this is traffic that stores are paying for already via FB, Google Ads, etc. Because Shopify already makes money through SaaS, Payments, etc, it can effectively “bundle” demand gen into its product, offering traffic at below-market rates. That could be net good for merchants, even if they may lose the occasional purchase to a competitor. The reality... See more

Only recently has B2B commerce begun its digital transition. The gross merchandise volume of Amazon Business reached $10 billion in 2019, up from $1 billion in 2015, its first year. Still, that pales in comparison to Amazon’s B2C business, which generated over $300 billion of gross merchandise volume in 2019

1/ The golden era of DNVB is over. The times of inefficient growth enabled by first movers advantage & low ad-costs are over. Rising ad-costs will require brands to focus on operational excellence to maintain strong LTV:CAC ratios to sustain growth.