The Margin StackFrom $124.17/mo, plus the Eight-Week Analyst Launch $6,000 FREE
Glossary - Customers and retention

Cohort analysis

Cohort analysis groups customers by the month of their first purchase, then tracks each group's repeat orders, revenue and margin over the months that follow. It is measured as retention and cumulative value per customer at each month of age, and ecommerce operators use it to see whether newer customers repeat better or worse than older ones.

Month-n retention = (Customers from the cohort who order in month n ÷ Cohort size) × 100
Cohort sizeCustomers whose first order fell in the cohort's start month. The denominator is fixed and never changes
Month nMonths since first purchase (cohort age), not calendar months
Cumulative value per customerCohort revenue - or better, contribution margin - through month n, divided by cohort size

Worked example

Take a store's January cohort: 1,000 first-time customers spending $85,000 on their first orders, an $85 average order value (example numbers, flagged as such).

January cohort, first orders1,000 customers × $85 = $85,000
Month 1: 180 customers order again$16,200 (retention 180 ÷ 1,000 = 18%)
Month 2: 120 order again$10,800 (12%)
Month 3: 90 order again$8,100 (9%)
Cumulative revenue through month 3$85,000 + $16,200 + $10,800 + $8,100 = $120,100
Cumulative value per customer$120,100 ÷ 1,000 = $120.10

Ninety days in, the cohort is worth $120.10 per customer against $85.00 on day one - 41% more than its first order. Whether that clears the cost of acquiring the cohort is a margin question, not a revenue one.

What is a good cohort retention curve?

There is no universal benchmark, and any single number would mislead. The shape of a healthy curve depends on the category's repurchase cycle - consumables repurchase in weeks, durables in years - on your contribution margin structure, and on the channel mix the cohort was acquired from.

Two things matter more than any threshold: whether the curve flattens above zero, meaning a persistent repeat base survives rather than decaying to nothing, and whether younger cohorts sit above or below older cohorts at the same age. A brand whose month-3 value per customer falls cohort over cohort is getting worse at retention even while total revenue grows. The floor worth computing is your own: a cohort has to return its acquisition cost in contribution, not revenue, and our free margin LTV calculator computes that payback floor from your numbers.

Cohort analysis vs related metrics

MetricWhat it measuresHow it differs
Retention rateShare of customers who stay active in a periodOne blended average across the whole file. Cohorts show the same idea separately by customer age, so improvement and decay stop cancelling out.
Repeat purchase rateShare of customers who ever order twiceA single summary with no time axis. A cohort curve shows when the second order arrives and whether it keeps arriving.
Customer lifetime value (LTV)What a customer is worth over their lifeA forward projection. Cohort curves are the observed data any credible LTV model is fitted on.
RFM segmentationWhich current customers are most valuableGroups by current behaviour, so membership shifts. A cohort is fixed at first purchase and never moves.

Common mistakes

  • Judging immature cohorts. A 60-day-old cohort cannot show month-3 behaviour yet. A blank cell is not a zero.
  • Tracking revenue while acquisition is paid from margin. Discount-led repeat orders flatter the revenue curve while contribution shrinks underneath it.
  • Comparing calendar months instead of cohort age, so seasonality reads as a retention change.
  • Mixing acquisition channels in one cohort, then acting on an average no single channel actually produced.
  • Ignoring returns. Early cohort revenue overstates the keep until the returns window closes.

Frequently asked questions

At least one full repurchase cycle for your category, and ideally several, so cohorts are old enough to show their shape. A subscription brand learns in months; a mattress brand needs years.
Contribution margin, because discounts, shipping and fees vary across a cohort's life and revenue hides that. A cohort can grow in revenue while shrinking in contribution, and contribution is what repays acquisition.
A cohort is fixed by an event, usually first-purchase month, and its membership never changes; a segment is recomputed from current behaviour, so customers move in and out. Cohorts measure change over time; segments describe now.
Related

In Blufire, S4 Customer Value & Segmentation builds cohort value on contribution margin - CLV, the margin-true RFM cube, lifecycle states and migration, and Financial Buckets - and S8 Persona Analytics turns those groups into audiences.

Updated July 2026

Ready to see what you are actually keeping?

Money-back to week 8. Cancel in two clicks.