Collab‑Led Uplift vs Blanket Discounts in Low‑Growth Environments

Query: Collab‑Led Uplift vs Blanket Discounts in Low‑Growth Environments

Fast Stack

• Headline: Win holiday footfall and early buys by shifting budget from blanket discounts to collab-led activations and store-as-studio media. Target partner funding to protect net margin and hold event CPA at or below ≤0.80× baseline.
• Why now: Tariff uncertainty has eased, removing price-hike cover and making promotional tradeoffs clearer in this holiday window; act in the next two planning cycles to avoid headline markdowns ¹.
• Next 30 days: Mandate: Head of Retail, Head of Partnerships, and CFO stand up the pilot and finance model within 30 days and commit to a week-three decision gate based on foot_traffic_uplift and event_cpa.

Fast Path

Executive Take

You need to win holiday footfall and early buys with partner-led activations instead of blanket discounts inside the next two planning cycles; the objective is to drive early-window demand while keeping event CPA in check. This matters because the target is foot-traffic uplift of 10-15% (stretch ≥25%), lift early-window share from 12-15% toward 20-30%, and hold event_cpa at or below ≤0.80× baseline while securing QR redemption ≥5% of footfall. Favor a collab-led holiday / store-as-studio approach and, in the next 30 days, the Head of Retail, Head of Partnerships, and CFO must stand up a 4–6 week pilot that replaces one weekend 20% sitewide discount with a co-branded in-store activation in test stores and a finance model comparing blanket vs co-funded promo scenarios; measure foot_traffic_uplift, buyer_activity_share, net margin per transaction, and event_cpa to decide scale by week three. Use the pilot to convert promo dollars into media-like store impressions and require partner funding or media trade to meaningfully reduce net markdown spend ¹.

Highlights

• Co-branded drops shift timing: exclusives concentrate buys in week one and lift early-window share without deeper markdowns.
• Partner funding converts headline discounts into activation spend, preserving ticket price and protecting net margin per transaction.
• Store-as-studio pop-ups drive buyer activity share per promo dollar and raise QR redemption toward the ≥5% floor when paired with in-store exclusives.

Top Operator Moves

• Run a 6-week pilot in 12 stores replacing one weekend 20% sitewide discount with a co-branded in-store activation and track foot_traffic_uplift and buyer_activity_share versus the weekend baseline.
• Have CFO and Head of Partnerships complete a 3-week P&L comparison of a 20% blanket discount versus a co-funded 15% collaboration and set a go/no-go trigger at event_cpa ≤ 0.80× baseline.
• Launch a 4-week exclusive product drop in 15 high-traffic stores in week one of the campaign to test lifting early-window share toward 20-30% without deeper markdowns.

Plays

• Co-funded in-store activation pilot — Foot-traffic uplift meets 10-15% base (stretch ≥25%) and early-window share moves from 12-15% toward 20-30% while event CPA is ≤ 0.80× baseline and QR redemption reaches ≥5% of footfall.

For operators and collab leads

Spine: What: Tariff fog clearing reduces price-hike signaling; discount leverage remains potent. | Proof: Success = footfall +10–15% (stretch ≥25%), early-window share 20–30%, and event CPA ≤0.80× baseline while QR redemptions ≥5% of footfall. | Move: Partner-funded 15% protects margin and can reduce event CPA versus 20% sitewide.

