Buying a $10-$100m Brand 🛒 or $1m- $10m SaaS biz this year.

I'm on the hunt for great Ecommerce brands and Apps. In the next year I'm going to Buy A Biz! 

After a decade of scaling the fastest-growing Shopify Plus Brands and Apps, it's time for me to run one. I'm acquiring Brands @ $10m - $100m and SaaS apps @ $1m - $10m Topline.


When I'm not living the Ecom lifestyle I'm learning Mandarin, and exploring the flavors of my kitchen.


I write a weekly Public Brand Teardown newsletter and share my journey 👉: 
https://letsbuyabiz.beehiiv.com/subscribe

Jeremy Horowitz'

There are ~3.6m Shopify stores (+24% YoY).
~ 125k do $1m+/yr (+26%)
~ 69k are on Plus (+81%).
~ 400 of those are >$100m+/yr

The important insights:
- Shopify is massive but only 3% are real bizs
- Only 50% of $1m+ brands are on Plus.
- Plus adoption is growing faster than everything else.


Reading through the tea leaves.

Plus is growing faster than everything else for 2 reasons:
1) Reps are more heavily compensated here.
2) Shopify is signing up more Omni-brands.

Retail features are nested inside of Plus.

Which will go down as Shopify’s smartest product move.

Ever.

The future for Ecommerce + Shopify.

Is Omni.

Acquired: CocoAI - Increase Rev +15% w/ WhatsApp. Still looking for a $10-$100m Brand 🛒 .

7k+ Shopify stores that do $10m+/yr. The Breakdown:
1) US: 82%
2) UK: 5%
3) India: 3%
4) Canada: 2%
5) Australia: 2%

Germany, France, Italy, Hong Kong + the Netherlands all trail with 1%.


The US is still the only real Shopify market. 

With a meaningful scale of big brands.

Yotpo will IPO in the next 24 months.

How do I know this? Because you don’t:
- Shut down an 8-fig product line.
- Layoff 40% of the team.
- Completely Rebrand

Unless you are preparing for a major exit.

After raising $400m+
Doing north of $150m in ARR (I’m speculating).
Leading 2 of the biggest categories in Retail (Reviews + Loyalty)

The only exit you can afford: IPO.

I don’t have any insider info. 
Just reading the tea leaves.

It’ll be amazing to see # 4 from the Shopify IPO class public.

What do you think they’ll IPO for?

New Year. Finally a new Profile photo.

For 3 years everyone meeting me must have been so confused.

Seeing a prof pic of me with hair.

To meet me in person.

Literally balder than the day I was born.

So finally I have an updated profile picture.

Thanks to my incredible sister for the headshot.
+ ChatGPT for the post effects.

For everyone in NYC today...

I'm going to be hanging around NRF meeting people.

Let's meet up!

Five $100m brands that need to be on your 2026 radar.
1) YoungLA (Gen Z Gymshark)
2) Bogg Bag (Crocs for Bags)
3) Little Sleepies (Family PJ sets)
4) Comft (True Classic for Athleisure)
5) FORTÉ (JRB for men)


Everyone is going to Grüns themselves over these brands next year.

My bet: Bogg Bag is the first to go public.

After talking about a Youtube channel for 3 yrs.
Now you can finally see + hear me break down my crazy takes.

We’ll cover:
- Stocks + Turnaround stories of major brands.
- Special tactics of what the best brands are doing.
- Deep dives into WhatsApp and AI.

It’s time to finally get back on camera.

Big goal for the year 0 -> 1k subscribers 

Check it out here: https://lnkd.in/euxx2e5G

5 Insights from reading 25 pgs of Loop’s 2026 Benchmark report:
1) 65% of brands charge a return fee (~$9)
2) Accessories Return Fraud = ~$341 (3x the avg)
3) 55% of Cosmetic/skincare brands offer Exchanges?
4) Lowest hanging fruit: Variant exchanges.
5) You want to add friction to your Returns program.


5 is my favorite.

There’s some great game theory you can work through.

Have fees + strategically remove them 

To incentivize certain actions. Like 
- VIPs
- Pushing to Exchanges
- Buying more in the exchange.

*The data is across 23m Returns from 4k Shopify brands using Loop returns.

Apple ($3.8T) needs to raid its $125B of cash + acquire Perplexity. 

To stop the Siri bleeding 
Make it not suck 
+ stop paying Google $1B/yr.

Meta/Open AI should have 0 chance at creating the next AI device.

Apple already has it: Airpods + iPhone

- Airpods: Speaking/Listening device to 
- iPhone: Interactive screen to visualize outputs

To really crush it, they should take $20m and clone Whspr flow too.

They already have all the users/data/devices.

They just need Siri to be usable.

In 2020, Tupperware was a $1.5B biz. 

Now it's worth $930k (-99.9%).

