Archives Direct to Consumer

Shopify Vanessa Lee

Focus on AI

Early AI shopping data shows a shorter funnel with higher conversion

Great news for brands today. But new economics are coming. Read more →

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. Read more →

Direct to Consumer product chart

Follow the Money

DTC isn’t dead

It’s just different now. Read more →

Gruns

Executive Briefing

The next 40 million GLP-1 users

How they’re different and what it means for food businesses. Also: Why Grüns won. 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 →

Julia Fox for David Protein

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’. Read more →

Chat Mart

Executive Briefing

The future of shopping is coming into view

With Walmart and Shopify onboard, can OpenAI train humans to shop with ChatGPT? Read more →

Obvious Shirts

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. 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 →

Oats Overnight founder and CEO Brian Tate

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. Read more →

David Protein at Westside Market

Executive Briefing

David Protein and the new retail roadmap

Does Whole Foods matter when you have TikTok and Huberman? Read more →

Molly Baz

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. Read more →

Hims GLP-1s

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? Read more →

AG1 CEO Kat Cole

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? Read more →

Magna hydration packets and founder Michael Preysman

Executive Briefing

Everlane’s founder is back with Magna, a new hydration brand

Michael Preysman is going after the electrolyte drinks market with a post-Nike ideology. Read more →

Parachute founder Ariel Kaye

In Conversation

Building a modern lifestyle brand

Parachute’s Ariel Kaye on competing with cheap internet knockoffs, how it does collabs, and one trick learned from retail stores. Read more →

Foxtrot co-founder Mike LaVitola

Executive Briefing

Foxtrot’s comeback mantra: Simpler, better

Mike LaVitola has a rare second chance to reboot. Will it work? Also: Cava’s steak enters the ring. And Momofuku wants to be a restaurant company again? Read more →

Hungryroot groceries

Focus on AI: In Partnership With Work & Co

The grocery store of the future is using AI to feed Americans healthier food

Hungryroot has built a $300+ million online grocery business by shopping for its customers. Read more →

Levels Wefunder campaign

Executive Briefing

The sketchy side of crowdfunding

Companies like Levels are asking consumers to invest — with a lot less information than VCs would demand. Read more →

Executive Briefing

The 50 top-growing food categories in America

Instacart’s view of the grocery world. Plus: An Expo West scene report, Nike’s growth challenges, and more airline loyalty ‘innovation’. Read more →