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From the Editor
Introducing the
Consumer Trends
2024 Mid-Year Report
What’s driving growth in the beauty industry? And what’s the deal with Zyn?
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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
The 50 top-growing food categories in America
Instacart’s view of the grocery world. Plus: An Expo West scene report, Nike’s growth challenges, and more airline loyalty ‘innovation’.
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From the Editor
Introducing the
Consumer Trends
Food & Wellness Special Report 2024
What do Americans say they want to eat? What are they actually eating? A 56-slide special report, just in time for Expo West.
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Executive Briefing
Maybe Whole Foods isn’t asleep at the wheel
New Erewhon-sized stores in New York sound smart. (Please, steal their cafés, too.)
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Executive Briefing
Why Walmart is buying a TV brand
Vizio will cost $2+ billion, but it’s priceless for Walmart’s advertising business.
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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
McDonald’s is here to save us from diabetes. Just kidding!
The new CosMc’s brand is taking on Starbucks, all right — in the sugar department.
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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
The AI pin is probably doomed
But Humane’s new thing is a sign of things to come. Also: Instacart’s first earnings, when DTC marketplaces make sense, and the Amazon Fashion flop.
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Executive Briefing
Recalibrating for retail
The lessons behind Acid League’s new ‘Shortcut’ sauces. Plus: Chipotle on Ozempic, Sweetgreen’s new plates, and a coffee experience I’ll never forget.
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In Conversation
Diaspora Co. wanted to be Patagonia, not a DTC unicorn
Sana Javeri Kadri on the cardamom supply chain crisis, redesigning for retail, and her next chapter in Mumbai.
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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
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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