From the Editor
Introducing Consumer Trends 2025
TikTok Shop is huge. Is drinking actually on its way out? And are Gen. Z beauty customers loyal?
By Dan Frommer on Wednesday, December 11, 2024 at 8:00 am
I’m excited to share a new Consumer Trends report, my latest collaboration with Coefficient Capital.
This latest Consumer Trends report is a 107-slide presentation that you can view and download for free. Because you’re already a member — thank you! — here’s a direct link to download the report as a PDF.
It’s the latest in our ongoing Consumer Trends series, which has now generated 11 reports. (All of this continues to be inspired, of course, by analyst and investor Mary Meeker’s legendary Internet Trends report.)
- Topics include: Our latest research on TikTok Shop, which is a huge success in the US — barely a year in, and already bigger than Sephora and Shein, according to Earnest Analytics spending data.
- The future of drinking: Do Americans really plan to cut back? And when they don’t drink, what non-alc. substitutes do they prefer?
- Are Gen. Z beauty customers loyal?
- Results from our 11th original Consumer Trends survey of more than 3,000 US consumers, in partnership with Toluna. Sample insight: Most Americans, regardless of political affiliation, believe the government has a responsibility to regulate ultra-processed food.
I’ll also be exploring many of these topics further for members. And we plan to keep this series going. Thanks again for your support.
Questions? Feedback? Want me to present this at your event or to your team? I’m dan@newconsumer.com.
(One more link to the report!)