1800DTC BFCM Playbook
[ Chapter 04 · Part 2 ] Paid Media & Acquisition

Selkirk

Selkirk

An operator spotlight from a Director of Ecommerce who owns paid spend decisions during the entire BFCM week. Insights from a lean team who stay close to the numbers the entire weekend.

[ Brand contributor ]
David Waugh Selkirk David Waugh Director of Ecommerce
“Pickleball isn’t a category you can run like a supplement. It’s a community and a considered purchase. A paddle is $150 to $250 and people research it like they’re buying golf clubs. That changes the playbook. Because it’s a considered purchase, the creative has to educate, not just interrupt.”

This brand is independent of the chapter’s sponsor and of every other brand in the playbook.

Overperformed Cutting Meta spend in half “We took Meta from $195K to $93K and ROAS went from 3.42 to 7.35 while CPA got cut in half. Everyone’s instinct on BFCM is to shovel more into Meta. We did the opposite and the account got healthier.”
Underperformed AppLovin “As a net-new channel it came in at a 3.64 ROAS, well below Meta and Google. It didn’t earn its keep at BFCM prices yet. Worth another structured test, but it’s not a scale channel for us today.”
[ BFCM 2025 vs. 2024 ]
Metric 2024 2025 Change
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Selkirk BFCM 2025 vs. 2024. Blended metrics: spend and Shopify DTC revenue across the weekend.

[ Where the growth came from ]

They Didn’t Buy the Growth. They Converted It.

Media costs came down a little (Meta CPM $30.15 → $25.91, CPC $1.49 → $0.92), but that’s the small part. The engine was conversion and AOV. David’s rough attribution of the 85% revenue delta:

Site experience & conversion rate~40%
Doubling add-to-cart rate on less traffic is the whole ballgame.
Offer & AOV~25%
A stronger, clearer offer pushed AOV from $165 to $195.
Channel efficiency & mix~20%
Google scaled at an 11+ ROAS; AppLovin added as a net-new channel.
Creative~15%
Evergreen product creative, scaled rather than reinvented for the weekend.
[ Budget pacing ]

Buy the Audience Early. Ride the Momentum.

Thanksgiving · heaviest spend $61K The weekend’s lowest ROAS (4.18), lowest AOV ($154) and thinnest margin (12.3%). An acquisition day, not a profit day.
Black Friday · best day 12.11 ROAS The biggest revenue day by a mile. $803K in a single day. Spend then dropped through the weekend while ROAS held in double digits.

Spend was front-loaded onto Thanksgiving to buy the audience at a worse number, then pulled back as blended MER held and returns climbed.

[ The attribution gap ]

Meta Grades Its Own Homework.

Selkirk doesn’t run on click-based platform attribution. Every decision is made on blended. For BFCM 2025 the platforms collectively claimed about 85% of total revenue.

Meta reported7.35ROAS on $93K · ~$687K claimed
Google reported11.41ROAS · ~$865K claimed
Platforms combined~$1.63Mclaimed across every channel
Actual Shopify DTC$1.93Mblended ROAS 10.71 · MER 9.3% (was 25.1%)
“If you’re optimizing to what Meta tells you, you’re optimizing to a number that’s grading its own homework. Blended is the honest scoreboard.”
[ The 2026 plan ]

The October Play

The biggest lever on November isn’t November. It’s October.

Everyone hoards budget for BFCM and floods in during the last week of November, driving CPMs up and fighting over the same customers. Selkirk is doing the opposite: acquiring hard in October when the auction is quiet and CPMs are cheap, then reengaging those customers through owned channels (email, SMS, direct mail) to pull the second purchase during the holiday rush.

LTV & repeat rate by acquisition month
Acquired in Customers Avg LTV 2nd purchase ≤75d
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October cohort: fewer customers, highest LTV and repeat rate.

LTV by second-purchase timing
Second purchase Customers Avg LTV
{{ r.when }} {{ r.cust }} {{ r.ltv }}

A fast second purchase is worth roughly 3× a one-and-done buyer.

The job isn’t just to acquire cheap in October. It’s to acquire in October and then engineer the second purchase inside 75 days through email, SMS, and direct mail. Paid media lights the fire, owned channels keep it burning, and November becomes the payoff instead of the whole battle.

[ Creative philosophy ]
“The offer doesn’t live in the ad. The offer lives on the page.”

Most of Selkirk’s spend does not run on promo creative. The majority goes behind existing, proven, evergreen creative that never mentions an offer or a discount.

People don’t click a pickleball ad for a percentage off; they click because they want the paddle. Evergreen creative gets the right person to the site, and the Black Friday offer is above the fold and closes the sale. Promo-specific creative is reserved for retargeting and bottom-of-funnel, where people already know the product and just need the deal.

2.02% → 2.83%Meta CTR · evergreen creative earned more clicks
$30.15 → $25.91Meta CPM · at a lower cost per impression
1.98% → 3.17%Conversion rate · the page, with the offer up top, did the converting