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Apple
Executive Briefing
Erewhon is going to crush it in NYC (eventually)
Sorry, that tiny kiosk inside a Kith club doesn’t really count. Also: Lululemon’s stale sweats, PwC’s sketchy holiday forecast, and more.
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Strategic Review
A decade with the Apple Watch
Thoughts, observations, and exclusive new data, after 3,675 days on the wrist.
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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?
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Executive Briefing
Is Apple still the world’s hottest brand?
Apple was THE brand of the 2000s and 2010s. What will be the brand of the 2020s? Also: Starbucks tanks.
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Executive Briefing
The commerce exec’s guide to the Apple Vision Pro
What shopping is like on today’s Vision Pro, where it’s going, and how brands should approach new platforms like VisionOS.
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From the Editor
Introducing
Consumer Trends:
2024
TikTok Shop, Ozempic, Gen. Z shopping, and everything else that matters in 2024.
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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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