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Executive Briefing
The fires and what’s next
We’re about to rebuild two huge sections of Los Angeles — an unusual situation after a tragic disaster.
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Consumer Trends
The best of
Consumer Trends
2025
Key threads and the best charts from my new report with Coefficient Capital.
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From the Editor
Introducing
Consumer Trends
2025
TikTok Shop is huge. Is drinking actually on its way out? And are Gen. Z beauty customers loyal?
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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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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.
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Consumer Trends
Introducing
Consumer Trends
Highlights
A new monthly
Consumer Trends
update.
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Executive Briefing
TikTok Shop is huge. Will it last?
Finally, social commerce is working in the US. Also: What does a Shark Tank appearance do for a startup’s sales?
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From the Editor
Introducing
Consumer Trends:
2024
TikTok Shop, Ozempic, Gen. Z shopping, and everything else that matters in 2024.
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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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From the Editor
Introducing
Consumer Trends:
AI, Ozempic, and the Economy
Is there anything hotter this summer?
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Executive Briefing
Peloton for everyone?
Questions from a big relaunch. Also: Lessons from Duolingo’s TikTok success, and more.
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From the Editor
Introducing the
Consumer Trends
Food & Wellness Special Report
We’re at an inflection point: Health is wealth, and food is medicine.
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Executive Briefing
TikTok won Gen. Z. It’s influencing how and what they buy, too.
You simply can’t overstate how giant TikTok has become, so quickly, among younger consumers.
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From the Editor
Introducing the
Consumer Trends
2023 Report
The “Covid economy” mostly ended in 2022. But a high level of economic uncertainty continues into 2023.
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Executive Briefing
Will Reels, Instagram’s TikTok, work?
Also: ‘Plan B’ for Edgewell after its Harry’s deal collapsed. And Apple has a new head of marketing.
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