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Earnings
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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Executive Briefing
A day with AirPods Pro
Apple’s still got it.
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Executive Briefing
Affirm’s clever end-around, Snap and Chipotle earnings
The comeback tour continues.
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Executive Briefing
Why Target is at an all-time high
More than anything, Target knows what it is.
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Executive Briefing
Sweetgreen’s new store concept, Netflix’s belly flop
Plus: A new favorite business podcast for summer grilling.
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Executive Briefing
Facebook’s Stories challenge, Everlane’s sneaker markup
Plus: Apple’s latest mega-hit, and some slow media.
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Executive Briefing
Everlane’s CEO explains Tread, the company’s new sneaker brand
Also: Snap, Twitter, Facebook, pop.
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Executive Briefing
Can Luminary, the Netflix for podcasts, possibly work?
The timing, at least, is good.
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