Consumer Trends
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Shopify
Focus on AI
Early AI shopping data shows a shorter funnel with higher conversion
Great news for brands today. But new economics are coming.
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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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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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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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Executive Briefing
Poppi in play
Also: Instacart earnings, Target goes low, another Foxtrot CEO, and more.
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Executive Briefing
Is Nike actually good at digital? Or is it just lucky to be Nike?
Nike Run Club is a half-hearted disappointment that should be so much more. Also: Updates on Shopify, Airbnb, Beyond Meat, and Delta.
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Executive Briefing
What Amazon really wants
Also: Threads’ huge debut, how Nike grows the pie, and the Gjelina Group’s first hotel.
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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
Shopify’s actually-clever consumer rewards program
Also: Chipotle is playing offense again.
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Executive Briefing
Online grocery shopping is a pandemic-era behavior that actually stuck
Thrive Market, the Whole Foods of e-commerce, now has 1.2 million members. How does it fit into the future of grocery? Also: Great Jones’ new ‘Pantry Pals’.
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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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Executive Briefing
The Shopify-Facebook collision course
Also: NYC retail is back! Target’s genius branding move. And Cometeer’s new in-store pilot.
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Executive Briefing
Why there still haven’t been more billion-dollar acquisitions for direct-to-consumer commerce startups
Inside: Why Harry’s wants to buy your brand. Why two ex-Glossier execs stopped trying to create them. And how Facebook wants to eat it all.
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Executive Briefing
Danny Meyer explains how the dining experience will change
Also: Shopify’s curious consumer brand.
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Executive Briefing
Shopify’s uninspired vision of the future of shopping
And: The real challenge for Sweetgreen’s new Plates.
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Executive Briefing
Will direct-to-consumer transform the beverage industry?
The company behind Dirty Lemon wants to change how you shop for drinks.
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Executive Briefing
Sweetgreen’s quiet delivery roll-out, What Shopify’s new CBD program means
Shopify just opened the door to CBD e-commerce — sort of.
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Follow the Money
The CBD business is supposed to explode, but selling it online is still a mess
The banking industry is still holding everyone back. But why?
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