Consumer is back.
After disruption, a reimagined consumer economy emerges, driven by innovation & discipline. Other highlights include Lucky's partnership with NBA star Naz Reid, Magna’s athlete-focused launch, & more
"We are back, baby. We are so fucking back." — Phil Wenneck, The Hangover
After years of uncertainty and disruption, the consumer economy is steadily improving. Stabilizing inflation, renewed consumer sentiment, and technological advancements have created a foundation for growth. This is not merely a return to pre-pandemic norms—it reflects a new chapter defined by four critical pillars: AI-driven innovation, omnichannel distribution, a growing demand for health-conscious products, and a sharper focus on capital efficiency and sustainable unit economics.
Read more on AirSugar, Brian's new blog.
Portfolio Companies in the News
🍀 Lucky Beverage Co: Partnership with 6th Man of the Year Naz Reid from the Minnesota Timberwolves & Foremost 50 awards Lucky on the Power List of Breakout Challenger Brands - Link to Post & The Lead
🤖 Webeyez: Digital Tools to Revolutionize Your E-commerce Customer Experience - TechBullion
🎂 Cake: Best Sex Toys at Walmart & Sexy Holiday Gifts to Heat Up Your Winter Nights - Well+Good & rollingout
💦 Magna: 2025 for Magna Athletes - Link to Post
🖥 Orita: A Deep Dive into Artificial Intelligence for Ecommerce Email Optimization - eCommerce Fastlane
📓 Novel: 2024 Wrapped - Link to Post
🤩 Starface: How Kara Brothers Is Leading Starface to Break More Barriers in Skincare & New Fruity Starface Lip Balms - Who What Wear & New York Magazine
🛍 ShoppingGvies: CPGIO Expands Market Reach with ShoppingGives Acquisition and Strategic Leadership Appointment - PR Newswire
💻 Nostra: How to Increase ARPU for Ecommerce Brands: A Practical Guide - Nostra.ai
🧖♀️ Exponent: Exponent Beauty’s Power System Takes the Guesswork Out of Skincare Dosing - The Daily Beast
🚤 Motion: 2025 Creative Trends - Motionapp
🍳 Caraway: This Non-Toxic Pot May Be Small, but It Makes a Huge Difference in My Kitchen & Shop the Petite Cooker and Exclusive birthday bundles - Food & Wine & USA Today
👗 AirRobe: The Innovations Driving the Resale Renaissance - Vogue Business
💆♀️ Jupiter: Beauty Trends Poised to Take Over 2025, Best Hair Masks for Hair Growth, & Jupiter Hair Trio Review - Fashionista, Glamour, & GQ
📍Hyper: Technology Meets Physical Brand Touchpoints at the Juncture Between Wayfinding and Navigation - Transform Magazine
🫒 Brightland: Valentine's Day Gift Sets for the Ones You Love - ABC News
🏡 Livble - Pay Rent in Installments with Cash Flow Data - Plaid
👃 Snif: This Surprising Perfume Is for the Spicy Fragrance Lover & Launch of "Me" a Shape-Shifting Fragrance - Eater, HypeBae, Trendhunter