Temu and Uber both launched partnerships with Shopify

Here's what is happening in the world of DTC / e-commerce - Newsletter December 22nd

The Moast Team

December 23, 2025

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.

The Holidays are here! I hope you're not too overwhelmed.

We also just crossed the shortest day of the year in the Northern Hemisphere. If you're desperate for some sun, this list of the 6 cities with the most sunny days in America can help.

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

1/ DTC Headlines

The Honest Company paused DTC sales and shut down its mobile app

→ The brand shifted focus to retail partners and wholesale growth.

→ Leadership cited rising costs and lower ROI from owned channels.

→ DTC isn’t gone forever, but no clear timeline for a return was shared.

Dig deeper into their situation

Birkenstock revenue jumped despite looming tariff pressures

→ Demand stayed strong across wholesale and DTC channels.

→ The company flagged tariffs as a potential margin challenge ahead.

→ Price increases and brand momentum helped offset cost concerns.

Read more on Birkenstock

Costco leaned on executive members as shoppers stayed cautious

→ Higher-tier members drove a growing share of sales and profits.

→ Consumers pulled back on discretionary items amid economic pressure.

→ Value pricing and loyalty kept traffic steady despite tighter wallets.

Check out why they call it the ‘Costco Economy’

Sony moved to take full control of the Peanuts franchise 

→ The deal gave Sony ownership of Snoopy, Charlie Brown, and the wider Peanuts universe.

→ It tightened Sony’s grip on licensing across film, TV, games, and merchandise. 

→ The move built on a long partnership with the Schulz family and WildBrain. 

Check out the details of the deal

X posted 17% revenue growth to $752M in Q3 2025

→ Advertising demand rebounded as brands returned to the platform.

→ Subscriptions and data licensing added incremental revenue. →

Elon Musk pointed to product changes driving engagement at X.

Here’s the full breakdown

iRobot filed for bankruptcy as demand for Roomba vacuums cooled

→ Sales slowed as shoppers delayed big-ticket home purchases.

→ Rising competition squeezed pricing and margins.

→ The company said it will continue operating during restructuring.

Dog next to the iRoomba robot vacuum

2/ Shopify Stuff

Temu rolled out a Shopify integration to fuel cross-border growth

→ Shopify merchants could list products on Temu with fewer setup steps.

→ The move targeted faster international expansion for small brands.

→ Temu aimed to deepen its marketplace appeal beyond ultra-low pricing.

Read more on the integration

Uber Direct partnered with Shopify to add on-demand delivery for merchants

→ Sellers could offer same-day and local delivery at checkout.

→ The integration reduced logistics setup for smaller brands.

→ Fast delivery became a competitive lever beyond major marketplaces.

Check out how the Uber partnership works

3/ What We Found Interesting

This is one of the best product pages we've seen

Check it out

4/ What We Found Helpful

Algorithms shifted again and brands had to rethink visibility strategies

→ Platforms prioritized original content and real engagement signals.

→ SEO, social, and paid channels blurred as discovery became more fluid.

→ Brands that tested fast and diversified channels stayed resilient.

Read more on the latest algorithm updates

This guide on shoppable video practices that actually drive revenue

→ The guide breaks down why shorter, customer-led videos converted better than polished brand edits.

→ It shares where videos performed best, with PDP placement beating homepages and galleries.

→Tagging products and keeping videos interactive lift clicks and sales.

Check out the full guide

A Tweet on X from Jimmy Kim

5/ Campaigns we're following

Dunkin’ brought back its naughty or nice Munchkins for the holidays

→ Fans voted to see which flavors landed on the nice list.

→ The drop leaned into limited-time flavors and playful branding.

→ Seasonal treats helped drive traffic during peak holiday weeks.

Check out the campaign

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"One of my favorite newsletters is Moast's. It helps me zero in on relevant Shopify news for Orangily."
Kristin Marley Patrick
Co-Founder, Orangily