Archives Brands

Follow the Money

Why everyone’s launching a beverage brand

It’s easy to enter, hard to win, and the prize is huge. Sounds like Powerball, but it’s the $250+ billion US beverage market. Read more →

Direct to Consumer product chart

Follow the Money

DTC isn’t dead

It’s just different now. Read more →

Gruns

Executive Briefing

The next 40 million GLP-1 users

How they’re different and what it means for food businesses. Also: Why Grüns won. Read more →

Cig

Executive Briefing

Is smoking really back?

Sorry to disappoint. Plus: The Quince growth chart revealed, and seven years (!) of The New Consumer. Read more →

Sweetgreen wraps

Executive Briefing

Has Sweetgreen hit bottom?

Wraps to the rescue, after years of drifting? Read more →

Julia Fox for David Protein

Executive Briefing

David Protein has our attention. Here’s the bigger plan.

Peter Rahal on building a house of brands, the new David Bronze, and winning in the bar category. Plus: What Americans actually mean when they say they want to eat ‘clean’. Read more →

Waymo car

Executive Briefing

Waymo is the rare case where a product genuinely exceeds expectations

Also: Do all founders need to become Instagram influencers? And who’s cutting back on Chipotle? Read more →

Chat Mart

Executive Briefing

The future of shopping is coming into view

With Walmart and Shopify onboard, can OpenAI train humans to shop with ChatGPT? Read more →

Obvious Shirts

Brands

Obvious Shirts and the business of fandom

How a Chicago Cubs superfan built a multi-million-dollar merch business without spending on ads — and why staying niche might be better than trying to scale. Read more →

Chase Sapphire Sea

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.) Read more →

Kith Ivy Erewhon

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. Read more →

Sweetgreen 2025 summer seasonal menu

Executive Briefing

People want new stuff all the time

But it has to be good. Also: Why Sweetgreen’s fries are canceled. And notes from Q2 earnings. Read more →

Oats Overnight founder and CEO Brian Tate

In Conversation

How to build a better subscription business

Oats Overnight gets 90% of its DTC customers to subscribe immediately. Founder Brian Tate shares its strategy. Read more →

Consumer Trends Beauty Special 2025

From the Editor

Introducing the Consumer Trends Beauty Special 2025

What are today’s beauty shoppers looking for? What do they want from brands? And is the Gen. Z beauty consumer loyal? Read more →

New York City skyline with a bunch of industrial smokestacks

Executive Briefing

Uncharted Tarifftory

Welcome to the dumb kind of volatility. Read more →

From the Editor

Introducing the Consumer Trends Food & Wellness Special 2025

What do Americans say they want to eat? What are they actually eating? And what do they really think about seed oils? Read more →

David Protein at Westside Market

Executive Briefing

David Protein and the new retail roadmap

Does Whole Foods matter when you have TikTok and Huberman? Read more →

Executive Briefing

The things that inspired me in 2024

A year-end gift guide for the mind. Read more →

From the Editor

Introducing Consumer Trends 2025

TikTok Shop is huge. Is drinking actually on its way out? And are Gen. Z beauty customers loyal? Read more →

Molly Baz

In Conversation

Molly’s World

Molly Baz, food media star and world builder, on creating her new sauce brand Ayoh, playing the YouTube game, and what she wants to do next. Read more →