Is Ecommerce Finally Rebounding? Here’s What the Data Says.

After months of mixed signals, new data from the DTC Index shows ecommerce revenue is up 10% year over year — but consumer confidence is heading in the opposite direction.

In this episode, host Richard sits down with Steve, CTC’s Chief Data Scientist, to unpack what’s really happening in the numbers. They dig into the latest data from our DTC Index and Consumer Confidence Index, exploring:

• Why returning customers are driving growth this fall

• The strange disconnect between economic sentiment and spending behavior

• How to use consumer confidence data to forecast your spending power

• What this all means for your Black Friday and 2026 planning

If you’re an ecommerce operator or growth strategist trying to separate signal from noise this holiday season, this one’s for you.

Show Notes:

• The Ecommerce Playbook mailbag is open — email us at podcast@commonthreadco.com to ask us any questions you might have