Ozempic users are going crazy for deli meat, fries, and handbags

GLP-1s are life-changing drugs, transforming not only waistlines but also identity and indulgence.

Nov 14 • 

Dan Frommer

3

Waymo is the rare case where a product genuinely exceeds expectations

Also: Do all founders need to become Instagram influencers? And who’s cutting back on Chipotle?

Nov 3 • 

Dan Frommer

4

October 2025

The future of shopping is coming into view

With Walmart and Shopify onboard, can OpenAI train humans to shop with ChatGPT?

Oct 18 • 

Dan Frommer

4

1

Obvious Shirts and the business of fandom

How a Chicago Cubs superfan built a multi-million-dollar merch business without spending on ads — and why staying niche might be better than trying to…

Oct 11 • 

Dan Frommer

4

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…

Oct 4 • 

Dan Frommer

9

1

September 2025

How consumers are using — and thinking about — AI right now

Gen. Z uses AI more than any other generation. They’re also seriously skeptical.

Sep 26 • 

Dan Frommer

8

1

Erewhon is going to crush it in NYC (eventually)

Sorry, that tiny kiosk inside a Kith club doesn’t really count. Also: Lululemon’s stale sweats, PwC’s sketchy holiday forecast, and more.

Sep 6 • 

Dan Frommer

3

August 2025

People want new stuff all the time

But it has to be good. Also: Why Sweetgreen’s fries are canceled. And notes from Q2 earnings.

Aug 9 • 

Dan Frommer

7

2

July 2025

Introducing the Consumer Trends 2025 Mid-Year Report

AI is polarizing. Pets are family. Podcasts move culture.

Jul 17 • 

Dan Frommer

10

1

2

Daydream, AI, and the future of shopping

Also: AG1 at Costco, Parachute pulls back from retail, and why Netflix can’t really compete with YouTube.

Jul 3 • 

Dan Frommer

2

June 2025

How to build a better subscription business

Oats Overnight gets 90% of its DTC customers to subscribe immediately. Founder Brian Tate shares its strategy.

Jun 6 • 

Dan Frommer

3

1

May 2025

Introducing the Consumer Trends Food Feelings Matrix

We asked thousands of Americans to rate 96 food and drinks, from almond butter to whiskey. Here are the healthiest and funnest.

May 24 • 

Dan Frommer

8

2