data as of 2026-07-03
Daily Run Rate · Encompass Leadership

The Daily Brief.

Midday Edit
Saturday, 04 July 2026
Source data through 3 July 2026 · refreshed 11:58 IST · partial · marketplace + manual channels still landing
DoD · WoW · MoM windows compared against equal prior periods
Spend & efficiency · MTD (operator view)
ChannelMTD spendEfficiencyTACoS
Stoa Paris — Shopify (.com)₹7.78 L
Meta ₹6.69 L · Google ₹1.08 L
2.04× MER
Stoa Paris — Amazon (Vendor)₹3.87 L0.41× ROAS47.2%
Small Batch — Shopify (.com)₹10.01 L
Meta ₹9.84 L · Google ₹16.4K
1.13× MER
Small Batch — Amazon (Vendor)₹31.4K3.24× ROAS25.6%
Total paid spend (MTD)₹21.97 L
DTC spend = Triple Whale ledger (Meta + Google, BOFU+TOFU — both already pulled; Meta/Google split shown per row). Amazon = the Daily Report sheet (all Amazon spend incl. Sponsored + DSP) — not Hector, which misses DSP and was broken under the Vendor-Central outage. Efficiency is each channel’s native metric — DTC blended MER, Amazon last-click ROAS — NOT ex-GST Total Impact ROAS, so don’t read it against the CM2 breakeven.

Stoa Paris · Channel detail

10 channels · 3 days · 1 pending
Today's signal
  • WIN Shopify +16.7% WoW — last 7d ₹35.97 L vs prior ₹30.81 L; Jul 4 = ₹4.96 L.
  • TREND Shopify MTD +48.0% MoM. Amazon MTD +35.0% MoM.
  • PACING Brand MTD ₹25.65 L tracking +35.1% vs prev mo same-days.
Shopify (.com)
AHEAD+11%+₹1.56 L vs AOP day-3
₹4.96 L
Yesterday -1.6% vs 7d avg
Last 7 days ₹35.97 L +24.3% vs 6-wk avg
Month to date ₹15.89 L +48.0% MoM
Pacing EOM ₹1.60 Cr +32.0% vs prev mo · 28d left
Pacing EOM ₹1.60 Cr +7.9% vs AOP ₹1.48 Cr · 28d left
Run rate / day₹5.30 Lneed ₹4.72 L/day · ON TRACK · current pace clears it
Marketing efficiency
MER · blended .com 2.04× on ₹7.78 L spend
BOFU-only Meta (last-click) 1.60× 7d 1.47× · prior 7d 1.74×
TOFU / Awareness (last-click · brand investment, not an efficiency metric) no TOFU-named campaigns this period

Spend + blended MER = live day-wise TW ledger (campaign-name BOFU/TOFU split), through 2026-07-04. Per-bucket BOFU/TOFU ROAS (Total Impact) live through 2026-07-04. Revenue-by-source attribution below still held at the May baseline.

