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E-Commerce
Follow the Money
DTC isn’t dead
It’s just different now.
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Executive Briefing
The next 40 million GLP-1 users
How they’re different and what it means for food businesses. Also: Why Grüns won.
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Executive Briefing
Is smoking really back?
Sorry to disappoint. Plus: The Quince growth chart revealed, and seven years (!) of
The New Consumer
.
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From the Editor
Introducing the
Consumer Trends
2026 Food & Beverage Special
Are we at peak protein?
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From the Editor
Introducing the Live Shopping Update, in partnership with Whatnot
Live shopping generated $22 billion in North America and Europe last year. Here’s what’s driving the boom.
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From the Editor
Introducing
Consumer Trends
2026
Despite last year’s chaos, the American consumer never stopped spending, and many say they’re trading up.
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Executive Briefing
The future of shopping is coming into view
With Walmart and Shopify onboard, can OpenAI train humans to shop with ChatGPT?
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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.
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Executive Briefing
Chase’s $800 Sapphire Reserve: The math is messy, but the strategy is brilliant
Chase and Amex are transforming credit cards into lifestyle subscriptions, designed to redirect your spending. (And for the first time, I’m reconsidering my membership.)
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Executive Briefing
How consumers are using — and thinking about — AI right now
Gen. Z uses AI more than any other generation. They’re also seriously skeptical.
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From the Editor
Introducing the
Consumer Trends
2025 Mid-Year Report
AI is polarizing. Pets are family. Podcasts move culture.
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Executive Briefing
Daydream, AI, and the future of shopping
Also: AG1 at Costco, Parachute pulls back from retail, and why Netflix can’t really compete with YouTube.
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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.
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Executive Briefing
The new face of consumer AI
Fidji Simo, OpenAI’s new ‘CEO of Applications’, has a big opportunity with real problems to solve. Also: What Sweetgreen and DoorDash are saying about the post-tariff consumer.
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From the Editor
Introducing the
Consumer Trends
Beauty Special 2025
What are today’s beauty shoppers looking for? What do they want from brands? And is the Gen. Z beauty consumer loyal?
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Executive Briefing
Uncharted Tarifftory
Welcome to the dumb kind of volatility.
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From the Editor
Introducing the
Consumer Trends
Food & Wellness Special 2025
What do Americans say they want to eat? What are they actually eating? And what do they really think about seed oils?
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Consumer Trends
The best of
Consumer Trends
2025
Key threads and the best charts from my new report with Coefficient Capital.
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From the Editor
Introducing
Consumer Trends
2025
TikTok Shop is huge. Is drinking actually on its way out? And are Gen. Z beauty customers loyal?
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Consumer Trends
Shopping never ends
Consumer spending is looking good heading into the holiday rush, and online grocery is growing again. The latest
Consumer Trends
Highlights
.
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