Consumer Trends
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Walmart
Executive Briefing
The future of shopping is coming into view
With Walmart and Shopify onboard, can OpenAI train humans to shop with ChatGPT?
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Executive Briefing
Is Apple still the world’s hottest brand?
Apple was THE brand of the 2000s and 2010s. What will be the brand of the 2020s? Also: Starbucks tanks.
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Executive Briefing
Maybe Whole Foods isn’t asleep at the wheel
New Erewhon-sized stores in New York sound smart. (Please, steal their cafés, too.)
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Executive Briefing
Why Walmart is buying a TV brand
Vizio will cost $2+ billion, but it’s priceless for Walmart’s advertising business.
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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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