Where MTD revenue came from
Meta 73% ₹53.48 L
Organic 19% ₹25.16 L
Google 8% ₹5.62 L
WhatsApp 0.3% ₹17.3K
Total Impact attribution.
Amazon (Vendor)
BELOW PACE−50%−₹8.06 L vs AOP day-3
₹3.80 L
Yesterday +106.3% vs 7d avg
↑ outlier — well above 14d norm
Last 7 days ₹14.74 L -6.0% vs 6-wk avg
Month to date ₹8.20 L +35.0% MoM
Pacing EOM ₹67.16 L +11.1% vs prev mo · 28d left
Pacing EOM ₹67.16 L -60.0% vs AOP ₹1.68 Cr · 28d left
Run rate / day₹2.73 Lneed ₹5.71 L/day · BEHIND · lift pace +109%
Marketing efficiency
Amazon Ads ROAS (console) · MTD 0.41× TACoS 47.2% · spend ₹3.87 L
Last 7 days 0.86× ↓ from 2.02× prior 7d
Paid vs Organic — MTD revenue
Paid · ad-attributed 43.0% ₹3.57 L
Organic 57.0% ₹4.64 L
All Marketplaces
BELOW PACE−44%−₹1.24 L vs AOP day-3
Yesterday — vs 7d avg
Last 7 days ₹5.30 L +15.2% vs 6-wk avg
Month to date ₹1.55 L -28.6% MoM
Pacing EOM ₹22.76 L +9.2% vs prev mo · 28d left
Pacing EOM ₹22.76 L -21.0% vs AOP ₹28.82 L · 28d left
Run rate / day₹51.7Kneed ₹97.4K/day · BEHIND · lift pace +88%
All marketplaces summed (Myntra + Nykaa + R&L + Swiggy + Tata CLIQ + Flipkart). AOP comp uses the single all-marketplaces plan line (₹25.2L June). Individual channels shown in the mix below carry no separate AOP.
Myntra
Yesterday — vs 7d avg
Last 7 days ₹1.84 L -17.3% vs 6-wk avg
Month to date ₹65.0K -22.0% MoM
Pacing EOM ₹8.02 L -18.6% vs prev mo · 28d left
Pacing EOM ₹8.02 L — AOP not set
Hector × Myntra in testing — sourced from Daily Report sheet R83. No ad-spend layer.
Nykaa
Yesterday — vs 7d avg
Last 7 days ₹81.2K -15.7% vs 6-wk avg
Month to date ₹36.9K -29.2% MoM
Pacing EOM ₹3.62 L -6.1% vs prev mo · 28d left
Pacing EOM ₹3.62 L — AOP not set
Channel mix — MTD
Nykaa Fashion 73% ₹26.9K
Nykaa.com 27% ₹10.1K
Combined card. Hero numbers reflect only sub-channels with live data pipes.
Combined card. Nykaa Fashion + Nykaa.com both sourced from master sheet via per-tab gsheets_read. Hero numbers = sum of both sub-channels.
R&L
Yesterday — vs 7d avg
Last 7 days ₹2.48 L +147.6% vs 6-wk avg
Month to date ₹44.8K -42.7% MoM
Pacing EOM ₹10.39 L +64.0% vs prev mo · 28d left
Pacing EOM ₹10.39 L — AOP not set
Sourced from master sheet "DAILY [R&L] STOA" tab. Refreshed via gsheets_read on each /drr.
Swiggy InstaMart
Yesterday — vs 7d avg
Last 7 days ₹14.7K -27.9% vs 6-wk avg
Month to date ₹8.4K +133.3% MoM
Pacing EOM ₹67.2K +53.4% vs prev mo · 28d left
Pacing EOM ₹67.2K — AOP not set
PENDING — Q-com T+1 lag plus row not yet updated for 18 May.
Tata CLIQ
Yesterday — vs 7d avg
Last 7 days — vs 6-wk avg
Month to date — MoM
Pacing EOM — vs prev mo · 28d left
Pacing EOM — AOP not set
Sourced from master sheet "Tata CLIQ" tab. Refreshed via gsheets_fetch on each /drr.
Flipkart
Yesterday — vs 7d avg
Last 7 days ₹1.4K -49.7% vs 6-wk avg
Month to date — MoM
Pacing EOM — vs prev mo · 28d left
Pacing EOM — AOP not set
Sourced from master sheet "Flipkart" tab (NOT the dead "DAILY FLIPKART [STOA]" tab). Live since 17 Jun — nascent.
Offline (Retail)
Tracker pending

Tracker integration pending — Ruman sourcing.

Small Batch · Channel detail

4 channels · 3 days · 2 pending
Today's signal
  • WIN Shopify +5.1% WoW — last 7d ₹24.50 L vs prior ₹23.32 L; Jul 4 = ₹3.21 L.
  • TREND Shopify MTD +29.1% MoM. Amazon MTD +105.9% MoM — MoM strong but momentum mixed this week.
  • PACING Brand MTD ₹13.16 L tracking +26.3% vs prev mo same-days.
Shopify (.com)
AHEAD+26%+₹2.34 L vs AOP day-3
₹3.21 L
Yesterday -12.7% vs 7d avg
Last 7 days ₹24.50 L +17.2% vs 6-wk avg
Month to date ₹11.31 L +29.1% MoM
Pacing EOM ₹1.09 Cr +14.4% vs prev mo · 28d left
Pacing EOM ₹1.09 Cr +18.0% vs AOP ₹92.66 L · 28d left
Run rate / day₹3.77 Lneed ₹2.91 L/day · ON TRACK · current pace clears it
Marketing efficiency
MER · blended .com 1.13× on ₹10.01 L spend
BOFU-only Meta (last-click) on ₹9.81 L spend · ROAS pending revenue pull
TOFU / Awareness (last-click · brand investment, not an efficiency metric) on ₹3.2K spend · ROAS pending revenue pull

Spend + blended MER = live day-wise TW ledger (campaign-name BOFU/TOFU split), through 2026-07-04. Per-bucket BOFU/TOFU ROAS pending the daily revenue pull (degraded TW backend). Revenue-by-source attribution below still held at the May baseline.

