A direct-to-consumer supplement brand selling multi-SKU wellness stacks on subscription replaced first-order conversion bidding with predicted Day-90 retention value using AdZeta's ValueBid™. The result: a 52% ROAS lift, a 41% increase in Day-90 retention, and a 2.1x increase in the share of new customers who built a multi-SKU stack within their first 60 days.
A growth-stage DTC supplement brand selling protein, greens, sleep, and recovery formulations on subscription. The economics live in two milestones: customers reaching Day 90 (the cycle-3 retention floor), and customers building a multi-SKU stack of three or more products. Both milestones predict 12-month LTV roughly 5x baseline.
Roughly 47% of new supplement customers churn before their second auto-ship. The auction has no visibility into this. The bidder optimizes toward Day-1 conversion, where churners and stayers look identical. The brand was paying full retail CAC to acquire customers half of whom would never reach cycle 2.
Campaigns ran on Meta Advantage+ Shopping with first-purchase value optimization, and on Google Performance Max with tROAS configured against AOV. The team had invested in creative that emphasized stack benefits, but the bidder kept skewing toward single-bottle trial buyers because they checked out fastest. Audience tweaks did not solve the underlying signal problem.
AdZeta deployed ValueBid™ to predict each visitor's Day-90 retention probability and 12-month stack revenue from non-PII first-party signals (formulation interest depth, browsing path, stack-builder usage, regimen survey responses). Predictions flowed into Google via OCI and Meta via CAPI as the conversion value the bidder optimized against.
Integration ran from Recharge, Shopify, and the brand's data warehouse into the AdZeta pipeline in Week 1. Model training completed in Week 2 with AUC 0.88 on Day-90 retention prediction. ValueBid™ went live in Week 3, with a six-week paired control on 50% of media spend. Following the relearning period, ValueBid™ became the default conversion signal across both platforms.
At Week 16 post-relearn, blended ROAS was up 53%, Day-90 retention had climbed 41%, and the share of new customers building a multi-SKU stack within 60 days had increased 2.1x. The brand reallocated $180K of monthly spend from single-product Meta campaigns into stack-builder Google Performance Max, where ValueBid™ identified the highest pLTV impressions.
In supplements, customers fall off a cliff between auto-ship 1 and auto-ship 2. The brand's economics depend on customers crossing that cliff. The auction has no idea the cliff exists. It optimizes for the same Day-1 conversion regardless of whether that customer will be active in 90 days or gone in 30. Without a forward-looking retention signal in the bidding objective, the bidder will always favor the cheapest cliff-faller over a more expensive long-term subscriber.
Supplement unit economics break down at the cycle-1 churn rate. A 47% churn rate before auto-ship 2 means roughly half of every CAC dollar gets recovered, then evaporates. Optimizing the bidder for more Day-1 conversions just buys more of the same problem at higher volume.
Customers who build a 3+ SKU stack have a 12-month LTV roughly 5x higher than single-product buyers. The bidder cannot see stack intent at the moment of the first conversion. Without a predictive signal, the auction treats a single-bottle trial buyer and a stack-curious shopper identically.
Heavy first-order discounting (40 to 50% off cycle 1 is standard in supplements) pulls in price-shoppers who fail to convert at full cycle-2 pricing. ValueBid™ models trained without discount-aware features systematically over-predict LTV for these cohorts. Discount-aware feature engineering was a prerequisite, not an afterthought.
ValueBid™ replaces the first-order conversion signal with a real-time score predicting Day-90 retention probability multiplied by 12-month stack revenue. That score becomes the conversion value the bidder optimizes against. The auction relearns on the new objective and starts winning impressions for the customer profile that actually drives profit.
AdZeta's brand-specific model jointly predicts Day-90 retention probability and 12-month stack revenue using formulation interest depth, browsing path, stack-builder usage, and quiz response patterns. The composite pLTV score is the conversion value sent to the auction.
The model includes explicit features for first-order discount tier, promo source, and price sensitivity. This prevented systematic LTV over-prediction on heavily discounted cohorts that historically churn at twice the rate of full-price acquisitions.
Predictions are delivered as conversion values to Google's Offline Conversion Imports and Meta's Conversions API in real time. The buying team kept Google Performance Max and Meta Advantage+ Shopping campaigns untouched.
AdZeta's reporting layer breaks ROAS, retention, and LTV out by acquisition cohort, model version, and platform. The brand's finance team uses the cohort report to forecast quarterly subscription revenue with materially tighter bounds than they had pre-rollout.
Google Performance Max with tROAS configured against AOV. Meta Advantage+ Shopping with first-purchase value optimization. The default configuration the brand had been running for 18 months.
Same campaign structure, same audiences, same creative. ValueBid™ Day-90 retention probability multiplied by 12-month stack revenue replaced AOV as the conversion value sent to Google OCI and Meta CAPI.
The brand was running a sophisticated stack of audiences and creative. The auction was still pulling in single-bottle trial buyers because that was what AOV bidding rewards. ValueBid™ flipped the objective from "cheapest converter" to "highest predicted Day-90 stack revenue," and the customer mix shifted accordingly. The auction is the highest-leverage point in the whole stack. Retention modeling that lives outside it leaves money on the table by design.
If your supplement brand's profit lives at cycle 2, 3, and beyond, but your auction only sees cycle 1, AdZeta's ValueBid™ closes that gap. Predicted retention and stack revenue delivered to Google OCI and Meta CAPI in real time.