# US Shopify MD Morning Intel Watchlist

This file is the seed list for the daily KST 09:00 market-intel routine. Keep
the list tight enough for a morning report, then add discoveries only after
they repeatedly produce useful MD signal.

## Coverage Rule

- Run Monday through Saturday at KST 09:00.
- Do not run on Sunday.
- Tuesday through Saturday reports cover the previous 24 hours.
- Monday reports are labeled `Weekend Catch-up` and cover Saturday 09:00
  through Monday 09:00.

## Priority 1 Brands

| Brand | Why Watch | Primary Surfaces |
|---|---|---|
| Half Magic | Cybernetic Gen Z makeup language and texture-led short-form. | Website, PDP, Instagram, TikTok |
| About-Face | Bold, future-facing color cosmetics closest to Entropy's edge. | Website, PDP, Instagram, TikTok |
| Kulfi Beauty | Cultural color, playful lip/balm language, and indie fandom cues. | Website, PDP, Instagram, TikTok |
| Rhode | Drop mechanics, glossy object positioning, conversion-first ecommerce. | Website, PDP, Instagram, TikTok, email |
| Tower 28 | Pop color, sensitive-skin trust, social-friendly product education. | Website, PDP, Instagram, TikTok |
| Refy | Sleek, architectural beauty objects and minimal conversion UX. | Website, PDP, Instagram, TikTok |
| Merit | Minimal luxury PDP and cart flow. | Website, PDP, email |
| Rare Beauty | Message-led bundles, mass fandom, and accessible color merchandising. | Website, PDP, Instagram, TikTok |
| Fenty Beauty | Inclusive shade UX and high-conversion PDP patterns. | Website, PDP, Instagram, TikTok |
| e.l.f. Cosmetics | Speed, TikTok-native merchandising, mass-market trend response. | Website, TikTok, Instagram |

Seed note: this list is aligned with the user's prior Antigravity reference
criteria for US D2C beauty case studies: growth momentum, makeup/category
fit, ecommerce strategy, and Entropy's `Defiant Elegance` positioning.

## Priority 2 Promo And Email References

| Brand | Why Watch | Primary Surfaces |
|---|---|---|
| Summer Fridays | Travel/vacation product language and seasonal drops. | Website, email, Instagram |
| Glossier | Fan merch, sticker/GWP, community loop. | Website, email, Instagram |
| Rare Beauty | Message-led bundles and color merchandising. | Website, Instagram, TikTok |

## Discovery Sources

| Source | Use |
|---|---|
| Milled | Email launches, bundles, GWP, subject lines, promo cadence. |
| Really Good Emails | Email structure and visual merchandising patterns. |
| Meta Ads Library | Live ad creative, claims, promo copy, landing-page routes. |
| Brand websites | PDP, cart, sticky ATC, shipping/GWP thresholds, collection pages. |
| Instagram | Reels/carousels, hooks, comments, visual language, save/share mechanics. |
| TikTok | Video formats, creator language, affiliate/Shop cues, comments. |

## Evidence Standard

Every report claim should include at least one evidence object when practical:
URL, screenshot path, raw API output path, copied source excerpt, or agent log
entry. If a source is blocked, record the block plainly instead of inventing a
conclusion.

Reader rule: source gaps are real evidence metadata, but they should not break
the main narrative. Put blocked or missing-source notes in `Scope and
Confidence` unless the user asked to debug collection.

## Agent Delegation Defaults

- Primary runner owns final MD judgment and synthesis.
- Manus is for broad collection and competitor-by-competitor tables.
- Gemini is for search verification and trend breadth.
- OpenAI/Codex is for automation, clustering, HTML generation, and second
  opinion.
- Never print API keys or tokens. Key checks must be presence-only.