STABLE TV × DTC DARLING RAZOR
Full Funnel Impact. 14d window. Apr 12 - Apr 26, 2026.

The 8-month arc · May 2025 engagement → CTV Aug 11 2025 → Apr 2026.

Jan-Apr 2025 · the system was broken

The feedback loop was disconnected. The way they measured success was wrong. Acquisition strategies were hitting diminishing returns. Spend climbed +64% MoM yet new-customer CAC blew +55% and one-time CAC blew +142% - Meta CAC held flat at $138 and that was the headline they were tracking. The composed view told the truth: the system needed a strategic pivot.

May/Jun 2025 · Stable engaged as embedded fractional media strategy lead

Operating model reframe delivered. “It was never a Meta problem. It was a mix problem.” Audit → align → bridge. Cash-view (CFO) and accrual-view (CMO) reconciled in one operating model. Vendor measurement became a guide, not a gospel. Triangulation replaced single-source decisioning.

Aug 11 2025 · CTV launched as brand layer

Phase 1 hero · Aug 11 – Oct 5 2025. Halo-forward CAC compressed from a $42.69 pre-CTV baseline to $32.58 over 8 weeks (−24%). Phase 2 (Oct – Dec, 9 weeks of holiday brand-layer cuts) drifted to $41.70. Phase 3 (Dec – Mar, 16 weeks, brand-layer restored at 40% intensity) settled at $40.20. Every week of the 33-week arc held below the pre-CTV baseline. MER trajectory aligns with brand-converted demand landing in highest-retention cohorts.

Recent 14 days. Halo CAC $13.70 vs $14.37 pre-TV baseline (-5% Phase 3 mature). 40% brand-layer intensity held.
Operational view below. Same underlying data, alternate framings live in the methodology card. Methodology card ↓ shows all three with the math.
Pulse read
Recent 14 days. Halo CAC $13.70 vs $14.37 pre-TV baseline (-5% Phase 3 mature). 40% brand-layer intensity held.

Baseline lift. The signal we run daily without waiting on a vendor.

population default · prototype-blinded-DTC referenceBL · Baseline Lift

Stable IP. Daily mix model that learns from spend + KPI patterns. Identifies winning days - what was the media mix on the days the brand crushed it? - and pressure-tests them through A/B + lite holdouts. Bridges the gap between same-day click attribution reads and the 60-150 day vendor mix model cycle.

Reference baseline lift · live synthetic-control runs at day 14. Pattern strength, winning-day mix, and the lite geo holdout shown here are case-study reference. Live synthetic-control + time-series model fits run on your brand's own DMA panel data; first read at day 14, full readout at day 28.

Daily new customers · predicted vs counterfactual vs actual

Daily causal model · 90-day window · refit every 24hr
187263338414489NEW CUSTOMERS / DAYCTV launchd0d15d30d45d59d74d89
actualobservedpredictedmodel fit (range shaded)baselinecounterfactual (no treatment)

The IP-layer read. Pre-CTV, predicted and counterfactual (no-treatment baseline) ride together at ~232 daily new customers - that's how the model fits cleanly when the lever isn't pulled. After CTV launches at day 30, ad-stock builds for 14 days, then actual diverges sharply from baseline. The orange line is what the brand earned. The dashed gray line is what the brand would have earned without CTV. The blue band is the model's range - tightening as the regime stabilizes. When predicted tracks actual inside the band, the model is honest. When they drift, BL flags the model needs a refit. Vendor mix model gives you this read every 60-90 days. We give it every 24 hours.

Pattern recognition · what wins look like

The daily causal model ingests daily spend by channel, daily KPIs (reach, impressions, clicks, revenue), and day-over-day rate of change. AI pattern-recognition surfaces what made the top-revenue days different from average days. The output is a media-mix prescription you can run tomorrow.

Winning-day pattern
TV $3-4K + Meta brand-layer $1.5-2K + brand search active. 12 of last 30 days hit this pattern → top-decile revenue 9 of 12 times.
Losing-day pattern
TV dark + Meta performance heavy + creative on 6+ wk old. 7 days in last 30 → bottom-quartile revenue 6 of 7 times.
Show the mathHow the daily causal model works · why it bridges the daily/quarterly gap

The problem with vendor mix model. Haus, Measured, and other causal mix model platforms refresh on 30-90 day cycles. By the time the readout lands, the world has changed - new products launched, promo windows shifted, creative refreshed. The mix model is reading a market that no longer exists.

What the synthetic causal model does instead. Pulls daily spend + KPI from every active channel, runs day-over-day rate-of-change analysis, identifies pattern clusters across winning vs losing days. Uses pattern recognition to surface what was different about the top-revenue days. Output is a prescriptive mix to test tomorrow.

How it triangulates with vendor mix model. When the vendor mix model lands at day 90, the synthetic causal model has been guiding daily decisions for 90 days. Compare: did the synthetic-suggested mix match what the vendor mix model ultimately validated? In every brand we've run this on, the synthetic guides 70-80% of decisions correctly with the vendor mix model as periodic ground-truth.

Lite holdouts. Runs synthetic-control geo holdouts on 8-12 DMAs for 28-day windows. Synthetic time-series model. Lower power than a true national holdout but actionable in 4-6 weeks instead of 90+ days. Vendor agnostic - Stable runs this on the brand's own data.

Foundation: industry-standard mix-model libraries, Meta GeoLift, Jin/Wang/Sun/Chan/Koehler 2017. The synthetic-control + statistical-mix model framework every prescient measurement team builds on.