EPISODE · Dec 4, 2025 · 27 MIN
Bonus: How Nearly 50,000 Brands Spent $607M This BFCM – Insights from Triple Whale
from DTC Podcast · host DTC Newsletter and Podcast
Subscribe to DTC Newsletter - https://dtcnews.link/signupEric sits down with Anthony DelPizzo, Director of Product Marketing at Triple Whale, to unpack what actually happened across $2.9B in tracked revenue and $607M in ad spend. This episode is your shortcut to what worked, what didn’t, and what’s next.Black Friday/Cyber Monday 2025 is in the books — and Triple Whale tracked every click, conversion, and creative that moved the needle.View the Report: triplewhale.comWhat’s inside:Why new customers made up 48% of BFCM revenue — and what that means for retention nowTikTok’s surge: ROAS up 28%, CPMs down 30% — here's why brands shiftedGoogle and Meta platform breakdown: who won, who lost, and who overchargedWhat Triple Whale’s real-time BFCM Live dashboard revealed in secondsHow Mobi AI became the virtual teammate nearly 50,000 brands relied on mid-saleIf you’re a DTC marketer, growth lead, media buyer, retention strategists, or anyone planning for 2026 Q4, this episode is a must listen.Timestamps00:00 BFCM early surge and overall sales performance02:00 New vs returning customer trends and major revenue drivers04:00 Rising ad costs and platform efficiency shifts06:00 TikTok, AppLovin and alternative channels gaining traction08:00 Email and SMS insights from post-purchase data10:00 Meta and Google cost changes and ROAS movement12:00 Diversification and placement performance on major platforms14:00 Category winners and unit economics16:00 Shopify outage and real-time data advantages18:00 How brands used Moby AI for BFCM decision-making20:00 Top lessons for brands heading into 2026Hashtags#DTC #TripleWhale #BFCM2025 #EcommerceMarketing #DigitalAdvertising #MetaAds #GoogleAds #TikTokAds #Attribution #MarketingData #AIForMarketing #MobyAI #Shopify #PerformanceMarketing #OmnichannelMarketing Subscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video
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Bonus: How Nearly 50,000 Brands Spent $607M This BFCM – Insights from Triple Whale
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