# The Thread: Your weekly DTC roundup

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Feb 27, 2026

## [Your ROAS is Probably Misleading You](/content/blogs/thread/your-roas-is-misleading/index.html)

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](/content/blogs/thread/google-gave-away-50k-analytics-tool-free/index.html)

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](/content/blogs/thread/friday-13-valentines-day-google-shenanigans/index.html)

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?](/content/blogs/thread/consumer-confidence-at-lowest-since-when/index.html)

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](/content/blogs/thread/meta-announces-135b-ai-spending-2026/index.html)

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%](/content/blogs/thread/ai-shopping-costs-4-percent/index.html)

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](/content/blogs/thread/ecommerce-growth-slowest-since-2022/index.html)

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](/content/blogs/thread/ai-decides-what-customers-buy/index.html)

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)](/content/blogs/thread/q5-starts-in-7-days/index.html)

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](/content/blogs/thread/record-sales-funded-by-record-debt/index.html)

Shopify’s 150+ AI tools, LLM shopping insights, holiday debt and delinquency math, Shopify’s …

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