Archives Consumer Edge

Claude Caviar

Focus on AI

Claude is getting consumers to spend real money on AI

ChatGPT and Claude look like the same product. They’re becoming very different businesses. 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 →

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 →