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Retail
Follow the Money
Why everyone’s launching a beverage brand
It’s easy to enter, hard to win, and the prize is huge. Sounds like Powerball, but it’s the $250+ billion US beverage market.
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Follow the Money
DTC isn’t dead
It’s just different now.
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From the Editor
Introducing the Live Shopping Update, in partnership with Whatnot
Live shopping generated $22 billion in North America and Europe last year. Here’s what’s driving the boom.
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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?
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Executive Briefing
The future of shopping is coming into view
With Walmart and Shopify onboard, can OpenAI train humans to shop with ChatGPT?
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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.
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Executive Briefing
Erewhon is going to crush it in NYC (eventually)
Sorry, that tiny kiosk inside a Kith club doesn’t really count. Also: Lululemon’s stale sweats, PwC’s sketchy holiday forecast, and more.
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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.
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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
David Protein and the new retail roadmap
Does Whole Foods matter when you have TikTok and Huberman?
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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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Executive Briefing
The fires and what’s next
We’re about to rebuild two huge sections of Los Angeles — an unusual situation after a tragic disaster.
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Consumer Trends
The best of
Consumer Trends
2025
Key threads and the best charts from my new report with Coefficient Capital.
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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.
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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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Executive Briefing
What’s going on at AG1?
As its founder steps back — and Kat Cole takes over as CEO — has Athletic Greens hit its DTC growth ceiling?
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In Conversation
Building a modern lifestyle brand
Parachute’s Ariel Kaye on competing with cheap internet knockoffs, how it does collabs, and one trick learned from retail stores.
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