E148: Here’s Who Won in 2025: Ecommerce Data Nobody Else Has

Sean Frank and Mike Beckham sit down with Austin Harrison, CEO of Northbeam, and Andrew Kaszuba, Northbeam’s media strategist, to break down exclusive 2025 ecommerce data that nobody else has access to.

Spend trends, revenue growth, and efficiency metrics across every major advertising platform as well as by business category. The data tells a stark story about winners and losers. Small brands under $5 million saw revenue decline while $100M+ companies grew 15%. AppLovin spend exploded 176% year over year while Snapchat collapsed 46%. AI search traffic grew 1,000% but still represents a tiny fraction of total visits.

Austin and the hosts also share predictions for 2026 and explains why infinite AI-generated creative will separate the winners from everyone else.

Chapters
0:00:00 The Data Nobody Else Has
0:03:30 How We Measured +1K Brands
0:15:50 Small Brands Are Struggling
0:19:51 The $20-50M Death Zone
0:22:00 Industry Winners and Losers
0:33:00 The AOV Growth Ladder
0:37:53 Monthly Performance Trends
0:47:00 Ad Platform Spend Breakdown
0:53:43 Why Google Shrinks at Scale
0:55:30 AI Search Traffic Is Growing
1:00:22 Predictions for DTC in 2026

What do the real numbers from 1,000+ DTC brands reveal about who actually won last year? Find out by downloading the full report.

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