Consumer Confidence vs Rising Oil Prices

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 monthsExplore the Prophit Engine: https://commonthreadco.com/pages/prophit-engineThe Ecommerce Playbook mailbag is open — email us at [email protected] to ask us any questions you might have