Roughly two-thirds of first-time customers never placed a second order, and a promo-funded first order that never repeated was a loss on the unit economics. Delivery-zone constraints made it worse — some of the acquired spend was landing on customers outside the zones the app could actually serve that week.
Targeting was narrowed to the postal codes inside live service areas, with budget shifting by daypart to match courier coverage, and the optimization event moved from the first order to the second order within 30 days.
30-day retention among newly acquired customers rose 20–35%, and lifecycle campaigns recovered 8–15% of customers who ordered once and stalled, at 40–70% less than the cost of acquiring someone new.
"The first order was never the hard part. Getting someone to reorder inside a zone we could actually staff — that's the number that changed the unit economics." — Head of Growth