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Starbucks
Focus on AI
Claude is getting consumers to spend real money on AI
ChatGPT and Claude look like the same product. They’re becoming very different businesses.
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Consumer Trends
Where do people actually want more protein?
We asked 3,000 consumers how they feel about adding protein to 18 products, from snack bars to beer. Here’s where the opportunity is — and where it isn’t.
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Executive Briefing
People want new stuff all the time
But it has to be good. Also: Why Sweetgreen’s fries are canceled. And notes from Q2 earnings.
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Consumer Trends
How Americans really think about seed oils, Poppi & Olipop, and MAHA
In-depth research from our latest
Consumer Trends
report.
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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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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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Consumer Trends
Introducing
Consumer Trends
Highlights
A new monthly
Consumer Trends
update.
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Executive Briefing
Is Apple still the world’s hottest brand?
Apple was THE brand of the 2000s and 2010s. What will be the brand of the 2020s? Also: Starbucks tanks.
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Executive Briefing
The 50 top-growing food categories in America
Instacart’s view of the grocery world. Plus: An Expo West scene report, Nike’s growth challenges, and more airline loyalty ‘innovation’.
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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
Actually, Birkenstock’s IPO was fine
Don’t worry about this week. The IPO ‘pop’ remains dumb.
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Executive Briefing
Apple’s ‘mixed reality’ goggles are imminent
Why they’re worth your attention and imagination.
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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
Apple’s pandemic year, Starbucks and the reopening
Also: New office hours availability for members.
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Executive Briefing
Rethinking the Starbucks ‘third place’
Starbucks is betting on a smaller, more efficient ‘Pickup’ concept in big cities. But what else?
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Executive Briefing
Panera’s $9 coffee subscription and the art of forming a habit
And: How Starbucks’ personalized email marketing is the best in the business.
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Executive Briefing
Netflix as the global culture platform, Starbucks the currency
How big can Netflix realistically get?
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