DTC Podcast

Eric Dyck

Weekly discussions between disruptive direct to consumer ecommerce brands and our amazing team about marketing, funnels, and everything scaling related. Subscribe to our newsletter for highlights and step by step tactical insights 👉🏻 📦 directtoconsumer.co

  1. 7h ago

    Under $50M: Half the Trade Budget Goes to Retail Media | Harness the Halo 3/6

    To Subscribe to DTC Newsletter - https://dtcnews.link/signup A brand doing under $50 million a year is putting roughly half of its combined retail media, trade, and shopper marketing budget into retail media. At larger companies that share drops toward 30, 20, then 15 percent. Mike Chiasson works on Keen's models, which cover $45 billion in marketing investment, and his read on where that money comes from is the part worth sitting with. It is mostly net new, sourced out of trade rather than pulled from Meta and Google, which is why so much of it sits with sales teams and never gets measured the way media does. If you run growth at a brand moving into retail: this is the episode about what the retail media line in your budget is actually buying, and which part of it is buying customers you already had. If you own the media budget: Chiasson makes the case that the untapped return in retail media is upper funnel, inside retailers where almost everyone is still only buying search. What he gets into: Where the money comes from, and why trade budgets rather than media budgets explain retail media's growthThe benchmark: about half the retail media, trade, and shopper marketing bucket at brands under $50M, versus 15 to 30 percent at large onesWhy small brands with a narrow distribution footprint default to bottom-funnel search, and what that costs themThe Amazon question: whether retail media spend compounds on a retailer's algorithm the way it does on a listing, and why brick and mortar has no real equivalentRetail media ads that carry no visible association with the retailer at all, and why targeting is the actual productWalmart, Vizio, and streaming video as the moment upper-funnel retail media became buyableRetail media social, which he calls very small and rapidly growing, with returns he thinks reflect how early the curve isThe two flaws in ROAS, and why the return on your next dollar is the only version of the number that helps you planBayesian priors, and how Keen gives a brand a response curve for a retailer it has never advertised withPatience as a budgeting problem rather than a virtue, and why cash-strapped brands structurally cannot buy upper funnel Who this is for: operators whose product is landing on shelves in more places every quarter, and whose retail media invoices are growing faster than their ability to explain them. What to steal: find out which budget your retail media is actually coming from. If it is trade, the people approving it are measuring a retailer relationship and the people spending it are measuring sales. Those are different jobs and almost nobody has reconciled them. Harness the Halo is a six-part series from DTC and Keen about the spend that doesn't pay you back the same day, and the measurement that gives you room to make it. Episode 1 was the market read. Episode 2 was the first brand. This one maps the fastest-growing line in the budget. Timestamps: 00:00 Why retail media is becoming a major growth channel 04:00 Where retail media investment is growing 08:00 Why retail media ROI is outperforming other tactics 13:00 The upper-funnel opportunity in retail media 17:00 Why marginal ROI matters more than ROAS Subscribe to DTC Newsletter - https://dtcnews.link/signup Advertise on DTC - https://dtcnews.link/advertise Work with Pilothouse - https://dtcnews.link/pilothouse Follow us on Instagram & Twitter - @dtcnewsletter Watch this interview on YouTube - https://dtcnews.link/video

    Under $50M: Half the Trade Budget Goes to Retail Media | Harness the Halo 3/6
  2. 1d ago

    Bonus: Send Less, Earn More: What Brevo's Data Says About Email Volume and Conversion