1 of America’s most iconic brands.

Is worth less than the Public biz compliance fees.

This should have never happened.

The signs were there for years to adjust course.

Poor management and refusing the adapt with the times.
Lead an American legend into irrelevance.

My 5 goals for 2026
1) 2x CoCo AI again this year.
2) Get back to monthly Therapy Sessions by March
3) Build up a 6 mo cash reserve again
4) Start taking a short vacation 1x/quarter
5) Do a 3-day fast 1x/quarter.

The hardest goal not to have this year

Is blank in the Philanthropy bucket.

I need to be real with myself.

And admit that I need to go all in on Coco AI.

Before I can meaningful commit to helping others.

This is a season of focus in my life.

And that focus will require me to be more selfish that I'd hoped.

“DTC has better margins” is a lie.

Omni-brands are 8x more profitable than Pure DTC.

Real Omnichannel brands have much higher margins than DTC.

The chart below is Drivepoint’s DTC index.



The takeaway.

Your only job:

Sell your product in every channel customers buy.


Stop letting Meta suck your biz dry.

Find the right times to expand into the right channels.

This Tech stack 2x’d Coco in only 10 months (20 tools):
1) ChatGPT
2) Lovable
3) Lindy
4) JIRA
5) GitHub
6) Meow
7) Google Cloud 
8) Google Workspace
9) LinkedIn
10) Crisp
11) Vercel
12) Sentry
13) Twilio
14) Notion
15) Zapier *
16) Deel*
17) Hubspot*
18) Docusign*
19) Inngest
20) Webflow

Even though we use tools 15–20.
I would not recommend.

I'm actively looking for alternatives.

What is your favorite tool that you’ve been using?

What are some good alternatives to my list?

Laird Superfood ($35m) is making the worst acquisition of 2026.

Raising $50m in debt to acquire Navitas Organics for $38.5m.

Today in the newsletter I’m breaking down the full shenanigans.

Of how this is the worst M&A of the year.

IN THE FIRST MONTH.

🧠 Takeaways: Today, I’m breaking down Laird Superfood’s comically awful acquisition of Navitas + why Laird is the worst run biz of 2025. Laird Superf

Open article: The Stupidest Deal of All Time (by Laird) by Jeremy Horowitz' • 6 min read

The Stupidest Deal of All Time (by Laird)

If you're still only using email + Meta ads to grow your eCom brand...

You're leaving $100k+ in Rev on the table.

At CoCo AI, we've helped 665+ Shopify brands implement WhatsApp.

Here's what we're seeing:
→ 80–90% open rates (vs email's 20–30%)
→ 15–20% conversion rates from WhatsApp chats
→ 90x ROI on ab cart recovery
→ European brands recovering 45–60% of abandoned carts

Meanwhile, most eCom brands are still:
- Fighting rising Meta ad costs.
- Watching email deliverability tank.
- Seeing messages buried in overcrowded inboxes.

So I just recorded a video breaking down exactly how to use WhatsApp.

To add 15–20% in extra revenue to your store.

I cover:
1) Why WhatsApp is outperforming email + SMS right now
2) How to set up WhatsApp marketing for your Shopify store
3) The 3 methods to build your WhatsApp list fast
4) The abandoned cart automation driving 90x ROI
5) How AI agents handle customer conversations 24/7 (no support team needed)

Watch the full video here: https://lnkd.in/ej697eEx

Who wants to make $100k for <10 hrs/wk?

Sell my Media sponsorships (6m Views/yr) to Top .01% bizs and you will.

This isn’t some 2-bit operation. We have:
- Fully built out sales process w/ playbooks (HubSpot)
- List of Potential partners
- Aggressive Compensation

What you’ll do:
- Talk with the leading Shopify apps in the space.
- Find the right media package fits.
- Close Sponsorship deals.

I’m looking for an experienced BD person.

Week 1 you’re working the pipeline.
Week 2 work with me to deliver great ads.
Week 4 collecting those sweet commissions.

+ we’re adding new channels (AKA new sponsorship opps) this year.

I’m looking to bring someone on by EOM.

If this sounds like a good fit for you, send me a DM.

Let’s talk.

How OpenAI will own Paramount by EOY 2027:
1) OpenAI rug pulls on their Oracle commit.
2) Oracle’s stock plummets, triggering margins loans.
3) Cascade of defaults forces Paramount into bankruptcy.


The Ellison empire is pretty fragile:
- OpenAI promised to pay Oracle Cloud $60B/yr for 5 yrs
- Oracle borrowed $35B to fund data center build-outs.
- Paramount had $14B in debt post-exit.


OpenAI is 78% of ORACLE’s est rev.

FOR THE NEXT 5 yrs!

Oracle has $125B in total outstanding debt.
The family's other assets are funded by Margin loans/debt.

