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Instacart
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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Executive Briefing
Is 15-minute grocery delivery a brand or a feature?
Look out, Safeway. Gorillas is coming.
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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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Executive Briefing
Unbundling the grocery cart
The pandemic changed the way millions of households shop for food, forever. Especially mine.
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Executive Briefing
Why Trader Joe’s refuses to sell groceries online
Does that still pass the smell test?
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Executive Briefing
The online grocery discovery problem
Something important is missing from the online grocery experience. That’s a big opportunity.
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Executive Briefing
Online grocery delivery is showing its cracks
Built for convenience, it’s now essential infrastructure.
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Executive Briefing
Why Instacart matters
If Amazon is trying to build the iPhone of the grocery industry, Instacart is the Android.
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