    To Subscribe to DTC Newsletter - https://dtcnews.link/signup Most ecommerce brands are paying for every contact in the database, including the tens of thousands they have not mailed in a year. Then they mail them anyway, because they are paying for them. Channing Ferrer argues both halves of that are costing you money, and he has his own company's data to back the second half. Brevo studied its customer base and found the brands sending the least email posted the highest conversion and click-through rates. The heaviest senders were worse on conversion, worse on click-through and worse on opens. Brevo bills by the message sent, so telling customers to send less costs them revenue. They say it anyway. For a retention lead, a lifecycle marketer, or a founder still building the sends themselves, this is a conversation about where the money actually goes in a retention program. Channing spent six years at HubSpot running sales strategy through the run from $200 million to $1.5 billion in revenue, then ran sales at Semrush and led Brandwatch back to growth. Discover More: https://www.brevo.com/solutions/enterprise/?utm_medium=partnership&utm_source=podcast&utm_campaign=podcast&utm_term=enterprise&utm_content=dtc-podcast-0926 What you get in 38 minutes: What changes when you stop paying for stored contacts and start paying for messages sentThe mobile wallet as a retention channel, including how a loyalty card gets pushed a new offer and changes appearance on the lock screenSalomon's use of a wallet pass, and how the same mechanic works for a brand with no physical storesWhat Channing puts on a dashboard for a $20M ecommerce brand, and why send volume belongs near the bottom of itHow Brevo customers run campaigns through Claude and ChatGPT over an MCP connection without opening Brevo at allThe three ways a customer outgrows a pricing tier, and how Brevo handles each oneWhy loyalty points should reward a social post and not only a repeat purchase Who this is for: retention leads, ecommerce founders, lifecycle marketers, and anyone weighing a move off Klaviyo or Mailchimp. What to steal: pull volume off your primary dashboard and replace it with open rate, click-through rate, bounce rate and revenue per send. Then look at what your platform charges you for and ask whether it is charging for the list or for the work. Timestamps: 00:00 Why personalized messaging converts better 05:00 How Brevo is using AI agents 07:00 Turning mobile wallets into a loyalty channel 14:00 Why sending fewer emails can drive better results 25:00 Building loyalty through customer advocacy Subscribe to DTC Newsletter - https://dtcnews.link/signup Advertise on DTC - https://dtcnews.link/advertise Work with Pilothouse - https://dtcnews.link/pilothouse Follow us on Instagram & Twitter - @dtcnewsletter Watch this interview on YouTube - https://dtcnews.link/video

    Bonus: Send Less, Earn More: What Brevo's Data Says About Email Volume and Conversion
  3. 3d ago

    Ep 646: Neil Patel: Why Your Leads Are Down 40% and Your Revenue Is Up

    https://directtoconsumer.typeform.com/DTC-Brand?utm_source=podcast-646&utm_medium=podcast To Subscribe to DTC Newsletter - https://dtcnews.link/signup npdigital.com Eric told Neil Patel that Pilothouse is now getting about 30% of its inbound from ChatGPT, with higher close rates and bigger deals. Neil's response: "I guarantee your leads are down overall. Would you confirm or disagree with me?" Down about 40%. Revenue up. Neil explains why that pattern is showing up everywhere. Someone used to run a Google search, click six blue links, fill out four forms, sit through screening calls, then pick. Now they ask an LLM, filter down inside the conversation with follow-ups, and go to one website with their mind already made up. Same intent, same buyer, one visit instead of seven. The rest of the episode is what to do about it. What's inside: The real search market: Google at 5 trillion searches a year and 27% share, Instagram at 6.5 billion a day, Amazon and YouTube at 3 billion each. Neil's point is that 73% of search is not Google.Whether Google's ad revenue is actually getting hit by AI Overviews (his answer is more specific than the headlines)GEO and SEO are two different scores. Domain authority carries SEO and means nothing to GEO. GEO looks at the last 30 to 60 days.The single highest-leverage GEO tactic he's seeing for ecom, and it isn't RedditWhy he'd skip Reddit if he ran an ecom brand, and what he'd do insteadHis five-step visibility audit: where you rank now, technical SEO and content freshness, the questions people actually type, review recency, and monthly mention volumeThe trust study across 100 eight-figure businesses, and the gap between what those operators thought built trust and what buyers actually weighedDiscounts versus bundles, and what discounting does to LTVWhy he reversed his position on personal brand after building one of the biggest in marketingThe Zappos story about a guy named Jason, a first date, and a shoe pun that got him two-day shippingHis most expensive mistake, on air, with numbers Who this is for: DTC founders and operators watching organic traffic fall while close rates climb, and anyone trying to work out where GEO actually fits next to their SEO budget. What to steal: audit your review recency this week. If your best reviews are five years old, the LLMs are reading a version of your brand that no longer exists, and a smaller competitor with fresh coverage will get recommended over you. Timestamps: 00:00 How AI is changing product discovery 04:00 Why ChatGPT leads convert better 07:00 Search has multiplied beyond Google 15:00 How brands can rank in AI recommendations 25:00 SEO vs. GEO for AI visibility Subscribe to DTC Newsletter - https://dtcnews.link/signup Advertise on DTC - https://dtcnews.link/advertise Work with Pilothouse - https://dtcnews.link/pilothouse Follow us on Instagram & Twitter - @dtcnewsletter Watch this interview on YouTube - https://dtcnews.link/video

