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Walmart
Executive Briefing
What Amazon really wants
Also: Threads’ huge debut, how Nike grows the pie, and the Gjelina Group’s first hotel.
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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
Is 15-minute grocery delivery a brand or a feature?
Look out, Safeway. Gorillas is coming.
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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
Unbundling the grocery cart
The pandemic changed the way millions of households shop for food, forever. Especially mine.
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Executive Briefing
Walmart is playing not to lose
And it’s probably the right move.
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