Northbeam retweeted
I cannot believe this, but I analyzed the data for literally two weeks before posting this chart, and yes, this is true
New customer acquisition on Meta is getting cheaper, contrary to popular opinion.
When looking at average nCAC across all 1,000+ ad accounts tracked by Northbeam, we can clearly see that costs dropped by as much as 33% in Q3 year over year.
This is tracking billions in ad spend, filtered for accounts that only appear in both quarters, for a fair comparison.
How is this possible?
A few hypotheses:
1. Public opinion (especially on this platform) is quick to blame Meta. Anecdotal evidence is NOT indicative of an actual trend - you must bring data. This is kind of our whole thing at @northbeam.
2. Meta has made significant algorithmic changes this year, as we've seen in past charts shared on this channel. It seems like these changes are working. Or at least, people are adapting.
3. I do not expect this drop to continue forever. Although we have eschewed all seasonal trends here, CACs will increase during BFCM and stay elevated through Christmas.
4. Targeting new customers has gotten easier. Northbeam Apex and Meta's incremental attribution have improved new customer acquisition performance across our advertisers.
5. So it's not just prices - it's HOW we are targeting new customers. Because we're better at targeting, it's getting cheaper over time.
6. These attribution models only improve with time. Therefore, the downward trend seen below.
7. The huge spike is Amazon Prime Day + Father's Day + 4th of July, which were awkwardly placed near each other this year.
8. Meta remains undefeated. We had some growing pains there, but this chart clearly shows that on average, new customer acquisition is improving, at least across Northbeam advertisers.
9. Everyone is listening to people like @9operators when they hammer new customer acquisition as a key priority for your business, and therefore folks are getting better at it.
10. Something happened this summer. Some kind of cultural vibe shift mixed with macro changes. Folks are just... happier? And happier people buy more stuff. You probably feel it too.
11. Macroeconomic challenges around gas prices, shipping disruptions, and exchange rates have culled a generation of DTC businesses, which has decreased competition somewhat. Lots of businesses folding this year.
12. Meta is actually listening to us and building a platform that permits us to efficiently and cheaply target new customer acquisition. Granted, they are still pushing AI that will make many of the people reading this message redundant.
13. The loudest folks online are the ones having problems with Meta Ads. I know many killers on here who don't ever speak to their own performance and are doing great right now. As a wise man once said:
"The realest ecomm operators move in silence like the 'g' in lasagna."
What are you seeing in your data?
All charts and analysis by @BryanBumgardner 🛰️
New customer acquisition on Meta is getting cheaper, contrary to popular opinion.
When looking at average nCAC across all 1,000+ ad accounts tracked by Northbeam, we can clearly see that costs dropped by as much as 33% in Q3 year over year.
This is tracking billions in ad spend, filtered for accounts that only appear in both quarters, for a fair comparison.
How is this possible?
A few hypotheses:
1. Public opinion (especially on this platform) is quick to blame Meta. Anecdotal evidence is NOT indicative of an actual trend - you must bring data. This is kind of our whole thing at @northbeam.
2. Meta has made significant algorithmic changes this year, as we've seen in past charts shared on this channel. It seems like these changes are working. Or at least, people are adapting.
3. I do not expect this drop to continue forever. Although we have eschewed all seasonal trends here, CACs will increase during BFCM and stay elevated through Christmas.
4. Targeting new customers has gotten easier. Northbeam Apex and Meta's incremental attribution have improved new customer acquisition performance across our advertisers.
5. So it's not just prices - it's HOW we are targeting new customers. Because we're better at targeting, it's getting cheaper over time.
6. These attribution models only improve with time. Therefore, the downward trend seen below.
7. The huge spike is Amazon Prime Day + Father's Day + 4th of July, which were awkwardly placed near each other this year.
8. Meta remains undefeated. We had some growing pains there, but this chart clearly shows that on average, new customer acquisition is improving, at least across Northbeam advertisers.
9. Everyone is listening to people like @9operators when they hammer new customer acquisition as a key priority for your business, and therefore folks are getting better at it.