    Ep 646: Neil Patel: Why Your Leads Are Down 40% and Your Revenue Is Up
  4. 6d ago

    Ep 645: DTC Rundown: "Don't Run Ads Until $10M?," Evergreen vs Campaigns, and Sites Built for the Wrong Customer

    https://directtoconsumer.typeform.com/DTC-Brand?utm_source=podcast-645&utm_medium=podcast To Subscribe to DTC Newsletter - https://dtcnews.link/signup pilothouse.co "There is absolutely no reason you should touch paid ads until you're doing five to ten million in revenue." That was Codie Sanchez, and the post went wide enough that DTC marketers spent a week arguing about whether they should be doing their jobs at all. Eric came back from vacation, saw it, and used it to launch a format he has wanted to make since the beginning of this show. The Rundown is Pardon the Interruption for DTC. A few topics off the week, three people, everyone gives a take. First panel is Jordan Gordon, who runs post-click and retention at Pilothouse and hosts TWBERP, and Rafael Gi, who works partnerships and client strategy. What you get: Both sides of the Codie Sanchez take. Jordan defends the free traffic position: if twenty percent of your traffic is organic and your total margin is twenty percent, that organic traffic is your profit. Rafael's counter is that paid media is a muscle, and a brand that waits until $10M to build it has to relearn its culture, team, and workflows at exactly the wrong moment.What paid media does: accelerate. Good product grows faster. Bad product fails quicker.The wastage Rafael sees most across ten to fifteen audits a week. Brands paying to reach customers who were buying regardless, the platform taking view-through credit for purchases with no click, and that false signal then deciding which creative gets scaled.Marketing is downstream from business, and business is downstream from markets. Jordan on why your marketing mix is often not your decision to make.Why "evergreen versus campaigns" is the wrong framing past seven figures, and what demand creation looks like next to demand capture."Shift our thinking from tests to bets." Rafael on what changes once you have proof, and why the change is philosophical before it is tactical.Audience hygiene as the precondition for everything. Until existing, engaged, and net new are defined across every channel, none of your tests are valid.Advertising is vertical, email is horizontal. Jordan on campaigns for launches, flows for evergreen, and why someone who re-enters your world nine months later still needs to be sold your core product.Acute versus routine entry points in supplements and beauty, and the cross-sell each one opens.How to spot a brand that has the ratio wrong: growth decelerating quarter over quarter while the new-to-returning revenue ratio inverts. On the email side, campaign-heavy, flow-light, with Klaviyo revenue low against Shopify.Unique opens are brand impressions. The argument for email as an advertising layer sitting just below reach.The IKEA tote bag, and campaigns that exist to buy eyeballs rather than revenue.The car category rule that applies everywhere. If you are not one of the three brands already in someone's consideration set, your revenue and your fame do not matter. Who this is for: founders and operators between seven and nine figures, media buyers, and anyone who owns both the acquisition and retention number. What to steal: the audience definition audit, the growth-versus-new-customer-ratio chart, and the absolutes-not-rates rule for judging new customer work. Timestamps: 00:00 Should brands wait until $5M to run paid media? 05:00 Building organic traffic alongside paid growth 10:00 The hidden problem with scaling paid acquisition 13:00 Evergreen marketing vs. campaign moments 22:00 Audience targeting and wasted media spend Subscribe to DTC Newsletter - https://dtcnews.link/signup Advertise on DTC - https://dtcnews.link/advertise Work with Pilothouse - https://www.pilothouse.co/?utm_source=AKNF645 Follow us on Instagram & Twitter - @dtcnewsletter Watch this interview on YouTube - https://dtcnews.link/video

