Platform4 min read
Shopify's new B2B checkout drops — what it means for wholesale operators
Net-30 terms, custom pricing tiers, and a company account portal. If you're doing $500K+ in wholesale, this changes your stack.
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Daily Briefing · Feb 26, 2026
Five minutes.Every morning.Nothing wasted.
Shopify changelogs, TikTok Shop shifts, and DTC margin wars — distilled for founders refreshing ROAS dashboards and ops managers juggling 3PL contracts across three time zones.
14,200+Operators
61%Open Rate
5 minRead Time
Supply Chain
Temu's freight subsidy expires Q3
Paid Media
Meta CPMs down 12% WoW
Email
Klaviyo flows vs. campaigns — the data
Today's Lead
Why your competitor's AOV just jumped 40%
Scroll
§ Today's Five
"Five stories. Every one earns its place — or it doesn't run."
— The Digest editorial standard
Paid Media3 min read
Meta CPMs down 12% week-over-week. Here's where to reallocate.
Prospecting windows are opening. Three operators share where they're moving budget before Q2 pressure returns.
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TikTok Shop5 min read
Live shopping conversion benchmarks — February 2026 data
Median add-to-cart rate: 6.2%. Top quartile: 14.8%. The gap is almost entirely creative and host chemistry.
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Supply Chain6 min read
Temu's freight subsidy expiry: the ripple effect on your COGS
With subsidized air freight ending Q3, commodity categories face 18–34% landed cost increases. Your 3PL may already be repricing.
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Retention4 min read
Klaviyo flows vs. campaigns: 90-day revenue attribution data
Flows win on efficiency; campaigns win on volume. The operators doing both correctly are running a specific sequencing logic.
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§ Margin Watch
"The operators winning right now aren't spending more. They're reading the data faster."
Channel Performance Index
Week of Feb 17–23, 2026 · 340 brands tracked
| Channel | CPM | CPC | CTR | ROAS | WoW |
|---|---|---|---|---|---|
| Meta (Broad) | $14.20 | $0.88 | 1.61% | 3.2× | ↓ -12% |
| Google Shopping | $8.40 | $0.62 | 1.35% | 4.8× | ↑ +4% |
| TikTok Shop | $6.10 | $0.41 | 1.49% | 2.9× | ↑ +21% |
| $5.80 | $0.55 | 1.05% | 2.1× | → 0% | |
| YouTube (DemandGen) | $9.30 | $0.71 | 1.31% | 3.7× | ↑ +8% |
Median DTC Gross Margin
52%+1.2pp YoY
Apparel & accessories
Avg. Contribution Margin (post-ads)
31%-2.1pp QoQ
Sub-$5M ARR brands
Customer Acquisition Cost
$38+$4 vs. Jan
Across 340 brands
LTV:CAC Ratio
3.4×Flat
Top-quartile threshold: 4×
§ Tool Drop
"Three tools this week. One you'll adopt, one you'll bookmark, one you'll argue about on Slack."
Editor's Note
None of these are sponsored. We pay for the tools we feature or use trials under our own accounts. When that changes, you'll know.
Attribution
Editor's PickPolar Analytics
First-party data warehouse that stitches Shopify, Meta, and TikTok Shop into a single contribution margin view. Replaces three Notion docs and a prayer.
Digest Verdict
Worth trialing if you're spending $50K+/mo across channels.
From $299/moExplore
Post-Purchase
Data-BackedLoop Returns
Exchanges-first return flow. Brands using it report 34% of return-intent customers converting to exchanges instead — direct impact on net revenue.
Digest Verdict
Highest ROI lever for apparel brands under $3M ARR.
From $59/moExplore
Price Testing
NewIntelligems
A/B test your prices without coupon codes or Shopify Scripts workarounds. Statistically significant results in 14 days on typical DTC traffic volumes.
Digest Verdict
Underused. Most operators testing prices are doing it wrong.
From $149/moExplore
§ Founder Tape
"The people who read Digest are the people you want in the room when the numbers stop making sense."
I read a lot of newsletters. Digest is the only one where I've actually changed a decision the same morning I read it. The Klaviyo flows piece in January saved me from a bad agency recommendation.
Mara Okonkwo
Founder · Threadline (apparel, $2.1M ARR)
Atelier Reader
My 3PL contract was up for renewal. Digest ran a piece on carrier surcharges three days before my negotiation call. I walked in with data they didn't expect me to have.
Devon Ashworth
Head of Operations · Brightfield Supply Co. ($8.4M rev)
Workshop Reader
I'm a brand director, not an analyst. The Sprint format is exactly right — I get the three numbers that matter before my first meeting. No scrolling, no noise.
Soo-Jin Park
Brand Director · Veldt Skincare ($4.7M ARR)
Sprint Reader
§ Find Your Track
Which Digest is yours?
Five questions. We'll sort you into Sprint, Workshop, or Atelier — the format that matches how you actually work.
Question 1 of 50% done
Where do you primarily sell?
§ Weekend Read
"Saturday is for the stories that don't fit in five minutes — and don't pretend to."
Long Read22 min read
The $40 AOV gap: how one brand added $11M in revenue without touching ad spend
A 14-month case study on post-purchase sequencing, bundle architecture, and the three Klaviyo triggers that compounded quietly in the background while everyone else fought for ROAS.
Interview12 min read
Operator profile: running a $6M brand with a team of four
How Priya Mehta built a lean DTC operation in the supplements space — and why she turned down a $2M agency offer.
Analysis9 min read
The TikTok Shop creator economy is bifurcating — here's which side to be on
Mega-creators vs. niche micro-hosts. The data from 1,200 live sessions across eight categories tells a clear story.