The Thread: 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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