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Executive Briefing
The next 40 million GLP-1 users
How they’re different and what it means for food businesses. Also: Why Grüns won.
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Executive Briefing
Has Sweetgreen hit bottom?
Wraps to the rescue, after years of drifting?
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Executive Briefing
Ozempic users are going crazy for deli meat, fries, and handbags
GLP-1s are life-changing drugs, transforming not only waistlines but also identity and indulgence.
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Executive Briefing
People want new stuff all the time
But it has to be good. Also: Why Sweetgreen’s fries are canceled. And notes from Q2 earnings.
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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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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.
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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’.
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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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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?
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Executive Briefing
How to save Starbucks
Also: A billion-plus reasons to like Pepsi’s Siete deal. And the truth about David bars.
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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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In Conversation
Why Sweetgreen added steak
Co-founder Nicolas Jammet on the new dinner strategy, robot kitchens, and expanding beyond the lunch crowd.
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Executive Briefing
Is Apple still the world’s hottest brand?
Apple was THE brand of the 2000s and 2010s. What will be the brand of the 2020s? Also: Starbucks tanks.
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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
Actually, Birkenstock’s IPO was fine
Don’t worry about this week. The IPO ‘pop’ remains dumb.
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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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Executive Briefing
Lab-grown meat is a consumer-branding case study in the making
How Upside Foods and Good Meat are trying to build buzz — and trust — around ‘cell-cultivated’ meat.
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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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Executive Briefing
Cava gets it done with a big IPO
For all the decades of excitement around Chipotle-for-
x
concepts, few have made it this far.
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