Trends
Advisory
About
Join
Log In
Archives
Amazon
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 →
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 →
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 →
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 →
Executive Briefing
Is Prime Day working?
Also: Liquid Death IPO vibes and the Haus rebuild.
Read more →
Executive Briefing
What Amazon really wants
Also: Threads’ huge debut, how Nike grows the pie, and the Gjelina Group’s first hotel.
Read more →
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 →
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 →
Executive Briefing
Stuff as a Service
Would you subscribe to recyclable shower curtains? Or an iPad? Also: Foxtrot’s new loyalty program.
Read more →
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 →
Executive Briefing
How Food52 became the most interesting acquirer of consumer brands
And: The thinking behind Harry’s first brand acquisition.
Read 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 →
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 →
Executive Briefing
Goop Kitchen’s taste test
And a
Consumer Trends
update.
Read more →
Executive Briefing
Cities aren’t over
But they’ll be different. It’s like a software update.
Read more →
Executive Briefing
Netflix and the streaming wars, checkpoint 02
The real winner so far: The consumer.
Read more →
Executive Briefing
Unbundling the grocery cart
The pandemic changed the way millions of households shop for food, forever. Especially mine.
Read more →
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 →
Executive Briefing
Why Trader Joe’s refuses to sell groceries online
Does that still pass the smell test?
Read more →
Older Posts