catalog retail after DROP: a web publisher opportunity?
The Delete Request and Opt-out Platform (DROP) is coming to California. California residents will get one web site to delete their information from all 500 registered data brokers in the state. DROP is the result of the California DELETE Act, which Tom Kemp, now director of CalPrivacy, wrote an Analysis on when it passed in 2023.
American Customers Are Madder Than Ever at big companies, so expect plenty of sign-ups. People don’t have time to learn about how different varieties of database marketing work, so DROP will become another thing to click to try to make the crap stop. Some of the shenanigans that people are mad about will be affected by doing DROP, some won’t.
A lot of this stuff gets lumped together with electricity-hungry
data centers and AI
, (icymi: Meet
the AI workers who tell their friends and family to stay away from
AI) so the AI
controversy will be another source of motivated
DROP users. And, of course, Meta
is earning billions from scams and fraud—but DROP won’t have that
much of an impact on most modern
surveillance advertising, which happens inside Big Tech
companies.
One area that is likely to get clobbered by the DELETE Act is catalog and DTC retail. Right now those companies are in a customer acquisition cost (CAC) crunch driven by the Meta/Google ad duopoly. And in 2026, as the duopoly continues to squeeze, the number of postal addresses in California available to be bought from brokers is going to plummet. So all the direct to consumer brands are going to be stuck with an even bigger need for a way to reach new customers.
From the brand point of view, that’s probably going to mean:
Put more effort into content creators and influencers. They don’t just make content—anyone who can build and keep an audience on today’s Internet can at least fight the algorithms to a draw and come back for more. Brands are going to be better off not just allocating spend by type of media, but instead keeping a long-term stable of sponsored content creators whose audiences match up with the brand’s target customers, and trusting the content creator on which platforms to invest in.
Review programs. Sending out products for reviews is a hassle to manage. Scheduling, shipping, and support all require someone who is not just good at email and Fedex, but also a good problem-solver, communicator, and product support expert. Pitching more reviews is hard—but in a CAC crunch, it looks more reasonable.
That means an opportunity from the publisher point of view. Add product and service reviews, or, if you already have them in a core category, add more reviews in related areas. Many online reviews are getting poisoned with AI slop in a way that platforms find hard to fight, so more readers are relying more on niche sites. More: The CAC crunch goes mainstream
Bonus links
How to Test New York’s Algorithmic Pricing Law by Stephanie T. Nguyen. (Surveillance pricing countermeasures, so hot right now.)
Id Software devs form “wall-to-wall” union, with 165 workers at Doom studio the latest to vote in favour by Mark Warren. (PROTIP: to defeat the Cyberdemon, look for the union label)
Trump’s CFPB Waves the White Flag on the Military Lending Act to Give MoneyLion a Sweetheart Deal. Why? by Erin Witte. (fwiw, scams perpetrated by regime supporters against military personnel are huge in Russia, maybe the source of this idea?)
WINE
Cooler by Ernie Smith. But the good news is that the open-source
community has done a lot of work, and despite my own tech shifts,
professional-grade print design on Linux is now a viable option.
Edge
Shopping Stand-Down Violations by Ben Edelman. (No, Microsoft isn’t
missing out on the Big Tech pivot to crime
—they are on the ballroom donor
list too, and have to get something for their investment)