Archives Future of Grocery

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 →

Thrive Market products

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’. Read more →

Foxtrot Market Fulton Market

Brands

Foxtrot is the store that every neighborhood deserves

Can Chicago’s upmarket convenience chain scale across the country? Read more →

Consumer Trends report slides

From the Editor

Introducing the Consumer Trends 2022 Mid-Year Update

The Covid-19 pandemic is not over. But “economic Covid” is, mostly. Read more →

Consumer Trends 2022

From the Editor

Introducing the Consumer Trends 2022 report

2020 shocked the system. In 2021, we acclimated. Now what? Read more →

Whole30 co-founder and CEO Melissa Urban

Executive Briefing

The business of Whole30

Melissa Urban is turning her elimination diet into a lifestyle brand with an increasingly complex business, from licensing to CPG. Read more →

Fishwife smoked salmon

Executive Briefing

What momentum looks like

Also: Chase is buying The Infatuation. And an update on Blue Bottle’s oat-milk-by-default experiment. Read more →

15 minute grocery delivery - Fridge No More

Executive Briefing

Is 15-minute grocery delivery a brand or a feature?

Look out, Safeway. Gorillas is coming. Read more →

Executive Briefing

What will Instacart become?

The online grocery service has a new CEO, with a massive opportunity — and big questions — ahead. Read more →

Cometeer boxes in the freezer

Executive Briefing

Is the future of coffee in your freezer?

Cometeer is a startup that sells meticulously crafted — and surprisingly good — frozen coffee in pods. Will enough people care? Read more →

DUMBO empty

Executive Briefing

Cities aren’t over

But they’ll be different. It’s like a software update. Read more →

Vinny Dotolo and Jon Shook

Executive Briefing

Why Jon & Vinny’s LA restaurant group just bought a tiny grocery chain

In the Instacart era, “we feel that the neighborhood grocery is going to become important again.” Read more →

Dan Frommer grocery unbundling chart

Executive Briefing

Unbundling the grocery cart

The pandemic changed the way millions of households shop for food, forever. Especially mine. Read more →