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Welcome to the Moast newsletter. We spend the week collecting news, trends, and other content that we think would be interesting to e-commerce founders and CMOs. Our goal is to provide value without sounding like a promo for our app. Helpful wether you use Moast or not.
Someone drained roughly $6.3 billion from Binance, the largest theft in history, and the FBI blames a North Korean group it calls TraderTraitor. Since withdrawals reopened, customers have pulled out $4.7 billion, about 3% of assets. Binance is covering the losses itself, bitcoin barely moved, and counterparties say they have little choice but to keep trading there. That is what being the only real option looks like.
Here's what caught our attention in the world of e-commerce this week 👇
1/ DTC Headlines
Amazon will list your store in its search, for free
-> Shop Direct Merchant Workspace is a self-serve portal for stores that don't sell on Amazon.
-> Submit a feed through Feedonomics, Salsify, CEDCommerce, VersaFeed or the SP-API. No fees.
-> It takes the Google Merchant Center format, so one catalog can serve both.
-> Products appear on Amazon.com, the app and Alexa for Shopping. You keep shipping and returns.
Alexa for Shopping picked up more than 100 new capabilities
-> Shoppers can now build and edit grocery lists and baby registries by voice.
-> They can skip a delivery, pause a subscription or change its frequency without opening the app.
-> 61 million Americans now start their product research with an AI assistant.
Walmart loaded up Sparky for the holidays
-> It turns a photo of a handwritten list into a ready-to-checkout cart.
-> Upload a picture of a stain and it suggests products and sorts out delivery.
-> Sparky users spend 40% more per order, and visual search converts 57% better than text.
Wayfair just had its best quarter since the pandemic
-> Net revenue rose 9.7% to $3.42 billion, with US revenue up more than 11%.
-> Orders grew 12%, and new-customer orders rose over 14%, a post-pandemic record.
-> Net income of $62 million, against a $99 million loss a year ago.
Under Armour is licensing out its youth sports business
-> Revenue fell 7% to about $1.2 billion, with declines across DTC, wholesale and all three categories.
-> Centric Brands takes over youth sports by fall 2027, testing an asset-light model.
-> Kevin Plank on the fix: "A shirt or a shoe without a story is just a shirt or a shoe."
Shein is spending €500M in Poland as EU parcel fees bite
-> The Wroclaw hub passes 10,000 workers and 6,500 robots by the end of this year.
-> The EU added a €2 parcel levy on November 1, on top of a €3 charge in July.
-> European sales fell sharply last quarter and net profit dropped 67%.
David Jones collapsed into administration after 188 years
-> Lease talks with major landlords fell apart, tipping the chain into voluntary administration.
-> Stores and ecommerce keep trading while McGrathNicol runs the process.
-> It is Australia's oldest department store, trading continuously since 1838.
Half of US shoppers still hadn't started buying gifts
-> 48.5% had not begun holiday shopping, against 44.5% at the same point last year.
-> Walmart is widening its lead over Amazon on where people say they shop.
-> The window is later and tighter than last year. Plan the back half accordingly.
2/ Shopify
Shopify checkout now runs inside Google AI Mode and Gemini
-> It is on by default for eligible stores in the US, Canada and Australia.
-> Shop Pay works inside Muse, Claude Duet, Grok Bot and Instinct, with shopper spending limits.
-> Subscriptions, bundles and customizable products are not supported yet. Check your Agentic settings.
Agents bought things for people for the first time last quarter
-> Orders from AI searches rose 3.3x, and AI traffic to merchant stores rose 2.6x.
-> AI-referred sessions convert 64% better than organic, and 74% of those sales came from outside the top 100 categories.
-> GMV missed and shares fell 8.7%. Finkelstein: "the volume is still small here, adoption is growing."
3/ What We Found Interesting
Reformation credits an AI planning tool for keeping things in stock
-> The tool scores how products perform and forecasts demand, lifting in-stock rates and full-price selling.
-> Q3 net revenue rose 19% to $173.6 million, with active customers up 23.4% to 1.25 million.
-> They raised full-year guidance to $610 to $612 million.
e.l.f. grew 51%, and the fastest part is now international
-> US sales grew 25%. International grew 165% and is about a quarter of trailing revenue.
-> Adjusted EBITDA rose 86% to $123 million, in the 31st straight quarter of growth.
-> rhode's Sephora Europe debut was the chain's biggest launch ever. Guidance went up to 22-24%.
4/ What We Found Helpful
18 Shopify apps worth installing before BFCM
-> Ranked by App Store review count, each tied to the specific job it does over the weekend.
-> Back-in-stock alerts, order editing, discount stacking, bulk price scheduling, backups.
-> We left shoppable video off the list, since we build one.
Half the biggest US retailers are blocking AI shoppers
-> Ten of twenty tested returned a block or challenge, including Etsy, Macy's, Home Depot and Sephora.
-> Scores out of 100: Target 88, Nike 80, Walmart 68, Nordstrom 35, Amazon 5.
-> Check your robots.txt, then load a product page with JavaScript off and see if the price is there.
November 9, 2026
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