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
Mid-July might be a slow month for DTC sales, but it’s turning into prime time for product launches. In the last seven days, Shopify-native brands famous for their hero SKUs rolled out major line extensions: MUD\WTR dropped a mushroom-infused protein shake positioned as a “mental wellness” supplement (LinkedIn)
Analysis
Shipping just got more expensive—and DTC operators are already feeling it in their P&Ls. On July 13, USPS rolled out its second rate increase of the year, raising Ground Advantage by 7.1% and adding a new $4 surcharge on “nonstandard” packages like poster tubes, large boxes,
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
Analysis
The numbers don’t lie. After a relatively strong Q1, many DTC brands on Shopify are watching sales stall out this summer. But is it just another sluggish July—or the start of a broader reset? From rising tariffs and margin pressure to consumer confidence cratering, the mid-2025 picture is
Strategies
DTC operators love their acronyms: LTV, CAC, MER. But here’s one that actually deserves a spot in your playbook: P2P. Peer-to-peer sales isn’t about affiliates. It’s not multi-level marketing. And it’s definitely not new. You’ve seen it happen a thousand times—someone raves about a
Analysis
Most DTC brands are trying to squeeze 10% growth out of bloated acquisition costs. A few are casually racing to $50 million. In a June 19 breakdown, Eli Weiss dissected the new class of rocketship brands—DTC startups hitting $30–$50M in revenue within one or two years (Eli Weiss)
Strategies
The “your customers won’t download it” era of branded apps is over. In the past week alone, multiple Shopify operators have shared wins from rolling out mobile apps—not just to look more polished, but to unlock free push messaging, simplify reorders, and drive loyalty on autopilot. One founder