Queries · q295 · VP Product · week 2, night 3
“Does the pattern 'small, single-item carts convert worse than multi-item carts' hold consistently across all 6 retail merchants, or is it driven by one or two of them?”
Fictional people at a fictional company, each played by a language-model agent. Who they are and what they are told
Week 1
We are redesigning the shopper journey for 2026. We need to understand the whole path, from the first visit to checkout, delivery, returns and the next purchase, and where shoppers drop out and why.
The manager, at the start of week 2
Subject: Good start — let's dig into the cart leak
Emeka, this is exactly the kind of clarity I needed. The cart-stage bleed is the headline, and I agree we should lead with it — but a two-thirds drop-off that lingers for days, converting at under 20%, isn't something we can act on until we know why people stall. "Add cart recovery emails" is a guess until we understand the shape of the hesitation. That's my main ask for this week.
I also want to flag one thing before we build a roadmap slide on repeat purchase and returns: the return-vs-repeat gap and the delivery/returns pattern are both flagged as not-yet-causal, confounded by vertical. I don't want to present an 8-point "returns hurt loyalty" number to the exec team if it's really just "apparel behaves differently." Let's firm that up before it goes in a deck, but it's not urgent this week.
Questions for this week:
Keep the returns/delivery vertical-control work and the causal retention question on the list for whenever a slot frees up, but the cart story is what I want to walk into the roadmap review with real conviction on.
Thanks, Emeka — strong week.
Jonas
The analyst · week 2, night 3, request 3 of 3
Reading last night's reports:
Report 1 (Cragsley weekly conversion around the Nov 24 outage) undercuts the simple story: conversion didn't dip during the broken-reminder week — it hit 43.5%, the highest week in the whole window, up from a 29-41% range beforehand. The obvious explanation is that Nov 24-30, 2025 is Black Friday/Cyber Monday week — a massive demand spike that would swamp any negative effect from broken reminder emails. So this natural experiment is confounded by timing and can't cleanly tell us whether the reminders matter; I don't think it's worth forcing further at the weekly grain, but a daily cut around the exact outage start (before Black Friday really kicks in on Nov 28) might still show something, so I'll try that once.
Report 2 (price tier vs. conversion) reinforces the Q1 story on a different cut: higher-priced carts (which are also higher-item-count: 1.3 items at <€50 vs 3.2 items at €200+) convert better and faster (51.4% / 44.1% within 1hr for €200+ vs 23.3% / 16.1% for <€50) — consistent with last night's finding that small, likely single-item, lower-value carts are where hesitation concentrates, not pricier "considered" purchases. Two independent cuts now agree, so I consider Q1 well-answered. Before I put "small single-item carts stall" in the memo as a general pattern, I want one quick robustness check that it's not just one merchant (e.g. Cragsley, which dominates volume) driving the aggregate.
Report 3 (email nudge) shows a striking gap — 56.0% eventual conversion for carts whose user got an email vs. 8.1% for no-email — but it's likely confounded: 7,540 of the 12,280 "no_email" carts are guest carts that structurally can never receive an email (no user_id to target), and guests plausibly convert worse regardless of email. I want to split "no_email" into guest vs. logged-in before trusting this as evidence the nudge itself works, since the fair comparison is received_email vs. logged-in-but-not-emailed.
Tonight's 3 requests: (1) the cleaner 3-way email-nudge split, (2) a daily drill-down at Cragsley right at the outage start to see if Black Friday is really masking a real dip, (3) a per-tenant robustness check that the single-item-cart-stalls pattern isn't just one merchant's effect.
