Insider · Written by DRS
21 Aug 2026 · 5 min read · Roland Cinco
Payback Period Is the Only Number Here That Survives Bad Data
Four operators, three measured LTV:CAC ratios, all below 1. When one retention input was corrected by half, LTV moved with it. Payback didn't. Here's why the number every operator leads with is built on the least reliable input in this market, and why the one that survives bad data deserves the top line instead.
Exclusive to select members
You can see what is here. Reading an article needs Insider access, by invitation or an approved application.