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Consumer Trends
More Gen. Z and Millennials say they feel most like themselves ‘online’ than ‘offline’
Also: Even TikTok addicts don’t really trust China. The celebrity-backed booze bubble is deflating. And more
Consumer Trends
Highlights
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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
Poppi in play
Also: Instacart earnings, Target goes low, another Foxtrot CEO, and more.
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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
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
Walmart is playing not to lose
And it’s probably the right move.
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Executive Briefing
Why Target is at an all-time high
More than anything, Target knows what it is.
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