Zales debuted a next-gen retail concept called The Edit

Here's what is happening in the world of DTC / e-commerce - Newsletter Jan 5th

The Moast Team

January 4, 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.

Happy New Years (this is officially the last day you're allowed to wish someone happy new years).

A bit of a slower news week with the holidays. Here's what caught our attention in the world of DTC / e-commerce 👇

1/ DTC Headlines

Lululemon entered 6 new international markets through partners

→ Expansion leaned on franchise and wholesale models to reduce risk.

→ New countries included Greece, Austria, and India among others.

→ The move supported long-term growth targets ahead of 2026 plans.

Read more on the expansion move

AI agentic shopping pushed bots closer to finding deals and buying for users

→ AI agents compared prices, tracked discounts, and suggested cheaper options.

→ Visa and Mastercard tested ways to let bots complete payments securely.

→ The shift raised new questions around trust, fraud, and consumer control.

Here’s how this part of agentic commerce is playing out

Subtle released earbuds powered by its noise-cancellation models

→ The launch marked Subtle’s first consumer hardware product.

→ AI models adapted noise cancellation in real time to surroundings.

→ The move signaled a push beyond licensing into direct-to-consumer sales.

Check out the earbuds

Tech billionaires cashed out $16B in 2025 as stocks surged

→ Founders sold shares as tech stocks rallied to record highs.

→ Sales were framed as diversification, not loss of confidence.

→ Activity reignited debate around timing, optics, and insider selling.

Read more on these financial moves

Zales debuted a next-gen retail concept called The Edit

→ Stores focused on self-purchase, styling sessions, and discovery over gifting moments.

→ Open layouts mixed digital tools with curated jewelry collections.

→ First locations launched in Atlanta, Austin, Denver, and Chandler.

Check out the store concept

Zales new store concept image

2/ Shopify Stuff

Shopify expanded AI sidekick to help merchants launch stores faster

→ Sidekick guided setup tasks like products, pages, and settings through chat.

→ The tool answered business questions using each store’s real data.

→ Shopify positions Sidekick as a built-in assistant, not a separate app.

Check out the full update

3/ What We Found Interesting

OpenAI advertised its head of preparedness role paying up to $555,000

→ The job centers on identifying and mitigating advanced AI risks.  

→ CEO Sam Altman said the role is high-stress and critical for safety.

→ Compensation includes a $555K salary plus equity.  

Here’s how to apply ;)

4/ What We Found Helpful

4 urgency triggers that actually make people buy

What are you planning to do with your social ad budgets in 2026?

Chart on changes to social ad budgets in 2026

5/ Campaigns we're following

Dollar Shave Club debuted its first AI-generated ad, making tech the punchline

→ The brand leaned into AI skepticism instead of hyping the tech itself.

→ Creative kept the scrappy humor that helped define early DSC ads.

→ The test explored faster production without sacrificing brand personality.

Check out the campaign

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Co-Founder, Orangily