The Thread: Weekly DTC Roundup
The Thread: Your weekly DTC roundup
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Feb 27, 2026
Your ROAS is Probably Misleading You
Google overreports branded search ROAS by 4x, Flexport deploys AI agents for tariff refunds, ChatGPT referral traffic outconverts organic by 31%, and OpenClaw gets acquired by OpenAI in two months.
Feb 20, 2026
Google Just Gave Away a $50K Analytics Tool for Free
DTC revenue, Google launches self-serve MMM planning, Meta embeds AI in …
Feb 13, 2026
Friday the 13th, Valentine's Day, and Google's Shenanigans
DTC revenue climbs 12% YoY, Google scales performance on less spend, Meta’s Andromeda …
Feb 06, 2026
Wait... Consumer Confidence is at its Lowest Since When?
Spending data contradicts falling confidence surveys, Meta launches an AI video app, Google …
Jan 30, 2026
Meta Just Announced $135 Billion in AI Spending for 2026
Meta’s earnings show AI reshaping feed distribution and ad performance, email delivers $36 …
Jan 23, 2026
AI shopping is here and it's going to cost you 4%
Shopify adds a new AI checkout fee for ChatGPT purchases, Reels overtakes Instagram …
Jan 16, 2026
Ecommerce Growth Just Hit its Slowest Rate Since 2022
Ecommerce growth slows as order volume concentrates among top brands, shoppers become more …
Jan 09, 2026
AI Agents Are Now Deciding What Your Customers Buy
Retailers struggle with omnichannel logistics, AI redefines product discovery, reserve a seat at …
Dec 19, 2025
Q5 Starts in 7 Days (and Most Brands are Gonna Miss It)
January creative strategies, Meta AI ad personalization changes, ecommerce returns data revealing …
Dec 12, 2025
Record Sales Funded by Record Debt and AI-Driven Commerce
Shopify’s 150+ AI tools, LLM shopping insights, holiday debt and delinquency math, Shopify’s …
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