Buying a $10-$100m Brand 🛒 or $1m- $10m SaaS biz this year.

I'm on the hunt for great Ecommerce brands and Apps. In the next year I'm going to Buy A Biz! 

After a decade of scaling the fastest-growing Shopify Plus Brands and Apps, it's time for me to run one. I'm acquiring Brands @ $10m - $100m and SaaS apps @ $1m - $10m Topline.


When I'm not living the Ecom lifestyle I'm learning Mandarin, and exploring the flavors of my kitchen.


I write a weekly Public Brand Teardown newsletter and share my journey 👉: 
https://letsbuyabiz.beehiiv.com/subscribe

Jeremy Horowitz'

There are ~3.6m Shopify stores (+24% YoY).
~ 125k do $1m+/yr (+26%)
~ 69k are on Plus (+81%).
~ 400 of those are >$100m+/yr

The important insights:
- Shopify is massive but only 3% are real bizs
- Only 50% of $1m+ brands are on Plus.
- Plus adoption is growing faster than everything else.


Reading through the tea leaves.

Plus is growing faster than everything else for 2 reasons:
1) Reps are more heavily compensated here.
2) Shopify is signing up more Omni-brands.

Retail features are nested inside of Plus.

Which will go down as Shopify’s smartest product move.

Ever.

The future for Ecommerce + Shopify.

Is Omni.

Acquired: CocoAI - Increase Rev +15% w/ WhatsApp. Still looking for a $10-$100m Brand 🛒 .

7k+ Shopify stores that do $10m+/yr. The Breakdown:
1) US: 82%
2) UK: 5%
3) India: 3%
4) Canada: 2%
5) Australia: 2%

Germany, France, Italy, Hong Kong + the Netherlands all trail with 1%.


The US is still the only real Shopify market. 

With a meaningful scale of big brands.

Yotpo will IPO in the next 24 months.

How do I know this? Because you don’t:
- Shut down an 8-fig product line.
- Layoff 40% of the team.
- Completely Rebrand

Unless you are preparing for a major exit.

After raising $400m+
Doing north of $150m in ARR (I’m speculating).
Leading 2 of the biggest categories in Retail (Reviews + Loyalty)

The only exit you can afford: IPO.

I don’t have any insider info. 
Just reading the tea leaves.

It’ll be amazing to see # 4 from the Shopify IPO class public.

What do you think they’ll IPO for?

New Year. Finally a new Profile photo.

For 3 years everyone meeting me must have been so confused.

Seeing a prof pic of me with hair.

To meet me in person.

Literally balder than the day I was born.

So finally I have an updated profile picture.

Thanks to my incredible sister for the headshot.
+ ChatGPT for the post effects.

For everyone in NYC today...

I'm going to be hanging around NRF meeting people.

Let's meet up!

Five $100m brands that need to be on your 2026 radar.
1) YoungLA (Gen Z Gymshark)
2) Bogg Bag (Crocs for Bags)
3) Little Sleepies (Family PJ sets)
4) Comft (True Classic for Athleisure)
5) FORTÉ (JRB for men)


Everyone is going to Grüns themselves over these brands next year.

My bet: Bogg Bag is the first to go public.

After talking about a Youtube channel for 3 yrs.
Now you can finally see + hear me break down my crazy takes.

We’ll cover:
- Stocks + Turnaround stories of major brands.
- Special tactics of what the best brands are doing.
- Deep dives into WhatsApp and AI.

It’s time to finally get back on camera.

Big goal for the year 0 -> 1k subscribers 

Check it out here: https://lnkd.in/euxx2e5G

5 Insights from reading 25 pgs of Loop’s 2026 Benchmark report:
1) 65% of brands charge a return fee (~$9)
2) Accessories Return Fraud = ~$341 (3x the avg)
3) 55% of Cosmetic/skincare brands offer Exchanges?
4) Lowest hanging fruit: Variant exchanges.
5) You want to add friction to your Returns program.


5 is my favorite.

There’s some great game theory you can work through.

Have fees + strategically remove them 

To incentivize certain actions. Like 
- VIPs
- Pushing to Exchanges
- Buying more in the exchange.

