The Current Thing: Meta’s New Pixel Setting Turns On Nov. 12
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Starting Nov. 12, Meta begins matching website conversions on shoppers’ own devices. The setting, “Measure conversions on customer devices,” is on by default, 15 days before Black Friday. Dr. Snow’s read: Meta will find purchases it couldn’t tie to an ad before, so reported CPA falls and ROAS rises even if your Shopify orders don’t move. “This is a counting change, not necessarily a sales or performance lift” (Dr. Snow on X).

His prep list before Nov. 12: log Meta-attributed purchases against Shopify orders by day, mark Nov. 12 on every dashboard, keep CAPI on and use third-party attribution as the check. If platform ROAS jumps on Nov. 13, check the ratio before you celebrate.

Today’s Guests: Guest host Jimmy Kim, Connor Dunaway at 12:45, Collin Slattery at 1:10, Taylor Lorenz at 1:30, Bryan Bumgardner at 1:50 CT.
Stories of the Day: Out on the Range

1. Elon Musk to AI Shoppers: Skip Amazon

James Douma said Amazon locked out his Grok Bot, so it bought the same item on another site for less. Musk replied that’s what he does too, then posted “Buy from @Shopify!” Tobi answered that Shop Pay support is coming. A Visa survey found 23% of U.S. consumers trust AI to make payments for them (Elon Musk on X, Visa).

2. FTC Probes Personalized Pricing

The FTC is demanding that Walmart, Target, Uber and others hand over data on how they personalize prices, the New York Post reports. Shoppers are already sore about prices: a post calling out Publix passed 327K views the same day. If your prices change by customer, document why before a regulator asks (NY Post on X, Nic on X).

3. Half of Brands Testing ChatGPT Ads Say They Don’t Pay Back

Adthena surveyed 30 enterprise brands running ChatGPT ads from July to September. 52% say spend isn’t returning enough, 26% match or beat Google, and 22% get cheap reach with weak conversion. One asset manager put it this way: “It performs worse than standard search, but better than standard display” (Adthena).

Special Feature: Vibe x Walmart, Walmart Audiences on CTV
Walmart Audiences now on Vibe

Walmart’s Shopper Data Comes to Your TV Ads

Three months after Walmart bought Vibe for more than $1B, Vibe’s Arthur Querou released a short film, TAKE OFF, and Vibe launched Walmart Audiences: CTV targeting built from Walmart’s first-party commerce signals, right inside the Vibe campaign builder. It’s live for every Vibe advertiser today (Arthur Querou on X).

  • Personas: life stage, lifestyle and seasonal shoppers, like new parents, recent movers, home cooks and Big 6 Shopping Days buyers.

  • Category buyers: people buying or shopping a category, from dog supplies down to whole bean coffee, with household counts shown before you add a segment.

  • Smart select: an agent reads your site, category, creatives and budget and proposes segments with relevance scores. Nothing goes live until you approve it.

  • Easy first test: duplicate a campaign on broad interest targeting, swap in a few Walmart category-buyer segments and run them side by side.

Today’s Featured Sponsor: Intelligems
Intelligems: AI-powered testing

The AI-Powered Testing Platform for Your Next Big Idea

What’s the one change that could move your business: a price test, a subscription offer, a new bundle? The hard part was never running the test. It’s knowing which test is worth running.

That’s exactly what Intelligems is built for. Its AI-powered audit reads your store and surfaces the high-growth opportunities actually worth testing, in just a few minutes.

The audit is completely free. A few minutes in, you’ll walk away with three ideas you can test today.

Great Finds: New Balance x Todd Snyder T500 Coffee Pack

> New Balance x Todd Snyder Drop a Coffee Pack

Two T500s inspired by a coffee shop: Espresso in brown “hairy” suede on a gum sole, and Milk in cream suede on a dark brown sole. They’re $130 at Todd Snyder, and Sprudge says Espresso is already selling fast. A collab that sells a mood, not a feature (Sprudge).

> Costco’s $200 Thanksgiving Feast Feeds Eight

Costco is selling a turkey dinner with 30 pounds of food for eight people, available for preorder only until Nov. 13. The post passed 779K views. A bundled, deadline-driven holiday offer that takes the planning off the shopper’s plate (Dexerto on X).

> NOBS Launches a Breath Mint That Isn’t Just a Mint

The NOBS dentist spent a year and a half on a mint built to rebalance the mouth’s bacteria, with a formula called FloraShift that includes xylitol, zinc and arginine. He’s giving about 20 away to followers who comment. A creator-led launch that explains the product before selling it (The NOBS Dentist on X).

> Container Ships Are Back in the Suez

The last four weeks were the four busiest for container ships crossing the Suez Canal since Houthi attacks began in December 2023, and two-thirds now route through Suez instead of around Africa. If it holds, expect lower container rates and weeks cut off Asia-to-Europe transit (typesfast on X).

> ModRetro Sells a Game You Used to Have to Steal

ModRetro says you can now legally own a game that until now you could only get by pirating it. The announcement video passed 66K views. Bringing a long-unavailable product back to market turns years of pent-up demand into a launch (ModRetro on X).

The Partner Corral

TRENDTRACK
Every ad and email any brand runs, refreshed every 24 hours. See what’s scaling. trendtrack.io

OUTERSIGNAL
Find the VIPs hiding in your customer list. Mention Ecomm Cowboy for a free persona report. outersignal.com

POSTSCRIPT
The SMS partner focused on one thing: making SMS your biggest revenue channel. postscript.io

ROKT AFTERSELL
Post-purchase upsells and premium offers that add profit to every order. aftersell.com/offers

SEGUNO
The only marketing suite built inside Shopify. Email, popups and reviews on live data. seguno.com/cowboy

TIE
Identify up to 70% of your site traffic and push shoppers into your existing flows. meettie.com/cowboy

UNIVERSAL ADS
Performance TV for DTC. Code UACOWBOY gets $1,500 in matched ad credits. universalads.com

NORTHBEAM
Measurement built from real orders, clicks, and verified ad views. Book your demo today. northbeam.io

RICHPANEL
AI helpdesk that automates 70–80% of tickets. Ridge cut cost per ticket by 70%. richpanel.com

PROPPEL
Performance-based recruiting for ecom brands and agencies. 10% off your first hire. weareproppel.com

See you at noon. The Ecomm Cowboy Show, weekdays 12PM CT