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.

Hope you're doing well. We're back after a 2 week hiatus.  

Tom Brady is continuing to diversify his investment portfolio, this time joining a $100M round for an AI robotic massage company.

This one apparently aligns with his focus on recovery and longevity.

Lots to catch up on in the world of DTC / e-commerce, here's what's happening 👇

1/ DTC Headlines

Levi’s said it could double its store count after strong Q3 results

→ The brand’s revenue hit $1.6B, with net income jumping 49% year over year.

→ Levi’s plans to expand from 1,300 to over 2,600 stores globally in coming years.

→ Direct-to-consumer sales grew 11%, showing strong momentum beyond wholesale.

Athleisure brands expanded beyond yoga pants to fuel new growth

→ Lululemon, Vuori, and Alo Yoga moved into footwear, outerwear, and beauty.

→ The category’s growth slowed, pushing brands to chase new product categories.

→ Many are eyeing men’s wear and lifestyle lines to capture fresh audiences.

Here’s what it looks like

Amazon agreed to pay $1B in refunds after FTC accused it of tricking users

→ Shoppers can now claim refunds for being unknowingly enrolled in Prime.

→ The FTC said Amazon made canceling Prime intentionally confusing for users.

→ Refunds apply to charges made between 2016 and 2023 through the settlement.

Check out the settlement details here

Facebook made finding and sharing reels easier and more fun

→ A new Reels tab now organizes trending videos and personalized recommendations.

→ Meta added remix options, saved sounds, and improved editing tools for creators.

→ The update aims to boost discovery and keep users scrolling longer on Facebook.

Nike’s long-awaited comeback finally showed signs of traction

→ The brand’s sales and margins improved after months of inventory struggles.

→ Nike’s focus on innovation and storytelling helped reignite consumer interest.

→ Analysts say the turnaround is early but signals renewed brand momentum.

Here’s what they’re doing to turn things around

eBay announced plans to acquire nordic resale platform Tise

→ The deal strengthens eBay’s position in the growing secondhand fashion market.

→ Tise brings a social, community-driven resale model popular across Scandinavia.

→ eBay said the move aligns with its focus on sustainable and circular commerce.

Read up on the acquisition here

Lebron’s ‘major announcement’ turned out to be a Hennessy ad

→ Fans expected retirement news or a new venture after his cryptic teaser post.

→ Instead, LeBron revealed a brand partnership with Hennessy in a short video.

→ The stunt sparked mixed reactions—some laughed, others felt misled.

Check out Lebron’s campaign here

Levi’s said it could double its store count after strong Q3 results → The brand’s revenue hit $1.6B, with net income jumping 49% year over year.

→ Levi’s plans to expand from 1,300 to over 2,600 stores globally in coming years.

→ Direct-to-consumer sales grew 11%, showing strong momentum beyond wholesale.

2/ Shopify Stuff

Shopify introduced ‘Open AI Commerce’ to make selling smarter and faster

→ The new system lets merchants use AI agents to manage stores and automate tasks.

→ Shopify said it’s building an open ecosystem where AI tools can plug directly in.

→ The goal is to help merchants spend less time on admin and more on creativity.

Check out the announcement here

3/ What We Found Interesting

Adobe predicted online holiday sales will hit $226B this year

→ That’s a 4.8% jump from 2024, despite slower overall retail spending.

→ Discounts are expected to average 20%, with toys and electronics leading deals.

→ Buy now, pay later usage is projected to surge 16% as shoppers stretch budgets.

Check out Adobe's full predictions here

Openai’s Sora 2 became hollywood’s fastest-working director

→ The AI tool can shoot, edit, and render short films in seconds using text prompts.

→ Creators say it’s reshaping production timelines and redefining creative roles.

→ Some filmmakers see opportunity, others fear AI will erase human storytelling.

4/ What We Found Helpful

How to kill it on Black Friday

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