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Direct to Consumer
Executive Briefing
Maybe Whole Foods isn’t asleep at the wheel
New Erewhon-sized stores in New York sound smart. (Please, steal their cafés, too.)
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Executive Briefing
How Herman Miller aced its brand refresh
And how to push a creative project through a big company. Plus: Is Yeti the next great consumer holding company?
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Executive Briefing
TikTok Shop is huge. Will it last?
Finally, social commerce is working in the US. Also: What does a Shark Tank appearance do for a startup’s sales?
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Executive Briefing
The pressure is on for non-alc startups
It’s a must-win Dry January in a can’t-lose year for the category.
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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
Is Nike actually good at digital? Or is it just lucky to be Nike?
Nike Run Club is a half-hearted disappointment that should be so much more. Also: Updates on Shopify, Airbnb, Beyond Meat, and Delta.
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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
Diaspora Co. wanted to be Patagonia, not a DTC unicorn
Sana Javeri Kadri on the cardamom supply chain crisis, redesigning for retail, and her next chapter in Mumbai.
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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
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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Executive Briefing
Weed gummies, now shipping nationwide
Is it legal? It should be! Also: Nike’s new fitness studios and a Ghia ginger update.
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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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Executive Briefing
Is Prime Day working?
Also: Liquid Death IPO vibes and the Haus rebuild.
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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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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
Austin’s retail offensive
SoCo is the new SoHo — or something. Also: Lululemon on fire, Van Leeuwen’s artsy ice cream, and YouTube’s taking share.
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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
Finding founder-acquirer fit
Pineapple Collaborative, the food startup, has an unexpected new owner. What’s next?
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Executive Briefing
Shopify’s actually-clever consumer rewards program
Also: Chipotle is playing offense again.
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