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American Express
Executive Briefing
Chase’s $800 Sapphire Reserve: The math is messy, but the strategy is brilliant
Chase and Amex are transforming credit cards into lifestyle subscriptions, designed to redirect your spending. (And for the first time, I’m reconsidering my membership.)
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Consumer Trends
Shopping never ends
Consumer spending is looking good heading into the holiday rush, and online grocery is growing again. The latest
Consumer Trends
Highlights
.
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Executive Briefing
Why Walmart is buying a TV brand
Vizio will cost $2+ billion, but it’s priceless for Walmart’s advertising business.
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Executive Briefing
The new rules of airline loyalty
Delta hoses its middle class. Also: The imminent iPhone-cable whinefest. Birks. And $5.6 billion for Twinkies in the age of Ozempic.
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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.
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Executive Briefing
Great Jones and the shallow allure of the ‘girlboss gotcha’ story
Also: Amex’s new Platinum card and Noma’s new CPG brand.
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Executive Briefing
What Away’s big deal — and Harry’s big sale — means for the direct-to-consumer business
Also: Amex is buying Resy.
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