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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.
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Here's what caught our attention in the world of DTC / e-commerce 👇
1/ DTC Headlines
Walmart reported strong q4 earnings but warned of slower growth ahead
→ E-commerce sales kept climbing as store traffic stayed solid.
→ Executives flagged cautious consumer spending in 2026.
→ Investors reacted to softer forward guidance despite solid profits.
Check out their earnings breakdown
Wayfair posted first annual revenue growth since 2020
→ The home retailer snapped a four-year sales slump.
→ Profitability improved as costs tightened and ads got sharper.
→ Leadership pointed to loyalty gains and repeat buyers driving momentum.
Check out the latest breakdown
Ernesta opened its first dallas showroom to fuel offline growth
→ The DTC rug brand moved beyond pure e-commerce roots.
→ The space lets shoppers feel textures and customize sizing in person.
→ It marked a bigger push into experiential retail for 2026.
MrBeast acquired fintech app to launch youth-focused money platform
→ Beast Industries expanded into financial services.
→ The move aimed to help teens learn saving and investing early.
→ YouTube’s biggest creator kept building beyond content into commerce.
X subscriptions hit $1 billion in annualized revenue, exec said
→ Paid plans gained traction under Elon Musk’s overhaul.
→ The milestone showed users are willing to pay for perks.
→ Subscriptions became a key revenue stream beyond advertising.
Google Ads tool automatically re-enabled paused keywords
→ Some advertisers spotted old keywords quietly switched back on.
→ The change raised concerns about unexpected spend spikes.
→ Google said automation aims to boost performance when relevant.
Supreme court decision sent Amazon and Etsy stocks swinging on tariff fears
→ Investors reacted fast to fresh uncertainty around trade rules.
→ E-commerce giants faced renewed pressure over import costs.
→ The ruling added another layer of volatility to retail markets.
Read more on last week’s ruling
Amazon revenue passed Walmart’s for the first time ever in latest earnings showdown
→ The retail giant pulled ahead in total quarterly sales.
→ E-commerce and cloud helped widen the gap.
→ The shift highlighted how digital scale keeps reshaping retail.
Check out the earnings breakdown
Spanx and Chubbies expanded deeper into women’s swimwear
→ Both brands doubled down on category growth beyond core apparel.
→ Spanx revived swim with a focus on shaping and versatility.
→ Chubbies launched Cheekies to tap playful, body-positive vibes.
2/ Shopify
Watch Mr. Beast breakdown how he uses Shopify's Sidekick
3/ What We Found Interesting
Skims, Tecovas and FP Movement topped brands to watch in 2026
→ Retail analysts flagged them for breakout momentum.
→ Each brand leaned into strong identity and community.
→ Expansion plans signaled bigger omnichannel ambitions ahead.
Check out all 6 brands to watch in 2026
Ring’s super bowl ad sparked backlash over flock partnership
→ Viewers criticized ties to surveillance tech firm Flock.
→ Privacy concerns quickly trended across social media.
→ Amazon faced fresh scrutiny over how its brands handle data.
Here’s why Ring ended the partnership
4/ What We Found Helpful
How Address validation transformed Shopify deliveries and reduced costly errors
→ Merchants cut failed shipments and chargebacks fast.
→ Real-time checks improved checkout accuracy and trust.
→ Fewer returns meant better margins and happier customers.
Checkout how address validation is helpful
Shopify introduced product briefs to streamline product development
→ The new tool helped teams align before building.
→ Built-in prompts guided clearer goals and customer focus.
→ Merchants could move from idea to launch with less guesswork.
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