2025 Ecommerce Data Exposed: DTC Spend, Revenue & Platform Trends

**Sean Frank** (0:00)
It is 2025, the real numbers from 1000 plus brands, Spend Data, Amazon Revenue, Shopify Revenue, TikTok Shop Revenue, stuff nobody else has, Northbeam is bringing it to you. It is best watched and not consumed audio only.

**Austin Harrison** (0:12)
Legacy, slow moving folks that use archaic business models are gonna get crushed. People that are living in the past are gonna live in the past.

**Sean Frank** (0:21)
I always tell people, like the worst type of brand to run is a brand doing less than $5 million a year. Any wave can take you under. But then there's this death zone in the middle, which is $20 to $50 million. The business gets so large and complex and you end up doing too many things.

**Mike Beckham** (0:34)
It is way harder to get from $10 million to $50 million than $50 million to $200 million. I call it escape velocity.

**Sean Frank** (0:40)
Applovin, obviously a breakout hit, right? The spend on the platform is up 176% year over year. Pinterest was down almost 16% year over year. I've never really seen brands crack it. Snapchat spend was down 46% year over year. This is probably the biggest opportunity for brands.
I use Fulfill, Groons use Fulfill, Kats uses Fulfill, Hex Cloud uses Fulfill. Why did we all choose Fulfill? There's no expensive middleware. There's no third-party developers. There's no consultants. You can be live in a couple of weeks for order management, inventory management, accounting, EDI, purchasing and manufacturing. There's a reason why Groons, the greatest e-com brand of the past five years, was looking at all of them and they chose Fulfill. They are the number one ERP, for this podcast, for a reason. I mentioned the Operators podcast and you can use them too. What's up, Operators? We have a special data driven episode today. It is 2025, the real numbers from a thousand plus brands, spend, revenue, stuff nobody else has. Northbeam is bringing it to you hot and heavy today in this episode. It is dense. It is data driven. It is probably best watched and not consumed audio only. But in the show notes, there will be a link to this presentation. It is special, exclusive data just from Northbeam. They're bringing it. I loved it. It's what we've been asking for. Nobody else has. It's spend data, Amazon revenue, Shopify revenue, TikTok shop revenue. By cohort, they break it down 5 to 10 million, 10 to 20 million dollar brands. They break it down by category. So kids brands versus fashion brands. All of that will be unpacked today. It's the secrets you've been begging for. Thank you, Northbeam, for bringing it. Thank you for Phil, Postscript, Saras Analytics, Richpanel, Rivo, and then Northbeam, of course, for bringing this episode and bringing this show to you guys. Thank you so much for being here. Talk to you later. Goodbye. We are here with the best data resource of all time. So we pushed Northbeam. We demanded to give us full 2025 in review data because Northbeam has billions of dollars in spend, billions of dollars in revenue. They see behind the curtain of what's happening with all the top Shopify merchants. They work with everybody and we're like, hey, you know what actually happened in 2025 A lot of it is just guessing. I look at three, four stores maybe on a weekly basis, but they look at every single store. So how can we take that data and present it to our audience in the most actionable way possible? Well, Austin, CEO of Northbeam is here to do that for us. So this is going to be an action-packed episode of the show. We're going to go through line by line what happened in 2025, and then hopefully give you some insight into what's going to happen in 2026 Guys, how are you doing today?

**Austin Harrison** (3:22)
When Sean calls and demands, we got to deliver. So here we are today. We've got Andrew on the Northbeam team also, who's going to walk through the data. Just a quick call back, and good to see you, Mike, as usual.

**Mike Beckham** (3:36)
Yeah, you as well.

**Austin Harrison** (3:38)
So yeah, quick call back to the last time I was on the Operators, which I think was six-ish months ago, where we were concerned about tariffs, concerned about 2025, what we're going to see happen. And the prediction was that we thought that smaller companies, particularly with the tariffs, would really struggle a bit. It's hard to invest. We'll talk about one of the things Mike said off-camera is, how is that actionable for folks in 26, which we can address after we get through this data, maybe at the end, we'll talk about what we saw, why did the people do well that did well? So they can correct that in 26 and figure out what do we need to do to be successful.