May 28, 2026
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4 min read
When CAC rises, the default move is to raise prices to protect margin. Higher prices make conversion harder, which makes CAC rise again. Without stronger LTV underneath the model, the loop tightens until growth stalls.
May 26, 2026
5 min read
Rising CAC pushes prices up to protect margin → conversion gets harder → CAC rises again. Without stronger LTV and a staple ‘milk’ product, the spiral tightens until growth stalls.
May 21, 2026
A low CAC is not evidence of efficiency. It's evidence that you acquired someone cheaply. Whether that was a good decision depends entirely on what happened next.
May 19, 2026
How to use product journey data to guide the next purchase – with relevance, not blanket promos
May 18, 2026
CAC is just what it costs to start the relationship; LTV is what you earn if you don’t screw up the relationship.
Strategy of the Week
May 14, 2026
Lee Reitelman on LTV, discipline, and why high CAC is easier to fix than low LTV.
May 13, 2026
If you can’t answer “What is your 12-month LTV?” (based on profit, not revenue) without logging into five tools, you’re scaling an eCom brand blindfolded.
May 11, 2026
18 min read
Brand stickiness and product stickiness are two different superpowers – and you should treat them as different muscles.
May 8, 2026
17 min read
Payback and cash risk depend on when value shows up.
May 7, 2026
12 min read
The filter you give customers impacts everything downstream.
