The Thread: Your weekly DTC roundup

Holiday spending is slowing, consumer confidence is slipping, and DTC growth is …

A quick rundown of this week’s DTC shifts: Shopify’s AI upgrades reward …

This week in ecommerce: OpenAI enables in-chat shopping that skips Google and …

Meta’s ad revenue soars but AI costs rattle investors, holiday forecasts reveal record …

Gaming, Confidence Data, and Q4 Gaps

Meta’s “same ad” trap, record Halloween spend, and AppLovin under fire.

OpenAI just launched in-chat shopping with ChatGPT, Shopify plugged in, and DTC …

TikTok secures $14B U.S. buyout, Meta launches trending Reels ads, Supreme Court …

Revenue growth rebounds as discounts cool, Amazon fulfills competitors’ orders, Shopify AI traps …

Klarna surges in IPO, beauty brand breaks TikTok Shop records, Beanstalk reveals DTC …

Klaviyo highlights AI personalization with Away, Feel Goods raises $4.7M, Shopify opens DHL …

AppLovin reopens with caveats, Amazon tests Google Shopping abroad, and DTC brands adjust …

More AI-driven disruption, Meta ad controversy, DTC growth trends, insights from Ezra Firestone, …

Cozy Earth goes viral with $25K TikTok challenge, DTC revenue rebounds, Google's AI …