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Consumer Confidence vs Rising Oil Prices
Description
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:
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