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.

Could Elon Musk be the first trillion dollar man?

Late last week shareholders locked in a record pay package if he hits certain milestones and eye-popping bold claims.

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

1/ DTC Headlines

Wayfair tested small-format store concept in Ohio

→ The deal makes Lululemon the NFL’s first female-focused apparel partner.

→ Fanatics will handle distribution through its online and retail channels.

→ Wayfair said it’s evaluating performance before expanding the small-store model.

See store details here

Courteney Cox’s Homecourt raised $8 million in Series A funding

→ The round was led by Sandbridge Capital, with participation from BAM Ventures.

→ Homecourt sells luxury home-care products inspired by beauty routines.

→ The funding will help expand retail distribution and launch new product lines.

Check out the funding details here ​

Amazon’s ad revenue jumped 20% as Prime Video ads gained traction

→ Ad sales hit $14.7 billion in Q3, driven by Prime Video’s new ad tier.

→ The company said its demand-side platform also saw strong growth.

→ Amazon’s ad business now rivals Meta and Google in scale.

See here for the details of last week’s earnings report

eBay partnered with OpenAI to explore agentic AI shopping tools

→ The company aims to use AI agents to help buyers find and compare products.

→ eBay said it’s testing how conversational shopping could simplify decisions.

→ The move follows growing adoption of AI-assisted commerce across platforms.

Canada Goose’s DTC revenue surged while wholesale declined in Q2

→ Direct-to-consumer sales rose 22% to $277 million, led by strong online demand.

→ Wholesale revenue dropped 13% as the brand focuses more on owned channels.

→ Canada Goose said it’s expanding retail stores and investing in global growth.

2/ Shopify Stuff

Shopify reported 32% revenue growth in Q3 2025

→ Total revenue hit $2.84 billion, with GMV up 32% to $92 billion.

→ Subscription and merchant solutions both saw double-digit growth.

→ Shopify expects Q4 revenue to rise in the mid-to-high 20% range.

Check out the full earnings call here

3/ What We Found Interesting

Coca-Cola unveiled its first AI-powered holiday campaign

→ The ad uses AI to bring Santa and classic Coke imagery to life in new ways.

→ It blends real film footage with generative visuals for a nostalgic feel.

→ Coca-Cola said the campaign celebrates creativity and holiday connection.

Check out the campaign here

4/ What We Found Helpful

Marketers shared the 2026 content calendar worth copying

→ The calendar outlines key retail moments and viral content trends for 2026.

→ It helps brands plan campaigns around major events and shopping peaks.

→ Experts say it’s ideal for staying consistent without burning out creatively.

Check out the Content Calendar here