The New Consumer (on Substack)

The New Consumer (on Substack)

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Introducing Consumer Trends 2026

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

Waymo is the rare case where a product genuinely exceeds expectations

The future of shopping is coming into view

Obvious Shirts and the business of fandom

Chase’s $800 Sapphire Reserve: The math is messy, but the strategy is brilliant

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

Erewhon is going to crush it in NYC (eventually)

People want new stuff all the time

Introducing the Consumer Trends 2025 Mid-Year Report

Daydream, AI, and the future of shopping

How to build a better subscription business

Introducing the Consumer Trends Food Feelings Matrix

A decade with the Apple Watch

The new face of consumer AI

Introducing the Consumer Trends Beauty Special 2025

Uncharted Tarifftory

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

Introducing the Consumer Trends Food & Wellness Special 2025

Resy’s million-dollar tables

Introducing The New Consumer (on Substack)

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