10. Something happened this summer. Some kind of cultural vibe shift mixed with macro changes. Folks are just... happier? And happier people buy more stuff. You probably feel it too.
11. Macroeconomic challenges around gas prices, shipping disruptions, and exchange rates have culled a generation of DTC businesses, which has decreased competition somewhat. Lots of businesses folding this year.
12. Meta is actually listening to us and building a platform that permits us to efficiently and cheaply target new customer acquisition. Granted, they are still pushing AI that will make many of the people reading this message redundant.
13. The loudest folks online are the ones having problems with Meta Ads. I know many killers on here who don't ever speak to their own performance and are doing great right now. As a wise man once said:
"The realest ecomm operators move in silence like the 'g' in lasagna."
What are you seeing in your data?
All charts and analysis by @BryanBumgardner 🛰️
This is it. This is the BFCM podcast you must watch.
Black Friday moves fast.
Daily targets aren’t enough.
Here’s what + how to track …
1️⃣ Hourly Revenue vs Last Year
2️⃣ Daily MER: Before & During
3️⃣ Accrual ROAS vs Cash ROAS
4️⃣ 1-Hour, 1-Day Click Accrual
5️⃣ Percentage of New Visitors
6️⃣ Clicks + Deterministic Views
@MAustinHarrison + Andrew Kaszuba from @northbeam unpack Black Friday budget calls w/ @couuor + @codyplof
“Marginal incremental spend might have not been a great idea.”
There is a method for Black Friday madness.
In our humble opinion, the guys on @M__Operators have cracked it.
@MAustinHarrison joins the guys in breaking down exactly what you need to look at this BFCM.
Full episode in the thread:
This is the definitive guide on how to use Northbeam on Black Friday Cyber Monday.
If you want to scale like the best, you need to watch this👇
Thanks to our friends @M__Operators, @9operators, @couuor and @codyplof for hosting @MAustinHarrison and Andrew!
youtube.com/watch?v=7pyDLph7…
Northbeam retweeted
Black Friday moves fast.
Daily targets aren’t enough.
Here’s what + how to track …
1️⃣ Hourly Revenue vs Last Year
2️⃣ Daily MER: Before & During
3️⃣ Accrual ROAS vs Cash ROAS
4️⃣ 1-Hour, 1-Day Click Accrual
5️⃣ Percentage of New Visitors
6️⃣ Clicks + Deterministic Views
@MAustinHarrison + Andrew Kaszuba from @northbeam unpack Black Friday budget calls w/ @couuor + @codyplof
“Marginal incremental spend might have not been a great idea.”
Northbeam retweeted
Me and @BryanBumgardner are hosting a Media Buyer dinner in NYC on Nov 4th.
Great brands. Thoughtful conversations. Free to attend, but you need to apply here: luma.com/northbeam-o5iv
Q3 2026 highlighted the gulf between "winning" and "losing" advertisers.
We looked in our data and compared spend, revenue, etc. across annual revenue categories of businesses we work with.
Then we compared performance in Q3 2025 vs Q3 2026.
The percentiles demonstrate the spread in performance across all 1000+ ad accounts we track. Billions in ad spend.
What we can see:
Obviously, smaller revenue brands are more volatile. They have a wider percentile spread because they're less established.
But what's even more interesting is the massive positive growth in high percentiles in the middle of this chart.
Are eight-figure brands outperforming because they have more headroom to grow? Because they haven't fully saturated their market?
Or are they simply more nimble than their larger and smaller counterparts? Or do they know something about growth the rest of us don't?
How to use this chart:
1. Calculate your year over year performance in Q3 for each metric.
2. Identify which column you fall into, based on annual revenue.
3. See what percentile you fall into. If you're 75th and up, you're doing great. Below 50% means more than 50% of your peers are doing better than you.
All charts and analysis by @bryanbumgardner 🛰️
Blended ROAS on Meta is peaking.
At @northbeam we track >$3 billion in ad spend a year.
This is the average weekly blended ROAS (one day clicks only) that we see across the >1,000 ad accounts we support.
