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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
Parade’s sale, Peloton’s bummer summer, Nike Studios pricing, Ikea’s SF launch, and my Barbie note
Plus: Office Hours for members, this Tuesday. Grab one!
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In Conversation
Funding consumer brands in 2023
Elly Truesdell, founder of New Fare Partners, on where she’s investing today, what’s changed, and how food startups can get ready for venture.
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Executive Briefing
MrBeast Burger’s inevitable flameout
Also: What Nike and HBO have in common. And where’s Whole Foods in the ‘food as medicine’ conversation?
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Executive Briefing
Austin’s retail offensive
SoCo is the new SoHo — or something. Also: Lululemon on fire, Van Leeuwen’s artsy ice cream, and YouTube’s taking share.
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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
Can canned beans have their tinned-fish moment?
Also: Ghia’s latest bottle design (and numbers). And, what’s Magic Spoon working on?
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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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Executive Briefing
TikTok won Gen. Z. It’s influencing how and what they buy, too.
You simply can’t overstate how giant TikTok has become, so quickly, among younger consumers.
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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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Brands
Foxtrot is the store that every neighborhood deserves
Can Chicago’s upmarket convenience chain scale across the country?
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From the Editor
Introducing the
Consumer Trends
2022 Mid-Year Update
The Covid-19 pandemic is not over. But “economic Covid” is, mostly.
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Executive Briefing
Acid League is swinging for the fences
From sauces and dressings to non-alc wine, the craft vinegar startup is trying to take over the grocery store, several aisles at a time.
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From the Editor
Introducing the
Consumer Trends
2022 report
2020 shocked the system. In 2021, we acclimated. Now what?
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Executive Briefing
Is 15-minute grocery delivery a brand or a feature?
Look out, Safeway. Gorillas is coming.
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From the Editor
Introducing the
Consumer Trends
(Partial-) Reopening Special report
The consumer is back. But it’s back differently.
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Executive Briefing
What will Instacart become?
The online grocery service has a new CEO, with a massive opportunity — and big questions — ahead.
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