Indexes & Leaderboards

The same cohort ranked on a trailing-twelve-month basis — rebuilt from each brand's latest 10-Q, refreshed every earnings wave.

What public DTC and CPG brands spend on marketing as a share of revenue, trailing twelve months — ranked, with cohort and category medians.

A monthly composite of the input costs inside DTC COGS — apparel, plastics, packaging and freight, rebased to a 2020 baseline.

How many days of inventory public DTC and CPG brands hold, and how long cash is trapped in the working-capital cycle — DIO, cash-conversion cycle, DPO and DSO, from each latest 10-Q.

A six-indicator monthly dashboard of the demand and consumer-health signals that move DTC P&Ls — retail sales, e-commerce share, sentiment, saving rate, real income and card delinquency.

A monthly model of online penetration within each US retail category — from ~44% of apparel to under 1% of fuel — reconciled to the official Census national e-commerce share.

Pricing power, measured: consumer-price inflation minus producer-price inflation by category. Positive means brands raise prices faster than costs; negative means margins are squeezed — the complement to the Input-Cost Index.

Pick-pack and fulfillment cost benchmarks across the major 3PL geographies.

How venture and growth capital into DTC has tightened, quarter by quarter.

Headcount expansions and cuts across public and notable private DTC brands.

What public DTC brands actually spend on marketing as a share of revenue.

Benchmark churn rates across subscription DTC categories.