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

6

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

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

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

A decade with the Apple Watch

Thoughts, observations, and exclusive new data, after 3,675 days on the wrist.

May 16 • 

Dan Frommer

7

The new face of consumer AI

Fidji Simo, OpenAI’s new ‘CEO of Applications’, has a big opportunity with real problems to solve. Also: What Sweetgreen and DoorDash are saying about…

May 10 • 

Dan Frommer

6

April 2025

Introducing the Consumer Trends Beauty Special 2025

What are today’s beauty shoppers looking for? What do they want from brands? And is the Gen. Z beauty consumer loyal?

Apr 11 • 

Dan Frommer

20

1

Uncharted Tarifftory

Welcome to the dumb kind of volatility.

Apr 7 • 

Dan Frommer

3

March 2025

How Americans really think about seed oils, Poppi & Olipop, and MAHA

In-depth research from our latest Consumer Trends report.

Mar 21 • 

Dan Frommer

4

Introducing the Consumer Trends Food & Wellness Special 2025

What do Americans say they want to eat? What are they actually eating? And what do they really think about seed oils?

Mar 7 • 

Dan Frommer

6