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Executive Briefing
McDonald’s is here to save us from diabetes. Just kidding!
The new CosMc’s brand is taking on Starbucks, all right — in the sugar department.
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From the Editor
Introducing
Consumer Trends:
2024
TikTok Shop, Ozempic, Gen. Z shopping, and everything else that matters in 2024.
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Executive Briefing
Two new Japanese boutique hotels that are doing it right
How to
actually
compete with Airbnb. Also: The Tokyo salad chain that publishes sales data — in real-time. And the truth about that Foxtrot deal.
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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
A new tennis brand for everyone
Meet LA’s All-Love Racquet Club. Also: Is Airbnb getting worse? Or better? Yes. And some NYC retail notes.
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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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