*The data is across 23m Returns from 4k Shopify brands using Loop returns.

Apple ($3.8T) needs to raid its $125B of cash + acquire Perplexity. 

To stop the Siri bleeding 
Make it not suck 
+ stop paying Google $1B/yr.

Meta/Open AI should have 0 chance at creating the next AI device.

Apple already has it: Airpods + iPhone

- Airpods: Speaking/Listening device to 
- iPhone: Interactive screen to visualize outputs

To really crush it, they should take $20m and clone Whspr flow too.

They already have all the users/data/devices.

They just need Siri to be usable.

In 2020, Tupperware was a $1.5B biz. 

Now it's worth $930k (-99.9%).

1 of America’s most iconic brands.

Is worth less than the Public biz compliance fees.

This should have never happened.

The signs were there for years to adjust course.

Poor management and refusing the adapt with the times.
Lead an American legend into irrelevance.

My 5 goals for 2026
1) 2x CoCo AI again this year.
2) Get back to monthly Therapy Sessions by March
3) Build up a 6 mo cash reserve again
4) Start taking a short vacation 1x/quarter
5) Do a 3-day fast 1x/quarter.

The hardest goal not to have this year

Is blank in the Philanthropy bucket.

I need to be real with myself.

And admit that I need to go all in on Coco AI.

Before I can meaningful commit to helping others.

This is a season of focus in my life.

And that focus will require me to be more selfish that I'd hoped.

“DTC has better margins” is a lie.

Omni-brands are 8x more profitable than Pure DTC.

Real Omnichannel brands have much higher margins than DTC.

The chart below is Drivepoint’s DTC index.



The takeaway.

Your only job:

Sell your product in every channel customers buy.


Stop letting Meta suck your biz dry.

Find the right times to expand into the right channels.

This Tech stack 2x’d Coco in only 10 months (20 tools):
1) ChatGPT
2) Lovable
3) Lindy
4) JIRA
5) GitHub
6) Meow
7) Google Cloud 
8) Google Workspace
9) LinkedIn
10) Crisp
11) Vercel
12) Sentry
13) Twilio
14) Notion
15) Zapier *
16) Deel*
17) Hubspot*
18) Docusign*
19) Inngest
20) Webflow

Even though we use tools 15–20.
I would not recommend.

I'm actively looking for alternatives.

What is your favorite tool that you’ve been using?

What are some good alternatives to my list?

Laird Superfood ($35m) is making the worst acquisition of 2026.

Raising $50m in debt to acquire Navitas Organics for $38.5m.

Today in the newsletter I’m breaking down the full shenanigans.

Of how this is the worst M&A of the year.

IN THE FIRST MONTH.

🧠 Takeaways: Today, I’m breaking down Laird Superfood’s comically awful acquisition of Navitas + why Laird is the worst run biz of 2025. Laird Superf

Open article: The Stupidest Deal of All Time (by Laird) by Jeremy Horowitz' • 6 min read

The Stupidest Deal of All Time (by Laird)

If you're still only using email + Meta ads to grow your eCom brand...

You're leaving $100k+ in Rev on the table.

At CoCo AI, we've helped 665+ Shopify brands implement WhatsApp.

Here's what we're seeing:
→ 80–90% open rates (vs email's 20–30%)
→ 15–20% conversion rates from WhatsApp chats
→ 90x ROI on ab cart recovery
→ European brands recovering 45–60% of abandoned carts

Meanwhile, most eCom brands are still:
- Fighting rising Meta ad costs.
- Watching email deliverability tank.
- Seeing messages buried in overcrowded inboxes.

So I just recorded a video breaking down exactly how to use WhatsApp.

To add 15–20% in extra revenue to your store.

I cover:
1) Why WhatsApp is outperforming email + SMS right now
2) How to set up WhatsApp marketing for your Shopify store
3) The 3 methods to build your WhatsApp list fast
4) The abandoned cart automation driving 90x ROI
5) How AI agents handle customer conversations 24/7 (no support team needed)

Watch the full video here: https://lnkd.in/ej697eEx

Who wants to make $100k for <10 hrs/wk?

Sell my Media sponsorships (6m Views/yr) to Top .01% bizs and you will.

