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Target
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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