Trends
Advisory
About
Join
Log In
Archives
Covid-19
Executive Briefing
Peloton for everyone?
Questions from a big relaunch. Also: Lessons from Duolingo’s TikTok success, and more.
Read more →
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.
Read more →
From the Editor
Introducing the
Consumer Trends
Food & Wellness Special Report
We’re at an inflection point: Health is wealth, and food is medicine.
Read more →
From the Editor
Introducing the
Consumer Trends
2023 Report
The “Covid economy” mostly ended in 2022. But a high level of economic uncertainty continues into 2023.
Read more →
Executive Briefing
Supermarket smash!
Thinking through Kroger’s $25 billion deal for Albertsons. Also: A subscription pilot for unlimited (great!) coffee in LA. And a simpler plan for Instagram commerce.
Read more →
Executive Briefing
Stuff as a Service
Would you subscribe to recyclable shower curtains? Or an iPad? Also: Foxtrot’s new loyalty program.
Read more →
Executive Briefing
Online grocery shopping is a pandemic-era behavior that actually stuck
Thrive Market, the Whole Foods of e-commerce, now has 1.2 million members. How does it fit into the future of grocery? Also: Great Jones’ new ‘Pantry Pals’.
Read more →
From the Editor
Introducing the
Consumer Trends
2022 Mid-Year Update
The Covid-19 pandemic is not over. But “economic Covid” is, mostly.
Read more →
Executive Briefing
Growing in a downturn
Also: Oura’s new Gucci ring. And: Wednesday is the new Monday (and the new Thursday).
Read more →
Executive Briefing
Riding out the e-commerce dip
Are we in the early stages of an e-commerce recession? Or just a few short-term bumps?
Read more →
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’.
Read more →
Executive Briefing
The Shopify-Facebook collision course
Also: NYC retail is back! Target’s genius branding move. And Cometeer’s new in-store pilot.
Read more →
Executive Briefing
Netflix and the streaming wars, checkpoint 03
Netflix isn’t just going to run away with it.
Read more →
From the Editor
Introducing the
Consumer Trends
2022 report
2020 shocked the system. In 2021, we acclimated. Now what?
Read more →
Executive Briefing
Can a ‘save now, buy later’ service possibly work?
Also: What’s up with Peloton?
Read more →
Executive Briefing
Rent The Runway and the ‘end of ownership’ question
The fashion rental service is trying to go public with major losses. Risqué, or just risky?
Read more →
Executive Briefing
Whatever happened to CBD?
Has it lived up to any of the hype? Is CBD the next caffeine, or the new… ginseng?
Read more →
Executive Briefing
What momentum looks like
Also: Chase is buying The Infatuation. And an update on Blue Bottle’s oat-milk-by-default experiment.
Read more →
Executive Briefing
Warby Parker proves that the Warby Parker model works — for Warby Parker
Warby’s pitch to investors today, ahead of its direct listing, is remarkably similar to its pitch from more than a decade ago.
Read more →
Executive Briefing
Is 15-minute grocery delivery a brand or a feature?
Look out, Safeway. Gorillas is coming.
Read more →
Better Posts