Q1 2026 vs 2025: What Changed in Ecommerce (The Data)
from Ecommerce Playbook: Numbers, Struggles & Growth Hosted by Common Thread Collective
Steve Rekuc, Director of Data at Common Thread Collective, joins Richard to break down the Q1 2026 vs Q1 2025 year-over-year data from the DTC Index. The headline: Meta spend is up 25% year over year while ROAS only degraded 3%. Google ROAS actually increased 12% despite higher spend. The platforms are getting more elastic. In this episode: Total revenue up 13.6% YoY with more coming from returning customers Meta spend up 25.28% with only 3% ROAS degradation Google ROAS up 12% with 3.65% more spend Why AI-driven ad delivery is making both platforms better CPMs are up but click-through rates are improving The DTC Index data set: 200-300 stores, proprietary consumer confidence metrics Consumer confidence: future purchase sentiment and hope for the economy How the DTCCI (DTC Consumer Confidence Index) predicts spending elasticity Show Notes: Go to https://www.chargeflow.io/ and use CF30 to recover chargebacks free for 30 days. 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
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