Dan Frommer

Founder and Editor in Chief, @newconsumer
Founding editor, @businessinsider
Former EIC, @Recode
Consumer trends, tech, food, travel

[Dan Frommer @fromedome]

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

[Lauren Sherman @lapresmidi]

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

[Dan Frommer @fromedome]

@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???

[Dan Frommer @fromedome]

@tomcritchlow And I…

[Dan Frommer @fromedome]

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:

[Dan Frommer @fromedome]

@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.

[Dan Frommer @fromedome]

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:

[Lauren Sherman @lapresmidi]

SCOOP: Everlane sold to Shein for $100 million https://t.co/t20DvYqvcr @PuckNews

[Dan Frommer @fromedome]

Full story: https://t.co/1cchAYPkMU

[Dan Frommer @fromedome]

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:

[Timm Brocks @TimmBrocks]

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.

[Dan Frommer @fromedome]

Source: Consumer Trends 2024, The New Consumer and Coefficient Capital → https://t.co/fkg5XK4Aot

[Dan Frommer @fromedome]

@TheReadOption1 @hamburger This is from @Shopify referring specifically to their network. https://t.co/nHvyrS3QvS

[Lauren Sherman @lapresmidi]

SCOOP: Everlane sold to Shein for $100 million https://t.co/t20DvYqvcr @PuckNews

[Dan Frommer @fromedome]

The value collapse of Chase points continues →

[BoardingArea @BoardingArea]

(Book Now) Devastating! Hyatt Makes Their Award Chart 25%+ More Expensive (& Confusing) https://t.co/bcs7ws40kJ via @milestomemories

[The New Consumer @newconsumer]

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.

[Dan Frommer @fromedome]

@sophiaamoruso Haha challenge accepted

[Dan Frommer @fromedome]

@maiab Try HAY?

[Dan Frommer @fromedome]

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

[Dan Frommer @fromedome]

@JesseRogersESPN Turns out, yes!

[Dan Frommer @fromedome]

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

[Dan Frommer @fromedome]

@obvious_shirts Who's doing the 4K upscale of this @KinoLorber???