
It’s November 19 and we are in a weird place with food inflation. Everyone has already seen the “3% food inflation” charts from late summer. At the same time, the government hasn’t released October inflation data and there is a real chance that gap in the official data never gets fully filled in. So the…
Intro This guide brings together the most useful newsletters for people who work in consumer packaged goods. The aim is to save time and improve decisions. Each section explains what the newsletter covers, who benefits, and how you can use it inside a brand or retail team. Every listing ends with a plain URL so…

Zero sugar soft drinks are growing because taste finally meets the promise and because small packs fit tight budgets. Energy drinks are growing because they deliver a clear function with flavor variety and easy access in the cold vault. The latest quarter makes both points. Coca-Cola reports Coke Zero Sugar +14% in Q3 with broad…

Q3 was a big deal for online grocery. In July, sales reached $10B, August grew to $11.2B, and September hit $12.5B. That’s 11.6% growth from August to September and 31% growth year over year. Stores are reportedly experiencing more monthly active users, more orders per user, and larger baskets, signaling a long-term trend not just…

Data from McKinsey’s Latest AI Survey Last week, McKinsey published a global survey of AI adoption among 1,993 respondents, 38% of whom work for organizations worth $1B and above. The largest companies are moving beyond simply testing AI and are busy implementing agentic workflows in key areas. But it’s still the early days and few…

While tourism and alcohol consumption decline, online gambling, or iGaming, is moving in the opposite direction. Perhaps money being saved by not buying alcohol is being wagered in this burgeoning market. August 2025 results set records across major iGaming states. Pennsylvania generated $291 million. New Jersey posted $248 million, its highest month ever. Michigan recorded…

As we step into October, the latest numbers show that international visits to the United States are still under pressure. August data revealed overseas arrivals were nearly three percent lower than a year earlier. Los Angeles reported an eight percent decline across the summer months while Las Vegas saw an 11% fall in June with…

OpenAI just released public pricing to its AI Video Generator, Sora. You pay per second of finished video. There are three quality tiers – standard quality is the most affordable, pro quality is sharper, and “pro big canvas” gives you the crispest look. The costs below assume you keep the first take with zero revisions.…