This isn’t some 2-bit operation. We have:
- Fully built out sales process w/ playbooks (HubSpot)
- List of Potential partners
- Aggressive Compensation

What you’ll do:
- Talk with the leading Shopify apps in the space.
- Find the right media package fits.
- Close Sponsorship deals.

I’m looking for an experienced BD person.

Week 1 you’re working the pipeline.
Week 2 work with me to deliver great ads.
Week 4 collecting those sweet commissions.

+ we’re adding new channels (AKA new sponsorship opps) this year.

I’m looking to bring someone on by EOM.

If this sounds like a good fit for you, send me a DM.

Let’s talk.

How OpenAI will own Paramount by EOY 2027:
1) OpenAI rug pulls on their Oracle commit.
2) Oracle’s stock plummets, triggering margins loans.
3) Cascade of defaults forces Paramount into bankruptcy.


The Ellison empire is pretty fragile:
- OpenAI promised to pay Oracle Cloud $60B/yr for 5 yrs
- Oracle borrowed $35B to fund data center build-outs.
- Paramount had $14B in debt post-exit.


OpenAI is 78% of ORACLE’s est rev.

FOR THE NEXT 5 yrs!

Oracle has $125B in total outstanding debt.
The family's other assets are funded by Margin loans/debt.

If Oracle’s Rev doesn’t grow fast enough, the debt collapses.
Forcing the Ellisons to abandon Media to protect the core.

Then...

OpenAI swoops in to buy Paramount out of bankruptcy.
And if things get really ugly for Oracle.
OpenAI buys them as well.

I have 5 major goals for 2026:
1) 2x Coco’s ARR. Again.
2) Start taking small vacations 1x/quarter.
3) Get back to monthly therapy sessions.
4) Build up a 6 month Nest egg.
5) 4 Fasts of at least 3-days.


Every year I have to trim down my goals.

I only hit 3/7 last year.

It hurts.

But that’s the cost of success.

🧠 Takeaways: How did I do against my 2025 + 2026 goals: Hits and misses. Major focuses for this year. Greatest lesson from missing most of my 2025 go

Open article: My #1 Career/Life Unlock: Thoughtful Goals by Jeremy Horowitz' • 3 min read

My #1 Career/Life Unlock: Thoughtful Goals

I 2x'd CoCo AI ARR in 2025. I acquired it today here's what I'd do differently
Sales: +318% (YoY) 🤤
Gross Profits: +225% 👍
OPEX: +210% 👍
Net Income: +2,159% 😍
ARR Run Rate: +118% 💪


Key P&L Takeaways:
1) Rev growth was exactly where it needed to be.
2) COGS is growing too fast, dragging down Margins.
3) OPEX was really tight leading to good Operating profits.


My 3 step Growth strategy to 50x the value in 5 years:
1) Be more AI native.
2) Invest more in Success.
3) Triple down on what’s already growing the pipeline.


If you want the full LBAB! Style breakdown.


Check out the full newsletter below.

🧠 Takeaways: Today, we’re running through the gameplan of what we’d do with my biz Coco AI if I acquired it today. Be more AI native. Invest more in 

Open article: 50xing value of MY company: Coco AI by Jeremy Horowitz' • 6 min read

My 3 Predictions for 2026:
1) Everyone will spend more of their ad budget on Meta.
2) More Bigger Exits + Bankruptcies. Nothing in the middle.
3) Consumer will keep struggling and spending.

Plus how accurate were my 2025 predictions.

2026 is going to be more of the same. The Struggle is real, but at the same time there will be opportunities abound. 🧠 Takeaways: Major ‘26 predictio

Open article: My 3 Predictions for 2026 by Jeremy Horowitz' • 5 min read

If you're running an ecom brand + you're not using WhatsApp marketing…

You're leaving a MILLIONS on the table.

This is what WhatsApp can bring:
→ 80% ORs (vs email's 20%)
→ 30x higher ROI on abandoned cart flows
→ Millions in extra revenue this year

But if you don't have a list of numbers.

You can't actually start WhatsApp marketing yet. 

So I just recorded a video breaking down the 7 best strategies to grow your list.

These are the most effective ways to get customers’ phone numbers.

