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Hims GLP-1s

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? Read more →

Consumer Trends

YouTube is underrated — a huge part of the future of television

Massive, organic, and differentiated, YouTube is only getting better, with a special connection to Gen. Z. Read more →

Netflix's Squid Game

Executive Briefing

Netflix and the streaming wars, checkpoint 03

Netflix isn’t just going to run away with it. Read more →

Mother's Day opt-out emails

Executive Briefing

What’s up with ‘opt-out of Mother’s Day’ emails?

Also: Apple’s new podcast subscriptions, and the brilliant flatness of “International Netflix Generic.” Read more →

Executive Briefing

Netflix as the global culture platform, Starbucks the currency

How big can Netflix realistically get? Read more →

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