"BFCM is a funnel clearing event, not a list growth event."

Jimmy Kim has spent 18 years in email. He built an in-house email tool for his men's clothing store, turned it into Sendlane, and built his own sending network along the way. Now he co-hosts Send It! with Chase Dimond. His view of Black Friday: stop casting a wide net and move every segment one step down the funnel.

Jimmy explains why you ramp send volume in October instead of November, how many emails to send on Black Friday and to whom, and why a new product launch beats another discount.

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What you'll learn:

• Why Black Friday should move every segment one step down the funnel instead of growing the list
• Getting VIPs to raise their hands for early access, so they reserve a budget for you
• The segments to build now: prospects, first-time buyers, repeat customers, VIPs, and lapsed customers
• Where identity resolution works (browse and cart abandonment) and where it doesn't (list building)
• Why unengaged prospects get cut, while lapsed buyers from the last 365 days get one more shot
• Ramping send volume in October, because a 2 to 3X spike in November is a red flag to inbox providers
• Adding unengaged contacts at 10% of your list, never doubling it
• Five to eight emails on Black Friday, with different messaging and frequency per segment
• SMS as an urgency channel, not an echo of your email
• What unsubscribe rate means pull back: 0.2 to 0.5% is normal, worry at 20 to 30% above your baseline
• Why a new product launch beats another discount, plus bundles, gift with purchase, and tiered spend
• The post-BFCM lag, the second purchase, and faster abandoned cart timing for the holiday week

Guest: Jimmy Kim, co-host of the Send It! podcast and founder of Sendlane.

The eCom Email Marketer (Jimmy's daily newsletter): https://ecomemailmarketer.com
Send It! podcast on YouTube: https://www.youtube.com/@SendItPodcast
Send It! on Apple Podcasts: https://podcasts.apple.com/us/podcast/send-it/id1772942834
Montana Knife Company's Black Friday episode: https://ethercycle.com/blogs/unofficial-shopify-podcast/inside-montana-knife-companys-black-friday-2025-the-unofficial-shopify-podcast

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"Now everybody knows code. It's called English."

On October 1, Shopify launched Canvas, a new theme editor built around Sidekick. Ben Sehl is Director of Product for Online Store at Shopify. He built themes as a partner, cofounded the clothing brand Kotn, and led Hydrogen from zero to one. Now he's replacing a theme editor that has worked for 15 years, and he says Canvas will be the only one in time.

Ben explains what Shopify rebuilt under the hood, who should use Canvas today and who should wait, and why he thinks agencies are worth more now than before AI.

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What you'll learn:

• Why Shopify rebuilt the editor instead of adding AI to the old one
• The artboard view: every page of your store on one screen
• How a client-side Liquid renderer lets you click any text and edit it where it lives
• Why Sidekick for big changes and direct edits for small ones
• Theme settings: why Horizon was peak settings, and why two or three variants per block is the new rule
• What happens to your theme, your JSON templates, and your GitHub sync when you switch
• Autosave, version history, and theme check before publish, built in
• What Canvas does not support yet: Theme Store themes, apps, and Markets
• Why Ben hired an agency for Kotn instead of using Canvas, and why he thinks AI makes agencies more valuable
• Shopify's zero-breaking-changes promise, back to store number one, Snowdevil
• The one prompt to try first: "redesign my store"

Guest: Ben Sehl, Director of Product, Online Store at Shopify. Cofounder of Kotn.

Ben Sehl on X: https://x.com/benjaminsehl
Ben's site: https://sehl.ca
Kotn: https://kotn.com
Commerce-UI (Kotn's agency): https://commerce-ui.com
Introducing Canvas (Shopify): https://www.shopify.com/news/introducing-canvas
Canvas changelog: https://changelog.shopify.com/posts/design-a-fully-bespoke-store-with-canvas

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"Not knowing what we were doing, just bobbling through it, we did a couple thousand dollars an hour and we were like, whoa, this might be something."

John Roman bought BattlBox back in 2023 and went looking for the next channel. With over a million TikTok followers, TikTok Shop looked obvious. Then a Whatnot sales rep sent an email. Seventeen months later, live selling on Whatnot does $447K a month, with no ad spend.

John breaks down why Whatnot buyers spend three times what TikTok Shop buyers spend, what a three-hour show looks like when each product gets 30 seconds, and the host-hiring mistake that seemed like a sure thing.

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What you'll learn:

• The ramp: $25K in 10 hours the first month, $447K in 317 hours last month
• Why buying intent on Whatnot beats TikTok's algorithm: "You don't open up the Amazon app to look at content"
• Auctions, dollar starts, and the deal-hunter problem that hurts your margin
• The format: 30 seconds per product, 50 to 60 items per three-hour show, 200 SKUs in rotation
• The setup: a phone, good lighting, a home studio, and OBS for effects
• Where hosts come from, and why the TikTok Shop affiliates they recruited didn't work out
• Raids and community boosts, the features that keep Whatnot buyers coming back
• How members get box items six months before they reach Whatnot
• Why they turned off Whatnot ads after a holdout test, and how their Meta CAC changed
• What's next: Battl Games season three, a six-part YouTube series starting in November

Guest: John Roman, CEO of BattlBox. Last on the show in January 2023.

