Pigeon Insights®

Ecommerce growth insights straight from the trenches

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297 insights

Latest insight
Brand, Strategy & DTC TrendsThe Trust Stack: How Skeptical-Category Brands Out-Brand $100B Legacy Players (and Lower CPA Doing It)

Skeptical-category challengers out-convert the giants with trust assets, not discounts. Five of them, reframed as CPA levers for supplements and skincare.

December 29, 2025
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7
min read
Latest insight
Profitability, Offers & Unit EconomicsStop Setting One Blended ROAS Target: SKU-Level Targets Based on What Customers Are Worth

One account-wide ROAS goal trains Meta to sell your cheapest SKU. How to set per-product targets from cohort payback and margin, then wire them into bidding.

December 27, 2025
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7
min read
Latest insight
Scaling, Budgets & BiddingBoard, Budget, Bonus: The Only 3 Revenue Numbers a DTC Founder Needs for 2026

Stop setting one revenue target for 2026. The board, budget, bonus framework - three numbers, no CFO needed, and how ad budget should shift between them.

December 25, 2025
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6
min read
Latest insight
Creative Strategy, UGC & Ad ProductionWhy 'Write Me a Facebook Ad Script' Always Fails: The Prompt Structure That Doesn't

"Write me a Facebook ad script" gives you generic copy because the model knows nothing about your brand. The four-part prompt structure that fixes it.

December 23, 2025
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6
min read
Latest insight
Brand, Strategy & DTC TrendsYour Best Customers Aren't in Your Support Inbox: Building a VIP Community That Drives 8 Figures

Your real fans aren't in your support inbox. How 6-7 figure brands build a high-trust VIP community that feeds product research and lifts retention.

December 20, 2025
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6
min read
Latest insight
Operations, Team & AgencyThe $20-50M Death Zone: Why Mid-Size DTC Brands Stall and How to Hit Escape Velocity

Why DTC brands stall in the $20-50m band, why it's an org and cash problem rather than a media one, and the order I'd fix things in to hit escape velocity.

December 18, 2025
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7
min read
Latest insight
Profitability, Offers & Unit EconomicsThe 0.6 Rule: How to Translate Contribution Margin Into a Blended ROAS Target

In-platform ROAS lies. Here's how to run the chain from contribution margin to a blended 3x MER target to the low last-click gates you actually enforce per channel.

December 16, 2025
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6
min read
Latest insight
Scaling, Budgets & BiddingDecember Should Be Bigger Than November: The Budget Pacing Mistake That Costs Brands Their Best Month

Black Friday isn't the peak. December out-earns November because intent climbs to the shipping cutoff. Here's the week-by-week spend curve I'd run.

December 14, 2025
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6
min read
Latest insight
Meta/Facebook Ads MasteryYour New Product Drop Is Your Best Meta Ad (Even If Nobody Buys the New Product)

New product drops often acquire net-new customers who then buy your bestsellers. How to spot the launches that grow you versus the ones cannibalising revenue.

December 10, 2025
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6
min read
Latest insight
Brand, Strategy & DTC TrendsCategory Is Almost Everything: A Founder's Guide to Picking a Market That Pulls You Up

Category beats execution more often than founders admit. Four filters for picking an ecommerce market that pulls you up, from growth to white space.

December 9, 2025
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7
min read
Latest insight
Operations, Team & AgencyFive People, $100M: How AI Is Shrinking the DTC Org Chart (and What to Keep In-House)

The thesis that you can scale a DTC brand toward nine figures with five people, and the lean 2026 org chart: what to keep in-house, hand off, or give to AI.

December 7, 2025
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6
min read
Latest insight
Profitability, Offers & Unit EconomicsSet One King Goal: The Profit-First Target That Decides How Hard You Can Scale

Most brands track twenty metrics and steer by none. How I'd pick one profit-anchored king goal and let target ROAS flex underneath it.

December 5, 2025
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6
min read
Latest insight
Scaling, Budgets & BiddingHow Much Should You Scale for BFCM? A Geo Test Says +50%, Not +100%

A teardown of a three-cell geo test on peak-week scaling, plus a budget-by-tier playbook for brands that can't afford an incrementality tool.

December 3, 2025
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6
min read

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Ethan To
Ethan To, CEO & Head of Growth