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Whether you've been reading since our first newsletter in 2023 or this is your first edition, we hope this has been beneficial. Share it with a friend or reply with any feedback.
If you need help with your ecommerce accounting, sales tax, inventory management, CFO, or other accounting related issues, let us know. |
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1. [READ\LISTEN\WATCH] Ad Spend Fraud Costs and Trends |
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In the latest episode of the Ecommerce Finance Podcast, we discussed ad spend with Kurt Bell from Dash.fi.
- Most ecommerce brands lose 3–4.5% of ad spend to fraudulent or invalid traffic (bots, click farms, out-of-geo visitors).
- Meta and Google have financial disincentives to aggressively fight fraud, making external protection tools valuable.
- Brands are increasingly diversifying ad channels (TikTok, Pinterest, AppLovin) as Meta and Google performance tightens.
Listen or watch the full conversation here: How to Spot (and Stop) Fraudulent Ad Traffic Before It Drains Your Budget |
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- Consumer spending accounts for around 70% of the gross domestic product.
- A big theme here is the K-shaped economy where, the rich get richer and the poor get poorer.
- Subprime auto delinquencies now exceed financial crisis levels.
- Prices up 25% since 2021, but incomes haven’t kept pace.
- Top 10% now drive 50% of all U.S. consumer spending, per Moody’s.
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3. [READ] Where Investors See Ecommerce Heading |
- AI shopping: Conversational search, intent-based discovery, and agentic buying tools.
- AI commerce infrastructure: Automated merchandising, ad creation, analytics, catalog management.
- Rapid logistics & fulfillment: Huge raises target faster delivery and lower last-mile costs.
- Marketplaces: Recommerce, regional marketplaces, and expanded APIs from big marketplaces signal more decentralization.
- Live & social commerce: Livestream selling is growing fast, adding trust and conversion vs. static product pages.
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[READ] LedgerGurus 2025 Holiday Shopping Guide |
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We have never repeated a piece of content in the newsletter…
Except this week where we again want to again highlight the many brands we call customers.
We wish them and you all a great BFCM! |
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[READ] 7 E-Commerce Trends That Will Transform Shopping In 2026 |
- AI agents acting as personal shoppers
- Agentic payment protocols governing trusted AI purchasing
- Virtual influencers driving social commerce
- Experiential retail and “phygital” convergence
- Zero-click commerce reshaping product discovery
- In-store automation and frictionless shopping
- Sustainability and circular retail models
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Reply to this email and let us know. 😊 |
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