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Future of Grocery
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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Executive Briefing
Erewhon is going to crush it in NYC (eventually)
Sorry, that tiny kiosk inside a Kith club doesn’t really count. Also: Lululemon’s stale sweats, PwC’s sketchy holiday forecast, and more.
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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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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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Brands
You say you want to eat more, better vegetables. Here’s your chance.
Row 7’s veggies are optimized for flavor, now available at Whole Foods. Can Dan Barber and a community of chefs inspire Americans to eat healthier?
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Executive Briefing
Foxtrot’s comeback mantra: Simpler, better
Mike LaVitola has a rare second chance to reboot. Will it work? Also: Cava’s steak enters the ring. And Momofuku wants to be a restaurant company again?
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Focus on AI: In Partnership With Work & Co
The grocery store of the future is using AI to feed Americans healthier food
Hungryroot has built a $300+ million online grocery business by shopping for its customers.
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Executive Briefing
What happened to Foxtrot?
Pouring one out for Chicago’s beloved convenience store startup after its sudden, unexpected closure. Also: A new CEO for Food52.
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Executive Briefing
The sketchy side of crowdfunding
Companies like Levels are asking consumers to invest — with a lot less information than VCs would demand.
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Executive Briefing
Poppi in play
Also: Instacart earnings, Target goes low, another Foxtrot CEO, and more.
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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
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
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
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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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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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
Supermarket smash!
Thinking through Kroger’s $25 billion deal for Albertsons. Also: A subscription pilot for unlimited (great!) coffee in LA. And a simpler plan for Instagram commerce.
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Executive Briefing
Online grocery shopping is a pandemic-era behavior that actually stuck
Thrive Market, the Whole Foods of e-commerce, now has 1.2 million members. How does it fit into the future of grocery? Also: Great Jones’ new ‘Pantry Pals’.
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