    Ep 645: DTC Rundown: "Don't Run Ads Until $10M?," Evergreen vs Campaigns, and Sites Built for the Wrong Customer
  5. Sep 7

    Ep 644: 77% of AI Shoppers Want a Recommendation: Phillip Jackson on the New Bottom of the Funnel

    https://directtoconsumer.typeform.com/DTC-Brand?utm_source=podcast-644&utm_medium=podcast To Subscribe to DTC Newsletter - https://dtcnews.link/signup Phillip Jackson has spent 22 years in ecommerce, first building the software, then running agency strategy, and now running Future Commerce (futurecommerce.com), where the operating thesis is that commerce is culture. If you are a founder, brand lead, or growth operator trying to figure out what AI traffic is actually doing to your store, this one is worth the 50 minutes. What's inside: The Future Commerce study: 77% of shoppers want AI to recommend and nothing more. No booking, no buying, no agent acting on their behalfWhat that shopper does when they land: converts about 3x more often, spends about half as much, does zero browsingWhy the fix is counterintuitive. You now have to add friction back into the buying process and tell more brand story on a product pageNike's decline read from someone with a partnership inside the turnaround: streetwear over sport, owned channels over retail partners, and the running category handed to On and Hoka"Ma," the Japanese cinema concept, applied to brand. Nobody wants to hear from you constantly, and the brands that never rest never get a cultural high point eitherProof of work: Dr. Martens selling pre-broken-in secondhand boots at Brewer Street, Levi's repair, $1,200 Pope tees, and why patina is now the productThe agentic reader. Future Commerce stopped treating a human as its primary audience for discoveryCannes Lions and the collision of retail media with the traditional ad ecosystem, plus what that means for creator strategy in 2026 Who this is for: DTC founders and operators watching LLM referral traffic show up in their analytics and not knowing what to do about it, plus brand people who want a sharper vocabulary for what is happening to culture. What to steal: rebuild your PDP for answer engine traffic. That visitor arrived pre-sold on one SKU and will not browse unless you give them a reason. Follow Phillip: futurecommerce.com Timestamps: 03:00 Why Commerce Is Culture 06:00 How Brands Participate in Culture 24:00 Why Consumers Can Spot AI Content 32:00 How AI Is Changing the Marketing Funnel 44:00 The Rise of Consumer Sovereignty Subscribe to DTC Newsletter - https://dtcnews.link/signup Advertise on DTC - https://dtcnews.link/advertise Work with Pilothouse - https://dtcnews.link/pilothouse Follow us on Instagram & Twitter - @dtcnewsletter Watch this interview on YouTube - https://dtcnews.link/video

    Ep 644: 77% of AI Shoppers Want a Recommendation: Phillip Jackson on the New Bottom of the Funnel
  6. Sep 4

    Ep 643: Amazon Fees Hit 40%: How to Claw Back Margin and Stop Wasting Ad Spend (Pilothouse)

