Claude is getting consumers to spend real money on AI

ChatGPT and Claude look like the same product. They’re becoming very different businesses.

May 4 • Dan Frommer

1

April 2026

DTC isn’t dead

It’s just different now.

Apr 24 • Dan Frommer

5

3

The next 40 million GLP-1 users

How they’re different and what it means for food businesses. Also: Why Grüns won.

Apr 15 • Dan Frommer

4

March 2026

Is smoking really back?

Sorry to disappoint. Plus: The Quince growth chart revealed, and seven years (!) of The New Consumer.

Mar 26 • Dan Frommer

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Are we at peak protein? Not even close

We asked 3,000 consumers how they feel about adding protein to 18 products, from snack bars to beer. Here’s where the opportunity is — and where it…

Mar 20 • Dan Frommer

2

Introducing the Consumer Trends 2026 Food & Beverage Special

Are we at peak protein?

Mar 4 • Dan Frommer

6

1

February 2026

Has Sweetgreen hit bottom?

Wraps to the rescue, after years of drifting?

Feb 28 • Dan Frommer

8

David Protein has our attention. Here’s the bigger plan.

Peter Rahal on building a house of brands, the new David Bronze, and winning in the bar category. Plus: What Americans actually mean when they say they…

Feb 13 • Dan Frommer

6

January 2026

Introducing the Live Shopping Update, in partnership with Whatnot

Live shopping generated $22 billion in North America and Europe last year. Here’s what’s driving the boom.

Jan 30 • Dan Frommer

4

1

The things that inspired me in 2025

A (belated) year-end gift guide for the mind.

Jan 7 • Dan Frommer

6

3

December 2025

Introducing Consumer Trends 2026

Despite last year’s chaos, the American consumer never stopped spending, and many say they’re trading up.

Dec 12, 2025 • Dan Frommer

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2

November 2025

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, 2025 • Dan Frommer

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