The engineer · 1 dry run on the empty schema, then the submission
SELECT t0.name AS tenant_name, COALESCE(t1.single_count, 0) AS single_item_cart_count, COALESCE(t2.single_conv_pct, 0) AS single_item_conversion_pct, COALESCE(t3.multi_count, 0) AS multi_item_cart_count, COALESCE(t4.multi_conv_pct, 0) AS multi_item_conversion_pct, COALESCE(t4.multi_conv_pct, 0) - COALESCE(t2.single_conv_pct, 0) AS gap_in_points FROM tenants t0 LEFT JOIN ( SELECT c0.tenant_id AS tenant_id, COUNT(*) AS single_count FROM carts c0 WHERE c0.item_count = 1 AND c0.created_at >= DATE '2025-01-01' AND c0.created_at < DATE '2026-01-01' GROUP BY c0.tenant_id ) t1 ON t1.tenant_id = t0.id LEFT JOIN ( SELECT c1.tenant_id AS tenant_id, ROUND(100.0 * SUM(CASE WHEN c1.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*), 1) AS single_conv_pct FROM carts c1 WHERE c1.item_count = 1 AND c1.created_at >= DATE '2025-01-01' AND c1.created_at < DATE '2026-01-01' GROUP BY c1.tenant_id ) t2 ON t2.tenant_id = t0.id LEFT JOIN ( SELECT c2.tenant_id AS tenant_id, COUNT(*) AS multi_count FROM carts c2 WHERE c2.item_count >= 2 AND c2.created_at >= DATE '2025-01-01' AND c2.created_at < DATE '2026-01-01' GROUP BY c2.tenant_id ) t3 ON t3.tenant_id = t0.id LEFT JOIN ( SELECT c3.tenant_id AS tenant_id, ROUND(100.0 * SUM(CASE WHEN c3.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*), 1) AS multi_conv_pct FROM carts c3 WHERE c3.item_count >= 2 AND c3.created_at >= DATE '2025-01-01' AND c3.created_at < DATE '2026-01-01' GROUP BY c3.tenant_id ) t4 ON t4.tenant_id = t0.id WHERE t0.name IN ('Kibblewick', 'Studio Vrij', 'Petalcourt Beauty', 'Marrowby & Vane', 'Cragsley Outfitters', 'Ampfeld Elektronik') ORDER BY gap_in_points DESC, tenant_name ASC
“Query compiles and returns the expected columns. Submitting.”
“Submitted. The report returns one row per tenant (the six named retail merchants) with single-item and multi-item cart counts, their conversion percentages, and the gap in points, ordered by gap descending — exactly as requested.”
As Emeka Obi saw it, from the small dataset the agents worked on
tenant_name | single_item_cart_count | single_item_conversion_pct | multi_item_cart_count | multi_item_conversion_pct | gap_in_points --------------------+------------------------+----------------------------+-----------------------+---------------------------+------------------- Cragsley Outfitters | 5393 | 19.5 | 4791 | 53.8 | 34.3 Marrowby & Vane | 2686 | 21.6 | 2141 | 54.7 | 33.1 Ampfeld Elektronik | 1009 | 17.1 | 542 | 50.0 | 32.9 Studio Vrij | 1079 | 19.6 | 820 | 50.7 | 31.1 Petalcourt Beauty | 882 | 27.6 | 831 | 55.4 | 27.799999999999997 Kibblewick | 542 | 30.3 | 481 | 46.4 | 16.099999999999998 (6 rows)
The memo and the queries that followed; links found by title, so inferred
Later queries that build on this report:
It builds on:
Changed only where the benchmark needs the same result on every system
SELECT t0.name AS tenant_name, COALESCE(t1.single_count, 0) AS single_item_cart_count, COALESCE(t2.single_conv_pct, 0) AS single_item_conversion_pct, COALESCE(t3.multi_count, 0) AS multi_item_cart_count, COALESCE(t4.multi_conv_pct, 0) AS multi_item_conversion_pct, COALESCE(t4.multi_conv_pct, 0) - COALESCE(t2.single_conv_pct, 0) AS gap_in_pointsFROM tenants t0LEFT JOIN ( SELECT c0.tenant_id AS tenant_id, COUNT(*) AS single_count FROM carts c0 WHERE c0.item_count = 1 AND c0.created_at >= DATE '2025-01-01' AND c0.created_at < DATE '2026-01-01' GROUP BY c0.tenant_id) t1 ON t1.tenant_id = t0.idLEFT JOIN ( SELECT c1.tenant_id AS tenant_id, ROUND(100.0 * SUM(CASE WHEN c1.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*), 1) AS single_conv_pct 100.0 * SUM(CASE WHEN c1.