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.

On Thursday, Nvidia became the first U.S. company to reach a $4 trillion market cap, boosting CEO Jensen Huang's fortune.

With a net worth of $145.4 billion, Huang now surpasses Warren Buffett, who is valued at $142 billion 😳.

Here's what is happening in the world of DTC / e-commerce 👇

1/ DTC Headlines

Lululemon sees traffic rise as it leans into markdowns and inventory clean-up

→ Lululemon is discounting more to clear inventory and drive foot traffic.

→ In-store visits were up 8% YoY as shoppers responded to better deals.

→ The brand is also adjusting assortments to reduce style and color variety.

Levi’s raises outlook as pop culture boosts demand despite tariff headwinds

→ Levi’s bumped up its guidance after strong Q2 performance.

→ Collabs with Beyoncé and Shaboozey helped drive new customer growth.

→ Tariffs and Nike’s exit from wholesale remain pressure points.

YouTube to block monetization of most AI-generated content starting July 2025

→ New policy bans ads on AI-made videos without clear disclosure.

→ YouTube wants transparency around synthetic content and creators' use of AI.

→ Exceptions will be made for news, analysis, or artistic uses of AI.

Court strikes down FTC’s ‘click to cancel’ rule aimed at subscription services

→ The rule would’ve forced companies to make canceling as easy as signing up.

→ A federal appeals court said the FTC overstepped its authority.

→ Big brands like Amazon and Peloton had pushed back on the proposal.

Amazon Prime Day hits record sales despite tariff challenges and rising costs

→ Prime Day saw strong sales, but tariffs and supply chain costs pressured profits.

→ Discounts helped drive high consumer demand, especially in electronics.

→ Amazon is adjusting strategies to manage ongoing tariff impacts.

Crocs teams up with Animal Crossing for cozy, character-filled collab

→ The collection features clogs, slides, and themed Jibbitz charms.

→ Designs spotlight fan favorites like K.K. Slider and Isabelle.

→ Dropped online on July 9 and in select stores starting July 17.

2/ Shopify Stuff

Shopify president Harley Finkelstein shares his advice on starting a company after 15+ years of building Shopify.

3/ What We Found Helpful

How to properly validate a product idea

4/ What We Found Interesting

OpenAI is launching AI-powered web browser in the coming weeks

→ The browser will blend traditional search with ChatGPT’s conversational interface.

→ It may compete directly with Google and Perplexity in the AI search space.

→ Sources say a launch could happen as soon as late July.