Hey Cowboys,
Happy Thursday! Hope you had a great weekend. We’re breaking down some hot news today.
Today’s lineup 👇 and stories.
Today’s Squad
Jimmy Kim and Cody Wittick guest-hosting on the day's stories: retention instincts meet new-customer revenue. Joe Putnam on growth architecture for Shopify brands that need a clear next move. Rand Fishkin on audience research and marketing that actually finds the people who care. Bryan Bumgardner with the ad-account weather report.
Jimmy Kim, Commerceround Table
Cody Wittick, Kynship
Joe Putnam, Conversion Engine
Rand Fishkin, Spark Toro
Bryan Bumgardner, Northbeam Weather Report
Snap Specs x Shopify
Snap Specs Bring Shopify Catalogue Into AR Glasses for Full-Scale Room Shopping. Snap opened pre-orders on SPECS, its $2,195 standalone AR glasses, and put Shopify’s product catalogue at the centre of the shopping pitch. Wearers can browse catalogue items in 3D, drop them at full scale into the room around them to check fit and placement, then jump to the retailer’s own site to check out. The feature was highlighted in Snap’s SPECS launch thread alongside hands-free Snapchat and a privacy stance that rejects facial recognition for identifying people.
The Rundown
Pre-orders are open in the US, UK, and France at $2,195 with a $200 refundable deposit; shipping is expected later this fall.
Shopping is powered by Shopify Catalogue: browse products in 3D, place them at full scale in the room, then buy on the retailer’s website.
Checkout stays on the merchant’s site, so payments and post-purchase remain on the brand’s stack.
Specs extend Snap’s existing Catalog-Powered Shopping Lenses off the phone and onto wearable AR.
Best early fit is size-sensitive SKUs (furniture, home goods) where “does this fit my space” kills the cart.
Same launch package stresses trust: no facial recognition to ID people, and capture moments that are meant to look obvious when recording.
For DTC operators already on Shopify, this is less a new marketplace and more a new discovery-and-visualisation layer that still sends the buy click home. The brands that win early will be the ones with clean 3D-ready catalogue data and SKUs where space and scale are the objection. Hardware at $2,195 means the audience is small at first, but the pattern is clear: AR try-on is moving from in-app Lens demos to always-on glasses, with Shopify as the inventory pipe.
Top Stories: Squatch x Megan Fox, TikTok Luxury Resale, Purposeful or Not?
Dr Squatch and Megan Fox launched Feral Fox, a limited-edition natural bar soap and Invisible Glide deodorant duo built around her “Formula of Attraction” scent. The brand is leaning hard into scarcity and her Professor Fox character from prior Squatch campaigns, with only 5,000 products for sale and a purchase drawing for the first wave of bundles.
Year-to-date, 94% of TikTok Shop’s U.S. luxury resale revenue is coming from livestreams, the platform said at its first Luxury Resale Summit in New York. The category’s GMV is up 400% year over year, led by handbags and watches, and TikTok is pitching live as the trust layer that static PDPs cannot match.
Glitched Deals, the X account known for pricing errors and “they tried to shut us down” energy, posted a Five Guys buy-one-get-one-free cheeseburger code - BOGOBURGER claimable in the app when logged in. The post racked up hundreds of thousands of views in a day, and the open question for operators is whether this was an intentional promo that landed in the glitch lane, or a real pricing mistake the deal hunters found first.
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