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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.
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Follow the Money
DTC isn’t dead
It’s just different now.
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Executive Briefing
The next 40 million GLP-1 users
How they’re different and what it means for food businesses. Also: Why Grüns won.
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Executive Briefing
Is smoking really back?
Sorry to disappoint. Plus: The Quince growth chart revealed, and seven years (!) of
The New Consumer
.
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Executive Briefing
Has Sweetgreen hit bottom?
Wraps to the rescue, after years of drifting?
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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’.
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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?
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Executive Briefing
The future of shopping is coming into view
With Walmart and Shopify onboard, can OpenAI train humans to shop with ChatGPT?
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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.
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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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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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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.
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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.
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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?
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Executive Briefing
Uncharted Tarifftory
Welcome to the dumb kind of volatility.
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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?
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Executive Briefing
David Protein and the new retail roadmap
Does Whole Foods matter when you have TikTok and Huberman?
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Executive Briefing
The things that inspired me in 2024
A year-end gift guide for the mind.
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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?
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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.
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