Consumer Trends
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Consumer Trends
Meet the Optimizers
In our
Consumer Trends
research, a third of Americans identify as being in ‘optimization mode’. They want max health and max pleasure, and are willing to pay for it.
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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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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
Has Sweetgreen hit bottom?
Wraps to the rescue, after years of drifting?
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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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Executive Briefing
The new face of consumer AI
Fidji Simo, OpenAI’s new ‘CEO of Applications’, has a big opportunity with real problems to solve. Also: What Sweetgreen and DoorDash are saying about the post-tariff consumer.
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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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In Conversation
Why Sweetgreen added steak
Co-founder Nicolas Jammet on the new dinner strategy, robot kitchens, and expanding beyond the lunch crowd.
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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
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
Lab-grown meat is a consumer-branding case study in the making
How Upside Foods and Good Meat are trying to build buzz — and trust — around ‘cell-cultivated’ meat.
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Executive Briefing
MrBeast Burger’s inevitable flameout
Also: What Nike and HBO have in common. And where’s Whole Foods in the ‘food as medicine’ conversation?
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Prospectus Prospectus
Analyzing Cava’s IPO filing
Is the fast-casual Mediterranean chain ready for pickup?
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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
A new premium card for the Erewhon set
Can Ness, a new wellness-meets-finance startup, compete with Chase and Amex? Also: Inside Sweetgreen’s new loyalty program. And the LinkedIn olive oil mess.
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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
Growing in a downturn
Also: Oura’s new Gucci ring. And: Wednesday is the new Monday (and the new Thursday).
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Executive Briefing
Sweetgreen’s new ‘Sweetpass’ is a hint of things to come
Think of this as an example mini-game in the personalized future of marketing.
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Executive Briefing
What will happen to Sweetgreen?
The 2010s’ favorite salad brand has a new look. Can it re-accelerate after a spoiled pandemic year?
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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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