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Prospectus Prospectus
Instacart got huge. It’s going public. Now how will it grow?
Analyzing the online grocery service’s S-1 filing.
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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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From the Editor
Introducing
Consumer Trends:
AI, Ozempic, and the Economy
Is there anything hotter this summer?
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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
What Amazon really wants
Also: Threads’ huge debut, how Nike grows the pie, and the Gjelina Group’s first hotel.
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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
Consumer behavior is ‘difficult to predict at best right now’
Notes from Target and Walmart earnings. Also: Robot salads, Drizly data, and Instacart’s early vision for AI-native grocery shopping.
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Executive Briefing
A new premium card for the Erewhon set
Can Ness, a new wellness-meets-finance startup, compete with Chase and Amex? Also: Inside Sweetgreen’s new loyalty program. And the LinkedIn olive oil mess.
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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.
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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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From the Editor
Introducing the
Consumer Trends
Food & Wellness Special Report
We’re at an inflection point: Health is wealth, and food is medicine.
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Executive Briefing
Shopify’s actually-clever consumer rewards program
Also: Chipotle is playing offense again.
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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.
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Executive Briefing
TikTok won Gen. Z. It’s influencing how and what they buy, too.
You simply can’t overstate how giant TikTok has become, so quickly, among younger consumers.
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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.
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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.
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Executive Briefing
Apple’s privacy changes are still causing advertising chaos. Do consumers care?
A data point from our proprietary
Consumer Trends
survey. Also: Tracking the consumer in Q3 earnings commentary.
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