    https://directtoconsumer.typeform.com/DTC-Brand?utm_source=podcast-643&utm_medium=podcast To Subscribe to DTC Newsletter - https://dtcnews.link/signup pilothouse.co In 2020, Amazon's fees ran about 26% of your product cost. Today they run 34 to 40%, and once you add advertising most brands are at 50 to 60% before they reinvest a dollar. For the first time in years, the number of sellers on Amazon is shrinking. Tyler, head of Amazon at Pilothouse, is back to explain what he calls the Amazon paradox: you can't afford to be on Amazon, and you can't afford not to be. If you sell on Amazon, buy Amazon ads, or keep putting off the decision to launch there, this is the operator's version of the math. What you get: Where the 40% actually goes, and which parts of it you can still fightThe hidden fee stack (long-term storage, inbound, freight, returns, chargebacks) that quietly takes another 5 to 8% of margin, one fraction of a percent at a timeReimbursements: Amazon loses and damages inventory and wrongly charges you for it, and will pay it back if you dispute it. Most brands never doAGL / AWD, shipping straight from your manufacturer into Amazon's fulfillment network, and the 2 to 5% freight savings that comes with itWhy the April 15 change (Amazon pulling ad spend out of your disbursement instead of your credit card) is a cash flow problem, not an ad problemThe death of the middle: half of Amazon's GMV now sits with roughly 8,000 sellers, down from 15,000, and what changed in the algorithm to cause itCosmo and what comes after A9: why external traffic into your listing now reads to Amazon as brand authorityNike showed up. What happens to the small sellers who used to feast on big brands' unconverted branded searchTACoS as a vanity metric, and the three-report method (SQP, Helium 10 rank, ad spend) that shows whether your ads are driving incremental sales or paying for organic ones you already hadRufus is now Alexa for Shopping, most people use it on the product page rather than in search, and what that means for your listing copyWhat Tyler expects out of Amazon Accelerate 2026 Who this is for: Amazon sellers, DTC founders weighing the channel, and anyone managing Amazon ad spend. What to steal: the reimbursement audit, the AGL freight move, and the zero-sale keyword sweep on your last quarter of ad spend. Timestamps: 00:00 The Amazon Paradox 04:00 Why Amazon Is Getting More Expensive 10:00 Hidden Amazon Fees Hurting Margins 15:00 Why Brands Still Need Amazon 21:00 How to Make Amazon Ad Spend More Profitable Subscribe to DTC Newsletter - https://dtcnews.link/signup Advertise on DTC - https://dtcnews.link/advertise Work with Pilothouse - https://www.pilothouse.co/?utm_source=AKNF643 Follow us on Instagram & Twitter - @dtcnewsletter Watch this interview on YouTube - https://dtcnews.link/video

    Ep 643: Amazon Fees Hit 40%: How to Claw Back Margin and Stop Wasting Ad Spend (Pilothouse)
  7. Sep 3

    How Once Upon a Farm's DTC Ads Grew Its Retail Business | Harness the Halo 2/6

    To Subscribe to DTC Newsletter - https://dtcnews.link/signup Once Upon a Farm did $85.4 million in Q2, up 42% year over year, and reached 6.2% of US households against 5.0% a year earlier. Some of that growth traces back to a campaign that was never supposed to produce it. They were running lower-funnel media to their own site, a clean shop-now call to action, the kind of campaign you judge by tomorrow's site revenue. What moved was the retail business. Instacart got more efficient. Programs with accounts picked up momentum. Jennifer Berglund has spent the years since trying to see that effect properly instead of guessing at it, and now she is watching paid search at one retailer lift sales at another, and that's where Keen is worth its weight in premium baby food. If you run growth at a brand moving into retail: this is the episode about what happens to your job when the sale stops closing anywhere you can see it, and what you measure instead. If you own the media budget: Jennifer walks through how a one month TV test in 2021 turned into always-on upper funnel, including the matched-market holdout testing she used to defend it before she had a model. What they get into: The early signal: lower-funnel DTC media running, and the retail business taking off insteadThe finding out of Keen that surprised her most, paid search at Kroger or Target showing an effect on a different account entirelyWhy she treats ROAS as an education problem inside the company rather than a KPIThe trap in "new to brand" at a retailer, and why she takes it with a grain of saltHow she built the case for TV: 2021 test, then TV plus social plus out of home, then geo tests against comparable holdout markets, then always-onStreaming TV and YouTube, and Brad on buying top of funnel through retail media DSPs so the money still funnels to the retailerWhy every retail media network's conversion methodology is different, and what she uses those platform numbers for insteadThe moment a brand should stop putting every dollar into working media and start paying for measurementBrad on awareness as the leading indicator of household penetration, and household penetration as the leading indicator of revenueAmoeba marketing, which Brad coined live on the recording and Jennifer immediately claimed for her LinkedIn Who this is for: operators whose business has outgrown the channel their reporting was built for. DTC brands going into retail, retail brands building ecommerce, anyone whose media now shows up in someone else's numbers. What to steal: the biweekly omnichannel meeting. Jennifer runs one across her media team and sales leadership. Sales says "I see this happening here," she says "we were running media during that time." That meeting found the halo before any model did. Harness the Halo is a six-part series from DTC and Keen about the spend that doesn't pay you back the same day, and the measurement that gives you room to make it. Episode 1 was the market read. This is the first brand. Timestamps: 00:00 The Halo Effect of Digital Marketing 07:00 Measuring Growth Across DTC and Retail 15:00 How Marketing Channels Influence Each Other 21:00 Streaming TV and YouTube Opportunities 37:00 Why ROAS Can Be Misleading Subscribe to DTC Newsletter - https://dtcnews.link/signup Advertise on DTC - https://dtcnews.link/advertise Work with Pilothouse - https://dtcnews.link/pilothouse Follow us on Instagram & Twitter - @dtcnewsletter Watch this interview on YouTube - https://dtcnews.link/video

