From the Editor

Introducing the Consumer Trends (Partial-) Reopening Special report

The consumer is back. But it’s back differently.

Consumer Trends (Partial-) Reopening Special
I made you some more charts.

I’m excited to share a new Consumer Trends report, my latest collaboration with Coefficient Capital.

When we started this project earlier this summer, the “reopening” appeared to be in full swing, as Covid-19 case counts fell and US consumer activity rebounded. But the Delta variant and vaccine polarization are now leading to increased uncertainty.

This latest Consumer Trends report is a 49-slide presentation that you can view and download for free (registration required), highlighting what’s changed the most — and what hasn’t — as the pandemic rewrote the rules of consumer behavior and spending.

It’s a follow-up to our Consumer Trends: 2021 report, published last December. (All of this is inspired, of course, by analyst and investor Mary Meeker’s legendary Internet Trends report.)

  • Topics include the continued shift to online grocery (and what it means), the future of digital home fitness, signs of a K-shaped recovery, the “Roaring ‘20s” question mark, and what’s next.
  • Custom data on consumer spending and foot traffic provided by Earnest Research — special thanks again.
  • Results from our latest original Consumer Trends survey of more than 3,000 US consumers, in partnership with Toluna. Sample stat: 83% say they believe they have a right to work remotely if technology and the nature of their work permits it.

I’ll also be exploring many of these topics further for members. And we plan to keep this series going with a big new report later this year. So if you’re new to The New Consumer, please consider joining as a member.

Questions? Feedback? Want me to present this to your team? I’m

Dan Frommer

Hi, I’m Dan Frommer and this is The New Consumer, a publication about how and why people spend their time and money.

I’m a longtime tech and business journalist, and I’m excited to focus my attention on how technology continues to profoundly change how things are created, experienced, bought, and sold. The New Consumer is supported entirely by your membership — join now to receive my reporting, analysis, and commentary directly in your inbox, via my twice-weekly, member-exclusive Executive Briefing. Thanks in advance.

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