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Executive Briefing
Chase’s $800 Sapphire Reserve: The math is messy, but the strategy is brilliant
Chase and Amex are transforming credit cards into lifestyle subscriptions, designed to redirect your spending. (And for the first time, I’m reconsidering my membership.)
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Executive Briefing
The 50 top-growing food categories in America
Instacart’s view of the grocery world. Plus: An Expo West scene report, Nike’s growth challenges, and more airline loyalty ‘innovation’.
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Executive Briefing
The new rules of airline loyalty
Delta hoses its middle class. Also: The imminent iPhone-cable whinefest. Birks. And $5.6 billion for Twinkies in the age of Ozempic.
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From the Editor
Introducing the
Consumer Trends
(Partial-) Reopening Special report
The consumer is back. But it’s back differently.
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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
Levels and the personalized future of food
It’s a lot easier to appreciate the concept of “you are what you eat” when you can see the data in real time.
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Executive Briefing
Airbnb and the future of travel
Even with a vaccine, travel won’t be the same for a while. Advantage Airbnb.
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Executive Briefing
Travel is back*
(*Sort of.) And the customer is changing.
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Executive Briefing
Away’s new CEO has his work cut out — and a massive opportunity
The good news: Stuart Haselden has probably seen it all at Lululemon and J.Crew over the past 14 years.
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Executive Briefing
Beyond Meat is literally fake meat. Why is it worth $9 billion?
Also: Airbnb’s brilliant ‘Adventures’ play.
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