The Weekly Consensus™ brings to your inbox every Monday a summary of the major stories that impacted consumer businesses in the prior week. It also includes “The Big Story” – and editorial by a Consensus professional commenting on an item of significance to the industry.


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Last weekend, my four-year-old son and I were having lunch and he asked for some cherry tomatoes. Unfortunately, cherry tomatoes weren’t available at the local grocery store the last time we went, so we were out of luck.  To explain to him why certain kinds of produce may be occasionally unavailable at the store, we […]

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It has been a tumultuous year for Bed Bath and Beyond (“Bed Bath”) as it continues to narrowly avoid bankruptcy. The turmoil began in early January with a “going concern” warning issued by the company, which then drove its lender, JPMorgan Chase, to issue a default notice and call for immediate repayment of Bed Bath’s […]

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Computers are taking over the world.  At least, that is the fear.  News reports have been highlighting how advanced language models and other Artificial Intelligence (AI) could lead to a world where computers can so closely mimic human interactions that we will not be able to distinguish between what has been created by humans and […]

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TikTok is everywhere. Introduced to the U.S. in 2018, the social media platform allows users to create and share videos 15 to 60 seconds in length. Lighthearted singing and dancing clips, viral challenges and instructional life hacks abound on the platform. Today, its 150-plus million active users in the U.S. comprise seemingly 99% of Millennials […]

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By now, most people in our industry have spent some time thinking about the collapse of Silicon Valley Bank, the second largest U.S. bank (measured by assets) to fail in history. Depositors, mostly venture-backed companies, sought to withdraw $42 billion on March 9 alone, triggering a run on the bank every bit as dramatic as […]

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