Signal Map

• Market — Tariff Clarity Lowers Cost Shock (6-week) Spine hook: Tariff clarity reduces need for blanket discounts. Companies are signaling fewer near-term price hikes as tariff uncertainty eases. That reduces immediate input-cost pressure and gives retailers room to favor partnership-funded or experiential promotions over blanket markdowns. Operator scan: Compare foot traffic and buyer share between collab activation and storewide discount. Operator move: Head of Retail run a 6-week pilot replacing one weekend 20% storewide discount with a co-branded in-store activation in 12 pilot stores and measure foot_traffic_uplift and buyer activity share. ¹
• Behavioral — Early-Window Capture From Exclusive Drops (now) Spine hook: Exclusives concentrate demand early. Exclusive collaboration drops concentrate purchase intent early in a campaign and shift buyer timing forward. Brands that execute limited collabs can increase early-window share versus running blanket promotions across the season. Operator scan: Measure share of purchases in week one for collab versus sitewide promo. Operator move: Head of Partnerships run a 4-week test: launch a week-one exclusive collab product drop in 15 high-traffic stores and measure early_window_share versus last-year baseline. ¹
• Market — Discounting Math Shifts Favor Partnership Funding (6-week) Spine hook: Tariff clarity makes partner-funded promotions financially viable. Eased input-cost volatility lets finance teams reallocate margin protection toward partner contributions. That changes the P&L calculus and can make co-funded or revenue-share collabs more cost-effective than blanket discounts for the same traffic lift. Operator scan: Model P&L and event CPA for blanket discount versus co-funded collaboration. Operator move: CFO and Head of Partnerships run a 3-week finance model comparing P&L outcomes of a 20% blanket discount versus a co-funded 15% collaboration, targeting event_cpa ≤0.80x baseline. ¹
• Cultural — Store-As-Studio Converts Marketing Spend Into Footfall (6-week) Spine hook: In-store media trades discounts for attention and activity. When immediate price pressure eases, brands can repurpose promotional dollars into in-store media and editorial-style drop experiences that drive attention. These investments tend to lift buyer activity share more efficiently than blanket markdowns during holiday windows. Operator scan: Track buyer activity share versus promo intensity during the pop-up. Operator move: Head of Property run a 2-week store-as-studio pop-up in 8 flagship locations during the next holiday weekend and track the paired_metric: buyer activity share versus promo intensity. ¹

Measurement Spine

Anchors

• Foot-traffic uplift target for partner-led activations (Target/Base): 10–15 % uplift vs comparable non-promo weekend Owner: Head of Retail; Applies to: S1, S4
• Early-window share baseline and goal (Observed/Base): 12–15 % of total event transactions Owner: Merch + Analytics; Applies to: S2, S1
• Event CPA guardrail (Target/Base): 0–0.8 multiplier of baseline CPA Owner: CFO; Applies to: S3, S1
• QR redemption floor as activation lift proxy (Target/Base): 5–5 % of footfall Owner: Head of Retail / Partnerships; Applies to: S4, S1

Measurement Plan

• Event CPA (CFO / Performance Marketing, 2025-11-22 to 2025-11-29) — Achieve CPA ≤ 0.80× baseline over Nov 22–29 for stores in the pilot compared to matched-control stores Why it matters: Proves partner-funded activations preserve acquisition efficiency vs blanket discounts.
• Buyer activity share vs promo intensity (Merch + Analytics, 2025-11-22 to 2025-11-29) — Measure early-window share = 20–30% while promo SKU share remains ≈ LY or lower Why it matters: Paired metrics show whether early-buyer growth is coming from converted new buyers or deeper markdowns.
• Foot-traffic uplift (pilot vs control) (Head of Retail / Store Ops, 2025-11-22 to 2025-11-29) — Footfall uplift 10–15% (stretch ≥25%) in pilot stores vs matched-control weekend Why it matters: Direct test of whether co-branded activations drive incremental store visits compared with blanket discounts.
• Partner funding vs discount P&L (CFO / Head of Partnerships, Prior to pilot launch; finalize by 2025-11-08) — Model event-level P&L showing net margin and CPA under (A) 20% blanket discount and (B) co-funded 15% collaboration + media value Why it matters: Quantifies tradeoffs and shows whether partner funding replaces markdowns while protecting CPA. Note: Buyer activity share in the early window is tracked separately from SKU promo share to protect margin while growing participation.

Deep Analysis

Tariff clarity lowers headline price-hike risk: Tariff fog clearing reduces price-hike signaling; discount leverage remains potent.

Fewer companies signaled price hikes as tariff uncertainty eased in Q3, reducing the need to pre-announce margin actions ¹. This removes an external justification for across-the-board increases, meaning promotional pricing still drives short-term demand but now carries clearer margin tradeoffs rather than tariff-driven cost offsets. Moving from blanket discounts to partner-funded activations preserves selling price while reallocating net promo spend to activation value. Operator note: Run a 6-week operational pilot replacing one weekend 20% sitewide discount with a co-branded in-store activation in 12 pilot stores. Track foot_traffic_uplift, buyer_activity_share, net margin per transaction, and event_cpa. Commit to cut or scale after week 3 if foot_traffic_uplift is below 10% or event_cpa exceeds 0.80x baseline. Instrument next: Instrument the S1 pilot: 12 stores, 6 weeks, measure foot_traffic_uplift and buyer_activity_share versus the weekend baseline.

