The Ecommerce Playbook Podcast

Hosted ByTaylor Holiday & Richard Gaffin

2020 transformed the world of ecommerce forever. For the modern DTC brand, the rewards have never been greater. But the waters have also never been choppier, and the way forward has never been more uncertain. So how do you navigate this dangerous new reality? No matter how you do it, you’d better not do it alone. That’s where the Ecommerce Playbook Podcast comes in — join Common Thread Collective’s Taylor Holiday & Richard Gaffin as they bring you guiding insights from across CTC’s portfolio of growing DTC businesses. Whether you need a clear view on the macro issues affecting the world.

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The Ecommerce Playbook | Consumer Confidence vs Rising Oil Prices

May 21, 2026 The Ecommerce Playbook Podcast 00:17:39
The Ecommerce Playbook Podcast
The Ecommerce Playbook Podcast
The Ecommerce Playbook | Consumer Confidence vs Rising Oil Prices
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In this episode, Steve Rekuc breaks down the latest DTC Index findings showing 14.5% revenue growth year-over-year, even as brands face margin pressure. We dive into Mother’s Day performance data and what it signals for Memorial Day and Father’s Day spending patterns.

Topics Covered:

  • 14.5% revenue increase with only 2% AMER decline  

  • Mother’s Day performance and Memorial Day predictions  

  • Why discounting is down year-over-year  

  • Amazon cannibalization testing methodology  

  • TikTok Shops incrementality analysis  

  • Macro trends affecting consumer confidence  

  • Oil prices and their impact on DTC margins  

Key Insight: Brands increased ad spend 18% while maintaining near-flat acquisition efficiency – showing significantly improved spending power in the current market.

Show Notes: