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.

A16z is reporting that Gemini, Grok and Meta AI are catching up to ChatGPT's lead in terms of monthly active users.

Competition in consumer AI is heating up fast. Which one is your go-to tool?

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

1/ DTC Headlines

Holiday shoppers prepare for fewer deals and higher prices in 2025

→ 40% of shoppers expect fewer discounts at retailers this season.

→ Nearly one-third plan to shop early to offset rising prices.

→ 70% say longer return windows make them more likely to buy.

‍Postal traffic to the us plunged after trump closed the de minimis loophole

→ Global postal shipments to the US dropped more than 80% overnight.

→ 88 postal operators suspended service as duties hit packages under $800.

→ The rule change disrupted low-cost imports from global e-commerce sellers.

Trump blasted US-India trade ties as one-sided despite tariff cut offer

→ India offered to reduce tariffs on US goods to zero, but Trump said it was too late.

→ He claimed the trade relationship remained “very one-sided” against the US.

→ Tensions rose as Modi deepened ties with China and Russia amid US tariffs.

Check out the latest negotiations here

Wizcommerce raised $8 million to bring ai-powered tools to wholesale

‍→ Series A was led by Peak XV Partners, with support from Blume Ventures and others.

→ Platform helps sales reps with tools like AI assistant Kai and WizStudio image generator.

→ Already adopted by 700 reps and 300,000 buyers across décor and giftware sectors.

Check out the details of their fundraise here

Keurig Dr Pepper agreed to buy JDE Peet’s for $18 billion and split into two companies

→ The all-cash deal values JDE Peet’s at €31.85 per share, a 20% premium.

→ KDP will create Beverage Co. for soft drinks and Global Coffee Co. for coffee.

→ The split is expected to unlock $400 million in savings and growth potential.

Check out the acquisition details here

Klarna filed for a us ipo aiming to raise up to $1.27 billion

→ The BNPL giant plans to sell 34.3M shares at $35–$37 each on the NYSE.

→ The deal would value Klarna at about $14 billion under the ticker KLAR.

→ Revenue grew 17% to $3B last year, though losses still weighed on results.

Check out their full IPO aspirations

Lululemon faced slowing North American sales as shoppers sought more variety

→ North America revenue rose just 1% while comps fell 4% this quarter.

→ International sales offset declines, jumping 22% year over year.

→ CEO said new styles will rise to 35% of mix by spring 2026 as they’ve become ‘too predictable’.

Here’s everything the CEO had to say

2/ Shopify Stuff

Shopify shares what back-to-school shopping trends they’re seeing in 2025

→ Uniform sales jumped 231%, backpacks rose 180%, and lunch totes climbed 174%.

→ July’s top categories included backpacks, sports uniforms, and water bottles.

→ Only book covers and markers saw declines, hinting at more digital classroom use.

Check out their full breakdown

Sidekick voice chat is now available for all merchants

3/ What We Found Interesting

Ecommerce brands can steal this play: short, playful headlines that lower resistance and make the add-on feel natural

4/ What We Found Helpful