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Fundamentals22 min read

Understanding E-commerce Unit Economics

Master the metrics that matter: CAC, LTV, contribution margin, and how they affect your advertising strategy.

In This Guide

  • 1. What Are Unit Economics?
  • 2. Contribution Margin Explained
  • 3. Customer Acquisition Cost (CAC)
  • 4. Lifetime Value (LTV)
  • 5. The LTV:CAC Ratio
  • 6. How This Affects Your Ad Strategy

What Are Unit Economics?

Unit economics is the revenue and costs associated with a single "unit" of your business - typically one customer or one order. Understanding these numbers is essential for making profitable advertising decisions.

The core question: How much money do you make (or lose) every time you acquire a new customer?

If you don't know this number with confidence, you're essentially flying blind with your advertising. You might be scaling a money-losing acquisition machine.

Contribution Margin Explained

Contribution margin is what's left after subtracting all variable costs from your revenue. This is the money available to cover fixed costs and generate profit.

Contribution Margin Formula

CM = Revenue - COGS - Shipping - Payment Fees - Packaging
Revenue (AOV)$80.00
- Product Cost (COGS)-$24.00
- Shipping-$8.00
- Payment Processing (3%)-$2.40
- Packaging-$1.60
= Contribution Margin$44.00 (55%)

In this example, for every $80 order, you have $44 to spend on marketing and still break even. This is your maximum allowable CAC for break-even on first order.

Customer Acquisition Cost (CAC)

CAC is the total cost to acquire one new customer, including all marketing expenses.

Blended CAC

Total marketing spend ÷ Total new customers

Includes all channels (paid, organic, referral). Best for overall business health.

Paid CAC

Paid ad spend ÷ Customers from paid ads

Channel-specific. Best for optimizing individual channels.

Important: Your CAC should always be lower than your contribution margin if you want to be profitable on first order. If CAC > CM, you're relying on repeat purchases for profitability.

Lifetime Value (LTV)

LTV is the total revenue (or profit) you expect to earn from a customer over their entire relationship with your brand.

Simple LTV Calculation

LTV = AOV × Purchase Frequency × Customer Lifespan

AOV: Average Order Value ($80)

Purchase Frequency: Orders per year (2.5)

Customer Lifespan: Years as customer (2 years)

LTV = $80 × 2.5 × 2 = $400

For a more accurate view, calculate LTV based on contribution margin, not revenue:

Profit LTV = $44 (CM) × 2.5 × 2 = $220

The LTV:CAC Ratio

The LTV:CAC ratio tells you how profitable your customer acquisition is over time.

LTV:CAC RatioWhat It MeansAction
<1:1Losing money on each customerFix immediately - reduce CAC or increase LTV
1:1 - 2:1Breaking even or thin marginsOptimize - not sustainable long-term
3:1Healthy - industry benchmarkGood position - scale carefully
4:1+Excellent - strong unit economicsScale aggressively
5:1+May be under-investing in growthConsider increasing ad spend

How This Affects Your Ad Strategy

Your unit economics determine how aggressively you can advertise:

High Margins (> 60%)

You can be aggressive with acquisition. Even at 2x ROAS, you're likely profitable. Focus on volume and market share.

Medium Margins (40-60%)

Need 2.5-3x ROAS for profitability. Focus on efficiency and creative testing. Balance growth with profitability.

Low Margins (< 40%)

Need 3-4x+ ROAS. Must focus on LTV - email, subscriptions, bundles. Hard to scale profitably on paid alone.

Key Takeaways

  • Know your contribution margin - this is your maximum break-even CAC
  • Calculate LTV based on profit, not revenue, for accurate planning
  • Aim for at least 3:1 LTV:CAC ratio for sustainable growth
  • Your margins determine how aggressive you can be with ads
  • Low-margin businesses must focus on increasing LTV through retention

Calculate Your Unit Economics

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