Industry

Breaking news and developments in the DTC and ecommerce space. Shopify platform updates, funding rounds, acquisitions, and market shifts that impact direct-to-consumer brands.

52 articles

Shopify Signals Holiday Sales Surge Amid Profit Squeeze
Industry

Shopify Signals Holiday Sales Surge Amid Profit Squeeze

Shopify is sprinting into the holiday season with unprecedented momentum, reporting its highest-ever quarterly revenue. Q3 2025 saw a staggering 32% year-over-year sales increase (Reuters; Digital Commerce 360). This holiday season, Shopify projects revenue growth in the “mid-to-high” 20% range, comfortably surpassing analyst expectations (Reuters). But as DTC founders know, rapid growth often comes with tightening margins—a thrilling yet perilous balancing act. Shopify grows revenue, GMV more

Aleena Hassan4 min read
The DTC Brand That Says No to Black Friday Deals
Industry

The DTC Brand That Says No to Black Friday Deals

Black Friday is like the Super Bowl for e-commerce. In 2024, 197 million Americans took to shopping over Thanksgiving weekend, fueling a massive $10.8 billion in online Black Friday spending—a 10% increase from the previous year (Reuters). Shopify merchants alone saw $11.5 billion over Black Friday/Cyber Monday (Cinco Días, El País). With stakes this high, skipping out seems unthinkable—unless you're Hiut Denim, the Welsh jeans maker that has boldly opted out of the Black Friday frenzy. El Bla

Aleena Hassan6 min read
Holiday Bundling Strategy: Boosting AOV and Clearing Inventory
Strategies

Holiday Bundling Strategy: Boosting AOV and Clearing Inventory

As the holiday season kicks into gear, mid-sized DTC brands on Shopify are searching for that elusive double win: boosting average order value (AOV) while trimming excess inventory before year-end. Enter product bundling—a strategy experiencing a major resurgence as brands seek to offset deeper discounts and extract more value per shopper. Adobe Analytics reported Cyber Monday furniture discounts at 21% off compared to 8% last year, exemplifying the intensifying margin pressure (Modern Retail).

Aleena Hassan7 min read
AI-Powered Holiday Marketing: DTC Brands Test Chatbots & Generative Content
Industry

AI-Powered Holiday Marketing: DTC Brands Test Chatbots & Generative Content

The holiday season is a high-stakes game for DTC brands, and this year, AI is the secret weapon in their arsenal. From crafting compelling ad creatives to managing customer support, generative AI tools are reshaping how brands approach Q4. With 73% of U.S. marketers already leveraging these technologies, we're seeing a shift toward more automated strategies. But don't just take my word for it—Ranjan Roy of Adore Me pinpoints AI as the "topic of the moment" across teams, highlighting the widespr

Aleena Hassan4 min read
Sustainable Packaging Crunch: Will Green Brands Win Holiday 2025?
Industry

Sustainable Packaging Crunch: Will Green Brands Win Holiday 2025?

This holiday season, DTC operators are bracing for a perfect storm: record-breaking order volumes and intense scrutiny on packaging. U.S. carriers are projected to handle 2.3 billion packages during Holiday 2025, marking a 5% hike from last year’s peak (Reuters). That’s a tidal wave of boxes and bubble wrap, most of which will end up in landfills. This isn’t just a U.S. issue. In Europe, packaging waste has surged by 20% in the past decade, with the average consumer generating nearly 190 kg of

Aleena Hassan4 min read
Holiday 2025 E-Commerce Outlook: Slower Growth, Higher Stakes for DTC Brands
Industry

Holiday 2025 E-Commerce Outlook: Slower Growth, Higher Stakes for DTC Brands

As we gear up for Holiday 2025, direct-to-consumer (DTC) brands face a pivotal moment. The pandemic-era e-commerce boom has waned, and growth is slowing dramatically. Online holiday sales are expected to climb by just 5.3% this year, a steep drop from last year's 8.7% increase (Reuters). For mid-sized DTCs, particularly those on Shopify, this makes Q4 a crucial battleground. With consumers tightening their belts amid persistent inflation, the brands that swiftly combine value with operational e

Aleena Hassan5 min read
From Support to Repeat: How Olipop’s CX Boosted Customer Loyalty
Industry

From Support to Repeat: How Olipop’s CX Boosted Customer Loyalty

Coca-Cola made headlines by launching a prebiotic soda line to compete with upstarts like Olipop (CNBC). It’s a clear sign that the $1.85B Shopify-powered Olipop has shaken up the soda industry by creating a brand that fans can’t stop raving about. As Olipop’s CEO, Ben Goodwin, put it: “Imagine being a bedroom entrepreneur… and five years later two of the largest brands on Earth are entering the space” (Ad Age). While giants are splurging on flashy launches, Olipop’s real strength lies in an o

Aleena Hassan7 min read
Community at the Core: How Little Sleepies Turned Fans into a $100M DTC Juggernaut
Industry

