Why this theme is showing up

Real examples with the stored reasons/explanations.

Northbeam · 2026-03-27

Gist: Northbeam’s February 2026 benchmark shows large ecommerce businesses growing revenue faster than spend, but new-customer acquisition is getting more expensive and less efficient. The $100M+ group performs better than the $50M–$100M band, yet both face pressure on new-customer economics.

Signal reason: It presents concrete year-over-year metrics for spend, revenue, MER, and CAC as the primary evidence.

Source

Northbeam · 2026-03-13

Gist: Northbeam shares February enterprise reporting showing growth is being driven more by existing customers than efficient new-customer acquisition. The data warns that rising spend is not translating into better acquisition economics for some revenue bands.

Signal reason: It includes concrete metrics on spend, revenue, MER, and CAC changes as the primary focus.

Source