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.

Last week, Microsoft became the second a $4 trillion valuation. It follows Nvidia into the $4 trillion valuation club, which hit the mark earlier this month.

This AI revolution is certainly creating some wild times!

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

1/ DTC Headlines

Adidas gains ground as Nike stumbles in U.S. market

→ Adidas’ U.S. apparel sales jumped 11% while Nike’s fell 4% in Q2, per Circana data.

→ Nike lost share in men’s activewear, while Adidas gained across genders and age groups.

→ Analysts say Adidas’ collabs and basics strategy is resonating with younger shoppers.

U.S. and EU struggle to finalize new trade deal before tariff pause expires

→ A key tariff truce on steel and aluminum expires at the end of October.

→ Talks have stalled over EU climate rules and U.S. protection of domestic industry.

→ Failure to reach a deal could reignite billions in retaliatory tariffs.

Meta stock jumps after beating Q2 earnings and forecasting strong Q3

→ Q2 ad revenue hit $46.5B, up 16% YoY and above Wall Street expectations.

→ AI-driven ad tools and Reels monetization helped fuel the growth.

→ Meta expects Q3 revenue between $38.5B and $41B, beating analyst forecasts.

TikTok faces U.S. ban if sale doesn’t happen by September

→ A federal appeals court is fast-tracking the case, with a decision due by December 6.

→ TikTok must sell its U.S. business or face removal from app stores.

→ Marketers are watching closely as uncertainty clouds fall campaign planning.

American Eagle stands by Sydney Sweeney amid backlash to ad campaign

→ Critics called out Sweeney’s conservative ties, sparking online controversy.

→ American Eagle says she resonates with their Gen Z audience and won’t pull the ads.

→ The brand saw record engagement and sales lifts following the campaign launch

Skims launches ‘face shapewear’ with collagen-infused sculpting wrap

→The wrap claims to lift and firm skin using patented collagen yarn fabric.

→ It’s designed to be worn overnight or before events for a temporary sculpted look.

→ Skims continues to blur the line between beauty and fashion in new categories.

2/ Shopify Stuff

Beyoncé’s western wear drop drives surge in Shopify sales

→ Western fashion sales jumped 80% YoY the week her album Cowboy Carterlaunched.

→ Shopify saw a 10x increase in searches for “cowboy hat” and “fringe jacket.”

→ Merchants selling boots, denim, and rhinestones saw a major boost.

Read the full breakdown here

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3/ What We Found Interesting

NEW PRODUCT RELEASE: this robot can fold your laundry!

4/ What We Found Helpful

Google’s AI tools now read PDFs and assist with planning in Docs and Canvas

→ Gemini AI can now summarize PDFs and suggest edits directly in Google Docs.

→ A new “Canvas” mode helps users plan trips, events, and tasks collaboratively.

→ Google is pushing AI deeper into productivity tools to rival Microsoft Copilot.

Read the full breakdown here

How to turn casual shoppers into loyal brand advocates

→ Learn 4 proven ways to boost customer engagement on your Shopify store.

→ See how brands use interactive UGC and social proof to build trust.

→ Get actionable tips to drive repeat purchases and increase LTV.

Read the full guide here

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