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
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
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
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
Industry
Tiny bottles, big momentum. That’s the story emerging from the wellness aisle this July, as functional “health shots”—2oz drinks targeting energy, immunity, focus, gut health, and relaxation—shift from niche novelty to mainstream habit. New data shows functional shots are compounding at +22% YoY in the Natural Channel,
Industry
In 2025, the DTC brands making headlines aren’t new—they’re just finally getting noticed. At a recent industry awards gala, the buzziest winners were companies like Kitsch and Dude Wipes. Not exactly fresh launches. Most were 8 to 12 years old. As one founder put it: “It takes
Industry
OpenAI Just Put a Sales Rep Inside Your Shopify Store Last week, OpenAI and Shopify quietly rolled out something with big implications: a native AI shopping assistant that can live on your storefront, answer product questions, guide discovery, and complete purchases—all in natural language. It uses Shopify’s Storefront
Industry
Meta’s latest Shopify integration just handed DTC brands a new lever for better post-purchase CX: native WhatsApp order tracking. Rolled out July 11 at Meta’s Conversations 2025 event, the update lets Shopify stores send real-time shipping updates and confirmations through WhatsApp—marking the first time U.S. brands
Industry
More Shopify stores are closing than opening in mid-2025. That stat alone has rattled DTC circles—and the 20–25% YoY revenue dip for smaller brands in June only confirms what operators have felt all quarter: this isn’t just a summer slowdown, it’s a real shakeout . “The dip
Industry
Amazon turned Prime Day into a 96-hour event this year (July 8–11), and the rest of the internet had to play catch-up. With $23.8B in projected U.S. online spend across all retailers—a 28.4% jump YoY—it was less a shopping holiday and more a mid-summer
Industry
In May, David Nutrition stunned the DTC world with a $75M Series A at a $725M valuation—just 12 months after launch. The bar brand, co-founded by RXBar’s Peter Rahal, landed in 3,000+ retail stores and is pacing toward $100M in year-one revenue (Finsmes, Athletech News). Investors like