Community at the Core: How Little Sleepies Turned Fans into a $100M DTC Juggernaut

When we talk growth in the DTC space, the conversation usually swivels straight to paid ads. Yet, Little Sleepies—the bamboo pajamas brand that Maradith Frenkel started in her garage back in 2017—went against the grain. Instead of diving headfirst into Facebook ad spends and influencer campaigns, Frenkel zeroed in on cultivating a fiercely loyal community from the get-go. “It’s really a testament to the power of the mom community... I started this company out of my garage... with an unwavering

Aleena Hassan7 min read
Pumpkin Spice Gold Rush: Seasonal Flavors Boost DTC Sales
Industry

Pumpkin Spice Gold Rush: Seasonal Flavors Boost DTC Sales

If you feel like pumpkin spice season starts before you’ve even put away the sunscreen, you’re not wrong. In 2025, Starbucks and Dunkin’ both dropped their fall menus in mid-August—what some call “Augtober”—well before the leaves start turning (Axios). The payoff? Massive. The pumpkin-flavored products market is now worth over $802 million, up nearly 15% year-over-year (Yahoo Finance). Starbucks just reported its highest-ever U.S. sales week after launching this year’s fall menu—a turnaround fue

Aleena Hassan6 min read
Is Now a Good Time to Start a DTC Brand?
Industry

Is Now a Good Time to Start a DTC Brand?

The DTC sector in 2025 is split down the middle. Legacy players like Warby Parker and Allbirds are retrenching. Warby is killing its famous Home Try-On program to funnel customers into its nearly 300 retail stores—because most people using HTO already lived near one (Retail Dive). Allbirds posted a 23% revenue drop in Q2 (to $39.7M) and is closing stores while shifting to third-party distribution (FashionUnited). Meanwhile, breakout upstarts are sprinting. Quince—a brand built on TikTok viralit

Aleena Hassan4 min read
The Ugly Ad Advantage: Lo-Fi Content Outperforms Polished Creative
Industry

The Ugly Ad Advantage: Lo-Fi Content Outperforms Polished Creative

Forget the $50k studio shoot. Right now, the best-performing ads in DTC aren’t the ones that look like they belong in Vogue—they’re the ones that look like they were filmed in your kitchen, on your phone, with a little bit of mess in the background. If you’re running a Shopify brand and you’re still prioritizing glossy, pixel-perfect creative, you’re probably leaving money on the table. Let’s get into why “ugly” ads are winning, what the data really says, and how you can make the shift without

Aleena Hassan6 min read
Labor Day: The Mini–Black Friday You Can’t Afford to Miss
Industry

Labor Day: The Mini–Black Friday You Can’t Afford to Miss

Labor Day used to be a retail afterthought—now it’s a can’t-miss revenue driver for DTC brands, especially those on Shopify. In 2024, 67% of tracked DTC brands ran Labor Day promos, up 7 points from last year (Q4Archive). The message from the data is clear: Labor Day has become a “major sales day that you cannot ignore in your marketing calendar.” But this isn’t just about running a sale. Founders are rethinking their entire sales cadence. Brooklinen’s VP of Marketing, Alieu Fye, put it bluntly

Aleena Hassan5 min read
P2P Text Messaging: What It Is, How It Works, and Why It Matters for Your Business
Industry

P2P Text Messaging: What It Is, How It Works, and Why It Matters for Your Business

Text messaging has evolved far beyond casual chats between friends. For businesses, especially consumer brands, it’s become one of the most powerful direct channels available. With open rates around 98% and 90% of texts read within three minutes, SMS consistently outperforms email and push notifications (Infobip). But not all text messaging is created equal. In recent years, the industry has drawn a sharp line between P2P (person-to-person) messaging and A2P (application-to-person) messaging. U

Aleena Hassan3 min read
AI Shopping Assistants Arrive: ChatGPT Comes to Shopify Stores
Industry

AI Shopping Assistants Arrive: ChatGPT Comes to Shopify Stores

Shopify merchants are facing a new reality: AI shopping assistants are no longer hype—they’re here. OpenAI has launched a built-in shopping feature in ChatGPT, enabling users to discover, compare, and even purchase products directly through chat. For Shopify’s millions of DTC brands, ChatGPT is poised to become a powerful new storefront (LinkedIn). Here’s what’s changing—and how DTC operators can get ahead. OpenAI is working with Shopify to bring shopping directly into ChatGPTThe move pushes Ch

Aleena Hassan7 min read
Same-Day Delivery Showdown Raises the Bar for Shopify Brands
Industry

Same-Day Delivery Showdown Raises the Bar for Shopify Brands

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 Days Showdown | PYMNTS.comIn the race to dominate modern retail’s final frontier of instant convenience, Walmart has done what once seemed improbable: outpace Amazon in the battlePYMNTS.comPYMNTS Amazon isn’t si

Aleena Hassan4 min read

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