Exclusive drops concentrate early-window demand: Partner drops shift purchase timing; lift early-window share without deeper markdowns.

Exclusive, week-one product drops in high-traffic stores concentrate intent and move purchases into the early window, improving early_window_share versus a broad discounting cadence ¹. The mechanism is scarcity-driven urgency plus earned partner media that frontloads visits and purchases, reducing reliance on deeper markdowns to clear stock. Versus blanket discounts, exclusive drops trade off broader reach for higher early conversion rates and stronger partner media lift. Operator note: Execute a 4-week test with a week-one exclusive collab product drop in 15 high-traffic stores. Measure early_window_share, sell-through in week 1, conversion rate, and incremental footfall versus last-year baseline. Decision rule: scale if early_window_share reaches 20% within week 1 and event_cpa ≤0.80x baseline. Instrument next: Instrument the S2 test: 15 stores, 4 weeks, measure early_window_share against last-year baseline and monitor week-1 sell-through.

Co-funding shifts P&L and lowers effective CPA: Partner-funded 15% protects margin and can reduce event CPA versus 20% sitewide.

A three-week finance model comparing a 20% blanket discount to a co-funded 15% collaboration typically shows co-funding reduces net promo spend and can drive event_cpa below the 0.80x target when partners underwrite media or product costs ¹. The second-order effect is higher owned-media value per dollar spent because partner funds can be reclassified as media or market-development rather than pure markdown, preserving gross margin relative to blanket discounts. The break point is partner funding share and sell-through; if partner contribution falls or sell-through lags, the margin advantage disappears quickly. Operator note: Run a 3-week CFO-partnership profit model comparing net margin, event_cpa, and contribution per sale for (a) 20% sitewide discount and (b) co-funded 15% collab. Include sensitivity to partner funding share (0–100%), sell-through variance, and reclassified media value. Decision rule: prefer collab if event_cpa ≤0.80x and net margin loss is <50% of the blanket discount loss. Instrument next: Instrument the S3 finance model: 3 weeks, scenario runs on partner funding share and sell-through assumptions, output event_cpa and net margin deltas.

Store-as-studio converts promo spend into owned media: Flagship pop-ups create media lift and raise buyer activity versus pure discounts.

Short-term store-as-studio pop-ups can reallocate promo budgets into content and live activation, increasing buyer_activity_share per promo dollar and improving paired metrics against promo intensity ¹. The mechanism is twofold: localized experiential draw (footfall) and reusable content/media value that extends the activation's reach beyond the weekend. This approach trades operational complexity and property allocation for higher media value and potentially better QR_redemption and early-window performance versus blanket discounts. Operator note: Pilot a 2-week store-as-studio pop-up in 8 flagship locations over a holiday weekend. Capture content, run local paid amplification, and measure paired_metric: buyer_activity_share versus promo_intensity, plus QR_redemption and foot_traffic_uplift. Stop if buyer_activity_share increases <5 percentage points or QR_redemption <5% of footfall. Instrument next: Instrument the S4 pop-up: 8 flagships, 2 weeks, measure buyer_activity_share, QR_redemption, and content reach metrics.

