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

Very Good Marketing Agency

Clients include Intuit, LoyaltyLion, Guild Education, ShipBob, Daasity, Postscript, Malomo, OpenPhone, ShipHero, and more.

We help companies with organic growth, content marketing, and SEO to drive ridiculous results. Feel free to connect with me and send me a message to learn how we can help.

Founder & CEO

Octane AI

- Owned product marketing to position our product while working with the product team

- Led marketing efforts that generated 10%-30% revenue growth month over month 

- Led demand gen to meet and exceed quarterly MQL goals 

- Managed partner program to maintain relationships with key technology and agency partners

- Increased organic traffic by 60% in 4 months due to SEO (writing, technical cleanup, etc.)

- Led Partner co-marketing to bring in more qualified leads and improve brand awareness in the Shopify ecosystem

- Set up key marketing systems and reports

Marketing Director

SoftNAS

- Increased organic search traffic by 20% month over month through SEO best practices and content marketing

- Ran advertising campaigns with an average ROI of 6x

- Managed channel relationships with AWS and Azure to turn partnerships into our largest revenue channel; worked with both partners on webinars, content, and more

- Ran LinkedIn Advertising to increase new leads generated by an average of 20% more leads/month

- Led monthly webinar program to bring in highly qualified leads and increased the sales pipeline by 48%

- Led content marketing initiatives to increase inbound leads

- Managed all stages of product launch initiatives to increase awareness and sales of new products

Director of Demand Generation

CoInspect

- Led Demand Generation and managed the Inside Sales team to create a multi-million dollar pipeline within 3 months

- Designed and built CoInspect’s marketing and sales departments

- Served as Interim Director of Operations to build CoInspect’s implementation, finance, HR and additional departments

- Consistently generated 30% increase in Marketing Qualified Leads (MQLs) every month for the sales team to work with

Director of Product Marketing

The Lab Consulting

- Increased revenue by 33% in 6 months by leading the design and creation of a true B2B marketing function that grounds marketing efforts in analytics and more effectively targets potential customers with hard data

- Led SEO initiatives to increase organic search traffic from 500 monthly visitors to over 10,000 monthly visitors within 6 months

- Led the design and implementation of a sales support team that handles administrative work, direct marketing and database management for the sales team so that 100% of their time is focused on selling and client-facing activity

- Standardized the activities of the marketing team to reduce rework by 90% and increase bandwidth for high-value projects

- Scaled marketing research efforts and standardized existing marketing collateral to increase delivery of the company’s most effective direct marketing tool from 20-25 pieces per week to 100-115 pieces per week (with a 14% conversion rate to first meetings)

- Developed high-quality marketing collateral and case studies using analysis & implementation documents from client projects

Senior Marketing Manager

Feel free to connect with me and message me to learn how my Very Good Marketing Agency can help you achieve your goals. I describe myself as a full-stack marketer but my main areas of expertise are content, SEO, and growth. 

We've done a Very Good job helping the world's fastest-growing companies grow through SEO and Content. 

Taran Soodan

I finally had a chance to talk to the GOAT of ecommerce SEO - Sam Wright - last week. One thing really stood out: Ecommerce SEO pros might be ahead of the game compared to B2B SEO pros. 

In the B2B world, we solve for the content problem: let me rank for X keywords. In ecommerce, the goal is to solve the data problem with a relentless focus on data.

So my goal for 2026 is to think like an ecommerce SEO pro. This means:

-Adding structured data for products
-Mimic the "long tail" dominance of Amazon's for B2B use cases by making sure there are always dedicated integration pages (Your Software + partner software)
-Target every single use case for audiences. Ex: Accounting Automation for Dental Practices using QuickBooks.
-Go all in on comparison content by putting comparison tables directly in solutions/features pages instead of the blog. LLMs love extracting data from tables to build their own comparison answers.

Sam seriously knows his stuff. I'm excited to do these things and see how they can affect SEO/AI SEO performance in 2026.

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