Introducing the Consumer Trends 2026 Food & Beverage Special
Are we at peak protein?
I’m excited to share a new Consumer Trends special(!) report, my latest collaboration with Coefficient Capital.
This latest Consumer Trends report is a 68-slide presentation that you can view and download for free on my website, just in time for Expo West. Because you’re a TNC on Substack reader, here’s a direct link to download the report as a PDF. Please feel free to share widely.
It’s the latest in our ongoing Consumer Trends series, which has now generated 16 reports. (All of this continues to be inspired, of course, by analyst and investor Mary Meeker’s legendary Internet Trends report.)
Topics include: Are we at peak protein? What’s the future of beverage?
A third of Americans say they’re in “optimization mode.”
And: Is online grocery experiencing a new inflection point in growth?
More results from our 15th original Consumer Trends survey of 3,000 US consumers, conducted in February, in partnership with Toluna.
I’ll also be exploring many of these topics further for members — join today to receive those and support my work. 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!)