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Making money on TikTok Shop.

It’s Thursday. Apple’s foldable iPhone is reportedly on track for a September debut, despite reports to the contrary that unnerved investors. The iPhone is the tech giant’s primary revenue driver, and this model has been touted by analysts as its next breakout product. Wake me up when September ends (to see how the launch went).

In today’s edition:

—Beck Salgado, Layla Ilchi, Kristina Monllos

REVENUE OPERATIONS

Phone displaying TikTok shop pushing a cart

Illustration: Morning Brew, Photo: TikTok

It’s no surprise that shopping platform TikTok Shop has become the most talked-about social media entity since, well, TikTok. Launched in September 2023, TikTok Shop now makes up over 18% of total US social commerce sales and grew to $15.8 billion in sales last year, according to market research firm eMarketer.

Brands across virtually all categories (from Crocs to Samsung) have jumped on the TikTok Shop bandwagon, though it seems partnering with influencers (commonly referred to as affiliates) could be the most lucrative avenue for businesses. Companies have leveraged QVC-style live videos to create original content on their own TikTok profiles (some creator videos will be labeled with the tag “creator earns commission”).

"TikTok Shop is one of the fastest-growing commerce channels today,” Alex Nisenzon, CEO of e-commerce analytics platform Charm.io, said in an email statement to Revenue Brew. “In just 24 months since launch, it achieved a scale that took Amazon 15 years to reach. The revenue opportunity is significant as top brands are generating upwards of $10 million on the platform every month.”

Revenue Brew spoke with two brands on how they’re using TikTok Shop as a key revenue driver.

Getting Rael

Feminine care brand Rael joined TikTok Shop in October and has already seen growth in sales and its customer base. According to the brand, TikTok Shop has grown Rael’s online business by 52%, and the brand now is the most-followed and highest-growing feminine care brand on the platform.

Kenna Johnson, the brand’s VP of brand marketing, said Rael joined TikTok Shop to meet customers where they are and to tap into its community.

“[The] strategy has been shifting from more of the upper-funnel, awareness-driving media, which we were previously running, and shifting to more of a discovery commerce,” said. “We see TikTok really as a real-time focus group with our core demo: Gen Z and millennial women.”

Keep reading for how TikTok’s algorithm helps expand reach.—LI

Sponsored By Frontieras

REVENUE STRATEGY & LEADERSHIP

Reddit app logo

Fg Trade/Getty Images

The first full year of profitability is a big moment for any company, and Reddit is enjoying some upvotes after hitting that milestone for 2025. The main driver was not hard to identify: Full-year ad revenue increased 74% YoY to $2.1 billion. The text-heavy social media platform—boasting approximately 443 million weekly active users across around 100,000 active communities (or subreddits)—is evolving in more ways than one. EVP of global ad sales Stephen Riad has played no small part in that story. We sat down with him to discuss why Reddit is working, its push into shopping, and, of course, AI.

This interview has been edited and condensed for clarity.

You’re in a new role. What have you been thinking a lot about lately?

We had a breakout year last year, both the growth and the revenue were exceptional, and actually it’s that momentum that really struck me…We set up and service customers right around the world, we’re going faster and delivering more than we have before, and that’s creating excitement internally. It’s nice to be on that winning team.

What do you think about stepping into a role when things are going so well?

Advertisers really understand that community and conversations are what drive decisions, which ultimately is what they’re looking for in some of their goals and KPIs. So the sales team across the board is delivering the insights through community intelligence…I’m also thinking a lot about how we service customers right around the world. This is about how we bring the best of Reddit to advertisers around the world. How do we service them in multiple languages, in multiple geographies?

Reddit is trying to dive deeper into shopping on the platform. How’s that going?

We’re seeing phenomenal results across the board of all segments and sizes. It’s not necessarily one particular part of the funnel. What we also see is advertisers are able to capitalize full funnel, so it’s not just down at that conversion.

Reddit’s conversational layout favors high-consideration purchases. What brands or scenarios are you seeing as the most successful on the platform so far?

[Users] know they’re talking to real, authentic people in a world where there’s a ton of reviews, AI fake slop that goes around. So when they’re there to discuss what sort of running shoes might fit me, they trust the community…It actually helps them go all the way through to converting on that purchase because they feel really good about some of the conversations that have occurred.

Keep reading for how Reddit is positioned on AI.—BS

BRAND STRATEGY

A woman with a shopping cart looking at retail media advertisement screens

Illustration: Amelia Kinsinger, Photos: Adobe Stock

WPP’s 2025 forecast has retail media accounting for almost a fifth of total ad revenue by 2030, and the channel has outgrown retail, with financial and travel businesses getting into the space under the broader umbrella of commerce media. Still, the exponential growth seen in recent years may be hard to maintain.

At the same time, retail media networks have expanded offerings far beyond digital display ads, and making a clear pitch to advertisers and ad buyers is top of mind. That’s a big reason Albertsons Media Collective, the retail media offering for the grocery chain, showed up at the IAB NewFronts this year as a first-time presenter.

“We were there mostly to show all that we have to offer and the breadth and scale of our offering,” Liz Roche, VP of media and measurement at Albertsons Media Collective, told Marketing Brew; the chain has 49.8 million loyalty shoppers. “Retail media isn’t just sequestered to the bottom of the funnel. We really do have a full-funnel brand-building channel, so to speak, and a lot of that is enabled by our scale.”

Albertsons wasn’t alone in pitching retail media at NewFronts; Walmart also had a presentation at NewFronts that detailed its combined offering with Vizio, the connected-TV company it acquired in 2024. (The Walmart-Vizio deal was something of a bellwether for retail media and a clear sign of the category’s potential to scoop up brand dollars.) As retail media networks jockey for ad dollars, using arenas like NewFronts or creating something new, like Amazon’s unBoxed or Home Depot’s InFront, making the case for a particular network could become all the more important, which may lead to more of an even bigger presence across major industry events.

Keep reading here for how to get clarity around your pitch.KM

Together With Outreach

ACTIVE PIPELINE

An open laptop revealing sales graphs, stacked coins, profit.

Stat: 30%. That’s the increase (to 67,000 positions) in software engineering openings this year, challenging AI job loss fears. (Business Insider)

Quote: “This is the most change in the cyber environment, ever. You have to fight AI with AI.”—Francis deSouza, COO and president of security products at Google Cloud (the New York Times)

Read: Doritos at $7 a bag ended up costing PepsiCo billions. (Bloomberg)

Final day: Their Nasdaq ticker FASF is reserved. You have until midnight to invest in Frontieras at the current price.*

*A message from our sponsor.

Morning Brew Inc.

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The retailer hopes to continue its momentum of new innovations with its new strapless bra launch and campaign with WNBA star Angel Reese.

How Meta’s AI push is changing ad creation (Marketing Brew)

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Why AI skills are becoming a must-have in accounting roles (CFO Brew)

CFOs say more AI innovation is coming to finance workflows.

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