A sneak peak at Instagram's new snapchat-style feature

Here's what is happening in the world of DTC / e-commerce - Newsletter Feb 17th.

The Moast Team

February 16, 2026

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.

If you thought Costco had already sold everything imaginable, think again. Their next move is building apartments above their stores. Imagine walking down a few flights of stairs to grab a $1.50 hot dog.

Hard to beat that kind of convenience.

Here's what caught our attention in the world of DTC / e-commerce 👇

1/ DTC Headlines

Crocs credited TikTok for boosting DTC growth as Heydude lagged

→ Direct-to-consumer sales climbed, led by online momentum.

→ TikTok played a key role in driving traffic and demand.

→ Heydude’s slowdown continued to weigh on overall results.

Brooks Running posted record revenue in 2025 earnings

→ Sales hit an all-time high across key global markets.

→ Growth came from strong demand for performance footwear.

→ The brand continued investing in innovation and retail expansion.

McDonald’s sold out of its McNugget caviar kits almost instantly

→ The limited drop sparked a frenzy online.

→ Fans rushed to grab the novelty Valentine’s-themed bundle.

→ The stunt blended fast food with luxury parody for buzz.

Instagram reportedly worked on a Snapchat-style disappearing messages prototype

→ The internal test focused on auto-vanishing chats.

→ Meta explored ways to boost private, ephemeral sharing.

→ The move signaled deeper competition with Snapchat’s core features.

Dig into the new feature here

Skims opened a Chicago flagship to deepen its retail push

→ The store blends minimalist design with immersive product displays.

→ Chicago marks another step in Skims’ brick-and-mortar expansion.

→ The space aims to turn loyal fans into in-person shoppers.

Check out the store

Skims opened a Chicago flagship to deepen its retail push

2/ Shopify Stuff

Shopify forecasted quarterly revenue above estimates on strong merchant growth

→ Shares jumped following the upbeat outlook.

→ The company pointed to solid GMV and subscription momentum.

→ Executives said AI tools are driving more merchant adoption.

Check out their latest report

3/ What We Found Interesting

ChatGPT ads faced scrutiny over whether they’re worth NFL-level spend

→ Brands questioned if the reach justifies Super Bowl-sized budgets.

→ Early experiments showed promise but limited scale so far.

→ Marketers are weighing hype against measurable performance.

Read the full breakdown

What a beautiful checkout experience from Cartier!

4/ What We Found Helpful

LinkedIn introduced a guide to optimizing owned content for AI discovery

→ The playbook explains how AI surfaces brand content in answers.

→ It highlights structure, clarity, and authority as ranking signals.

→ Marketers are urged to rethink SEO for an AI-first web.

Check out the guide

How brands can add video carousels to Shopify product pages to boost CRV

→ Shoppable video keeps shoppers engaged longer.

→ The guide walks through setup using Moast’s widgets.

→ Brands can turn static PDPs into interactive experiences.

Check out the guide

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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