Based on helping 100s of brands crush it with Whatsapp.

Check out the full video here: https://lnkd.in/epjfGCd3

Nigel Thomas

We help B2B Founders sign 5 high ticket clients in 90 days using our flywheel system (Used by 300+ clients). DM me ‘Scale’ if you are interested

You’re making it work. Just like most 'business' owners I meet.

But the truth?

You haven’t built a real business yet.

- You’re talented
- You’ve got some clients
- You know how to get results

But your sales call calendar? 
The inconsistent revenue? 
The never ending slack messages?

That’s the real problem.

Most agency owners I work with want three things:

1) Consistent pipeline with high quality leads
2) A team to delegate client work
3) Clarity on what to work on when

A business that works for you. Not a job.

Here’s how I help:

1) We position you to win premium retainers
2) We install a lead gen system to fill up your calendar
3) We fix your calendar so you can lead like a real CEO

And we do it together in a focused 90 day sprint

No fluff. No cookie-cutter advice. 

Just real support that drives results.

Here’s what that looks like:

📌 Tanner: From $15K with 1 client → $30K/month, in 4 months
📌 Sam: Doubled his agency and hired a new team in 90 days
📌 Tobi: Went from freelancer to $30K/month with A+ clients
📌 Alex: Scaled from $12k to $70k in 4 months
📌 Stephen: Scaled from $10k to $18k by increasing prices 
📌 Sammy: Grew by over 50% in 60 days and hired a team

And I’ve also done it all myself. Twice.

Built two 7-figure agencies from scratch.

Now I coach high-performing remote agency founders like you to do the same.

Minus the mistakes I made (LOL)

So if you’re:

- Running a marketing agency
- Already at $5K+/month
- Ready to grow without losing your sanity

→ Hit the ‘Book an Appointment’ button at the top of my posts

And let’s build the agency you actually want.

Consultant

Harry Phokou is one of the hardest working guys I know. 

We’re lucky enough to have him in our community. 

We joke that he has more hours in the day than the rest of us. 

Obviously not possible.
But not unbelievable either.
He works way harder than most.

He joined Undeniable in July.

Last month he launched the final part of his business.

He already does LinkedIn content.
He already runs a successful podcast.
He already offers appointment setting.
Now, he's launched events with sponsorship.

(he's running one right now in London!)

But the amount he gets done isn't what makes him so impressive.

It's the fact that he's always helping everyone else first.

Always offering to connect people.
Always offering solid business advice.
Always supporting others in the community.
Always believing in you before you believe in yourself.

It's all coming back around.

The opportunities.
The partnerships.
The growth.

Karma is a real thing. Harry is proof.

He's not just building a business.

He's building a reputation as someone who genuinely gives a damn about other people winning.

That's rare.

Big heart. Big impact. Big future.

That's Undeniable.


P.S. I'm sorry I couldn't attend your event this time Harry Phokou I'll make it up to you I promise 😘

Mischa Collins was great at building brands on LinkedIn.

But her prices didn’t show that. 

She’d built her LinkedIn to 40K followers.
Coached 30+ others how to do the same. 
Ghostwritten for a billion dollar company. 

But she didn't believe she could charge what she was worth.

So she kept her prices low.
Playing it safe.

She joined Undeniable in August. 

One week later she doubled her prices.
Signed a client straightaway. 

6 months later…
She’s more than tripled her MRR.

And, the results she got for clients got better.

Because when you charge more, everything changes:

- You attract better clients
- You take the work more seriously
- Clients value (and implement) your advice more

Mischa said something on our call that stuck with me:

"I didn't have confidence that I could do it for other people, even though I was literally already doing it for other people."

That's the trap.

You have proof it works but you're too scared to own it.

So you undercharge and overdeliver.

Mischa broke the cycle.

Now she finally believes what we could already see: 

She's really bloody good at what she does.


P.S. The confidence comes after you raise your prices. It’s scary but once you do it, you know your true value.

I went from charging $2K to $28K/month retainers. 

(and documented exactly how I did it)

After helping 300+ agencies scale, I can tell you…
More leads isn't the answer to your scaling problem.

Higher prices is.

You literally make more revenue by doing less work.

