EP421: October Ad Clicks Are Cheap Until November Returns Kill Your Margin

Podcast: High Voltage Business Builders Podcast · Neil Twa

Opublikowano: 2026-10-19

October Amazon Ads look efficient. November returns destroy the margin. Most sellers treat a low ACOS in October as free growth, then get burned when the holiday packages come back. This is the hidden cost of scaling without tracking true unit economics. I pulled thirty days of data on a home goods brand in our portfolio. The October click cost looked cheap. The November return rate was the real bill. Operators see a low ACOS and scale. They do not see the return drag until the cash flow stops. This episode breaks down why that pattern repeats every year and...