Introducing Consumer Trends 2026
Despite last year’s chaos, the American consumer never stopped spending, and many say they’re trading up.
I’m excited to share a new Consumer Trends report, my latest collaboration with Coefficient Capital.
This latest Consumer Trends report is a 122-slide presentation that you can view and download for free. Because Substack is a wild land, here’s a direct link to download the report as a PDF. Please feel free to share widely. If you find this useful, please subscribe!
It’s the latest in our ongoing Consumer Trends series, which has now generated 15 reports. (All of this continues to be inspired, of course, by analyst and investor Mary Meeker’s legendary Internet Trends report.)
Topics include: The creator economy, from careers and brands to TikTok Shop and OnlyFans. (40% of Gen. Z and Millennials say they’re “extremely” or “very” interested in a career as a professional content creator.)
A third of Americans say they’re in “optimization mode.” What does that mean?
GLP-1 users say they feel like a different person — and are shopping like it.
More results from our 14th original Consumer Trends survey of more than 3,000 US consumers, conducted in November, in partnership with Toluna.
I’ll also be exploring many of these topics further for members. And we plan to keep this series going. Thanks again for your support.
Questions? Feedback? Want me to present this at your event or to your team? I’m dan@newconsumer.com.
(One more link to the report!)