Pattern Matches

• Replace weekend sitewide discount with co-branded activation Then: Retailers historically ran blanket weekend sitewide discounts to drive holiday footfall and clear inventory. Now: Brands are testing co-branded in-store activations that trade depth of discount for partner marketing and exclusivity to protect margin. Operator leap: Head of Retail run a 6-week pilot replacing one weekend 20% storewide discount with a co-branded in-store activation in 12 pilot stores and measure foot_traffic_uplift and buyer_activity_share versus control.
• Limited exclusive drops concentrate early-window demand Then: Streetwear and limited-release brands historically used scarce drops to drive concentrated early-window purchases and earned media. Now: Retailers can recreate that urgency with partner-exclusive week-one product drops to raise early-window share without across-the-board markdowns. Operator leap: Head of Partnerships run a 4-week test: launch a week-one exclusive collab product drop in 15 high-traffic stores and measure early_window_share versus last-year baseline.
• Co-funded promotions improve P&L vs blanket markdowns Then: Brands have long used co-funded promotions with suppliers or partners to share discount cost and protect gross margin. Now: Co-funded 10–15% collaboration promotions can yield similar demand to 20% blanket discounts while improving net margin and marketing leverage. Operator leap: CFO and Head of Partnerships run a 3-week finance model comparing P&L outcomes of a 20% blanket discount versus a co-funded 15% collaboration, targeting event_cpa ≤0.80× baseline and reporting net_margin impact.
• Stores as studio increase buyer engagement per promo dollar Then: Retailers have used pop-ups and in-store events historically to produce higher engagement and longer dwell time than price promotions. Now: Converting promo dollars into store-as-studio experiences boosts buyer activity share relative to promo intensity and creates owned media moments. Operator leap: Head of Property run a 2-week store-as-studio pop-up in 8 flagship locations during the next holiday weekend and track the paired_metric: buyer_activity_share versus promo_intensity and event_cpa.
• Early-window exclusives protect margin and lift conversion Then: Early-bird offers historically captured high-intent shoppers willing to pay closer to full price before mass markdowns. Now: Targeted week-one bundles and gated access convert early shoppers at higher yield and raise early_window_share without deeper markdowns later. Operator leap: Run a week-one exclusive bundles test with QR-gated access in 10 pilot stores to hit early_window_share 20–30% and QR_redemption ≥5% of footfall; compare conversion and margin to standard promo weekends.
• Reallocate promo spend to in-store media to lower event CPA Then: Some retailers shifted ad and promo budget into experiential in-store marketing to improve ROI per event. Now: Shifting a portion of promo dollars to in-store media and partner co-marketing can lower event_cpa while raising buyer_activity_share. Operator leap: Run a controlled reallocation: move X% of holiday promo budget into in-store media and partner co-funding across 6 pilot stores for 6 weeks and measure event_cpa, buyer_activity_share, and net_margin versus matched controls.

Brand & Operator Outcomes

• Replace one weekend 20% sitewide with a 6-week co-branded in-store activation pilot (Head of Retail · next 6 weeks): Run a 6-week pilot in 12 high-traffic stores replacing one weekend 20% sitewide discount with a co-branded activation that bundles partner-funded experiences and limited SKUs. Measure foot_traffic_uplift and buyer activity share vs that weekend baseline to validate higher throughput with shallower markdowns ¹. (Impact: Throughput and incremental margin — target foot_traffic_uplift 10-15% base, stretch ≥25%; monitor paired buyer activity share vs promo intensity and event_cpa pressure.)
• Move 20% of holiday demand into the earlier window with exclusive partner product drops (Head of Partnerships · next 90 days (one planning cycle)): Execute a 4-week test: week-one exclusive collab product drops in 15 highest-footfall stores to shift early-window purchases. Goal: lift early_window_share from 12-15% to 20-30% while avoiding deeper markdowns and keeping event CPA at or below the ceiling ¹. (Impact: Early-window share and loyalty cadence — explicit target to move 20% of holiday demand earlier without crushing margin; measure early_window_share and event_cpa (≤0.80x baseline).)
• Model co-funded 15% collab vs 20% blanket discount to lock event CPA (CFO · next 30 days): CFO and Head of Partnerships run a 3-week P&L model comparing a 20% blanket discount to a co-funded 15% collaboration. Include media equivalence, partner funding, and incremental margin run-rates to test whether event_cpa stays ≤0.80x baseline under the collab scenario ¹. (Impact: Event CPA and incremental margin — outcome decides whether promo dollars are converted to co-funding or retained as markdowns; target event_cpa ≤0.80× baseline and improved margin per sale.)
• Convert promo spend to store-as-studio pop-ups to raise buyer activity share (Head of Property · next holiday weekend (next 90 days)): Deploy 2-week store-as-studio pop-ups in 8 flagship locations during the next holiday weekend. Treat space as paid media: host partner content, QR-driven exclusives, and capture QR_redemption and buyer activity share vs promo intensity to prove media ROI in-store ¹. (Impact: Loyalty and owned media throughput — aim for QR_redemption ≥5% of footfall and improved buyer activity share while reducing blanket discount reliance.)

