Trends
Advisory
About
Join
Log In
Archives
AI
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 →
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 →
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 →
From the Editor
Introducing the
Consumer Trends
2025 Mid-Year Report
AI is polarizing. Pets are family. Podcasts move culture.
Read more →
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 →
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 →
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 →
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 →
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 →
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 →
From the Editor
Introducing
Consumer Trends:
AI, Ozempic, and the Economy
Is there anything hotter this summer?
Read more →
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 →
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 →