Archives Marketing

Direct to Consumer product chart

Follow the Money

DTC isn’t dead

It’s just different now. Read more →

Gruns

Executive Briefing

The next 40 million GLP-1 users

How they’re different and what it means for food businesses. Also: Why Grüns won. Read more →

Sweetgreen wraps

Executive Briefing

Has Sweetgreen hit bottom?

Wraps to the rescue, after years of drifting? Read more →

Julia Fox for David Protein

Executive Briefing

David Protein has our attention. Here’s the bigger plan.

Peter Rahal on building a house of brands, the new David Bronze, and winning in the bar category. Plus: What Americans actually mean when they say they want to eat ‘clean’. Read more →

Waymo car

Executive Briefing

Waymo is the rare case where a product genuinely exceeds expectations

Also: Do all founders need to become Instagram influencers? And who’s cutting back on Chipotle? Read more →

Chat Mart

Executive Briefing

The future of shopping is coming into view

With Walmart and Shopify onboard, can OpenAI train humans to shop with ChatGPT? Read more →

Obvious Shirts

Brands

Obvious Shirts and the business of fandom

How a Chicago Cubs superfan built a multi-million-dollar merch business without spending on ads — and why staying niche might be better than trying to scale. Read more →

Chase Sapphire Sea

Executive Briefing

Chase’s $800 Sapphire Reserve: The math is messy, but the strategy is brilliant

Chase and Amex are transforming credit cards into lifestyle subscriptions, designed to redirect your spending. (And for the first time, I’m reconsidering my membership.) Read more →

Daydream's Daily Fashion Edit

Executive Briefing

Daydream, AI, and the future of shopping

Also: AG1 at Costco, Parachute pulls back from retail, and why Netflix can’t really compete with YouTube. Read more →

Oats Overnight founder and CEO Brian Tate

In Conversation

How to build a better subscription business

Oats Overnight gets 90% of its DTC customers to subscribe immediately. Founder Brian Tate shares its strategy. Read more →

Food Feelings

Consumer Trends

Introducing the Consumer Trends Food Feelings Matrix

We asked thousands of Americans to rate 96 food and drinks, from almond butter to whiskey. Here are the healthiest and funnest. Read more →

New York City skyline with a bunch of industrial smokestacks

Executive Briefing

Uncharted Tarifftory

Welcome to the dumb kind of volatility. Read more →

Executive Briefing

Resy’s million-dollar tables

And the real value of reservation platforms. Also: Did the restaurant industry learn anything from Covid? And, What’s Working w/ talent and influencers. Read more →

Executive Briefing

What Ozempic users are buying, a year later

Answering a big question as America’s favorite weight loss drugs go increasingly mainstream. And a What’s Working dispatch: How Made In builds ‘durability of earnings’. Read more →

Executive Briefing

The things that inspired me in 2024

A year-end gift guide for the mind. Read more →

Consumer Trends

The best of Consumer Trends 2025

Key threads and the best charts from my new report with Coefficient Capital. Read more →

Molly Baz

In Conversation

Molly’s World

Molly Baz, food media star and world builder, on creating her new sauce brand Ayoh, playing the YouTube game, and what she wants to do next. Read more →

Consumer Trends Highlights

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. Read more →

Row 7 vegetables

Brands

You say you want to eat more, better vegetables. Here’s your chance.

Row 7’s veggies are optimized for flavor, now available at Whole Foods. Can Dan Barber and a community of chefs inspire Americans to eat healthier? Read more →

Google Maps

Executive Briefing

How to save Starbucks

Also: A billion-plus reasons to like Pepsi’s Siete deal. And the truth about David bars. Read more →