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.

Krispy Kreme's stock plunged 25% last week after McDonalds announced plans to sell their donuts is on hold.

Stand by for further updates as this very important partnership develops 😬.

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

DTC Headlines

Allbirds takes a hit in Q1 but is eyeing a big bounce back

→ Revenue dropped 18% as the brand pulled back on U.S. stores and shifted overseas.

→ Losses shrank, but margins took a hit from heavy promos and shipping costs.

→ It’s not all bad, new sneaker lines and fresh store concepts are set to launch in Q4.

Warby Parker posts first quarterly profit amid tariff challenges

→ Q1 revenue rose 12% to $223.8M; net income hit $3.5M—its first profit since going public.

→ To offset 145% tariffs on Chinese imports, the company is shifting production to Europe, Asia, and the U.S.

→ Selective price increases on lenses and accessories were implemented in April to manage costs.

Visa empowers AI agents to shop and pay on your behalf

→ Visa’s “Intelligent Commerce” lets AI agents securely access your payment info to make purchases for you.

→ Users can set spending limits and preferences, while Visa’s tokenization keeps card data safe.

→ Visa is partnering with AI developers like OpenAI and Microsoft to bring this to chatbots and shopping assistants.

Skechers to Go Private in $9.4B Deal with 3G Capital

→ Skechers agreed to a $9.42B buyout by 3G Capital, marking the largest footwear acquisition to date.

→ The $63-per-share offer represents a 28% premium; shares surged 25% on the news.

→ The deal follows tariff pressures and a withdrawn earnings forecast, as Skechers seeks stability away from public markets.

Crocs gets a glam upgrade with Swarovski crystal collab

→ The unlikely duo have teamed up to create a limited-edition collection that combines comfort with luxury.

→ The collection features classic Crocs designs adorned with Swarovski crystals, offering a unique and glamorous twist on the iconic footwear.

→ Available in select stores and online, these sparkling clogs are perfect for those looking to make a bold fashion statement.

Shopify Stuff

J Balvin took his live concert merch drops to the next level through Shopify

→ At a sold-out J Balvin concert, fans were surprised with a live merch drop mid-show, activated by a giant QR code.

→ The drop was all digital—no booths, no lines, just instant access to exclusive products via the Shop App.

→ This marks a shift in fan engagement, where artists aren’t just selling products—they’re creating seamless, real-time experiences.

What We Found Helpful

How AI search is reshaping product discovery in e-commerce

→ AI is transforming product search by enabling virtual shopping assistants and personalized recommendations.

→ This article highlights the shift from traditional keyword-based search to AI-driven experiences that understand user intent and context.

Check out the article here.

What We Found Interesting

Jeff Bezos is selling up to $4.75 Billion in Amazon Stock

→ Bezos plans to sell up to 25 million Amazon shares, valued at approximately $4.75 billion, under a trading plan extending through May 2026.​

→ This move follows previous sales, including 50 million shares in February 2024 worth over $8.5 billion.

→ Proceeds may support ventures like Blue Origin, as Amazon navigates tariff-related challenges and market volatility.