BattlBox: https://battlbox.com
BattlBox on Whatnot: https://www.whatnot.com/user/battlbox
John Roman on LinkedIn: https://www.linkedin.com/in/john-roman
Online Queso (John's blog): https://onlinequeso.com
John's previous episode, "How a Subscription Box Biz Got a Netflix Show": https://unofficialshopifypodcast.com/episodes/john-roman-battlbox/

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Kurt spent a day at Beanstalk, an invite-only ecommerce conference at Industry City in Brooklyn, recording 15-minute conversations under a tent. Seven made it to tape. Every guest is on Shopify. Not one led with paid ads.

The lineup: Matt Butcher of Adam's Polishes on why he comes. Jay Wright, who spends about a billion dollars a year on Meta, on why your media buying is "completely cooked." Maria Lopez-May, VP Marketing at Nugget, on life after the pandemic lottery. Vivek Kumar, CEO of Articore (Redbubble and TeePublic), on their new Shopify integration and a $20 million turnaround. NJ Falk of APL on $400 sneakers and the thing she noticed about Sidekick. Robbie Bent of Othership on building $15 million bathhouses and marketing through the local dentist. Ali Weiss, former CMO of Glossier, on launching NoBiggie and choosing not to turn on paid.

Paul was not there. He asks what you would ask.

What you'll learn:

• Why a curated conference beats a big one: "everyone I bump into here is worth chatting with"
• Jay Wright: Meta is an auction, someone is winning at that CPM, and it is not the person buying like it's 2022
• The biggest mistake Jay sees: founders abdicating growth to a $1,000-a-month retainer
• How to label your ad creative so your own account tells you what to make next
• Maria Lopez-May of Nugget: right product, right time, then the dupes, then Amazon and CTV
• Articore's first profit since listing and a Shopify integration that launched ten days before the interview
• Why print-on-demand sellers should not put "the kitchen sink" on their store
• APL: Magento to Shopify Plus in a week, then a flagship store opened four months before lockdown
• The Sidekick detail NJ Falk noticed and Kurt never did
• Othership: a horse trough in a backyard, 90 people screaming in a dark sauna, and why brick and mortar takes two decades
• Why local influencers (the trainer, the stylist, the bartender) beat wide-reach channels for a neighborhood business
• Ali Weiss on unlearning beauty margins, "playing on hard mode" with two buyers, and why getting on a Target shelf is the easy part
• NoBiggie Neighbors: free product for your kid's birthday party as the whole acquisition strategy
• The hard decision to not turn on paid until repeat purchase shows up across channels

Hosts: Kurt Elster and Paul Reda, co-owners of Ethercycle, a Shopify-exclusive agency.

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• Beanstalk: https://www.beanstalkevents.com
• Adam's Polishes: https://adamspolishes.com
• Ecommerce Equation: https://ecommerceequation.com
• Jay Wright on Instagram: https://www.instagram.com/jaywrightofficial/
• Nugget: https://nuggetcomfort.com
• Articore Group: https://articore.com
• Dashery: https://www.dashery.com
• APL: https://athleticpropulsionlabs.com
• Othership: https://othership.us
• NoBiggie: https://nobiggieplease.com

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Discounts are the biggest line item on your P&L that nobody approved. Kurt and Paul answer the questions merchants keep asking, then lay out the Black Friday plan.

Part one is a mailbag pulled from r/ecommerce, r/shopify, and the Shopify Community: the Combines With checkbox that wiped the profit on 60 orders before lunch, influencer codes showing up on Honey, welcome codes reused by new Gmail accounts, and the eternal free-shipping-or-20%-off question. Part two is what to fix in September, and what three consecutive Black Fridays of gift-with-purchase data say about thresholds, gift size, and who actually takes the gift.

What you'll learn:

• Why discounts deserve the scrutiny you give ad spend, and why almost nobody gives it
• How one Combines With checkbox stacked free shipping, 20% off, and a bundle script into zero-profit orders
• What to do about influencer codes on coupon sites (and why single-use codes don't solve this one)
• The rule Kurt uses on every code he creates: a 12-month expiry, no exceptions
• Why you can't stop welcome-code abuse, and the one-line fix from the top Reddit reply
• Free shipping vs discount codes: if you have to ask, you don't know your contribution margin
• The September checklist before code freeze: SEO metadata, alt text, accessibility, Core Web Vitals, and a discount audit
• Three Black Fridays, one $50 gift threshold, and carts that landed at $98, $101, and $111
• The surprise in the data: gift-with-purchase skews to returning customers, free shipping to new ones
• The segmented strategy: free shipping code for first-time buyers, gift for everyone else
• Threshold math: gift at 2x AOV, free shipping 50% above AOV, gift retail value 10 to 15% of cart
• Why Shopify's agentic catalog mapping did nothing on two stores for 14 days

Hosts: Kurt Elster and Paul Reda, co-owners of Ethercycle, a Shopify-exclusive agency, and makers of Promo Party, a gift-with-purchase app.

