Consumer 150 logo
Consumer 150
Subscribe
  • Consumer 150
  • Topics
  • Weekly Issue

Weekly Issue

Weekly IssueArticleDeep DiveWeekly Round-Up
Weekly IssueWeekly Issue
23andMe Redux, Breakage Drops, and Price Sensitive Shoppers
Jun 19, 2025

23andMe Redux, Breakage Drops, and Price Sensitive Shoppers

Rising rates and cautious buyers have turned the 2021 deal spree into a 2024 game of selective, cash-flow-first acquisitions.

Weekly IssueWeekly Issue
Dad’s Day Goes Experiential, and Young Spenders Lead
Jun 12, 2025

Dad’s Day Goes Experiential, and Young Spenders Lead

Younger shoppers are driving a shift from traditional gifts to high-emotion, high-ticket experiences—reshaping how brands should court the $24B Father’s Day wallet.

Weekly IssueWeekly Issue
The $1B Beauty Bet, AI PC Busts, and Checkout Fatigue
Jun 05, 2025

The $1B Beauty Bet, AI PC Busts, and Checkout Fatigue

We’re digging into how personalization is reshaping consumer loyalty, why AI PCs are failing to win buyers, the $1B bet Elf is making on Hailey Bieber’s Rhode, and what abandoned carts say about price sensitivity in 2025.

Weekly IssueWeekly Issue
Africa’s eComm Doubles—But Delivery’s Still Catching Up
May 29, 2025

Africa’s eComm Doubles—But Delivery’s Still Catching Up

It’s Thursday and we’re diving into the $113B African eCommerce bull run, single retailers dominate Gift Cards space.

Weekly IssueWeekly Issue
Less Cutting, More Curating: The New Spend Discipline
May 22, 2025

Less Cutting, More Curating: The New Spend Discipline

It’s Thursday and we’re diving into the digital wallets takeover on eCommerce payments, clothing tops as the most likely to purchase retail category during summer season, despite the economic environment.

Weekly IssueWeekly Issue
The Holiday That's Quietly Becoming a Retail Benchmark
May 15, 2025

The Holiday That's Quietly Becoming a Retail Benchmark

It’s Thursday and today we’re diving into the $34B Mother’s Day spending spree in the US, DoorDash’s $3.9B acquisition of Deliveroo to fuel its global expansion, rising tariffs turning Mother’s Day flowers into a luxury, and the plant-based milk market surging to $32B worldwide.

Weekly IssueWeekly Issue
What Happened to Big-Ticket Spending?
May 08, 2025

What Happened to Big-Ticket Spending?

It’s Thursday and today we’re diving into the U.S. consumer spending on durable goods, Africa’s eCommerce is both growing and diversifying its basket, as we get closer to Mother’s day Gift Cards spending gains more and more, and the retail industry is witnessing a quiet AI revolution in how consumers shop.

Weekly IssueWeekly Issue
What Drives a Hoodie Purchase? Hint: It’s Not Just Price
May 01, 2025

What Drives a Hoodie Purchase? Hint: It’s Not Just Price

It’s Thursday and today we’re diving into the economics of clothing and apparel. April is a sad month for furniture retailers but the rebound is just around the corner, Southern & Western Europe performs as the top Gift cards market in the continent, and the fashion industry is embracing its inner weatherman, predicting a forecast of uncertainty.

Weekly IssueWeekly Issue
Canada Boycotts U.S., Milk-Tea IPO Soars, Weather-Driven Spending Sprees
Apr 24, 2025

Canada Boycotts U.S., Milk-Tea IPO Soars, Weather-Driven Spending Sprees

It’s Thursday and today we explore how Canadian nationalism is reshaping consumer behavior in response to Trump-era tariffs, Chagee’s $411M Wall Street debut, why higher incomes mean fewer gift cards, and how tariffs are still hitting household appliance prices the hardest.

Weekly IssueWeekly Issue
Easter's Coming: Inflation Hopped Into A $22B Basket
Apr 17, 2025

Easter's Coming: Inflation Hopped Into A $22B Basket

Today we explore where the $803B consumer's budget for Technology goes, the boundary between consumer and creator continues to fade, Bain Capital to acquire major franchisee Sizzling Platter in a $1B deal, and December is positioned as the MVP of clothing sales.

Weekly IssueWeekly Issue
F&B’s Unstoppable Wave—Dig In
Apr 10, 2025

F&B’s Unstoppable Wave—Dig In

Today we’re diving into food and beverage PE activity, Argentina leading the charge in ecommerce growth, tariffs risking consumer tech spending hitting new highs, and Gen Z averaging 7.2 hours daily in entertainment.

Weekly IssueWeekly Issue
mCommerce is Booming—Who’s Ready For It?
Apr 03, 2025

mCommerce is Booming—Who’s Ready For It?

Today we’re diving into consumer tech’s next frontier beyond computing and phones, the $2.3T eCommerce dominance of China and the U.S., Easter’s evolving role in seasonal retail, and why gift cards remain the MVP of effortless spending.

Join 110,000+ B2C and D2C focused private equity investors and investment bankers, C-Suites executives getting proprietary insights and research reports everyweek.

Consumer 150

Join 110,000+ B2C and D2C focused private equity investors and investment bankers, C-Suites executives getting proprietary insights and research reports everyweek.

Home

Posts

© 2025 Consumer 150.

Privacy policy

Terms of use