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Good morning.

ETA: lol?
Hereâs what youâre reading in todayâs DTC:
Happy Friday, and letâs get into it. đŤĄ
đ° Your best ROAS product might not be your most profitable
@MenachemAni has a good reminder before you set Black Friday budgets. Revenue tells you what sold. It doesnât tell you what you kept.
Add cost_of_goods_sold to your Merchant Center feed and enable conversions with cart data to unlock estimated gross-profit reporting. Margin custom labels can then help you group products in PMax.
Before you split up BFCM budget, check which products still make you money after discounts, shipping, and acquisition costs. Just know that adding the fields only gives you the data. It wonât switch PMax to profit-based bidding on its own.
đť Snapchat is shrinking in North America
Snapâs revenue grew 14% to $1.72 billion last quarter, but ad revenue only grew 4%.
Globally, Snapchat averaged 495 million daily users, up 4%. In North America, though, it dropped 6% to 92 million.
So if youâre running Snapchat in the US or Canada, check your reach, frequency, and acquisition costs by market before bumping up holiday budgets. Growth somewhere else doesnât mean thereâs more room in your account.

â° Still prepping for Black Friday? Youâre down to 22 days.
Weâre in countdown mode, with Black Friday just a tad more than three weeks out.
Meta ad costs are about to climb, and without a plan (a real plan, not a "plan"), youâll pay more to reach fewer customers.
Before you turn up spend, get these three things in order:
âď¸ Clean up your tracking.
âď¸ Get campaigns live before costs rise.
âď¸ Point your budget at the customers most ready to buy.
The â¨free⨠Shopify Peak Season Playbook: BFCM 2026 walks you through that prep, with 10 dated Meta Ads moves through January 2027 to get campaigns ready, manage peak spend, and bring customers back after the weekend.
*Â sponsored

đŻ How ChappyWrap can warm up conversions this holiday season
ChappyWrap started with one blanket, a soft, oversized lamb-patterned throw that Beth Haller LaSalaâs family had loved for generations. She couldnât find anything like it, so she made her own in 2006.
Twenty years later, her daughter Christina Livada runs the company as president and CEO, and itâs an eight-figure brand that more than doubled its revenue between 2024 and 2025, according to Entrepreneur.
Itâs also very much a gift brand, which makes this a pretty good time of year to look at its emails. đ The Pilothouse email team went through three welcome emails and two abandoned cart emails to find where ChappyWrap could make the offer, the proof, and the next step a little easier to act on.
đ Welcome flow

Whatâs working
Email 1 does a lot right. The lifestyle photo is warm, the benefit icons cover the big questions fast (quality, weight, machine washable, giftable), and the founder letter is signed by Christina herself. Thatâs a really personal way to say hello. đ
What Pilothouse would test
The 15% off code is the reason most people signed up, but you have to scroll to see it. Pilothouse would move the CTA above the fold so itâs the first thing subscribers see.
The email could also borrow the âAs Seen Inâ logos (People, Martha Stewart, Vogue) from Email 2 and drop them right under the CTA. Itâs a quick credibility boost before the founder story.

Email 2 is a great follow-up. It opens with a five-star review (âIâm never buying any other blanket againâ), puts the CTA early, and has a comparison chart showing how ChappyWrap stacks up on things like machine washability, durability, and gift-ready packaging.
The only thing Pilothouse would test here is moving the âDonât forget, youâve got 15% offâ block a little higher, and maybe pairing it with two or three bestsellers people can tap straight into.

Email 3 has a great headline (âLast Chance to Saveâ) and a review thatâs basically a holiday ad on its own: âMy go-to gift for the special people in my world.â đ
The thing to test here is making the offer as loud as the urgency. Right now the 15% and the code sit in smaller elements. A top banner with the discount, code, and expiration together (like Email 2) would make it hard to miss.
Same goes for the subject line. âFinal Hours to SAVE!â has urgency, but it doesnât say what youâre saving. Pilothouse would test â15% Off Ends Tonight,â as long as it actually does.
đ Try this on your brand
Open your first welcome email on your phone. If you canât see the discount code without scrolling, thatâs your first test.
đ Abandoned cart flow

Whatâs working
âYour cart is calling!â is a fun headline, and the email keeps the saved blanket and âReturn to Cartâ button front and center. The path back to checkout is clear. đ
What Pilothouse would test
Adding a customer photo or product shot next to the review. Itâd show the size and coziness of the blanket in a way text canât, without pulling attention from the cart.

âYou have great taste.â is a fun follow-up line, and the email keeps the same clean layout as the first one. đ Thereâs room for it to do a different job, though. If someone didnât come back after the first reminder, something was holding them back.
Pilothouse would test swapping the New Arrivals and Bestsellers blocks for a review of the saved blanket and a quick proof section on machine washability and free returns. Two common worries, answered right there.
And with gift season coming, a third cart email could be worth testing too. Give it its own job, like answering a common gifting question or testing a small incentive, and track recovered revenue, conversion rate, and unsubscribes.
đ Try this on your brand
Pull up your first two abandoned cart emails side by side. If the second one is basically a repeat, give it a new job.
𧸠Where ChappyWrap goes from here
ChappyWrapâs emails already have the hard stuff down: beautiful product photos, customers who love the brand, and a family story people actually want to read. Pilothouseâs five tests mostly come down to making the next step harder to miss:
âđ Reddit already made your 2027 marketing calendar. It published a 35-page playbook on key US dates, seasonal trends, and how people use Reddit to research products. Bookmark it for after BFCM.
đ AppLovinâs revenue jumped 55% to $2.18 billion last quarter, mostly from mobile gaming. Non-gaming ad spend grew by double digits too. Read more.
*Â sponsored