Circles Monetizes Shopper Activity Instantly

Circles matters because it turns shopper activity into revenue at the exact moment demand shows up, instead of waiting for a sales team to win another SaaS contract. ShopMy already earns a large and growing share of revenue from affiliate and campaign volume, so every extra shopper session, saved item, and purchase inside Circles can create fees immediately. That makes a consumer app economically powerful in a way a subscription only model would not be.

• The product mechanics are built for volume. Circles lets shoppers follow creators, combine multiple creators into one feed, save products, and keep those items commissionable over time. That means old recommendations can keep producing affiliate revenue long after the original post disappears from Instagram or TikTok.
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• This shifts ShopMy closer to LTK’s playbook. LTK has spent years using its consumer app to sit nearer to discovery and checkout, and it powers roughly $5B to $6B in annual retail sales. ShopMy is following the same logic, but starting from a premium creator and brand base with 1,000 plus brands at launch and later more than 1,200 premium brands.
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• The leverage is especially high because no new brand sale is required. ShopMy already has a long tail of commissionable inventory through direct brand partners and third party affiliate networks, so if Circles increases shopper frequency, the company can monetize existing creator links and SKU level commissions without first expanding the subscription base.
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Going forward, the consumer surface should become one of ShopMy’s main growth engines. As more shopping starts inside its own app, ShopMy can compound transaction revenue first, then layer on higher margin monetization like sponsored discovery, promoted placements, and better conversion tools for brands that want to pay for demand, not just software access.