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*) AS single_conv_pct FROM carts c1 WHERE c1.item_count = 1 AND c1.created_at >= DATE '2025-01-01' AND c1.created_at < DATE '2026-01-01' GROUP BY c1.tenant_id) t2 ON t2.tenant_id = t0.idLEFT JOIN ( SELECT c2.tenant_id AS tenant_id, COUNT(*) AS multi_count FROM carts c2 WHERE c2.item_count >= 2 AND c2.created_at >= DATE '2025-01-01' AND c2.created_at < DATE '2026-01-01' GROUP BY c2.tenant_id) t3 ON t3.tenant_id = t0.idLEFT JOIN ( SELECT c3.tenant_id AS tenant_id, ROUND(100.0 * SUM(CASE WHEN c3.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*), 1) AS multi_conv_pct 100.0 * SUM(CASE WHEN c3.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*) AS multi_conv_pct FROM carts c3 WHERE c3.item_count >= 2 AND c3.created_at >= DATE '2025-01-01' AND c3.created_at < DATE '2026-01-01' GROUP BY c3.tenant_id) t4 ON t4.tenant_id = t0.idWHERE t0.name IN ('Kibblewick', 'Studio Vrij', 'Petalcourt Beauty', 'Marrowby & Vane', 'Cragsley Outfitters', 'Ampfeld Elektronik')ORDER BY gap_in_points DESC, tenant_name ASCORDER BY gap_in_points DESC NULLS FIRST, tenant_name ASC NULLS LAST, t0.id ASC NULLS LAST
SELECT t0.name AS tenant_name, COALESCE(t1.single_count, 0) AS single_item_cart_count, COALESCE(t2.single_conv_pct, 0) AS single_item_conversion_pct, COALESCE(t3.multi_count, 0) AS multi_item_cart_count, COALESCE(t4.multi_conv_pct, 0) AS multi_item_conversion_pct, COALESCE(t4.multi_conv_pct, 0) - COALESCE(t2.single_conv_pct, 0) AS gap_in_points FROM tenants t0 LEFT JOIN ( SELECT c0.tenant_id AS tenant_id, COUNT(*) AS single_count FROM carts c0 WHERE c0.item_count = 1 AND c0.created_at >= DATE '2025-01-01' AND c0.created_at < DATE '2026-01-01' GROUP BY c0.tenant_id ) t1 ON t1.tenant_id = t0.id LEFT JOIN ( SELECT c1.tenant_id AS tenant_id, 100.0 * SUM(CASE WHEN c1.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*) AS single_conv_pct FROM carts c1 WHERE c1.item_count = 1 AND c1.created_at >= DATE '2025-01-01' AND c1.created_at < DATE '2026-01-01' GROUP BY c1.tenant_id ) t2 ON t2.tenant_id = t0.id LEFT JOIN ( SELECT c2.tenant_id AS tenant_id, COUNT(*) AS multi_count FROM carts c2 WHERE c2.item_count >= 2 AND c2.created_at >= DATE '2025-01-01' AND c2.created_at < DATE '2026-01-01' GROUP BY c2.tenant_id ) t3 ON t3.tenant_id = t0.id LEFT JOIN ( SELECT c3.tenant_id AS tenant_id, 100.0 * SUM(CASE WHEN c3.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*) AS multi_conv_pct FROM carts c3 WHERE c3.item_count >= 2 AND c3.created_at >= DATE '2025-01-01' AND c3.created_at < DATE '2026-01-01' GROUP BY c3.tenant_id ) t4 ON t4.tenant_id = t0.id WHERE t0.name IN ('Kibblewick', 'Studio Vrij', 'Petalcourt Beauty', 'Marrowby & Vane', 'Cragsley Outfitters', 'Ampfeld Elektronik') ORDER BY gap_in_points DESC NULLS FIRST, tenant_name ASC NULLS LAST, t0.id ASC NULLS LAST
The agents' own records, as the role play wrote them; only the personal data of the person who ran it is redacted
Report request from Emeka Obi (analyst for the VP Product):
Title: Single-item vs. multi-item cart conversion, by tenant
Question: Does the pattern 'small, single-item carts convert worse than multi-item carts' hold consistently across all 6 retail merchants, or is it driven by one or two of them?
Grain: one row per tenant
Columns:
- tenant name
- single-item cart count
- single-item conversion pct
- multi-item (2+) cart count
- multi-item conversion pct
- gap in points (multi minus single)
Details: Tenants: Kibblewick, Studio Vrij, Petalcourt Beauty, Marrowby & Vane, Cragsley Outfitters, Ampfeld Elektronik. Population: carts with created_at in 2025-01-01 to 2025-12-31. Split each tenant's carts into item_count = 1 ('single-item') vs item_count >= 2 ('multi-item') using carts.item_count. conversion pct = share of carts in that group with status='converted', rounded 1 decimal, for each tenant. gap_in_points = multi-item conversion pct minus single-item conversion pct. Order rows by gap in points descending, tie-break by tenant name.
