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.

The SpaceX IPO closed this week and made Elon Musk the world's first trillionaire. Wealth trackers confirmed his combined holdings crossed $1.1 trillion, a number that has never existed before for a single human being. Whether you're bullish or skeptical, the category of "trillionaire" is no longer hypothetical.

Here's what else caught our attention this week 👇

1/ DTC Headlines

Kohl's moves its summer sale to June to compete with Prime Day

-> Deal Days runs June 23-28, with hundreds of items under $20 and free shipping on all orders.

-> Amazon announced Prime Day for June 23-26; Walmart and Target both followed with overlapping events.

-> Kohl's Q1 sales are down 27% since 2019. The urgency is real, and the calendar shift is the right call.

Why every major retailer is now scheduling around Prime Day →

Amazon's search bar now generates AI images of products as you type

-> As you describe something ("draped collar," "woven furniture"), the app renders AI images in real time below the search bar.

-> Tap the image closest to what you want, get redirected to similar real products. Rolling out for apparel and home goods.

-> The insight: the hardest customer to serve has always been the one who can't name what they want. Amazon just built for her.

What Amazon's AI image search means for product discovery →

Instagram expands post-view ads in Reels to all advertisers

-> Ads now autoplay after a Reel ends, with a 5-second countdown and a skip button. Only fires after Reels 60+ seconds long.

-> Available through Campaign Manager now, rolling out globally over the coming days.

-> A new placement that catches viewers at the moment they've already engaged, worth testing for video-first brands.

What Instagram's post-view Reels ads mean for your ad strategy →

Uber Eats' World Cup campaign with Gordon Ramsay is one of the best ads we've seen

-> "Who Could Cook At A Time Like This?" shows Ramsay barging into kitchens to stop fans from cooking during the match.

-> Uber Eats' first ever global delivery campaign, running across 17 markets, set to Carnival de Paris.

-> The premise works because it's built on a real tension: Gordon Ramsay, the world's most famous chef, telling you not to cook.

Why Uber Eats' Ramsay campaign is a masterclass in brand tension →

Instagram now lets you reorder your profile grid

-> Long-press any post, tap "Reorder Grid," drag and drop to your preferred layout. Changes save immediately.

-> Works on posts from any time, so you can finally pull a two-year-old viral post to the front.

-> Doesn't affect engagement metrics, posting dates, or how posts appear in the main feed. Brand profiles, take note.

How to use Instagram's new grid reorder feature for your brand profile →

Lavazza launches Tabli in the US, espresso tablets with no capsule, no wrapper

-> Tabli is a solid disk of compressed ground coffee, 100% coffee, no casing. Five blends, one machine, $99.99 for a starter bundle.

-> Five years of R&D, 15+ patents. First launched in Italy, now US pre-orders open with official launch in August on Amazon.

-> A direct challenge to Keurig's recyclability claims and Nespresso's aluminum pods. Worth watching for packaging-conscious brands.

Why Lavazza's Tabli is the most interesting single-serve coffee launch in years →

2/ Shopify

The best Shopify apps for corner popups and shoppable video

-> A breakdown of the top apps for two of the highest-impact conversion tools on Shopify stores right now.

-> Covers what to look for in each category, which formats perform best, and how to choose based on your store type.

-> If you're still relying on static product pages, this is the practical guide to adding interactive commerce.

The definitive guide to Shopify apps for corner popups and shoppable video →

3/ What We Found Interesting

Stitch Fix is quietly staging a comeback

-> Q3 revenue up 4.7% to $340M, fifth straight quarter of growth and the first sequential rise in active clients since 2021.

-> Revenue per active client hit a record $578, up 6.6% YoY. Net loss narrowed to just $1.5M from $7M a year prior.

-> The "subscription box is dead" narrative is looking increasingly wrong. Worth revisiting what they're doing differently.

Why Stitch Fix's Q3 results deserve more attention than they're getting →

Amazon and Walmart are racing to 30-minute grocery delivery and it's reshaping the category

-> Amazon Now is expanding to dozens more US cities by end of 2026. Walmart is live in 33 markets with its own 30-minute service.

-> Analysts say the real stakes aren't speed; it's loyalty. Whoever owns the fast replenishment habit owns the customer.

-> Walmart is also testing 30-minute restaurant delivery starting with Subway. The battle is moving beyond groceries.

What the Amazon vs. Walmart 30-minute delivery race means for the rest of retail →

Bots now account for 57% of all webpage requests, more than human traffic for the first time

-> Cloudflare CEO Matthew Prince expected this by 2027. It arrived this spring, driven by AI agents browsing on behalf of users.

-> The implication: your traffic analytics may be increasingly unreliable, and your content is being consumed by machines, not people.

-> For DTC brands, this accelerates the urgency of being findable by AI, not just by humans on Google.

What bot-majority internet traffic means for your brand's discoverability →

4/ What We Found Helpful

Delivery reliability matters more than speed, Macy's and Ulta say

-> Macy's VP: "If we tell you three days and we deliver in three days every time, you'll keep coming back. Unreliability is when we lose you."

-> Ulta agrees; their customers value speed, but predictability and quality matter more for non-urgent orders.

-> As Amazon and Walmart race to 30 minutes, the counter-argument is worth reading: reliability builds more loyalty than speed.

What Macy's and Ulta's delivery research means for your fulfillment strategy →

The Knicks won their first NBA title in 53 years, and this picture really made us laugh