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Executive Briefing
The sketchy side of crowdfunding
Companies like Levels are asking consumers to invest — with a lot less information than VCs would demand.
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Executive Briefing
Maybe Whole Foods isn’t asleep at the wheel
New Erewhon-sized stores in New York sound smart. (Please, steal their cafés, too.)
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Executive Briefing
The commerce exec’s guide to the Apple Vision Pro
What shopping is like on today’s Vision Pro, where it’s going, and how brands should approach new platforms like VisionOS.
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Executive Briefing
Why Walmart is buying a TV brand
Vizio will cost $2+ billion, but it’s priceless for Walmart’s advertising business.
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Executive Briefing
How Herman Miller aced its brand refresh
And how to push a creative project through a big company. Plus: Is Yeti the next great consumer holding company?
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Focus on AI: In Partnership With Work & Co
How AI will open new possibilities for commerce — and how you can get started
Launching a new series on AI-enabled commerce, starting with an interview: Derek Fridman, design partner at Work & Co.
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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
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
Diaspora Co. wanted to be Patagonia, not a DTC unicorn
Sana Javeri Kadri on the cardamom supply chain crisis, redesigning for retail, and her next chapter in Mumbai.
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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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