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Consumer Trends
Where do people actually want more protein?
We asked 3,000 consumers how they feel about adding protein to 18 products, from snack bars to beer. Here’s where the opportunity is — and where it isn’t.
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From the Editor
Introducing the
Consumer Trends
2026 Food & Beverage Special
Are we at peak protein?
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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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