Check your query with the warehouse's dry_run tool, then hand it in with submit.dry_runSELECT t0.name AS tenant_name, COALESCE(t1.single_count, 0) AS single_item_cart_count, COALESCE(t2.single_conv_pct, 0) AS single_item_conversion_pct, COALESCE(t3.multi_count, 0) AS multi_item_cart_count, COALESCE(t4.multi_conv_pct, 0) AS multi_item_conversion_pct, COALESCE(t4.multi_conv_pct, 0) - COALESCE(t2.single_conv_pct, 0) AS gap_in_points FROM tenants t0 LEFT JOIN ( SELECT c0.tenant_id AS tenant_id, COUNT(*) AS single_count FROM carts c0 WHERE c0.item_count = 1 AND c0.created_at >= DATE '2025-01-01' AND c0.created_at < DATE '2026-01-01' GROUP BY c0.tenant_id ) t1 ON t1.tenant_id = t0.id LEFT JOIN ( SELECT c1.tenant_id AS tenant_id, ROUND(100.0 * SUM(CASE WHEN c1.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*), 1) AS single_conv_pct FROM carts c1 WHERE c1.item_count = 1 AND c1.created_at >= DATE '2025-01-01' AND c1.created_at < DATE '2026-01-01' GROUP BY c1.tenant_id ) t2 ON t2.tenant_id = t0.id LEFT JOIN ( SELECT c2.tenant_id AS tenant_id, COUNT(*) AS multi_count FROM carts c2 WHERE c2.item_count >= 2 AND c2.created_at >= DATE '2025-01-01' AND c2.created_at < DATE '2026-01-01' GROUP BY c2.tenant_id ) t3 ON t3.tenant_id = t0.id LEFT JOIN ( SELECT c3.tenant_id AS tenant_id, ROUND(100.0 * SUM(CASE WHEN c3.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*), 1) AS multi_conv_pct FROM carts c3 WHERE c3.item_count >= 2 AND c3.created_at >= DATE '2025-01-01' AND c3.created_at < DATE '2026-01-01' GROUP BY c3.tenant_id ) t4 ON t4.tenant_id = t0.id WHERE t0.name IN ('Kibblewick', 'Studio Vrij', 'Petalcourt Beauty', 'Marrowby & Vane', 'Cragsley Outfitters', 'Ampfeld Elektronik') ORDER BY gap_in_points DESC, tenant_name ASC
STATUS: COMPILES (dry run on the empty schema, no data read) COLUMNS: tenant_name, single_item_cart_count, single_item_conversion_pct, multi_item_cart_count, multi_item_conversion_pct, gap_in_points
submitSELECT t0.name AS tenant_name, COALESCE(t1.single_count, 0) AS single_item_cart_count, COALESCE(t2.single_conv_pct, 0) AS single_item_conversion_pct, COALESCE(t3.multi_count, 0) AS multi_item_cart_count, COALESCE(t4.multi_conv_pct, 0) AS multi_item_conversion_pct, COALESCE(t4.multi_conv_pct, 0) - COALESCE(t2.single_conv_pct, 0) AS gap_in_points FROM tenants t0 LEFT JOIN ( SELECT c0.tenant_id AS tenant_id, COUNT(*) AS single_count FROM carts c0 WHERE c0.item_count = 1 AND c0.created_at >= DATE '2025-01-01' AND c0.created_at < DATE '2026-01-01' GROUP BY c0.tenant_id ) t1 ON t1.tenant_id = t0.id LEFT JOIN ( SELECT c1.tenant_id AS tenant_id, ROUND(100.0 * SUM(CASE WHEN c1.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*), 1) AS single_conv_pct FROM carts c1 WHERE c1.item_count = 1 AND c1.created_at >= DATE '2025-01-01' AND c1.created_at < DATE '2026-01-01' GROUP BY c1.tenant_id ) t2 ON t2.tenant_id = t0.id LEFT JOIN ( SELECT c2.tenant_id AS tenant_id, COUNT(*) AS multi_count FROM carts c2 WHERE c2.item_count >= 2 AND c2.created_at >= DATE '2025-01-01' AND c2.created_at < DATE '2026-01-01' GROUP BY c2.tenant_id ) t3 ON t3.tenant_id = t0.id LEFT JOIN ( SELECT c3.tenant_id AS tenant_id, ROUND(100.0 * SUM(CASE WHEN c3.status = 'converted' THEN 1 ELSE 0 END) / COUNT(*), 1) AS multi_conv_pct FROM carts c3 WHERE c3.item_count >= 2 AND c3.created_at >= DATE '2025-01-01' AND c3.created_at < DATE '2026-01-01' GROUP BY c3.tenant_id ) t4 ON t4.tenant_id = t0.id WHERE t0.name IN ('Kibblewick', 'Studio Vrij', 'Petalcourt Beauty', 'Marrowby & Vane', 'Cragsley Outfitters', 'Ampfeld Elektronik') ORDER BY gap_in_points DESC, tenant_name ASC
Submitted to tonight's batch. Your work on this request is done.