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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
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
Lab-grown meat is a consumer-branding case study in the making
How Upside Foods and Good Meat are trying to build buzz — and trust — around ‘cell-cultivated’ meat.
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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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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
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
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
Growing in a downturn
Also: Oura’s new Gucci ring. And: Wednesday is the new Monday (and the new Thursday).
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Executive Briefing
Riding out the e-commerce dip
Are we in the early stages of an e-commerce recession? Or just a few short-term bumps?
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Executive Briefing
A24, the cool film studio, wants to sell you a membership
Highbrow brilliant? Also: Chipotle says it’s ‘finally getting back to pre-pandemic operations’.
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Executive Briefing
Can a ‘save now, buy later’ service possibly work?
Also: What’s up with Peloton?
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Executive Briefing
What’s up with ‘opt-out of Mother’s Day’ emails?
Also: Apple’s new podcast subscriptions, and the brilliant flatness of “International Netflix Generic.”
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Executive Briefing
Danny Meyer explains how the dining experience will change
Also: Shopify’s curious consumer brand.
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Executive Briefing
Apple’s pandemic year, Starbucks and the reopening
Also: New office hours availability for members.
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Executive Briefing
Netflix and the streaming wars, checkpoint 02
The real winner so far: The consumer.
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Executive Briefing
Apple’s viral widgets hit, what Nike learned this summer
I don’t think Apple was expecting this.
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Executive Briefing
‘Another highly unusual quarter’
Amazon and Apple are going to be fine. But for local retail, Covid-19 is still in control of the narrative.
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Executive Briefing
Pattern’s new brand, Apple’s brightest spot
With Open Spaces, the former Gin Lane team continues its unbundling (or rebundling?) of IKEA.
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Executive Briefing
Netflix and the streaming wars, checkpoint 01
A promising start.
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