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Executive Briefing
The new face of consumer AI
Fidji Simo, OpenAI’s new ‘CEO of Applications’, has a big opportunity with real problems to solve. Also: What Sweetgreen and DoorDash are saying about the post-tariff consumer.
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From the Editor
Introducing the
Consumer Trends
Food & Wellness Special 2025
What do Americans say they want to eat? What are they actually eating? And what do they really think about seed oils?
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From the Editor
Introducing
Consumer Trends
2025
TikTok Shop is huge. Is drinking actually on its way out? And are Gen. Z beauty customers loyal?
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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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Executive Briefing
The Ozempic dupes are crushing it for Hims & Hers
Also: Another non-alc bottle shop is closing. And can Brian Niccol save Starbucks?
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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
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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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
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
The pressure is on for non-alc startups
It’s a must-win Dry January in a can’t-lose year for the category.
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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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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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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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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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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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