Excited to be a part of @Oatly Aftertaste in NYC today, speaking about the most important (and fun!) trends in beverage, including matcha, protein, and customization.
Stay tuned to @newconsumer for my slides and more from today’s event. #oatlypartner
Scoop: Michael Preysman, founder of Everlane, is starting something new in reaction to the company's sale to Shein last week. The landing page: https://t.co/y1gaRoMr8I
@ParkerOrtolani Oh interesting. Drives me crazy almost every day when Chat/Claude tell me to go to sleep when it’s the next morning. How is there no timestamp???
One of my favorite slides from our @newconsumer reports is this one where Shein shoppers claimed to be more environmentally conscious than the average American in our survey:
@allbombs@newconsumer Overall average is the whole survey panel — 3,197 people in the US
"Shein shoppers" selected Shein from a list of stores they'd made a purchase from over the past 12 months.
Questions were asking about the survey-taker themselves, not a friend.
One of my favorite slides from our @newconsumer reports is this one where Shein shoppers claimed to be more environmentally conscious than the average American in our survey:
In our latest @newconsumer / Coefficient Capital survey of 3,000 Americans, high-protein pasta hit the rare "good idea" quadrant.
One of the few categories that people in our survey both see as a natural fit for protein and actually want to try:
Brami just raised $33M led by VMG Partners. VMG has backed Poppi, Oatly, and Health-Ade. When VMG writes a check this size it’s a signal, not just capital.
Why everyone’s launching a beverage brand: https://t.co/QS2pkR3agW
It’s easy to enter, hard to win, and the prize is huge.
Sounds like Powerball, but it’s the $250+ billion US beverage market.
The Claude Code / OpenClaw prosumer effect: Claude has a fraction of ChatGPT’s paid users, but they're spending ~3x more on a per-user basis.
In March, the average paid Anthropic customer spent $63 — real money! — vs. $22 for paid OpenAI customers, according to consumer card transaction data from @ConsumerEdge.
The gap in per-user spending widened last year as Claude Code and OpenClaw drove a prosumer wave, accelerating user and spending growth for Anthropic.
Meanwhile, OpenAI is moving in the opposite direction w/ a cheaper ChatGPT plan and ads.
More at @newconsumer: https://t.co/KigPkNyW0J
The Claude Code / OpenClaw prosumer effect: Claude has a fraction of ChatGPT’s paid users, but they're spending ~3x more on a per-user basis.
In March, the average paid Anthropic customer spent $63 — real money! — vs. $22 for paid OpenAI customers, according to consumer card transaction data from @ConsumerEdge.
The gap in per-user spending widened last year as Claude Code and OpenClaw drove a prosumer wave, accelerating user and spending growth for Anthropic.
Meanwhile, OpenAI is moving in the opposite direction w/ a cheaper ChatGPT plan and ads.
More at @newconsumer: https://t.co/KigPkNyW0J