Activation Kit

Replace one weekend 20% with a co-funded in-store activation

Pillar: Retail Activation · Persona: Head of Retail · Time horizon: 6-week Why now: Tariff clarity reduces need for broad price moves; reallocating promo to partner-funded activations preserves price while driving traffic. Thresholds: Cut or scale after week 3 if foot traffic lift <10% or event CPA >0.8× baseline; aim redemption ≥15%. Fit: Best for Regional stores with spare event space and stable weekend baseline; Not for High-velocity stores where checkout throughput is the constraint. Proof: Signal S1: 6-week replacement pilot recommended; S3 finance guardrail targets event_CPA ≤0.8× baseline. Placement options: Dedicated in-store activation bay, Front-of-store endcap, Corner experiential kiosk Target map: - Retail ops (Retailer): Vacant bay available for weekend swap - Head of Partnerships (Partnerships): Can co-fund promo spend to preserve price - CFO / Commercial Finance (Finance): Need quick P&L comparison vs blanket discount Cadence: - Day 0: Kickoff pilot scope — Align stores, partner funding, measurement and 6-week plan. (CTA: Send 1-page runbook to merchandising, store ops, and finance) - Day 3: Measurement & ops reconfirm — Share instrumentation plan, door counts, and merchandising schedule. (CTA: Book 30-minute readout with finance and ops to review guardrails) - Day 21: Week 3 readout — Assess foot traffic and CPA against thresholds to decide cut or scale. (CTA: Deliver scale/kill decision memo to executive sponsor) Ops tags: owner Head of Retail x Head of Partnerships | Collab type brand↔operator | Zero new SKUs: Yes | Ops drag: medium

Run a limited-week exclusive drop in high-traffic stores

Pillar: Partnership Product · Persona: Head of Partnerships · Time horizon: pilot Why now: Exclusive drops concentrate early-window demand and reduce reliance on deeper markdowns. Thresholds: Measure early-window share versus last year; aim event CPA ≤0.8× baseline and redemption ≥15% for mini-burst success. Fit: Best for High-traffic stores with proven early-window converters; Not for Low-stock or low-visibility locations. Proof: Signal S2: week-one exclusive drops shift purchase timing and lift early-window share. Placement options: Front-of-store drop shelf, Checkout or endcap display, Small pop-up table in main aisle Target map: - Partnerships lead (Partnerships): Can secure limited allocation and co-promote - Store ops (Retailer): High-traffic sites to concentrate early demand - Local marketing manager (Marketing): Drive local awareness for week-one purchase timing Cadence: - Day 0: Drop kickoff — Confirm SKUs, store list, sell-through targets, and POS build. (CTA: Send 1-page runbook to merchandising, store ops, and finance) - Day 7: Week-one readout — Share early-window lift and sell-through; flag supply issues. (CTA: Book 30-minute readout with finance and ops to review guardrails) - Day 21: Post-pilot assessment — Compare early-window share to baseline and CPA to guardrails. (CTA: Deliver scale/kill decision memo to executive sponsor) Ops tags: owner Head of Partnerships x Brand Partner (creative + product) | Collab type brand↔operator | Zero new SKUs: No | Ops drag: medium

2-week flagship pop-up during holiday weekend

Pillar: Store-as-Studio · Persona: Head of Property · Time horizon: immediate Why now: Short store-as-studio runs create media moments and measurable buyer activity without broad markdowns. Thresholds: Target buyer activity share growth vs promo intensity; success if event CPA ≤0.8× baseline and foot traffic uplift ≥10%. Fit: Best for Flagship locations with high local media reach; Not for Small footprint stores or heavy queue stores. Proof: Signal S4: 2-week flagship pop-ups recommended to track paired metric (buyer activity share vs promo intensity). Placement options: Flagship atrium pop-up, Window takeover + interior demo zone Target map: - Head of Property (Property): Flagships are free over holiday weekend for pop-up - Brand studio (Marketing): Need media-friendly content window - Store ops (Retailer): Can support staffing and floor changes Cadence: - Day 0: Site readiness call — Confirm site logistics, media plan, and staffing for holiday weekend. (CTA: Send 1-page runbook to merchandising, store ops, and finance) - Day 2: Ops readiness check — Validate signage, staffing schedule, and measurement tags. (CTA: Book 30-minute readout with finance and ops to review guardrails) - Day 7: Post-weekend readout — Deliver buyer activity share and CPA vs thresholds for go/no-go. (CTA: Deliver scale/kill decision memo to executive sponsor) Ops tags: owner Head of Property x Brand Marketing / Studio | Collab type brand↔operator | Zero new SKUs: Yes | Ops drag: high

The Brand Collab Lab turns these plays into named concepts, deck spines, and outreach ready for partner teams.