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• All three research reports: https://ethercycle.com/report
• State of Discounts 2026: https://ethercycle.com/pages/state-of-discounts-2026
• Q4 gift-with-purchase report: https://promoparty.app/bfcm-gift-with-purchase/
• The $2K Combines With thread: https://www.reddit.com/r/ecommerce/comments/1qbvg5k/
• Free shipping vs discount codes thread: https://community.shopify.com/t/675799
• Welcome code abuse thread: https://www.reddit.com/r/shopify/comments/1u9i640/
• Influencer codes on Honey thread: https://community.shopify.com/t/222041

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He sells vapes with no nicotine. Every ad platform, payment processor, and carrier treats him like Big Tobacco anyway.

Conrad Kurth founded Cyclone Pods in 2018 after watching every friend he had get hooked on Juul. Eight years later the brand has grown every year with a 60 percent repeat customer rate, no paid ads, no Shopify Payments, and no USPS. This is what selling on hard mode actually looks like.

What you'll learn:

• Why a product with no addictive ingredient still gets a 60% repeat rate
• Where a new customer really comes from when Meta, Google, and TikTok won't run your ads
• Why "alternative advertising" on age-restricted sites sent traffic that never converted
• The Sunday morning Shopify Payments shut off with no warning, and the standalone store he keeps ready for next time
• How UPS and FedEx agreed to ship after seeing lab data, and why USPS never will
• Whether publishing third-party lab results helps SEO (his honest answer: he can't prove it)
• Why Wisconsin only allows vapes from Philip Morris, Altria, and Reynolds
• The Focus Pouch story: caffeine plus lion's mane, reishi, and cordyceps, two years before caffeine pouches were a category
• Vapes for dogs, the leaking device that got pulled, and what he'd tell his 2018 self
• His advice for anyone selling a restricted product: ignore the ad people, do the legwork yourself

Guest: Conrad Kurth, founder and CEO of Cyclone Pods, a nicotine-free vape and nootropic pouch brand based in Santa Monica, California. Former software engineer.

Show Links:

• Cyclone Pods: https://cyclonepods.com
• Email Conrad: conrad@cyclonepods.com

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He's shipped over a billion units. He says your Black Friday gets decided in September.

Casey Armstrong, CMO of ShipBob, returns for his third appearance to break down peak season 2026. Five years ago the villain was Shipageddon. This year there's no single boogeyman, just tariffs that pushed brands global, an exploding channel mix, and AI quietly eating the back office.

What you'll learn:

• Why right now is "inbound peak" and what to send your 3PL before October
• The real warehouse math: when one node beats five, and why split shipments crush margins
• The only two levers that lower shipping costs (and you can only pull one)
• The subscription discount trap that trains customers to game you, plus how Rise Coffee and Momentous do it right
• How brands turn screenshots into warehouse receiving orders in 30 seconds with AI agents in Slack
• ShipBob Promise: delivery dates on the PDP and at checkout, built by the exec who ran Amazon's North America fulfillment
• The Watchmaster story: a crawler that undercut Rolex competitors $5 at a time to win Google Shopping
• The exact signal it's time to stop packing your own orders

Guest: Casey Armstrong, CMO of ShipBob, the global fulfillment platform with 70+ facilities worldwide. Previously VP of Marketing at BigCommerce.

Show Links:

• ShipBob: https://www.shipbob.com
• Unpacked with Casey Armstrong, ShipBob's podcast: https://unpacked.shipbob.com
• Casey's prior appearances: Shipageddon (Dec 2020), 3PL ShipBob Sees Strong Black Friday Fulfillment (Dec 2021)

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"You think you know what you're doing. Like I work at Shopify. I should be better at it."

That's Atlee Clark, Shopify's VP of Partnerships, on running her own store, Pika Layers, for the past seven years. She's joined by Eytan Seidman, VP of Product for everything partners and developers touch. Together they just rewrote the deal for Shopify's entire partner ecosystem, and this conversation explains what that means for your store.

We get into the new revenue share that pays partners on merchant GMV growth (Plus upgrades finally count), why Catalog and UCP put the world's products in a single API, and how Sidekick app extensions going GA changes what apps can do inside your admin. Plus the two areas both VPs say are wide open for anyone willing to build.

Stick around for the complaint Eytan admits Shopify still hasn't fixed.

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• Shopify Partners: shopify.com/partners
• Shopify.dev: shopify.dev
• Pika Layers (Atlee's store): pikalayers.com
• Atlee Clark on X: x.com/AtleeClark
• PromoParty (Kurt's app): [URL]

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