Archives Amazon

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 →

Acid League Shortcut Sauces

Executive Briefing

Recalibrating for retail

The lessons behind Acid League’s new ‘Shortcut’ sauces. Plus: Chipotle on Ozempic, Sweetgreen’s new plates, and a coffee experience I’ll never forget. Read more →

All-Love Racquet Club founder Erika Bond

Executive Briefing

A new tennis brand for everyone

Meet LA’s All-Love Racquet Club. Also: Is Airbnb getting worse? Or better? Yes. And some NYC retail notes. Read more →

Rose Delights

Executive Briefing

Weed gummies, now shipping nationwide

Is it legal? It should be! Also: Nike’s new fitness studios and a Ghia ginger update. Read more →

Haus dinner party

Executive Briefing

Is Prime Day working?

Also: Liquid Death IPO vibes and the Haus rebuild. Read more →

Amazon Truck trunk

Executive Briefing

What Amazon really wants

Also: Threads’ huge debut, how Nike grows the pie, and the Gjelina Group’s first hotel. Read more →

MrBeast Burger

Executive Briefing

MrBeast Burger’s inevitable flameout

Also: What Nike and HBO have in common. And where’s Whole Foods in the ‘food as medicine’ conversation? Read more →

Do consumers care about how Apple's privacy changes affect brands?

Executive Briefing

Apple’s privacy changes are still causing advertising chaos. Do consumers care?

A data point from our proprietary Consumer Trends survey. Also: Tracking the consumer in Q3 earnings commentary. Read more →

Outlines Shower Liner

Executive Briefing

Stuff as a Service

Would you subscribe to recyclable shower curtains? Or an iPad? Also: Foxtrot’s new loyalty program. Read more →

Chart: Year-over-year change in consumer spending by channel

Executive Briefing

Riding out the e-commerce dip

Are we in the early stages of an e-commerce recession? Or just a few short-term bumps? Read more →

Schoolhouse president Sara Fritsch and Food52 CEO Amanda Hesser

Executive Briefing

How Food52 became the most interesting acquirer of consumer brands

And: The thinking behind Harry’s first brand acquisition. Read more →

15 minute grocery delivery - Fridge No More

Executive Briefing

Is 15-minute grocery delivery a brand or a feature?

Look out, Safeway. Gorillas is coming. Read more →

Executive Briefing

What will Instacart become?

The online grocery service has a new CEO, with a massive opportunity — and big questions — ahead. Read more →

Harry's founders Andy Katz-Mayfield and Jeff Raider

Executive Briefing

Why there still haven’t been more billion-dollar acquisitions for direct-to-consumer commerce startups

Inside: Why Harry’s wants to buy your brand. Why two ex-Glossier execs stopped trying to create them. And how Facebook wants to eat it all. Read more →

Goop Kitchen food

Executive Briefing

Goop Kitchen’s taste test

And a Consumer Trends update. Read more →

DUMBO empty

Executive Briefing

Cities aren’t over

But they’ll be different. It’s like a software update. Read more →

Lupin

Executive Briefing

Netflix and the streaming wars, checkpoint 02

The real winner so far: The consumer. Read more →

Dan Frommer grocery unbundling chart

Executive Briefing

Unbundling the grocery cart

The pandemic changed the way millions of households shop for food, forever. Especially mine. Read more →

Amazon North America sales chart

Executive Briefing

‘Another highly unusual quarter’

Amazon and Apple are going to be fine. But for local retail, Covid-19 is still in control of the narrative. Read more →

Trader Joe's homepage

Executive Briefing

Why Trader Joe’s refuses to sell groceries online

Does that still pass the smell test? Read more →

Older Posts