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.

Apple just reclaimed its spot as the world's most valuable company, passing Nvidia on Friday at $4.9 trillion to $4.8 trillion. The interesting part isn't the number, it's the rotation behind it: Wall Street is cooling on the companies at the center of the AI buildout, and the "AI laggard" is suddenly back on top. Two years of narrative, flipped in one trading session.

Here's what else caught our attention this week 👇

1/ DTC Headlines

Stripe just made a $53 billion offer to take PayPal private

-> The joint bid with Advent International is $60.50 per share, a 28% premium, backed by roughly $50B in bank financing.

-> If it closes, Stripe would own the payment stack's past and present in one company.

-> It's one of the largest take-private offers in tech history, and it's aimed squarely at your checkout page.

What a Stripe-owned PayPal would mean for online payments →

GameStop now owns 10% of eBay, and Ryan Cohen isn't letting go

-> After eBay's board rejected his $56B bid as "neither credible nor attractive," Cohen kept buying shares.

-> His stake is now roughly 10% (about $2.2B), and he told Bloomberg "we're coming for eBay one way or another."

-> The strangest M&A saga in e-commerce keeps escalating, one SEC filing at a time.

Inside GameStop's hostile pursuit of eBay →

QVC exits Chapter 11 with $5.3 billion in debt wiped out

-> The court-approved restructuring cuts debt from $6.6B to $1.3B and adds a fresh $600M credit line.

-> The stated mission: "win in live social shopping" by rebuilding the TV playbook on TikTok Shop and streaming.

-> Analysts are split on whether it's a real pivot or a Chapter 22 in waiting.

What QVC's second act says about live shopping →

Caraway lands in 500+ Walmart stores, its biggest retail bet yet

-> The DTC cookware brand is already in Target and The Container Store, but Walmart is its largest footprint.

-> The deal is part of Walmart's push to upgrade its cookware assortment.

-> Build a cult following online, then earn shelf space at mass retail: the sequence is working for Caraway where it failed for the first DTC wave.

Why Caraway is betting big on Walmart →

Prime Day's move to June just rewrote the retail calendar

-> June online sales got a measurable lift with the event pulled forward from July.

-> For the first time, official monthly e-commerce data will show a Prime Day bump in June instead of Q3.

-> Year-over-year comps just changed for everyone. June is now a peak month.

How Prime Day's new timing shifts monthly online sales data →

Zipline's drone delivery business grew 13x in the first half of 2026

-> The company now completes a delivery every 20 seconds and has passed 2.5M lifetime commercial deliveries.

-> Little Caesars scaled from 5 to 65 Zipline-served locations, with Austin and Cleveland up next.

-> New hires include Tesla's former CFO and Waymo's former CLO. This is scaling mode.

Inside Zipline's 13x growth run →

Parents want safer phones for kids, and a whole industry is answering

-> Bark, Gabb, Pinwheel, and Teracube sell locked-down smartphones; Tin Can and Ooma sell kid-friendly landlines.

-> Devices start around $99 to $119, with parents controlling contacts, apps, screen time, and safety alerts.

-> It's a hardware category created almost entirely by "Anxious Generation"-era parental demand.

Meet the companies building the kid-safe phone market →

Levi's turned a stadium cover-up into a billion press impressions

-> FIFA rules forced Levi's Stadium to tarp its logo, so Levi's covered its logos worldwide and leaned in.

-> It became the most viewed, shared, and commented post in company history.

-> Q2 beat expectations: a 17th straight quarter of DTC growth, e-commerce up 19%, and a raised outlook.

How Levi's flipped a FIFA restriction into its biggest brand moment →

2/ Shopify

DoorDash is now a native sales channel inside Shopify

-> Any US merchant with a physical presence can add their catalog to DoorDash directly from Shopify Admin.

-> Inventory syncs in real time with no separate onboarding. Merchants can be live in days, not weeks.

-> It unlocks on-demand local delivery to DoorDash's 42 million monthly users.

What the DoorDash channel means for Shopify merchants →

3/ What We Found Interesting

Levi's growth story is secretly an ERP story

-> The 19% e-commerce growth sits on top of very unglamorous work: one global ERP, migrated region by region.

-> Asia and Beyond Yoga just moved onto the platform, with Europe and LatAm on track for mid-2027.

-> The lesson: DTC scale and AI both sit on unified data. Plumbing first, magic second.

Why Levi's DTC push is really an infrastructure project →

4/ What We Found Helpful

How to collect customer video testimonials on Shopify (step-by-step)

-> Our new guide covers which customers to ask, when to ask, and how to automate the whole loop.

-> It includes a collection system that runs on autopilot: outreach, upload, approval, and publishing.

-> Plus where to place testimonials so they actually move your conversion rate.

Read the full guide to collecting video testimonials →

How Dollar Shave Club uses generative AI to unlock ad creativity

-> Its "250 Years. No BS. Still Free" spot was made in-house for about $400 and became its most successful campaign ever.

-> The team now concepts campaigns in roughly three days, with AI handling the minutiae so creatives can create.

-> The framing from its new brand chief: it's about bypassing legacy agency models, not replacing strategy.

Inside Dollar Shave Club's AI-powered creative engine →