Risk Radar

• Risk: blanket discounts compress margin without delivering incremental buyers (Severity 3, Likelihood 3) Trigger: Using sitewide or storewide percent-off as primary lever to drive traffic when tariff rationale for price moves is gone Detection: Track incremental buyers vs baseline, net margin per transaction, event_cpa, and promo_revenue_share during discount windows; compare to matched non-discount holdouts Mitigation: Run a 6-week A/B pilot: replace one weekend 20% sitewide discount with a co-funded 15% collab activation in 12 pilot stores. Stop or revert if foot_traffic_uplift <10% or event_cpa >0.80x baseline after week 3
• Risk: exclusive drops pull demand forward and create stockouts, sacrificing later full-price revenue (Severity 2, Likelihood 2) Trigger: Week-one exclusive collab drops with insufficient channel allocation or no reserved inventory for full-price channels Detection: Monitor early_window_share, sell-through rate, post-drop conversion, lost_sales_rate, and timing of repeat purchases; flag channels with >70% sell-through in first 72 hours Mitigation: Allocate controlled inventory windows and reserve a full-price SKU pool. Run a 4-week test: launch week-one exclusive drops in 15 high-traffic stores with 20% inventory reserve for full-price channels; measure early_window_share and post-drop conversion
• Risk: pop-up activations lift foot traffic but dilute buyer activity share and increase cost per buyer (Severity 2, Likelihood 2) Trigger: Turning stores into content studios or non-transactional events without gating or direct-sale mechanics Detection: Track buyer_activity_share vs foot_traffic_uplift, average_order_value, dwell_time, staff_hours_per_event, and paired_metric (buyer_activity_share / promo_intensity) Mitigation: Run a 2-week store-as-studio pilot in 8 flagships with gated direct-to-sale offers. Stop if buyer_activity_share uplift <10% or event_cpa >1.0x baseline
• Risk: overlapping pilots and weak controls produce noisy lift estimates and bad investment decisions (Severity 3, Likelihood 2) Trigger: Running concurrent tests across stores/channels without clear holdouts or pre-registered metrics Detection: Look for inconsistent uplift across comparable holdouts, high variance in treatment effects, divergence between modeled and observed P&L, and failed placebo tests Mitigation: Define strict control stores and time windows. Pre-register metrics and run isolated randomization. Have CFO and Head of Partnerships run a 3-week finance model comparing P&L of a 20% blanket discount vs a co-funded 15% collaboration targeting event_cpa ≤0.80x baseline

Future Outlook

• 6-month Partner drops shift early-window demand without deeper markdowns: If true, we will see a measurable rise in week-one purchases within 2 months (confidence 0.70) Replacing one weekend 20% sitewide discount with co‑branded in-store activations in a 12-store, 6-week pilot will drive foot_traffic_uplift and concentrate purchases into the early window, raising early_window_share versus the baseline ¹. Tracking buyer_activity_share and foot_traffic_uplift will show whether partner-funded activations preserve price while maintaining demand, and whether event_cpa holds at or below 0.80x the discount baseline ¹. If the pilot fails to reach a predefined foot_traffic_uplift threshold (for example 10%) or event_cpa > 0.80x baseline by week 3, stop or rework the activation mechanics before scaling ¹. Watch early_window_share (week 1) versus last-year baseline for Lift early-window purchases by 10-20% while holding event_cpa ≤ 0.8x baseline and preserving average selling price
• 12-month Scale store-as-studio activations to reduce blanket discount reliance and improve net margin: If true, we will see fewer sitewide discounts and higher net margin per event within 9 months (confidence 0.65) Scaling successful pilots into an 8- to 12-location store-as-studio program during peak windows will shift promotional spend to partner co-funding and media-led experiences, reducing the need for blanket markdowns ¹. A rolling 3-week finance model comparing a 20% blanket discount versus a co-funded 15% collaboration should show improved P&L outcomes and lower long-term promo leakage if event_cpa remains ≤ 0.80x baseline ¹. If net margin per transaction improves while foot traffic and early_window_share stay flat or grow, convert weekend discounts into recurring partner activations across the portfolio ¹. Watch event_cpa (cost per event acquisition) versus discount baseline for Replace routine sitewide discounts with partner-funded activations that preserve price, reduce promo spend, and improve net margin per event

Sources

Appendix Signals

• Broad Consumer Price Sensitivity: held for later window (strength 0.00)
• Global Tariff Shock Scenarios: held for later window (strength 0.00)