    How Once Upon a Farm's DTC Ads Grew Its Retail Business | Harness the Halo 2/6
  8. Aug 31

    Ep 642: Kick or Keep These Trends with DÔEN's Ashley Kick: AI Creative, TikTok Shop, Amazon, and Branded Resale

    https://directtoconsumer.typeform.com/DTC-Brand?utm_source=podcast-642&utm_medium=podcast To Subscribe to DTC Newsletter - https://dtcnews.link/signup Ashley Kick runs ecommerce at DÔEN (shopdoen.com), the Los Angeles apparel brand founded by sisters Margaret and Katherine Kleveland. Eric met her at the Whalies giving hot takes on stage, so this episode is a new format built for exactly that: World Cup themed, 15 ecommerce topics, kick it or keep it. If you run a premium brand and you are tired of advice written for a $30 AOV, Ashley draws lines most operators are still arguing about internally. What's inside: AI generated ad creative, kicked as hard as anything gets kicked on this show: "they didn't fall in love with the clanker generated things"Her pendulum argument: everything used to be human made, the swing to AI has been fast, and the vacuum it left is the differentiation opportunity for brands willing to keep humans on the work. DÔEN has hired novelists to write copyWhy she will not trade a discount or free shipping for an email address, with the list math behind it: a million names sending at 20%, or 300,000 sending at 60 to 70%Hand Me DÔEN, the resale program that runs on Treet: trade in for store credit, quarterly resale events, and an answer to the dupe sellers, because buying from the program is how a customer knows the piece is realThe AOV line where she thinks TikTok Shop stops making sense, and why discovery on TikTok still matters for the brand through user generated contentLosing money on the first order to win it back on LTV, kicked. Her hero products are chosen as the best first experience of the brand, and they are not loss leadersWhere she is happy to let algorithms work: media buying, placements, and Klaviyo send-time optimizationAI for customer service, kicked. If someone wants to talk about the fit of a dress, that is a personRetail as an experience play, including a roughly 20% brand awareness lift in a market when a store opens, plus wholesale through boutiques with an aligned aestheticAmazon, extended sizing, and buy now pay later, each with a verdict Who this is for: operators at premium and considered-purchase brands, retention and email leads, and anyone building the argument for keeping humans on creative. What to steal: the email capture stance. Stop buying addresses with 15% off and measure your list on deliverability and send rate rather than raw size. Timestamps: 00:03:00 AI Shopping Agents 00:05:00 TikTok Shop for Premium Brands 00:10:00 Branded Resale and the Circular Economy 00:14:00 AI-Generated Creative and Brand Identity 00:24:00 Wholesale, Amazon and Discount Strategy Subscribe to DTC Newsletter - https://dtcnews.link/signup Advertise on DTC - https://dtcnews.link/advertise Work with Pilothouse - https://dtcnews.link/pilothouse Follow us on Instagram & Twitter - @dtcnewsletter Watch this interview on YouTube - https://dtcnews.link/video

    Ep 642: Kick or Keep These Trends with DÔEN's Ashley Kick: AI Creative, TikTok Shop, Amazon, and Branded Resale
4.4
out of 5
38 Ratings

About

Weekly discussions between disruptive direct to consumer ecommerce brands and our amazing team about marketing, funnels, and everything scaling related. Subscribe to our newsletter for highlights and step by step tactical insights 👉🏻 📦 directtoconsumer.co

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