All comparisons
US D2C Ecosystem · 8 Providers · 2026

The US D2C Growth Stack

Every layer of revenue intelligence mapped to the US-market providers. MTA, MMM, and incrementality broken out as individual components. See where each platform stops — and where the gaps are.

8 providers evaluated
Consequential· US / GlobalTriple Whale· Columbus, OHNorthbeam· San FranciscoPolar Analytics· New York / ParisMeasured· Los AngelesRockerbox· New YorkPrescient AI· New YorkFospha· London / US
US D2C Revenue Intelligence Landscape

Who covers what — and where the gaps are.

L01
Daily Reports
One number, every morning
Consequential
AI briefs
Triple
Summary page
Northbeam
Dashboards
Polar
Slack digests
Measured
Weekly reads
Rockerbox
Dashboards
Prescient
Daily model
Fospha
Managed reports
L02
Unified Data
Cross-channel data model
Consequential
160+ sources
Triple
Ads + Shopify
Northbeam
Ads + orders
Polar
50+ sources
Measured
Media only
Rockerbox
Warehouse
Prescient
Media + rev
Fospha
Media + Amazon
L03
MCP / AI Agents
Any agent, any platform
Consequential
Open MCP
Triple
Moby, closed
Northbeam
Polar
AI insights
Measured
Rockerbox
Prescient
Fospha
L04
Creative Intel
Scoring · fatigue · placement
Consequential
Score + fatigue
Triple
Creative Cockpit
Northbeam
Creative view
Polar
Ad reporting
Measured
Rockerbox
Prescient
Fospha
Creative report
L05
CDP / CAPI
Signal recovery · identity
Consequential
Pixel CDP
Triple
Pixel only
Northbeam
Pixel only
Polar
Measured
Rockerbox
Identity graph
Prescient
Fospha
Tracking layer
MTA
Multi-Touch Attribution
Deterministic, user-level
Consequential
Deterministic
Triple
Pixel-based
Northbeam
Core product
Polar
Last click
Measured
Rockerbox
Core product
Prescient
Fospha
Full funnel
MMM
Media Mix Modeling
Statistical channel contribution
Consequential
Causal model
Triple
Add-on
Northbeam
MTA + MMM
Polar
Measured
Test-based
Rockerbox
Full MMM
Prescient
Daily MMM
Fospha
Blended model
INC
Incrementality
Holdout · geo-lift · true lift
Consequential
DiD in RCA
Triple
Northbeam
Limited tests
Polar
Measured
Core product
Rockerbox
Geo tests
Prescient
Simulations
Fospha
Lift studies
L06
RCA on Revenue
Deterministic · 62 dimensions
Consequential
62 dimensions
Triple
Northbeam
Polar
Measured
Rockerbox
Prescient
Fospha
L07
Site Observability
Pixel · JS · checkout · deauths
Consequential
Pulse
Triple
Northbeam
Polar
Measured
Rockerbox
Prescient
Fospha
L08
Agentic Execution
Agents that act, not just query
Consequential
Open MCP live
Triple
Moby prompts
Northbeam
Polar
Measured
Rockerbox
Prescient
Budget recs
Fospha
Managed team
Full Partial None
The gaps only Consequential fills

Fourteen empty cells. That’s the moat.

L06 — RCA on Revenue

Eight providers. Zero offer automated root cause analysis on revenue. When ROAS drops 40%, every other platform tells you it dropped. Consequential tells you why — across 62 causal dimensions spanning ads, site health, creative fatigue, and checkout flow.

L07 — Site Observability (Pulse)

Zero providers offer pixel monitoring, JS error detection, or deauth alerts. A broken pixel burning 3 days of paid traffic is invisible to Triple Whale, Northbeam, Polar, Rockerbox, Measured, and everyone else in the US stack.

Measurement · three distinct methodologies

MTA · MMM · Incrementality — each solves a different question.

MTA

Which touchpoints in this customer's journey drove the conversion?

Requires CDP-grade identity resolution. Works at individual user level. Real-time.

MMM

How should I allocate total budget across channels?

Statistical model on aggregate data. Doesn't need user-level tracking. Survives iOS signal loss. Weekly/monthly refresh.

Incrementality

Would this conversion have happened anyway?

Holdout experiments, geo-lift, causal inference. The gold standard for proving true ad-driven lift vs. organic demand.

Most US D2C brands are still on platform-reported last-click attribution. The brands that layer MTA + MMM + incrementality will reallocate 15–30% of spend to higher-ROI channels.

Provider snapshots

The eight US D2C players, in one line each.

Consequential
US / Global ·

Revenue intelligence: 160+ connectors, creative intel, RCA on revenue, Pixel CDP, Pulse, open MCP. $199–$749/mo.

Triple Whale
Columbus, OH · $77M

Shopify-first ecommerce OS. Dashboards, pixel attribution, Moby AI assistant. Mid-market D2C.

Northbeam
San Francisco · $20M

Attribution for high-spend advertisers. MTA plus MMM blend, creative reporting. Premium pricing.

Polar Analytics
New York / Paris · $18M

Shopify BI and reporting. Unified metrics, alerts, Slack digests. Analyst-friendly.

Measured
Los Angeles · $26M

Incrementality testing and geo experiments for brands spending eight figures.

Rockerbox
New York · $32M

Enterprise MTA plus MMM plus incrementality. Data warehouse friendly, services heavy.

Prescient AI
New York · $40M

Daily MMM and budget forecasting. Predicts channel returns and reallocates spend.

Fospha
London / US ·

Full-funnel measurement for scaling ecommerce. Managed onboarding, Amazon coverage.

See the eleven layers on your own US stack.

30-minute walkthrough on your account. We plug in and show you what your current stack cannot see.