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Apple
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.
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Executive Briefing
Is Nike actually good at digital? Or is it just lucky to be Nike?
Nike Run Club is a half-hearted disappointment that should be so much more. Also: Updates on Shopify, Airbnb, Beyond Meat, and Delta.
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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
The great unclenching
Also: A net promoter score for human existence. Chipotle’s new mega-George Foreman grill. And is 10 million Apple Cards good?
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Executive Briefing
Apple Vision Pro looks amazing. What and who is it for?
Mainstream adoption is years away, if ever. But this is some of Apple at its best.
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Executive Briefing
Apple’s ‘mixed reality’ goggles are imminent
Why they’re worth your attention and imagination.
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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
Stuff as a Service
Would you subscribe to recyclable shower curtains? Or an iPad? Also: Foxtrot’s new loyalty program.
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Executive Briefing
Just how evil is Buy Now, Pay Later?
Also: More details about Apple Pay Later.
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Executive Briefing
Will Apple Pay Later move the needle?
Apple’s new payments tool is its latest play for control. (And your car is next.)
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Executive Briefing
When the rebrand doesn’t hit the mark
...Try again! Coconut Bliss is now Cosmic Bliss — with big new plans and a retreat to more familiar packaging.
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Executive Briefing
Can a ‘save now, buy later’ service possibly work?
Also: What’s up with Peloton?
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Executive Briefing
What’s up with ‘opt-out of Mother’s Day’ emails?
Also: Apple’s new podcast subscriptions, and the brilliant flatness of “International Netflix Generic.”
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Executive Briefing
Apple’s pandemic year, Starbucks and the reopening
Also: New office hours availability for members.
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Executive Briefing
Netflix and the streaming wars, checkpoint 02
The real winner so far: The consumer.
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Executive Briefing
Revenge of the Mac
iPad who? People are buying more Macs than ever — and it’s just getting interesting.
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Executive Briefing
What sticks from Apple’s iPhone 12 event?
Also: A special event for you,
The New Consumer
members.
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Executive Briefing
Apple’s viral widgets hit, what Nike learned this summer
I don’t think Apple was expecting this.
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Executive Briefing
Why Apple is making workout tapes
It’s not just for the subscription revenue.
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Executive Briefing
Will Reels, Instagram’s TikTok, work?
Also: ‘Plan B’ for Edgewell after its Harry’s deal collapsed. And Apple has a new head of marketing.
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