E-commerce / DTC

Does Your CAC Exceed First-Order Margin? Diagnose Unit Economics

What is your blended customer acquisition cost right now, and how does it compare to your gross margin on a first order? If CAC > first-order margin, how many orders does it take before a customer becomes profitable — and how many actually get there?

Why This Matters

E-commerce margins are thinner than most founders realize once you account for returns, shipping, ad spend, and platform fees. If your customer acquisition cost exceeds first-order margin, you need repeat purchases to break even — and many DTC brands never get there. This diagnostic separates vanity metrics from real unit economics.

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