AI is already telling your customers what to buy. Is it suggesting your brand?
Get the report

The Shopping Bracket: What the NCAA tournament tells us about today’s commerce

 
Reading Time: 4 minutes

Every commerce team has a peak season playbook covering Black Friday, Prime Days, back-to-school and other big tentpole events. But we’d bet our bracket that few commerce teams strategize for the day UConn beats Duke.

We analyzed six weeks of Rithum network over the course of the 2026 NCAA Men’s Basketball Tournament, looking at order patterns across states, channels, and game days. What we found was something commerce leaders might know instinctively but rarely see quantified this cleanly about how Americans shop, and what drives their purchases.

The quick takeaways:

  • Thirty-one of 32 tournament states had shopping rates above their baseline on game days.
  • On Sweet 16 Thursday, national ecommerce orders ran 40% above the pre-tournament average.
  • The day UConn beat Duke, Connecticut’s shopping numbers did the wave right along with the fans.
  • In all four Elite 8 matchups, the state that shopped more was the state whose team won, even adjusting for population.

This is a small data snapshot, but it tells a story of a much bigger moment. Even as AI optimizes your feeds, tariffs reshape your margins, and new channels multiply your reach, there are non-machinery, non-global-impacting signals that still matter. Like when a state collectively loses its mind over a basketball win.

The brands that can read those moments—and move fast enough to meet them—have an edge that can’t be planned six months out.

Connecticut broke its own record the day UConn beat Duke

On the day UConn knocked off Duke in the Elite 8, ecommerce orders in Connecticut hit the state’s highest single shopping day across our analyzed six-week window. That Sunday came in 12% above the next-highest volume shopping day and 32% above a typical Sunday. In fact, 10 of the top 11 highest-shopping days of the last 6 weeks in Connecticut were during the tournament.

And just to be clear, this isn’t a basketball merchandise story. Connecticut didn’t suddenly buy 32% more jerseys. The entire state’s ecommerce activity surged—across categories and channels—because Connecticut was having a great week.

The commerce data predicted every Elite 8 winner

In all four Elite 8 matchups, the state that shopped more per capita in the 6 weeks analyzed was the state whose team won.

Connecticut out-shopped North Carolina. Michigan out-shopped Tennessee. Illinois out-shopped Iowa. Arizona out-shopped Indiana.

Now, we’re not suggesting you build your bracket prediction model on this data. But we are saying that this a basketball story is disguising a commerce story about what always-on retail has made possible. A fan in New Haven checking the injury report at halftime is two taps from buying something. Maybe they didn’t plan to shop, but hey, their phone is already in their hand, and if the right ad has been built for the moment, or the right TikTok influencer pops up . . .

Commerce used to require intent. Now, especially with social shopping, it has essentially become ambient. We can’t say the tournament created demand, but it made opportunities for shopping. And understanding this is key to knowing where to show up next to meet those cultural moments.

California spiked 38%. And their team lost

When Saint Mary’s tipped off in the Round of 64 on March 19, California’s ecommerce orders surged to a 38% spike over its average Thursday order rate and had the biggest same-day jump of any state with 10M+ residents. St. Mary’s competitor’s home state of Texas was the only other large state that came close to a spike that big, with a 34% spike.

Saint Mary’s, a 7-seed, lost that same day.

California didn’t shop because its team won. California shopped because its team was playing on Californians’ screens.

Anticipation and access drives commerce. Participation and brand presence drives commerce. Being emotionally invested—regardless of outcome—drives commerce. The brands positioned to capture these moments aren’t the ones running the best sale. They’re the ones who showed up in the right place, with the right product presence, consistently, when the emotion and moment was already there.

What this means beyond March Madness

One caveat: orders were trending upward across the whole 6-week period for every state, tournament or not, so some of this reflects seasonal momentum. But the day-specific spikes—40% above normal on Sweet 16 day, for example—suggest something real is happening on top of the trend. The correlation between game days and order volume is too consistent, across too many states, to be ignored.

The NCAA Tournament is a six-week, state-by-state experiment in what happens when consumer attention concentrates around a shared cultural moment. And the answer, across 31 of 32 states, is the same: commerce goes up.*

So, what do you do with this information, other than have a cool factoid for your next cocktail party?

The FIFA World Cup kicks off June 11, spanning 16 cities across the US, Canada, and Mexico for 39 days. Six billion people are expected to watch. America’s 250th anniversary arrives July 4th with a year of cultural programming around it. The Tour de France runs through July, and in recent years has been drawing its largest American audience yet.

Every one of these is a moment where consumer attention spikes. And as the NCAA data shows, when attention spikes, so do orders.

The brands that follow a retail calendar alone—through peak season, off-peak season, promote, pause—will miss the revenue that cultural moments create. The brands with the channel infrastructure, inventory visibility, and pricing flexibility to move when consumers are paying attention are the ones who capture it.

Three things worth doing before the next moment arrives:

  1. Map your commerce calendar to cultural moments, not just retail tentpoles. The World Cup, America 250, Tour de France, and Fashion Week are all coming in the next six months. Each one is a potential Connecticut-level spike.
  2. Make sure your channel presence is ready. Game-day-style lifts happen fast. Brands that are already visible on the right marketplaces with accurate inventory and optimized listings are there in the right moment.
  3. Make sure you can see, and follow, the data in the moment. Rithum’s network data showed the tournament signal clearly because we were looking at order patterns in real time. Your own commerce data will show you which moments move your buyers—if you’re set up to see it. The data is always there. The question is whether you’re able to read it accurately.

The retail calendar tells you when to run a promotion. The cultural calendar tells you when your buyers are paying attention. Rithum can help you connect all of these calendars and moments to be ready when and where the opportunity lives.

*Maryland, home of UMBC, was the exception. UMBC bowed out in the First Four; their orders dipped a fraction of a percent.

Methodology note: Data sourced from the Rithum commerce platform across 8.2M unique products and 20K+ suppliers. Order rates are normalized to per 100,000 residents to enable state-by-state comparison. Some client data excluded to preserve anonymization. Results reflect the composition of brands and retailers active on the platform during the period analyzed.