Then you have more money to:

- Hire better people
- Invest into your personal brand
- Invest in more marketing 

The problem?

Most agency owners don't know how to raise prices.

(Or they’re too scared to) 

So I recorded an 11-minute video showing the exact 5 techniques that took me from $2K/client to $28K.

What you'll learn:

- The reason why you're massively undercharging 
- The pricing psychology that guarantees yeses 
- How to position so price becomes secondary
- The technique that could double your revenue

If you want to:

1. Stop leaving money on the table
2. Charge what you're actually worth
3. Scale without burning out on more clients

This gives you the exact playbook.

Want it?

Comment "PRICE" and I'll send you the video.

Last week, whilst most people had their feet up…

I was in the gym with Mark Tweed at 6:30am. 

Mark started working for me 6 months ago. 
Last week, I flew to Northern Ireland to visit him. 
I wanted to see what his life looked like. 

So at 6:30am we went to the gym. 
Old-school bodybuilder gym. 

We did a brutal workout. 
Ended the session with the "Lose Yourself Plank" challenge.

Know what that is?

You hold a plank for the entire Eminem song.
5 and a half minutes.

And yes, we made it.

But in that moment I realised something. 

That feeling of pushing each other. 
Holding each other accountable. Not letting each other quit.

That's what Undeniable is all about.

That’s the community we are building. 

Because the truth is business isn’t fun. 

- Sending cold DMs isn’t fun. 
- Making sales calls isn’t always fun. 
- Tough conversations with clients isn't fun.

But if you're in the right environment with the right people?

You do it anyway.
You push through.
You start to enjoy it. 

That feeling I felt in the gym with Mark?

That’s what we're creating for ambitious founders. 
24/7 online and soon-to-be offline. 

If you're building something hard right now...

Stop doing it alone.

The right environment changes everything.


P.S. Are you brave enough to attempt a "Lose Yourself Plank"?

We help Agencies Sign 1-5 High Ticket Clients a Month using our FlyWheel System (Tested with 300+ Clients) DM Me “Scale” if you’re interested

My Grandmas 84 and she’s smoked for 70 years. 

Last week she thought she was going to die. 

She’s a larger-than-life character.
Life of the party.
A Northern British accent you can't miss.

Last week, she couldn’t breathe. 
Scar tissue on her lungs was killing her. 

She was in hospital thinking it would be her last breath. 

She’s okay now thankfully. 

But driving home from Yorkshire, I couldn’t stop thinking about what she said…

"Make the most of the time you've got."

I spend so much time worrying about things that don’t matter. 

Revenue targets. Competition.
What people think of my LinkedIn posts 😅

But all my grandma cares about right now is time. 

The time she has left.
The time with people she loves.

You can’t buy more time.
No matter how rich or powerful you are. 

So here's what I'm taking into 2026:

Stop sweating the small stuff.

Make the big moves while I'm young and healthy.

Because one day I'll be 84.

I won't care about how many followers I had.
I won’t care about who my competition was. 

I'll care about what I actually did with my time.

And, who I helped.

Who's with me?

I built an agency with clients worth $180,000 that stayed for 18+ months. 

I’ve just documented exactly how I did that: 

It was because of our onboarding system.

Most businesses lose 30-50% of new clients within 90 days.

Not because their service is bad.

Because their onboarding is broken:

- Generic welcome emails with no strategy
- No plan for the buyer's remorse window
- Waiting until delivery to ask for testimonials
- Treating onboarding like admin 

This system is different. It's what we actually ran. 

What you’ll actually get:

- How onboarding starts on the sales call (not after)
- Buyer's remorse window + how to close it in 48 hours
- Pre-delivery testimonial system 
- The $50 gift strategy that keeps you top-of-mind 
- Client check-in cadence that prevents churn
- Expansion triggers built into the first 90 days
- Referral system that turns clients into advocates

If you want to:

1. Stop losing 30-50% of clients in the first 90 days
2. Build a system instead of winging it every time
3. Turn new clients into long-term partnerships

This gives you one onboarding system to run.

Want it?

Comment "ONBOARDING" and I'll send you the full breakdown.


P.S. This isn't theory. It's the exact system that kept $180K clients for 18+ months.

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