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Retail
Executive Briefing
The AI pin is probably doomed
But Humane’s new thing is a sign of things to come. Also: Instacart’s first earnings, when DTC marketplaces make sense, and the Amazon Fashion flop.
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Executive Briefing
Recalibrating for retail
The lessons behind Acid League’s new ‘Shortcut’ sauces. Plus: Chipotle on Ozempic, Sweetgreen’s new plates, and a coffee experience I’ll never forget.
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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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In Conversation
Lessons from launching during the DTC boom
Diaspora Co. spices founder Sana Javeri Kadri on growing with intention, the changing consumer, and redesigning for retail.
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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
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
Weed gummies, now shipping nationwide
Is it legal? It should be! Also: Nike’s new fitness studios and a Ghia ginger update.
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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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Brands
What happened to Great Jones?
Unpacking the DTC cookware darling’s sale to one of its suppliers. And an industry primer from Made In CEO Chip Malt.
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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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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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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
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
The things that inspired me in 2022
A year-end gift guide for the mind.
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Executive Briefing
How to get into big retail when you’re a tiny new startup
Graza plans to have its squeeze-bottle olive oil in 2,000 stores around its first birthday.
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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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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
Riding out the e-commerce dip
Are we in the early stages of an e-commerce recession? Or just a few short-term bumps?
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