TikTok Found an Interesting Stat About Creator-Led Ads

Here's what is happening in the world of DTC / e-commerce - Newsletter December 2nd

The Moast Team

December 1, 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.

Last week Apple released a '3D-knitted iPhone Pocket' for $230. People immediately dismissed it as ridiculous. Until it sold out. Now the internet is flooded with knockoffs.

Crazy times we live in.

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

1/ DTC Headlines

Black Friday got more chaotic as retailers leaned on AI-driven pricing

→ Shoppers ran into shifting prices that changed multiple times during the day.

→ Retailers used AI tools to react instantly to competitor discounts and stock levels.

→ The constant price swings frustrated customers but helped stores protect margins.

Read why Quartz thinks Black Friday is dying

Lululemon opened a new soho store with its first-ever ‘design space’ concept

→ The store introduced rotating displays that highlight product ideas in early development.

→ Shoppers can test fabrics, leave feedback, and interact with prototypes on the floor.

→ Lululemon plans to use insights from this format to guide future product innovation.

Check out the new concept store

Speaking of store openings, Cozy opened their second store in Vancouver

→ Cozey opened its second permanent store in Vancouver at 1168 Robson Street.

→ It is now open to the public and features a showroom where customers can try out their furniture

Check out the store here

Carol’s Daughter relaunched its e-commerce site with a fresh look and better shopping tools

→ The updated site added faster navigation, improved quizzes, and cleaner product pages.

→ New routines and curated bundles were introduced to help shoppers find the right hair care.

→ The relaunch is part of a broader push to modernize the brand’s digital experience. Check out the store refresh here

Amazon’s Rufus assistant added new features to help shoppers navigate Holiday chaos

→ Rufus now gives faster comparisons, clearer recommendations, and deeper product insights.

→ The assistant pulls in real-time reviews and helps narrow choices across crowded categories.

→ Amazon framed the upgrade as a way to cut decision fatigue during its busiest season.

Big brands leaned into TikTok Shop to cash in on Black Friday and Cyber Monday

→ Major retailers used creator-led videos and exclusive drops to drive faster conversions.

→ Brands saw strong lift from impulse buys as TikTok pushed aggressive holiday promos.

→ The platform became a key sales channel for reaching younger shoppers hunting deals. Learn more about this here

Adobe moved to acquire Semrush in a $1.9 billion deal to expand its AI marketing tools

→ The deal would fold Semrush’s SEO and search data into Adobe’s broader marketing stack.

→ Adobe said the acquisition will help brands plan content, spot trends, and automate workflows.

→ The move signals a bigger push toward AI-driven insights across digital marketing platforms.

Monster Energy launched a flirty new drink designed for women

→ The limited FLRT line mixed energy with playful branding aimed at Gen Z.

→ Cans featured bold colors and cheeky messaging to stand out on social feeds.

→ Monster used the launch to test fresh concepts before rolling them into wider retail.

Here’s what the new drink looks like

Two cans of Monster Energy's new FLRT drink for women.

2/ Shopify Stuff

Shopify merchants hit a record high of $5.1M in sales per minute during Black Friday.

Check out Shopify president Harley Finkelstein's video

A Tweet from Harley Finkelstein about Black Friday 2025

3/ What We Found Interesting

Black Friday got more chaotic as retailers leaned on AI-driven pricing

→ Shoppers ran into shifting prices that changed multiple times during the day.

→ Retailers used AI tools to react instantly to competitor discounts and stock levels.

→ The constant price swings frustrated customers but helped stores protect margins.

Read why Quartz thinks Black Friday is dying

4/ What We Found Helpful

TikTok said creator-led ads delivered a major performance lift for brands

→ A new TikTok report found creator ads drove a 70% higher CTR than non-creator ads.

→ Brands saw stronger trust and faster engagement when real people were featured.

→ TikTok framed creators as the best way to boost attention during crowded ad seasons.

Check out the report from TikTok here

What it takes to spend millions per month on meta ads.

A tweet from Zach Stuck on how to spend millions per month on Meta ads

5/ Campaigns we're following

Yahoo and Graza teamed up to launch a playful “keyboard oil” for loud typers

→ The limited release poked fun at noisy keyboards with a faux “smoothing” oil.

→ It tied into Graza’s signature squeeze-bottle branding and Yahoo’s nostalgia-driven vibe.

→ The drop acted as a cheeky PR moment aimed at social buzz and holiday gifting.

Check out the campaign here

Patagonia told shoppers “don’t buy this jacket” and created a legendary brand moment

→ The Black Friday ad urged people to rethink consumption instead of chasing deals.

→ The message came from Patagonia’s long-term sustainability strategy, not a stunt.

→ The bold call built trust and ended up boosting loyalty and sales over time.

Check out the campaign here

Patagonia campaign 'don't buy this jack'

Related content

Turn your videos into sales

Boost conversions by up to 30% by turning your existing TikToks and Reels into shoppable videos directly on your Shopify store.

Thanks! Our team will reach out shortly with early access details.
Oops! Something went wrong while submitting the form.
Start Today For Free
See Moast in action
Convert more undecided shoppers with interactive and personalized testimonials.
BOOK A DEMO
WATCH DEMO
BOOK A DEMO

Turn videos into sales, for free

Get up and running with Moast in minutes, for free. Cancel anytime.