If Oracle’s Rev doesn’t grow fast enough, the debt collapses.
Forcing the Ellisons to abandon Media to protect the core.

Then...

OpenAI swoops in to buy Paramount out of bankruptcy.
And if things get really ugly for Oracle.
OpenAI buys them as well.

I have 5 major goals for 2026:
1) 2x Coco’s ARR. Again.
2) Start taking small vacations 1x/quarter.
3) Get back to monthly therapy sessions.
4) Build up a 6 month Nest egg.
5) 4 Fasts of at least 3-days.


Every year I have to trim down my goals.

I only hit 3/7 last year.

It hurts.

But that’s the cost of success.

🧠 Takeaways: How did I do against my 2025 + 2026 goals: Hits and misses. Major focuses for this year. Greatest lesson from missing most of my 2025 go

Open article: My #1 Career/Life Unlock: Thoughtful Goals by Jeremy Horowitz' • 3 min read

My #1 Career/Life Unlock: Thoughtful Goals

I 2x'd CoCo AI ARR in 2025. I acquired it today here's what I'd do differently
Sales: +318% (YoY) 🤤
Gross Profits: +225% 👍
OPEX: +210% 👍
Net Income: +2,159% 😍
ARR Run Rate: +118% 💪


Key P&L Takeaways:
1) Rev growth was exactly where it needed to be.
2) COGS is growing too fast, dragging down Margins.
3) OPEX was really tight leading to good Operating profits.


My 3 step Growth strategy to 50x the value in 5 years:
1) Be more AI native.
2) Invest more in Success.
3) Triple down on what’s already growing the pipeline.


If you want the full LBAB! Style breakdown.


Check out the full newsletter below.

🧠 Takeaways: Today, we’re running through the gameplan of what we’d do with my biz Coco AI if I acquired it today. Be more AI native. Invest more in 

Open article: 50xing value of MY company: Coco AI by Jeremy Horowitz' • 6 min read

My 3 Predictions for 2026:
1) Everyone will spend more of their ad budget on Meta.
2) More Bigger Exits + Bankruptcies. Nothing in the middle.
3) Consumer will keep struggling and spending.

Plus how accurate were my 2025 predictions.

2026 is going to be more of the same. The Struggle is real, but at the same time there will be opportunities abound. 🧠 Takeaways: Major ‘26 predictio

Open article: My 3 Predictions for 2026 by Jeremy Horowitz' • 5 min read

If you're running an ecom brand + you're not using WhatsApp marketing…

You're leaving a MILLIONS on the table.

This is what WhatsApp can bring:
→ 80% ORs (vs email's 20%)
→ 30x higher ROI on abandoned cart flows
→ Millions in extra revenue this year

But if you don't have a list of numbers.

You can't actually start WhatsApp marketing yet. 

So I just recorded a video breaking down the 7 best strategies to grow your list.

These are the most effective ways to get customers’ phone numbers.

Based on helping 100s of brands crush it with Whatsapp.

Check out the full video here: https://lnkd.in/epjfGCd3

Marketing Broker - Connecting businesses to the right marketing partners - 657+ marketing partners met, 90+ vetted partners | Engineer | Growth Mindset| Expert Connector | Relationship Builder | Avid Sports Player

Who I Am?

I am not a marketing agency.

You tell me what your marketing goals are.

I connect you with the top agencies and experts for that specific goal, who've worked with businesses like yourself.


Who you are?

You've been running your business, and now you’re at 7 or 8 figures…

But you’ve hit a wall.

You know that marketing is the key pillar you need to get right to move forward and scale.

And every agency or expert you’ve spoken to seems to know what they’re doing…

But they don’t actually deliver.

So you are stuck, losing out on revenue and growth.

And instead of building a sustainable business…

You’re worrying about strategy, operations, product, and payroll.

You’re missing out on time with your family and friends

You’re constantly chasing new tactics and new customers

Most agencies only worry about signing new clients…

And then after 3-6 months, when that new client is unhappy the agency just moves onto their next victim.

It's unfair for businesses to hire so-called marketing experts, only to see nothing in return.

Instead of wasting time and money relying on guesswork, use my vetted network of marketers:

- I've built it over 6 years of talking to marketing experts, agencies, and FCMOs
- After interviewing over 918 agencies and experts, I know how to cut through the BS
- Only 11% of the experts I interview make it onto my trusted network
- I personally get to know your business, and match you with the right partner for you

Relying on referrals from other business owners means that you’ll get marketing partners that don’t fit your company’s needs…

And trying to search for an agency or freelancer on Google is a waste of time.


Over 300+ businesses have used my network and the results have been amazing:

- An insurance business generated 3 million in profit from 3 intros in 5 months.
- A service-based business sold for 1.3 million more due to 2 intros
- 20+ FCMOs placed for 7-8 figure companies with amazing results 
- Completed over 100+ websites through our partner network

This is the shortcut every business owner and marketing leader needs.

