APPAREL & SEASONAL - PHASE 2

Defeating the Race to the Bottom: How Strategic Size-Based Pricing Recovered 12% Margin Against Chinese Competition

The same costume brand combats direct-from-factory competition through sophisticated pricing architecture that maintains competitiveness while improving unit economics.

12%
Margin Improvement
0%
Market Share Lost
$5.17
ASP Increase
2
Months to Test

The Challenge

01

Fresh off their storage fee victory, the Costume Brand faced a new existential threat: Chinese factories selling direct on Amazon at prices they couldn't match.

The economics were brutal. Container shipping costs had increased 40% year-over-year. Amazon advertising costs reached $3.50 per click during peak season. Meanwhile, factories in China—their own suppliers in some cases—were now selling direct to consumers at $19.99 for costumes the brand sold at $29.99.

The traditional response would be catastrophic:

  • Match the $19.99 price point: Negative contribution margin after FBA fees
  • Hold at $29.99: Lose 60% of market share to cheaper alternatives
  • Meet in the middle at $24.99: Break even but no profit for growth
  • Exit the category: Abandon $10M in revenue

The insight from the Advisory engagement: not all sizes face equal price pressure. The Medium size—which appeared in search results—needed to be competitive. But what about the other sizes?

"We couldn't win a race to the bottom against our own factories. We needed to change the game entirely."

— VP of Merchandising, Digitally Native Costume Brand

Market Pressure

Chinese Direct Price: $19.99
Our Previous Price: $29.99
Container Cost YoY: +40%
Peak CPC: $3.50
Size Distribution: M: 50%, Others: 50%

The Discovery

02

Deep analysis of buying behavior revealed a critical insight: customers shopping for fringe sizes showed dramatically different price sensitivity.

Size Distribution Reality

Medium dominated at 50% of sales, but XS and XL customers had 73% lower price sensitivity—they had fewer options

Hidden pricing power

Search Result Blindness

Only the default variation (Medium) showed in search results—other sizes invisible until product page

Price anchor opportunity

Competitor Gap

Chinese factories only offered S-L sizing, leaving XS and XL+ underserved with 60% less competition

Monopoly on edges

Conversion Patterns

Customers who clicked through to fringe sizes had 2.3x higher conversion—higher purchase intent

Price inelastic segments

The Solution

03

Virtuous Commerce designed a strategic size-based pricing architecture that maintained competitive visibility while capturing margin on less price-sensitive segments.

The Pricing Architecture

Instead of uniform $29.99 pricing across all sizes, we implemented a sophisticated tiered structure:

Size Old Price New Price Sales Mix
XS $29.99 $34.99 10%
S $29.99 $32.99 20%
L $29.99 $32.99 10%
XL $29.99 $34.99 10%

The weighted average selling price increased from $29.99 to $31.99, while maintaining the competitive $29.99 price point in search results.

August-September: Testing Phase

Two-month testing protocol to validate assumptions:

  • A/B tested pricing elasticity by size across 20 top SKUs
  • Monitored conversion rate impact at different price points
  • Tracked competitor response and market share shifts
  • Analyzed sales distribution changes between sizes
  • Measured impact on advertising efficiency (ACOS)

Key finding: XS and XL customers showed only 7% conversion decline at $5 higher price, while contributing 67% more margin per unit.

October: Full Implementation

Rolled out optimized pricing across entire catalog for peak season:

  • 300+ SKUs updated with size-based pricing tiers
  • Maintained $29.99 on Medium (search-facing) for all products
  • Adjusted ad copy to emphasize "From $29.99" messaging
  • Enhanced size charts to justify premium pricing on fringe sizes

The Results

04

The mixed-pricing strategy delivered margin improvement without sacrificing market share—a seemingly impossible outcome.

Margin Improvement

23% 35%

12 percentage points gained

Average Selling Price

$29.99 $31.99

Without losing conversion

Market Share

14% 14%

Fully maintained

October Profit

$1.84M $2.06M

$220K additional

"We thought we had to choose between margin and market share. This strategy proved that with sophisticated pricing, you can protect both. The Chinese factories are still at $19.99, and we're thriving at $31.99 average."

— CEO, Digitally Native Costume Brand

Key Takeaways

05
1

Not All Customers Are Equal

Fringe size customers have different price sensitivity—they're underserved and willing to pay for availability.

2

Search Results Create Opportunity

What faces out in search can be competitive while hidden variations capture margin.

3

Test Before Peak

August-September testing ensured confidence for October's $8M revenue month.

4

Compete on Selection, Not Price

Offering XS and XL+ sizes that Chinese factories don't provides pricing power.