Overview
Disco operates a collaborative retail media network for direct-to-consumer brands. Its core product is a post-purchase widget on the thank-you page that shows recommendations from partner brands, with AI assessing which pairings work best and which customers are likely to buy. It differentiates itself by using a cooperative network of non-competing brands instead of relying on large platforms, and it combines a flat SaaS platform fee with a CPA model, plus DiscoAudiences and pro-tool fees. Its goal is to help brands discover new customers, lower acquisition costs, and gain shopper insights through shared data and cross-promotion.
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Simplify's Take
What believers are saying
- Disco reported 137% year-over-year gross revenue growth in April 2026.
- May 2026 disclosures cited 1,800 partners, 1,000 brands, 160M shopper profiles, $50B data.
- July 2026 hires added sales, supply, and product AI leadership for scaling.
What critics are saying
- Disco remains dependent on Shopify checkout access and partner widgets for distribution.
- Enterprise expansion into HelloFresh, Disney+, FanDuel, and Apple dilutes its DTC network identity.
- Rokt and retail-media incumbents can outspend Disco; platform disintermediation threatens the business model.
What makes Disco unique
- Disco owns checkout and post-purchase moments across 800-plus publisher surfaces, updated September 2026.
- Conner Sherline built Disco after seeing Facebook acquisition costs rise 30x at Meta.
- DiscoMix and DiscoBeat extend the network into enterprise retail media and SaaS.
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Funding
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