Use my network and pick the right marketing partners the first time.

Behdad Jamshidi - P.Eng.

On Sunday, I was working on my next entrepreneurs' event...

When I saw the event overview for the BBQ we did this past summer with my brother.

Imagine 28 people, a Michelin level chef, and a good time.

But what I loved the most about the event?

It was that I got to work with my brother on it.

He takes what he does as seriously as I do. Making sure that people have a great time!

People loved the food, especially the dessert!

It was a salted corn dessert that you had no idea would taste as good as it did.

That day is a memory I'll cherish forever, and I hope to do more with him in the future.

He's now back near New York working at Blue Hill, but I'm super happy we got to spend time together.

Behdad Jamshidi

I help you find vetted marketing agencies and experts. 🤝 1126+ vetted marketing partners | 🎓Ex Engineer -​> Marketing Super Connector

6 years ago, I was working full-time as a Sales Engineer...

Today, I run my own business, it's profitable every month, I've lived internationally, and I can make close connections with people in all industries.

And it's all because of one conversation that changed my entire life.

I remember the day like it was yesterday:

Sitting at a sushi restaurant with a coworker of mine, and then he shared an idea with me that changed my perspective on how things could be.

That was the day I started my journey from helping businesses with their technology stack as an employee...

To work with business owners and C-suite executives 1-1 to scale and grow their companies.

Now, 6 years later, I'm running a successful remote team and providing a service that has helped hundreds of businesses.

One day, CJAM will help thousands of businesses stop wasting time and money with bad agencies, so they can scale their companies, surpass their competition, and make more sales.

And it all started with an idea, saying yes to a new opportunity, and just working hard to make the vision come to life.

I can't wait to see what the future holds!

I help you find vetted marketing agencies and experts. 🤝 1022+ vetted marketing partners | 🎓Ex Engineer -> Marketing Super Connector

So I watched the interview between Tony Robbins and Alex Hormozi.

I'm in marketing but I don't really care to follow Alex Hormozi, he's done great things for himself. 

But who I do love following is Tony Robbins. Because of whatever he's gone through in life, he leads with his heart. 

I love watching him wanting to help others that have massive potential but are chasing the wrong things. 

The daulity of the conversation was what stood out from me.

On one side you got an extremely successful business owner being driven by suffering and avoiding happiness. 

While on the other, someone who has found that their mission is to give to others in the most maximum way he possibly can.

To the point where he's trying to bring out the best in Alex and unleash what he can really do for the world.  

I think if your driven by money and "winning" the game, you'll end up on a mountain you will realize was never worth climbing. 

But if your driven by becoming better as a human, and finding ways to give back to those around you. Life will feel way more fulfilling.

The talk did make me think about what my moonshot goal was. 

And for now what I'm tinkering with is teaching 1,000,000 people how to connect deeper with others both in personal and business life.

Everyone recommends sticking with the same marketing partner as you grow.

But here's why that fails.

-I had a conversation with a VC friend of mine, who had built a team that wasn't ready for the next stage of growth.
So he had to make some changes that should have been made months before.

-These are always tough decisions to make as a CEO.
But ones that have to be made sooner than later.

-It made me think of other customers and business owners I know, that keep underperforming marketing partners because it's often easier to ignore it, or just hope that one day they will catch up.
But this always costs them future potential growth.

-And the businesses that made the required changes, keeping up with the shifts, get ahead.

Business is hard, but it will always be harder without the right people and partners.

I have mixed feelings around AI.

On one hand, it's an extremely powerful tool.

And some businesses are using it in very impressive ways.

On the other hand, I feel we are getting more and more disconnected.

From generic AI social posts to AI-generated emails and everything in between.

I've gotten emails where people say they want to build a partnership, but you can clearly tell it's AI written.

Or people responding to me in social media with long messages, clearly crafted, edited and sent through AI.

Or applications that seem like people are the perfect fit, and yet again it's just AI exaggerating experiences.

It feels sad to me to be in a world where we think AI saves us time, but it just speeds things up.

The more you can do, the more you will do... and life just keeps getting faster.

Not sure where we will end up, but it's what I've been thinking about.

taplio

The Battle

Jeremy Horowitz'

Behdad Jamshidi - P.Eng.

Followers

Posts

Engagements

Likes

Performance ScoreJeremy Horowitz''s LinkedIn Performance

Performance ScoreBehdad Jamshidi - P.Eng.'s LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Jeremy Horowitz'

Behdad Jamshidi - P.Eng.

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Jeremy Horowitz''s LinkedIn Performance

Performance ScoreBehdad Jamshidi - P.Eng.'s LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreJeremy Horowitz''s LinkedIn Performance