The New Consumer

Thorne is, so far, The New Consumer deal of the summer: Last month, the supplement brand announced that Procter & Gamble, the CPG conglomerate, would acquire it for $3.8 billion, nearly six times this year’s $650 million in expected sales. Thorne’s growth has come from the usual places — product, marketing, and distribution. But there’s a fourth thing here that most supplement brands don’t have: Thorne’s packaging design is nearly perfect and deserves extra credit.

Hello hello! It’s Dan Frommer, back with The New Consumer, and back in sunny Los Angeles for the next month — let me know if you’re around. I knew I was back in the US when I walked into Sprouts and immediately saw PROTEIN HYDRATION and a MICRO PLASTICS DETOX kit. (Might I suggest a bundle?) If brands are a key part of the modern consumer identity, which brands do today’s consumers identify most with?

Hello hello! It’s Dan Frommer, back with The New Consumer. How are you? One quick plug: I was back on the This Is Taste podcast this week, live-snacking in studio with Matt Rodbard. (Instagram highlights Reel here.) We talked about our favorites from the Fancy Food show — Mr. Pickles, Ginja Snap, The Great Chestnut Experiment, etc. — and a few points from my new Consumer Trends report with Coefficient Capital. I’ll be off next week for vacation, then back in the US for a while in July and August.

Hi, it’s Dan Frommer. Meet the Optimizers! I’m excited to share a new Consumer Trends Special Report report, my latest collaboration with Coefficient Capital. A 93-slide presentation exploring the new consumer economy. A third of Americans say they’re in “optimization mode” — trying to get an edge on life through healthier choices and smart shortcuts. Who are they, how do they live, and how to reach them? Peptides are exploding in interest. How much do consumers already know?

I’m excited to share a new Consumer Trends report, my latest collaboration with Coefficient Capital. This latest Consumer Trends report is a 93-slide presentation that you can view and download for free. It’s the latest in our ongoing Consumer Trends series, which has now generated 18 reports.

Hello hello! It’s Dan Frommer, back with The New Consumer, en route to New York, where I’ll be speaking next Monday afternoon, June 29, at the Summer Fancy Food Show — come to my presentation! Merci beaucoup to the Five Seasons Ventures team for letting me borrow a desk this week in their blissfully air conditioned office. Paris in 100+ degree heat, sans AC, is a problem that needs serious rethinking.

I’m excited to share a new Consumer Trends special(!) report, my latest collaboration with Coefficient Capital. This latest Consumer Trends report is a 50-slide presentation that you can view and download for free. It’s the latest in our ongoing Consumer Trends series, which has now generated 17 reports. (All of this continues to be inspired, of course, by analyst and investor Mary Meeker’s legendary Internet Trends report.) Topics include: Is alcohol really the new tobacco?

Hello hello! It’s Dan Frommer, back with The New Consumer. How are you? I’ve just returned from 3daysofdesign, Copenhagen’s design week, where the city was transformed into exhibitions and parties for cool-looking chairs, sustainable building materials, scent and sound collabs, and other designobjekter. It’s the sort of situation where you might walk past a packed storefront to find that French design god Erwan Bouroullec is giving a talk inside about a Tyvek couch he just made.

Hello hello! It’s Dan Frommer, back with The New Consumer. And back in Paris after a very quick trip last week to New York, where I presented about Gen. Z beverage trends at Oatly’s Aftertaste event in the Flatiron. (Btw: I’ll be in Copenhagen this week for 3daysofdesign.

Hello hello! It’s Dan Frommer, back with The New Consumer. Ça va? Quick note: I’ll be co-hosting a free online event in a couple of weeks with Consumer Edge, looking at consumer spending in the beauty vertical, including a bunch of new charts based on their panels of US and UK credit and debit card transaction data. It’s on Wednesday, May 27 at 11am ET.