Meta blended ROAS is skyrocketing right now. And it all started this summer.
(I know you want new customers only. That's coming in a later chart.)
It's important to evaluate blended because we know Meta's ad algorithm is going to prioritize any sale it can get.
Without Northbeam Apex, targeting exclusively new customers is difficult.
What's interesting is that even though ads are getting more expensive on Meta, and anecdotal performance suggests performance is down, raw ROAS has improved.
It stayed relatively flat through summer 2026.
But similar to what we've seen in other charts, ROAS began to increase at that magic "inflection point" in late June 2026.
Are you seeing similar results in your data?
Reporting and charts by @BryanBumgardner 🛰️
Northbeam retweeted
Here is @buffalofink, a great friend of @northbeam, telling you how it is.
Wired2Scale is one of the best performance marketing agencies in the world.
What they've achieved over there is incredible.
And they have a motto:
"In Northbeam we trust."
🦬
Here is @buffalofink, a great friend of @northbeam, telling you how it is.
Wired2Scale is one of the best performance marketing agencies in the world.
What they've achieved over there is incredible.
And they have a motto:
"In Northbeam we trust."
We recently brought together 150 of the world’s biggest media spenders and leaders from every major ad platform, 100+ floors up at One World Observatory, for the first-ever Northbeam Conference.
And yes, @VancityReynolds really did have a few things to share.
1.5 days of honest conversations about where marketing is headed, what it takes to make decisions you actually trust, and how AI is changing all of it.
Plus a night at Manhatta with Danny Meyer, filled with unparalleled conversations.
Thank you to everyone who took the stage:
• @KatColeATL — @drink_AG1
• @dhmeyer — @USHGNYC
• @evanspiegel — @SnapForBusiness
• Adam Foroughi & Rafael Vivas — @AppLovin
• @MarkDouglas — @weareMNTN
• @VancityReynolds — Maximum Effort
• @Seanfrank — @ridgewallet
• @winer_danny — @hexclad
• @itshudsonblake — @comfrt
• Josh Friedman — @drsquatchsoapco
• Mohit Arora — @TikTokBusiness
• Damian Wandler & Piyush Bansal — @MetaforBusiness
• Yingying Kuang — @kitsch
• Keegan Tigges — @david_protein
• Tony Chopp — @CommnThreadCo
• Michael Ting — @Jaxxonjewelry
• @RomanEcom — @rayconglobal
• @MAustinHarrison & @mkobach — Northbeam
To everyone in the room: this only works because of you.
See you next year 💙💜💙
Northbeam retweeted
I am sharing a bombshell about Meta CACs live on air later
Watch here at 2:30 EST @northbeam
teapawt.net/i/broadcasts/1aJbdEaYL…
This week's Media Buyer Index is here, from @BryanBumgardner
This week in data from @northbeam: recovering from Prime Big Deal Days.
Engagement metrics show red as they recover to normal.
Amazon pulled forward at least $2 billion of revenue during Big Deal Days, making an early peak of performance long before the Cyber Five weekend.
This is still early for the Cyber Five rush. I think next week's performance will improve.
The real battle is conversion lag. You may need to recalculate your multipliers now that Big Deal Days are over.
Even if you didn't advertise on Amazon (or you aren't listed there) you are affected by the demand generated from Amazon's promo-shifting.
Northbeam retweeted
This week in data from @northbeam: recovering from Prime Big Deal Days.
Engagement metrics show red as they recover to normal.
Amazon pulled forward at least $2 billion of revenue during Big Deal Days, making an early peak of performance long before the Cyber Five weekend.
This is still early for the Cyber Five rush. I think next week's performance will improve.
The real battle is conversion lag. You may need to recalculate your multipliers now that Big Deal Days are over.
Even if you didn't advertise on Amazon (or you aren't listed there) you are affected by the demand generated from Amazon's promo-shifting.
Northbeam retweeted
Super sick billboard in Venice Beach by @hexclad.
They just bolted a ton of their bakeware to a wall so you can touch it.
Genius out-of-home stuff











