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.

Website Subscribe

The Ecommerce Playbook | BFCM 2025 Results: What Really Happened This Weekend

December 3, 2025 The Ecommerce Playbook Podcast 00:26:06
The Ecommerce Playbook Podcast
The Ecommerce Playbook Podcast
The Ecommerce Playbook | BFCM 2025 Results: What Really Happened This Weekend
Loading
/

In this episode of the Podcast, we break down the real story of BFCM 2025—from forecasting accuracy to media buying chaos, offer pivots, AppLovin’s breakout performance, and what this year’s results say about the broader consumer economy.

Richard and Taylor walk through:

  • The full BFCM data recap: +7% total revenue, +10% new customers, +13% contribution margin

  • Why Saturday became the surprise winner of the weekend

  • AppLovin outperforming expectations by 100%+

  • Meta delivery volatility, and why it’s part of the game

  • Tactical offer changes that saved entire BFCM weekends

  • The rise of BNPL and concerning consumer financial behavior

  • What this all means for 2026 planning

If you’re preparing for the year ahead, this episode breaks down the numbers, the lessons, and the trends shaping how brands should think about forecasting, spending, and customer acquisition going into 2026.

Show Notes: