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Market-neutral small-business guide

Free Shipping, Returns and CAC: Stress-Test the Same Order

Put shipping support, expected returns and acquisition cost on one order-contribution basis before choosing an offer.

Set the decision boundary before using the numbers

Inputs and records to align

  • One representative order or explicitly defined order cohort. (not complete)
  • Net order revenue and product contribution before shipping, returns and acquisition. (not complete)
  • Merchant-funded shipping and fulfilment cost for the selected basket. (not complete)
  • Return probability or realised rate plus refund, recovery and reverse-logistics treatment. (not complete)
  • Acquisition cost on an order- or customer-aligned denominator. (not complete)
  • A declared minimum contribution or fixed-cost recovery requirement. (not complete)

Build one transparent decision model

Stress-tested order contribution

Order contribution after acquisition = contribution before shipping and returns - merchant-funded shipping - expected return cost - aligned acquisition cost

contribution before shipping and returns
Net order revenue less product, payment, platform and included fulfilment cost (CU per order) — order and settlement records
expected return cost
Refund and reverse-logistics cost less evidenced recovery on the declared basis (CU per order) — return records or labelled scenario
aligned acquisition cost
Campaign cost converted to the same order boundary (CU per order) — campaign and attribution records

Use expected values only when the rate and recovery boundary are documented. Otherwise show discrete no-return and return cases rather than false precision.

  1. Build contribution before the three risk layers.
  2. Add current merchant-funded shipping on the chosen basket.
  3. Add a documented return-cost case without double-counting refunds.
  4. Convert CAC to the same order denominator.
  5. Run one-variable and combined downside cases.
  6. Set a monitoring threshold and hand the editable scenario to the relevant tools.

Worked example: one 48 CU pre-risk contribution

Invented order: 48 CU contribution before shipping, returns and acquisition; 9 shipping, 6 expected return cost and 20 aligned acquisition cost.

Reproducible intermediate calculation
LineCalculationCU
Pre-risk contributionentered reconciled bridge48
Merchant-funded shippingentered order cost(9)
Expected return costentered scenario(6)
Acquisition costentered aligned basis(20)
Contribution after acquisition48 - 9 - 6 - 2013
All values are invented, tax-excluded scenario inputs. Replace them with reconciled records on one currency, period and indirect-tax basis.
One-variable sensitivity with other inputs held constant
CaseChanged inputResultDecision signal
BaseShipping 9; return 6; CAC 2013Compare with recovery requirement
Higher returnsReturn cost 145Review offer and return economics
Higher CACCAC 294Review campaign ceiling
A sensitivity isolates one assumption; it is not a probability, forecast or causal estimate.

Review the operational trade-offs before acting

  • Assuming free shipping creates incremental orders.
  • Using the customer shipping charge instead of merchant shipping cost.
  • Subtracting gross refunds without recovery or already-reversed revenue treatment.
  • Mixing customer CAC with order contribution.
  • Changing basket, channel and product mix between cases.
  • Calling a positive order contribution whole-business profit.

Decision questions

Should I combine all three downside assumptions?
Show each separately first so the driver remains visible, then run a combined downside case that reflects an explicit operating scenario.
What if return evidence is weak?
Use discrete no-return and return cases or a clearly labelled range rather than a precise expected cost.

Sources and methodology

Test the editable scenario

Change history

  1. Initial public release of the article after pre-launch factual, editorial, source and presentation review.