Archives AI

Consumer Trends 2026 Mid-Year Report

From the Editor

Introducing the Consumer Trends 2026 Mid-Year Report

Peptides, protein, and meet the Optimizers! Read more →

Shopify Vanessa Lee

Focus on AI

Early AI shopping data shows a shorter funnel with higher conversion

Great news for brands today. But new economics are coming. Read more →

Claude Caviar

Focus on AI

Claude is getting consumers to spend real money on AI

ChatGPT and Claude look like the same product. They’re becoming very different businesses. Read more →

Consumer Trends 2026

From the Editor

Introducing Consumer Trends 2026

Despite last year’s chaos, the American consumer never stopped spending, and many say they’re trading up. Read more →

Chat Mart

Executive Briefing

The future of shopping is coming into view

With Walmart and Shopify onboard, can OpenAI train humans to shop with ChatGPT? Read more →

AI in the park

Executive Briefing

How consumers are using — and thinking about — AI right now

Gen. Z uses AI more than any other generation. They’re also seriously skeptical. Read more →

Consumer Trends 2025

From the Editor

Introducing the Consumer Trends 2025 Mid-Year Report

AI is polarizing. Pets are family. Podcasts move culture. Read more →

Daydream's Daily Fashion Edit

Executive Briefing

Daydream, AI, and the future of shopping

Also: AG1 at Costco, Parachute pulls back from retail, and why Netflix can’t really compete with YouTube. Read more →

Instacart CEO Fidji Simo

Executive Briefing

The new face of consumer AI

Fidji Simo, OpenAI’s new ‘CEO of Applications’, has a big opportunity with real problems to solve. Also: What Sweetgreen and DoorDash are saying about the post-tariff consumer. Read more →

Foxtrot co-founder Mike LaVitola

Executive Briefing

Foxtrot’s comeback mantra: Simpler, better

Mike LaVitola has a rare second chance to reboot. Will it work? Also: Cava’s steak enters the ring. And Momofuku wants to be a restaurant company again? Read more →

Hungryroot groceries

Focus on AI: In Partnership With Work & Co

The grocery store of the future is using AI to feed Americans healthier food

Hungryroot has built a $300+ million online grocery business by shopping for its customers. Read more →

Derek Fridman, design partner at Work & Co

Focus on AI: In Partnership With Work & Co

How AI will open new possibilities for commerce — and how you can get started

Launching a new series on AI-enabled commerce, starting with an interview: Derek Fridman, design partner at Work & Co. Read more →

From the Editor

Introducing Consumer Trends: 2024

TikTok Shop, Ozempic, Gen. Z shopping, and everything else that matters in 2024. Read more →

Humane AI pin

Executive Briefing

The AI pin is probably doomed

But Humane’s new thing is a sign of things to come. Also: Instacart’s first earnings, when DTC marketplaces make sense, and the Amazon Fashion flop. Read more →

Consumer Trends: AI, Ozempic, and the Economy

From the Editor

Introducing Consumer Trends: AI, Ozempic, and the Economy

Is there anything hotter this summer? Read more →

Sweetgreen’s Infinite Kitchen

Executive Briefing

Consumer behavior is ‘difficult to predict at best right now’

Notes from Target and Walmart earnings. Also: Robot salads, Drizly data, and Instacart’s early vision for AI-native grocery shopping. Read more →

Airbuds

Executive Briefing

Why Google’s Pixel Buds matter

And Amazon’s attempt at AirPods. And maybe even Microsoft’s. Read more →

Executive Briefing

Google’s Assistant advantage, Fixing the Apple Store

Plus: Liquid Death canned water, parody or perfection? Read more →