Archives Future of Grocery

Consumer Trends 2026 Expo Special

From the Editor

Introducing the Consumer Trends 2026 Food & Beverage Special

Are we at peak protein? Read more →

Chat Mart

Executive Briefing

The future of shopping is coming into view

With Walmart and Shopify onboard, can OpenAI train humans to shop with ChatGPT? Read more →

Kith Ivy Erewhon

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. Read more →

Consumer Trends

The best of Consumer Trends 2025

Key threads and the best charts from my new report with Coefficient Capital. Read more →

Consumer Trends Highlights

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. Read more →

Row 7 vegetables

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? Read more →

Foxtrot co-founder Mike LaVitola

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? Read more →

Hungryroot groceries

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. Read more →

Foxtrot coffee pour

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. Read more →

Levels Wefunder campaign

Executive Briefing

The sketchy side of crowdfunding

Companies like Levels are asking consumers to invest — with a lot less information than VCs would demand. Read more →

Poppi Super Bowl Commercial

Executive Briefing

Poppi in play

Also: Instacart earnings, Target goes low, another Foxtrot CEO, and more. Read more →

Trunk Hotel Yoyogi Park

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. Read more →

Blue Apron 2022 Investor Day

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? Read more →

All-Love Racquet Club founder Erika Bond

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. Read more →

Instacart CEO Fidji Simo

Prospectus Prospectus

Instacart got huge. It’s going public. Now how will it grow?

Analyzing the online grocery service’s S-1 filing. Read more →

Sweetgreen’s Infinite Kitchen

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. Read more →

Foxtrot CEO Liz Williams

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. Read more →

Consumer Trends Food and Wellness 2023 Special Report

From the Editor

Introducing the Consumer Trends Food & Wellness Special Report

We’re at an inflection point: Health is wealth, and food is medicine. Read more →

Consumer Trends 2023

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. Read more →

Kroger Albertson's brands

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. Read more →