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Strategic shifts: From tariffs to AI commerce

Analysis of brand transparency opportunities, content strategy, creator platforms, and the future of conversational shopping

💬 COMMUNICATION STRATEGY

Tariff communications: The unexpected brand opportunity

Recent tariff-related customer communications have evolved from potential PR challenge to effective loyalty-building opportunity when executed properly.

Following the 145% tariff implementation, brands like Béis, Nuts.com, and Set Active have adopted direct communication approaches that transcend traditional corporate messaging. Rather than employing standard PR tactics, these companies engage customers through transparent dialogue about market realities.

What's notable: brands receiving positive customer response aren't necessarily those offering price concessions, but rather those providing proactive communication. A straightforward acknowledgment of market uncertainty demonstrates a refreshing departure from typical corporate communication.

These communications reinforce an emerging principle: transparency functions as a primary driver of customer retention. This supersedes traditional loyalty mechanisms including promotional pricing or influencer partnerships.

Organizations approaching these communications as relationship-building moments rather than merely explanatory messages are establishing stronger customer connections that may endure through market fluctuations.

🤝 Supported by Flowcode

Flowcode’s new 2025 Trend Report reveals how 100+ leading brands—from Disney to BMW—are shifting budgets offline to break through digital noise.

What’s inside:

  • QR codes that drive real conversions (like $1.8M in merch from one tour)

  • The rise of hyper-local activations

  • How top brands are capturing first-party data without cookies

  • Why “clickable TV” and OOH are the new performance channels

Plus: The campaigns that crushed it in 2024 and the playbook to win IRL in 2025.

📱 PLATFORM STRATEGY

Rare Beauty's Substack strategy

Rare Beauty's Substack expansion enables deeper narrative development and authentic connection beyond conventional social platforms. As traditional social environments become increasingly competitive, this approach aligns with both consumer preferences and brand requirements.

The key question: What sustainable attention can branded newsletters maintain in an already saturated environment?

Rare Beauty demonstrates effective implementation through:

  • Human-centric identity ("Rare Insider" versus corporate voice)

  • Responsive content strategy (adapting based on audience engagement)

  • Authentic narrative approach (prioritizing behind-the-scenes content)

Their approach resembles creator methodology more than traditional brand communication.

Sustainable success requires:

  • Community-driven content development

  • Maintained narrative authenticity

  • Strategic balance between content and commerce

Rare Beauty's initiative demonstrates strategic insight, but its long-term value depends on maintaining genuine conversation rather than establishing another promotional channel.

🔍 CREATOR ECONOMY

LTK's platform positioning: Evaluating post-social strategy

LTK's focus on platform stability presents a compelling proposition amid today's fragmented creator ecosystem, offering:

  • Publishing-centric versus algorithm-dependent structure

  • Integrated commerce functionality

  • Enhanced creator ownership

The central question: Will creators prioritize establishing presence on LTK, or will it remain a supplementary channel?

Creator behavior consistently follows audience concentration. Despite reported adoption by 38% of Gen Z and millennial women, LTK's market penetration remains specialized compared to dominant platforms.

Creator strategy increasingly focuses on platform diversification and audience ownership through direct channels. This suggests LTK may serve as a component within broader creator business models rather than a comprehensive solution.

The creator economy appears to be evolving toward a model that transcends individual platforms entirely.

💡 EMERGING TECHNOLOGY

OpenAI and Shopify

Technical indicators suggest OpenAI is developing in-chat purchasing within ChatGPT, with Shopify as the commerce infrastructure partner.

For strategic consideration:

Near-term: Limited immediate impact as consumer purchasing remains anchored to established e-commerce environments.

Long-term: Potential to reshape customer acquisition frameworks, with early-moving brands establishing significant advantages.

This development consolidates product discovery, comparison, and transaction into a single conversational environment—requiring reconsideration of traditional marketing approaches.

While maintaining focus on current channels, forward-looking organizations should begin developing capabilities for conversational commerce.

📚 EXTRA READS

The Information - AI Agents Fall Short on Shopping.

Marketing Dive - Threads ads expand to all Meta advertisers.

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