Luca Barberis

How does transaction frequency evolve in retained cohorts?

№ 041 · Frequency curve

01

Definition

MetricTransactions per retained buyer per period, by cohort tenure

Unittransactions per active buyer per month or quarter

Distribution of buyer transaction frequency (orders per year). Normally right-skewed with whales at the long tail. Build by counting orders per buyer in the trailing 12 months and bucketing. Build pricing and loyalty around the modes. Example: 42% buyers 1-2 orders/yr, 30% 3-5, 18% 6-12, 10% 13+ (whales).

02

Benchmarks

Bottom 30%MedianTop 30%
frequency declining with tenure inside retained cohorts, meaning even survivors are disengaging; or repeat rate below 20% with no consumable anchor categoryfrequency roughly flat with tenure in retained cohorts; e-commerce baseline of 25-30% of customers ever repeating, with category driving cadence (consumables monthly, fashion quarterly, durables annually)frequency rising with tenure: retained buyers transacting more per period at m12 than at m1, the mechanism behind supply and demand GMV retention above 100%; among repeaters, half place the second order within 30 days

consumer marketplaces and DTC 2020-2026; frequency read on the retained-buyer denominator only, since blending churned buyers into the denominator turns this into a retention chart · No cross-marketplace dataset publishes frequency-by-tenure curves; the shape benchmarks derive from the a16z GMV-retention mechanics (expansion of retained users) and repeat-purchase datasets. Purchase-cycle math dominates: comparing a furniture marketplace to food delivery on frequency is meaningless, so benchmark against the category cadence.

By category
CategoryBottom 30%MedianTop 30%
Consumables and grocery-like categoriescadence slipping beyond the replenishment cyclerepeat 40-60%, second purchase within 27-68 daysmonthly+ cadence, repeat rate above 40-60% band
Fashion and apparelrepeat below 20%repeat 25-40%, second purchase within 15-27 days for repeatersrepeat above 40%
Durables and electronicsone-and-done above 85% of buyersrepeat 15-25%, 30+ day gapsrepeat above 25% via accessories and cross-category
03

When it looks bad

The frequency line per cohort bends downward with tenure, so even buyers who stayed transact less each quarter; on the heatmap, rows fade rightward despite the retention card showing survivors.

m1-m3 retained buyers average 2.4 orders per month; the same cohort's survivors average 1.5 by m9; annualized, the retained base is shrinking 35% in volume without churning.

04

What to do about it

  • Anchor a habit category: push every buyer's second transaction into the highest-cadence category you have within 30 days of the first, the window in which half of eventual repeaters act (n=156K); measure category-mix of second orders as a leading indicator.
  • Build cadence-matched triggers per category (replenishment reminders for consumables, drop alerts for fashion, project-based bundles for durables) and judge them on incremental transactions per retained buyer in holdouts, not on open rates.
  • Introduce a frequency-rewarding mechanic (order-count tiers, subscription with embedded perks) priced off the observed cadence distribution so the target sits one notch above each user's current band.
  • Split the frequency curve by first-purchase category and kill acquisition into categories that produce structurally one-and-done buyers unless their standalone contribution justifies it.
05

Sources

  1. Andreessen Horowitz (Olivia Moore)GMV Retention: The Marketplace Metric Most Ignore · 2022 · a16z seed to Series B consumer marketplace dataset (approx 18 months of company data) plus 16 public marketplace filings GMV retention above 100% comes from retained users expanding transactions and spend 2-3x over time; frequency expansion is the core mechanism a16z.com ↗
  2. BS&CoRepeat Purchase Rate Benchmarks: 18.8% Across 156K Customers · 2026 · 156,110 customers across 10+ DTC verticals, 365-day window, 2024 data among the 18.8% of customers who repeat within 365 days, half do so within 30 days and 77% rebuy the same product; early cadence predicts lifetime cadence bsandco.us ↗
  3. EightxAverage time to second purchase by ecommerce vertical (2026) · 2026 · synthesis anchored on the BS&Co 156,110-customer dataset median time to second purchase 15-35 days cross-vertical (apparel 15-27, consumables 27-68, durables 30+); 76% of repeaters act within 90 days eightx.co ↗
  4. KissmetricsRepeat Purchase Rate: What It Is, How to Calculate and Track It · 2025 · analytics vendor benchmark synthesis repeat purchase rates by category: consumables 40-60%, fashion 25-40%, electronics 15-25%; window choice must match the purchase cycle kissmetrics.io ↗
  5. Casey Winters and Lenny RachitskyWhat Is Good Retention: An Exhaustive Benchmark Study · 2020 · survey of 20 senior growth practitioners for transactional businesses the flattening point of the activity curve matters most; frequency of the surviving base determines LTV caseyaccidental.com ↗
  6. Grab HoldingsQ4 and Full Year 2025 Earnings Release · 2026 · company-reported operating metrics, Southeast Asia super app at multi-billion dollar quarterly GMV public reference of frequency-led growth: deliveries GMV growth attributed partly to increased user frequency, with GMV per monthly transacting user up 4% YoY at group level s205.q4cdn.com ↗