Archives Walmart

Sweetgreen’s Infinite Kitchen

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. Read more →

15 minute grocery delivery - Fridge No More

Executive Briefing

Is 15-minute grocery delivery a brand or a feature?

Look out, Safeway. Gorillas is coming. Read more →

Harry's founders Andy Katz-Mayfield and Jeff Raider

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. Read more →

Dan Frommer grocery unbundling chart

Executive Briefing

Unbundling the grocery cart

The pandemic changed the way millions of households shop for food, forever. Especially mine. Read more →

John Furner

Executive Briefing

Walmart is playing not to lose

And it’s probably the right move. Read more →