Where MTD revenue came from
Meta 63% ₹31.71 L
Organic 28% ₹14.15 L
Google 8% ₹3.87 L
WhatsApp 1% ₹66.3K
Total Impact attribution.
Amazon (Vendor)
AHEAD+77%+₹53.4K vs AOP day-3
₹21.2K
Yesterday -55.6% vs 7d avg
Last 7 days ₹3.14 L +89.7% vs 6-wk avg
Month to date ₹1.23 L +105.9% MoM
Pacing EOM ₹13.77 L +59.6% vs prev mo · 28d left
Pacing EOM ₹13.77 L +92.0% vs AOP ₹7.17 L · 28d left
Run rate / day₹40.9Kneed ₹21.2K/day · ON TRACK · current pace clears it
Marketing efficiency
Amazon Ads ROAS (console) · MTD 3.24× TACoS 25.6% · spend ₹31.4K
Last 7 days 1.34× ↓ from 1.34× prior 7d
May 18 ₹3.3K is partial — Vendor Central T+1 lag; full day posts May 20 morning. Ad-layer ROAS only covers May 13–18 (Hector SB connection backfill incomplete) — prior-7d comparison not meaningful yet.
Blinkit
AHEAD+75%+₹26.9K vs all q-commerce day-3
Latest (17 May) — vs 7d avg
Last 7 days ₹1.94 L -8.0% vs 6-wk avg
Month to date ₹62.7K -41.2% MoM
Pacing EOM ₹8.38 L -10.4% vs prev mo · 28d left
Pacing EOM · all q-commerce ₹8.38 L +126.7% vs AOP ₹3.70 L · 28d left
Run rate / day · all q-commerce₹20.9Kneed ₹11.0K/day · ON TRACK · current pace clears it
PENDING — Blinkit T+1 lag; 18 May row not yet reported. Numbers shown are through 17 May (held at prior baseline).
Offline (Retail + Events)
Tracker pending

May feed showing zeros; April had ₹1.79 L. Diagnosing why the feed stopped.

Bliss Home · Channel detail

2 channels · 3 days · both live
Today's signal
  • TREND Amazon MTD +98.4% MoM.
  • PACING Brand MTD ₹1.48 L tracking +70.9% vs prev mo same-days.
Amazon (Vendor)
₹46.6K
Yesterday +27.1% vs 7d avg
Last 7 days ₹2.50 L +44.7% vs 6-wk avg
Month to date ₹1.38 L +98.4% MoM
Pacing EOM ₹11.38 L +33.0% vs prev mo · 28d left
Pacing EOM ₹11.38 L — AOP not set
Master file gid=225110294 ([AMZ] BLISSHOME tab). May 18 ₹2.1K is partial — Vendor Central T+1 lag typical; full day posts May 20 morning. Apr 1–18 ≈ nil; channel went live mid-April.
Myntra
Yesterday — vs 7d avg
Last 7 days ₹20.2K -42.8% vs 6-wk avg
Month to date ₹9.8K -42.4% MoM
Pacing EOM ₹90.5K -41.5% vs prev mo · 28d left
Pacing EOM ₹90.5K — AOP not set
Master file gid=566376412 ([MYNTRA] BLISSHOME tab). May 18 ₹999 is partial. Apr same-days nil; channel went live mid-April.

Gated Markets · RNL — buyer split

July 2026 MTD · by gifting / loyalty platform · daily trend last 14d
Platform (buyer)MTD revenueShareTrend (14d)
BI Worldwide₹7.82 L68.5%
Loylty Rewards₹2.22 L19.5%
Reward360₹77.7K6.8%
DealBerg₹59.9K5.2%
Total RNL₹11.42 L100%
Platform = the corporate-gifting / loyalty buyer RNL fulfils through (across Stoa + third-party brands) — orthogonal to the Stoa/Other brand split on the card. Trend = daily total per platform, last 14 days; the BI Worldwide spike is the 17 Jun one-off order. July 2026 to date.