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.
Apparently we can see the world's first trillionaire by the year 2027.
Elon Musk is the front-runner but he's not the only name in the mix. Jeff Bezos and Nividia's Jensen Huang are also potential future trillionaires. And the wealth gap will only continue to spread with the onset of AI.
Here's what caught our attention in the world of DTC / e-commerce 👇
1/ DTC Headlines
Adidas planned €1B share buyback after posting record sales
→ Annual revenue hit a record €24.8B in 2025, driven by strong global demand.
→ Operating profit and margins improved, fueled by better inventory discipline.
→The buyback is set to start in early 2026, backed by healthy cash flow.
Levi’s revenue grew despite tariff headwinds
→ Sales rose as demand for denim stayed steady across key global markets.
→ Tariffs increased costs, but pricing discipline helped protect margins.
→ The brand leaned on direct-to-consumer and wholesale partnerships to offset pressure.
Allbirds planned to close nearly all U.S. stores, keeping two outlets
→The brand said it will exit most U.S. retail locations to cut costs.
→Two outlet stores will remain as part of a leaner physical footprint.
→ Allbirds is refocusing on ecommerce and wholesale to stabilize the business.
Private-label sales hit record highs in 2025
→ Store brands gained share as shoppers kept trading down on price.
→ Unit sales volumes climbed alongside revenue, not just higher pricing.
→ Grocers and mass retailers leaned harder into private labels to drive loyalty.
Instagram is reportedly working on a paid tier for followers
→ Code leaks suggested creators could charge fans for exclusive posts and content.
→ The feature would mirror subscription tools already popular on other platforms.
→ Monetization tests hinted Instagram wants to keep top creators from leaving.
Nike and Skims unveiled a Spring 2026 collection
→ Nike and Skims released official images teasing the new line.
→ The collection blends performance design with Skims’ signature fit-led aesthetic.
→ It marks another step in Nike’s push toward culture-driven brand collaborations.
Sydney Sweeney launched a lingerie brand called Syrn
→ Sydney Sweeney quietly entered the fashion space with her own label.
→ The brand, Syrn, is positioned as modern, minimal, and body-confident.
→ It adds to the growing list of celebrities building owned consumer brands.
See more on Sydney’s new brand
LEGO and Crocs announced a new collaboration
→ LEGO and Crocs revealed a playful crossover collection.
→ Designs feature bold colors, brick-inspired details, and custom Jibbitz charms. →
The collab leans into nostalgia and fandom-driven product drops.
2/ Shopify Stuff
Shopify President Harley Finkelstein breaks down why they built the Universal Commerce Protocol (UCP)
→ UCP was developed in partnership with Google.
→ It’s an open standard with primitives + extensions (discovery → checkout → post-purchase).
→ Merchants/agents negotiate capabilities + payments; humans can step in when needed.
Check out Harley's breakdown here
3/ What We Found Interesting
The 2026 “no buy” challenge went mainstream
→ Shoppers committed to cutting nonessential spending for months at a time.
→ Rising costs and burnout from constant consumption fueled the trend.
→ Social media helped normalize restraint as a form of financial wellness.
Check out how the challenge works
4/ What We Found Helpful
Top 8 Shopify apps boosted store conversion rates (and why they worked)
→ The list focused on tools that reduce friction and add trust during shopping.
→ Shoppable video, reviews, and on-site support showed the biggest lifts.
→ Most apps delivered results without hurting site speed or UX.
Stop giving away margin you don't need to
5/ Campaigns we're following
Calvin Klein tapped Tell Me Lies stars for a new fashion campaign
→ Calvin Klein cast rising TV talent to connect with younger audiences.
→ The campaign featured actors from Tell Me Lies, leaning into pop culture relevance.
→ The move showed how fashion brands used streaming stars to stay culturally current.
Kinder Bueno made its Super Bowl debut with its first Big Game ad
→ Kinder Bueno used humor and indulgence to stand out during the broadcast.
→ The ad focused on brand awareness rather than pushing a hard product message.
→ The move marked a major marketing milestone for the candy brand in the U.S.
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