think about diversification. The US is the primary market. UK and Australia are the first expansion. Germany or the Netherlands for European volume. Brazil or Mexico for LatAm. Stack the markets right and you've got the same product running profitably across 5 geos while your competitor is fighting over the same exhausted US audience. Global distribution is the most underutilized system in e-commerce Also PE's and acquirers love the idea of possibility of global expansion and if you show proof of concept with that, helps to get higher multiples.
@justinkalland ·
Agentic ecommerce already looks like a $260B market opportunity: Retail ecommerce was $6.4T in 2025. I estimate Gen Z represents roughly 15% of that, about $960B in spend. Ipsos found 27% of Gen Z "would trust an AI agent to choose and purchase a product on their behalf, sight unseen." Back-of-the-envelope, that suggests about $260B in potential agent-driven purchases already.
@Marie_Haynes ·
Shopify sites now have agentic storefronts in LLMs and Al mode. "Starting this week, millions of merchants can sell to ChatGPT users via Agentic Storefronts. Agentic Storefronts give merchants out-of-the-box access to major Al channels-ChatGPT, Microsoft Copilot, Al Mode in Google Search, and the Gemini app- managed centrally from the Shopify Admin. And, with Agentic plan, now publicly available, brands not using Shopify for ecommerce can add products to Shopify Catalog to reach shoppers and sell across these same Al channels." https://t.co/AL1sAWTs6v
@rokhladnik ·
The EU is not a mini America. A lot of US e-commerce brands blindly copy their US playbooks and try to apply them to the European market. At @FlatCircleAds we now mostly manage US brands selling in the US or worldwide. But in the beginning, a big part of our work was helping US brands scale in Europe (like @hexclad and @ridgewallet) And I’m still seeing the same pattern today: Brands enter Europe assuming things will work the same way. But they don’t. In the US, you have one massive market, one dominant language, one dominant shopping culture, and a much more aggressive approach to growth. In Europe, you have 27 different realities. Different languages. Different payment habits. Different logistics. Different customers. GDPR. Smaller national markets. A different attitude toward discounts. And often less of the venture-backed “growth at all costs” mentality. That’s why copy-paste strategies often fail. What works in California won’t necessarily work in Slovenia, Germany, Italy, or Croatia. American e-commerce advice can be extremely useful. But in Europe, you have to translate it. Not just linguistically. Strategically.
@eric_seufert ·
In the latest episode of the Mobile Dev Memo podcast, I speak with Venkat Prabhu, Shopify's Director of Product for Shop Campaigns, about all of the product updates to Shopify's advertising initiatives the company announced in its Spring Editions, including: expanding retailer campaigns to the open web and ChatGPT, Shopify's new Campaign Autopilot feature, and Shopify's role as a marketing operating system for eCommerce brands. Tobi: come on the podcast! https://t.co/kmdt3Mn8l9
@glenngabe ·
Focus on ecommerce? -> Amazon starts selling its AI shopping technology to other retailers "The tool is built on Alexa for Shopping, Amazon’s recently rebranded e-commerce agent." In a blog post Wednesday, Amazon said it’s taking the “architecture, starter code and learnings” from Alexa for Shopping and packaging it together for the rest of the retail industry. The new service allows retailers to launch their own AI shopping tools tailored to their storefront, catalog and branding “in as little as 60 days,” Amazon said. https://t.co/ukcGqfEyoi
@glenngabe ·
An important ChatGPT Ads update for ecommerce retailers -> OpenAI makes it easier to run shopping ads in ChatGPT "What’s new is what’s happening behind the scenes. Retailers connect their product catalog, set filters for which products are eligible and let the platform handle the rest, generating ads automatically from product names, images and attributes in the feed." "Brands wanting to advertise had to build their campaigns manually, product by product. Now the same catalog that powers their organic presence can generate their ads automatically." "To win over others, OpenAI is currently asking new e-commerce partners to submit a sample of 100 products before sharing their full catalog. The platform can handle up to a million SKUs per advertiser, said another ad exec briefed on the update. No public launch date has been given." https://t.co/oC93KA3aqT
Best Tweets by Topic