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Analysis

Acquisition cost is a symptom, not a diagnosis

Rising CAC is usually treated as a media problem. Broken down properly, it is often an offer, margin or conversion problem wearing a media costume.

BizFay EditorialPublished as part of BizFay's ongoing research into growth-stage decision making.Published 30 June 2026 · 7 min read

Decomposing the number

CAC is an output of at least four inputs: auction cost, click-through behaviour, on-site conversion and the share of buyers who would have arrived anyway. Optimising media when the movement came from conversion is how teams spend a quarter fixing the wrong variable.

What to check first

Compare cost per click, conversion rate and average order value across the same period. Whichever moved most is where the investigation belongs. If none moved much, the mix likely shifted toward a more expensive audience.

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