Trump made Cracker Barrel change their logo

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

The Moast Team

November 24, 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.

Do you conduct performance reviews at your company? Apparently, they're ticking off top talent with 64% of professionals saying the reviews are a complete waste of time.

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

1/ DTC Headlines

Shoppers chased discounts and beauty deals in Q2 earnings season 

→ Value-forward tactics helped retailers boost sales and customer traffic.

→ Burlington’s sales rose 10% and earnings jumped 42% this quarter.

→ Kohl’s comps dipped 4%, but beauty sales lifted guidance and shares. 

Trump threatened tariffs over UK and EU digital services taxes 

→ He warned countries taxing US tech firms would face retaliation.

→ The UK’s 2% DST and EU’s digital rules were key targets.

→ Tariffs and export limits on chips were floated as possible moves.

Yet again more tariff news, read what this one is all about

Lacoste replaced its crocodile logo with a goat to honor Novak Djokovic 

→ A five-piece “From the Crocodile to the GOAT” capsule launched in New York.

→ The iconic croc was swapped for a goat across apparel and campaign visuals.

→ The tribute celebrates Djokovic’s status as the greatest and his loyal fans.

Check out this fun campaign here

Meta partnered with Midjourney to advance AI image and video models

→ Meta will license Midjourney’s AI tech to enhance creative visuals.

→ The deal includes joint research on image and video generation.

→ The move aims to close gaps with OpenAI’s Sora and Google’s Veo.

Read more on this partnership here

Walmart accepted Klarna in Canada to expand buy now, pay later options

→ Canadian shoppers can now split payments at Walmart with Klarna.

→ The move follows rising BNPL demand for everyday essentials and big buys.

→ Walmart deepens its fintech push to attract and retain value-focused shoppers.

Travis Kelce launched a hands-on fashion collab with American Eagle

→ It was a busy week for Travis Kelce! He directed details from fabrics to graphics in the limited collection.

→ The AE x Tru Kolors line features 90+ pieces from tees to cashmere sets.

→ Rising athletes starred in the campaign to showcase the sporty lifestyle.

Check out the campaign here

 Liquid Death teamed up with Cineverse on an anti-soda PSA starring Peter Dinklage 

→ The spot features Dinklage as The Toxic Avenger warning about sugary sodas.

→ The campaign promotes Liquid Death as a healthier alternative to soda.

→ Humor and shock value are used to highlight the risks of high sugar drinks.

LD marketing never disappoints, check out the awesome collab here

Monster holding Liquid Death water can in school hallway with lockers

2/ Shopify Stuff

DHL expanded international shipping options for US merchants on Shopify

→ Merchants can now access DHL Express and eCommerce solutions directly in Shopify.

→ The integration streamlines label printing, tracking, and cross-border compliance.

→ Faster, easier global shipping helps small businesses scale internationally.

3/ What We Found Interesting

Cracker Barrel unveiled a new logo after Trump mocked its old design

→ The refreshed logo ditches the man on a chair for a modernized look.

→ Shares jumped over 8% after the rebrand announcement.

→ Trump’s jab accelerated changes already planned by the company.

Check out what went down

4/ What We Found Helpful

Blue sunglasses held by hand with 'One Pair' text and shadow

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