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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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Prospectus Prospectus
Analyzing Cava’s IPO filing
Is the fast-casual Mediterranean chain ready for pickup?
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Executive Briefing
Can canned beans have their tinned-fish moment?
Also: Ghia’s latest bottle design (and numbers). And, what’s Magic Spoon working on?
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Executive Briefing
Foxtrot has a new CEO. What’s changing and what isn’t?
And: A few notes from Aesop’s $2.5 billion sale.
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Executive Briefing
Shopify’s actually-clever consumer rewards program
Also: Chipotle is playing offense again.
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Executive Briefing
Why every new restaurant feels like an old diner
What’s behind the lunch-counter renaissance? Nostalgia, but also a desire to do the simple things well.
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Executive Briefing
Noma’s evolution, René Redzepi, and the future of restaurants (and chefs)
And: What the Ace Hotel got right on the way to its $85 million acquisition.
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Brands
Foxtrot is the store that every neighborhood deserves
Can Chicago’s upmarket convenience chain scale across the country?
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Executive Briefing
A24, the cool film studio, wants to sell you a membership
Highbrow brilliant? Also: Chipotle says it’s ‘finally getting back to pre-pandemic operations’.
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Executive Briefing
Sweetgreen’s new ‘Sweetpass’ is a hint of things to come
Think of this as an example mini-game in the personalized future of marketing.
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Executive Briefing
Blue Bottle is testing oat milk ‘as the default option’
Also: Lunch is back! And more of Chipotle’s reopening takeaways.
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Executive Briefing
Hard seltzer, but actually good
White Claw Summer is here again. But these craft startups are worth your attention.
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Executive Briefing
What will happen to Sweetgreen?
The 2010s’ favorite salad brand has a new look. Can it re-accelerate after a spoiled pandemic year?
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Executive Briefing
Why Sweetgreen just shredded its loyalty program
Also: How Nike wants to own the customer relationship — everywhere. And Squarespace’s pre-IPO bet on Tock.
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Executive Briefing
Goop Kitchen’s taste test
And a
Consumer Trends
update.
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