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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
Recalibrating for retail
The lessons behind Acid League’s new ‘Shortcut’ sauces. Plus: Chipotle on Ozempic, Sweetgreen’s new plates, and a coffee experience I’ll never forget.
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In Conversation
Lessons from launching during the DTC boom
Diaspora Co. spices founder Sana Javeri Kadri on growing with intention, the changing consumer, and redesigning for retail.
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Executive Briefing
What happened to Blue Apron?
Marc Lore’s Wonder is putting $APRN shareholders out of their misery. Also: Nike wants more ‘everyday’ runners. And was Lulu-Mirror worth it?
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Executive Briefing
A new tennis brand for everyone
Meet LA’s All-Love Racquet Club. Also: Is Airbnb getting worse? Or better? Yes. And some NYC retail notes.
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Prospectus Prospectus
Instacart got huge. It’s going public. Now how will it grow?
Analyzing the online grocery service’s S-1 filing.
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Executive Briefing
Parade’s sale, Peloton’s bummer summer, Nike Studios pricing, Ikea’s SF launch, and my Barbie note
Plus: Office Hours for members, this Tuesday. Grab one!
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In Conversation
Funding consumer brands in 2023
Elly Truesdell, founder of New Fare Partners, on where she’s investing today, what’s changed, and how food startups can get ready for venture.
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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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From the Editor
Introducing
Consumer Trends:
AI, Ozempic, and the Economy
Is there anything hotter this summer?
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Executive Briefing
MrBeast Burger’s inevitable flameout
Also: What Nike and HBO have in common. And where’s Whole Foods in the ‘food as medicine’ conversation?
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Executive Briefing
Cava gets it done with a big IPO
For all the decades of excitement around Chipotle-for-
x
concepts, few have made it this far.
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Brands
What happened to Great Jones?
Unpacking the DTC cookware darling’s sale to one of its suppliers. And an industry primer from Made In CEO Chip Malt.
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Executive Briefing
Peloton for everyone?
Questions from a big relaunch. Also: Lessons from Duolingo’s TikTok success, and more.
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Executive Briefing
A new premium card for the Erewhon set
Can Ness, a new wellness-meets-finance startup, compete with Chase and Amex? Also: Inside Sweetgreen’s new loyalty program. And the LinkedIn olive oil mess.
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Executive Briefing
Can canned beans have their tinned-fish moment?
Also: Ghia’s latest bottle design (and numbers). And, what’s Magic Spoon working on?
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Executive Briefing
Foxtrot has a new CEO. What’s changing and what isn’t?
And: A few notes from Aesop’s $2.5 billion sale.
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Executive Briefing
Finding founder-acquirer fit
Pineapple Collaborative, the food startup, has an unexpected new owner. What’s next?
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From the Editor
Introducing the
Consumer Trends
Food & Wellness Special Report
We’re at an inflection point: Health is wealth, and food is medicine.
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Executive Briefing
Noma’s evolution, René Redzepi, and the future of restaurants (and chefs)
And: What the Ace Hotel got right on the way to its $85 million acquisition.
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