Trends
Advisory
About
Join
Log In
Archives
Direct to Consumer
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.
Read more →
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.
Read more →
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.
Read more →
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.
Read more →
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?
Read more →
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!
Read more →
Executive Briefing
Weed gummies, now shipping nationwide
Is it legal? It should be! Also: Nike’s new fitness studios and a Ghia ginger update.
Read more →
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.
Read more →
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?
Read more →
Executive Briefing
Is Prime Day working?
Also: Liquid Death IPO vibes and the Haus rebuild.
Read more →
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?
Read more →
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.
Read more →
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.
Read more →
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?
Read more →
Executive Briefing
Finding founder-acquirer fit
Pineapple Collaborative, the food startup, has an unexpected new owner. What’s next?
Read more →
Executive Briefing
Shopify’s actually-clever consumer rewards program
Also: Chipotle is playing offense again.
Read more →
Executive Briefing
Noma’s evolution, René Redzepi, and the future of restaurants (and chefs)
And: What the Ace Hotel got right on the way to its $85 million acquisition.
Read more →
Executive Briefing
How to get into big retail when you’re a tiny new startup
Graza plans to have its squeeze-bottle olive oil in 2,000 stores around its first birthday.
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 →
Older Posts
Newer Posts
