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Chipotle
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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Executive Briefing
The new face of consumer AI
Fidji Simo, OpenAI’s new ‘CEO of Applications’, has a big opportunity with real problems to solve. Also: What Sweetgreen and DoorDash are saying about the post-tariff consumer.
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Executive Briefing
How to save Starbucks
Also: A billion-plus reasons to like Pepsi’s Siete deal. And the truth about David bars.
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Executive Briefing
The Ozempic dupes are crushing it for Hims & Hers
Also: Another non-alc bottle shop is closing. And can Brian Niccol save Starbucks?
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Executive Briefing
What’s going on at AG1?
As its founder steps back — and Kat Cole takes over as CEO — has Athletic Greens hit its DTC growth ceiling?
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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
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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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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Prospectus Prospectus
Analyzing Cava’s IPO filing
Is the fast-casual Mediterranean chain ready for pickup?
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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
Shopify’s actually-clever consumer rewards program
Also: Chipotle is playing offense again.
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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
A24, the cool film studio, wants to sell you a membership
Highbrow brilliant? Also: Chipotle says it’s ‘finally getting back to pre-pandemic operations’.
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Executive Briefing
Drink this NFT!
Using web3 to test the new Taika x FWB sparkling tea — and have a say in its future. Also: Cava’s Emma Chamberlain boost and Chipotle’s new venture fund.
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Executive Briefing
Blue Bottle is testing oat milk ‘as the default option’
Also: Lunch is back! And more of Chipotle’s reopening takeaways.
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Executive Briefing
Why Sweetgreen just shredded its loyalty program
Also: How Nike wants to own the customer relationship — everywhere. And Squarespace’s pre-IPO bet on Tock.
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Executive Briefing
The audacity of MrBeast Burger
YouTube’s star creator launched a virtual burger chain with 300 delivery-only restaurants. It’s on fire, for now.
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Executive Briefing
The desk lunch is on hold
How Sweetgreen, Chipotle, and fast-casual restaurants are changing their strategies for the times.
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Executive Briefing
Affirm’s clever end-around, Snap and Chipotle earnings
The comeback tour continues.
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Executive Briefing
People are eating Chipotle again. What happens when it starts playing offense?
Also: The forces behind Snapchat’s user growth.
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