Industry
In early August 2025, a new study made one thing crystal clear: Walmart now edges out Amazon in same-day grocery delivery—48% of its grocery customers opt for it vs. 36% for Amazon. Even for mixed carts, Walmart still leads 41% vs. 29% (PYMNTS). Walmart Outpaces Amazon in Same-Day Deal
Industry
Last week, Google rolled out a Chrome desktop feature (U.S., English only) that uses generative AI to summarize store reviews right in the browser sidebar. When a shopper clicks the store reviews icon next to the address bar, they’ll see an AI-generated snippet that pulls feedback from Google
Industry
Just last week, Outdoor Voices founder Ty Haney hopped on Instagram Live to announce her return—and she didn’t come back quietly. Once known for its neon color-blocked workout sets, the brand’s latest drop swaps spandex for polished A-line dresses, crisp cotton button-ups, and cashmere cardigans designed to
Industry
Shopify’s latest earnings aren’t just good—they’re a reset on how we talk about DTC in 2025. In Q2, Shopify posted a 31% revenue surge to $2.68B, with GMV up 16% QoQ to $87.8B (Shopify). Most notable: many merchants raised prices without hurting sales. That
Analysis
2025 is forcing DTC operators to grow up fast. If the old game was “how quickly can you scale?,” this year’s proving it’s about how well you run what you already have. New data from Deposco shows 86% of mid-size brands now get up to half their revenue
Strategies
Back-to-school shopping isn’t waiting for the bell. In 2025, families are hitting “buy” weeks ahead of schedule—67% had started by early July, smashing every record and forcing DTC operators to rethink what “peak season” really means (NRF). NRF | Back-to-School Season Begins Early for Majority of ShoppersTwo-thirds of back-to-school
Industry
In 2025, being a visionary founder isn’t always enough. Across Shopify’s mid-size DTC landscape, a clear shift is underway: beloved founder-led brands are bringing in seasoned operators to lead the next phase. Function of Beauty just appointed CPG veteran Monica Belsito as CEO after years of executive churn
Strategies
In 2025, subscription commerce is facing its reckoning. What used to be a growth engine for DTC brands—set-it-and-forget-it replenishment—is now under pressure from inflation-weary consumers, tightening FTC rules, and rising churn. But the brands thriving this year aren’t abandoning subscriptions. They’re rewriting the rules. According to
Industry
Quince didn’t just defy the DTC downturn—it blew right past it. In late July, the brand behind $50 Mongolian cashmere sweaters and minimalist Instagram ads announced a $200 million funding round led by Iconiq Capital. The round values Quince at over $4.5 billion—more than double its
Industry
Shopify isn’t waiting for AI agents to become a problem—it’s setting the rules before things get messy. In mid-July, Shopify quietly added a line to the robots.txt file on all 1.8 million+ merchant storefronts, explicitly prohibiting fully autonomous “buy-for-me” agents from completing checkouts without human
Strategies
DTC founders aren’t just media buyers anymore—they’re creative ops managers. In 2025, the smartest brands on Shopify aren’t scaling with one great ad. They’re scaling by launching 30–50 new creatives per week. “What got Obvi to $100M in lifetime revenue would bankrupt most brands
Industry
TikTok isn’t just in trouble—it’s running out of time. With 59 days left on the clock, Shopify brands are scrambling to protect their cheapest and most viral customer acquisition channel. A looming U.S. ban, triggered by ByteDance’s failure to divest TikTok’s American operations, now