- CVS to buy Aetna for $69 billion in a deal that may reshape the health industry (NYT)
- How Dollar General became America's store of choice (WSJ)
- How Amazon picks its seemingly random deals of the day (WSJ)
- Lidl pursuing smaller sites (Winsight Grocery Business)
- Sobeys to join discount rivals in Western Canada with FreshCo launch (Globe and Mail)
- Loblaw admits to bread price-fixing scheme spanning more than 14 years (Globe and Mail)
- Subscription businesses are booming (HBR)
- Despite industry efforts, Americans keep drinking in the sugar (WSJ)
- In Asia's fattest country, nutritionists take money from food giants (NYT)
- Tesco boss declares war on food waste crisis (The Telegraph)
Friday, 29 December 2017
Best of Pax Westona: December 2017
Stephan's Friday Picks
- The retail winners and losers of 2017 (Retail Dive)
- How do you compare? (Blue Mountain Capital)
- When to decentralize decision making and when not to (HBR)
- Grocerants (Robin Report)
- From the archives: Rob McEwan takes command at Sobeys (Globe and Mail)
Thursday, 28 December 2017
Stephan's Thursday Picks
- In Asia's fattest country, nutritionists take money from food giants (NYT)
- A $17 billion dilemma for Reckitt's CEO (Gadfly)
- $1B class action lawsuit filed against Loblaws for bread price fixing (CBC)
- Tesco boss declares war on food waste crisis (The Telegraph)
- Lotte chief gets suspended prison sentence; free to run firm (Reuters)
Wednesday, 27 December 2017
Stephan's Wednesday Picks
- Despite industry efforts, Americans keep drinking in the sugar (WSJ)
- Is that champagne in your sorbet? Prove it (NYT)
- Save-On-Foods offers gift card following Loblaw bread controversy (Globe and Mail)
- Home Depot has considered buying a $9 billion logistics company so Amazon doesn't (Recode)
- The 25 biggest food news stories of 2017 (Food and Wine)
Friday, 22 December 2017
Stephan's Friday Picks
- Walmart is developing a personal-shopping service for rich moms - and a store with no cashiers (Recode)
- 2017 was the year of retail's existential reckoning (Quartz)
- Get ready for a meatless meat explosion, as Big Food gets on board (Fast Company)
- Tencent to buy part of supermart chain in rare retail foray (Bloomberg)
- Subscription business are booming (HBR)
Labels:
Asia,
checkout,
food trends,
M&A,
operations,
subscription
Thursday, 21 December 2017
Stephan's Thursday Picks
- How large food retailers can help the food waste crisis (HBR)
- Marks & Spencer is first supermarket to publish data on antibiotics in supply chain (The Guardian)
- How Best Buy is winning against all odds (Retail Dive)
- Warehouse boom continues, sector poised for more growth in 2018 (Curbed)
- How Harry & David cornered the market on pricey mail-order pears (Eater)
Labels:
distribution centres,
food trends,
food waste,
strategy,
supply chain
Wednesday, 20 December 2017
Stephan's Wednesday Picks
- Loblaw admits to bread price-fixing scheme spanning more than 14 years (Globe and Mail)
- How retailers can thrive in the age of Amazon (WSJ)
- Peak subscription box has arrived (Gadfly)
- Hershey to acquire Skinny Pop owner for $921 million (Bloomberg)
- Greenyard targets U.S. market with talks to acquire Dole Foods (Reuters)
Tuesday, 19 December 2017
Stephan's Tuesday Picks
- Inside the home of Instant Pot, the kitchen gadget that spawned a religion (NYT)
- A new algorithm helps retailers make better inventory decisions (MIT)
- Grocers absorb rise in food prices to keep customers from straying (WSJ)
- Campbell Soup to buy snacks maker Snyder's-Lance for $4.87 billion (Reuters)
- Toys 'R' Us closing stores would open doors for rivals (Gadfly)
Monday, 18 December 2017
Stephan's Monday Picks
- Reminding e-commerce customers who delivers (NYT)
- Dutch-Belgian supermarket to battle Amazon on two fronts (Reuters)
- A retrofit for America's dying malls (WSJ)
- Unilever sells household name spreads to KKR for £6bn (The Guardian)
- Using stores as assets (L2)
Friday, 15 December 2017
Stephan's Friday Picks
- Target to buy Shipt for $550 million in challenge to Amazon (Bloomberg)
- How much food do we waste? Probably more than you think (NYT)
- Beyond Meat is tripling production of its plant-based burgers (Quartz)
- Walmart will let its 1.4 million workers take their pay before payday (NYT)
- From the archives: How Sobeys is taking on Loblaws (Globe and Mail)
Labels:
** From the Archives **,
food delivery,
food science,
food waste,
Loblaw,
M&A,
Sobeys,
Walmart
Thursday, 14 December 2017
Stephan's Thursday Picks
- Sobeys to join discount rivals in Western Canada with FreshCo launch (Globe and Mail)
- Amazon isn't a lock to dominate grocery (Gadfly)
- Meal kits grow into $120-million industry in Canada (Globe and Mail)
- Kellogg is going all in on cereal cafes (Bloomberg)
- Amazon has more private label brands than you think (L2)
Wednesday, 13 December 2017
Stephan's Wednesday Picks
- Lidl pursuing smaller sites (Winsight Grocery Business)
- Meat tax is inevitable to beat climate and health crises, says report (The Guardian)
- The Amazon-Whole Foods deal is turning out to be good for grocery start-ups (Bloomberg)
- Saigon beer, an unacquired taste (Gadfly)
- Kroger is challenging Amazon in advertising (Quartz)
Labels:
advertising,
amazon,
M&A,
public policy,
real estate,
startups
Tuesday, 12 December 2017
Stephan's Tuesday Picks
- How Amazon picks its seemingly random deals of the day (WSJ)
- How analytics and AI are driving the subscription e-commerce phenomenon (MIT SMR)
- Study: Nutrition ratings can boost sales for grocers (Food Dive)
- Technology innovation isn't just for tech companies (WSJ)
- The retail apocalypse is fueled by no name clothes (Bloomberg)
Labels:
amazon,
analytics,
artificial intelligence,
private label,
promotions,
technology
Monday, 11 December 2017
Stephan's Monday Picks
- Why are America's farmers killing themselves in record numbers (The Guardian)
- Where stores can still compete - and win (McKinsey)
- Shoppers need a reason to go to your store - other than buying stuff (HBR)
- The beast of Bentonville battles Amazon (The Economist)
- Robots will transform fast food (The Atlantic)
Labels:
agriculture,
amazon,
customer experience,
fast food,
robots,
Walmart
Friday, 8 December 2017
Stephan's Friday Picks
- Food-makers are taking salt and sugar out of food. But they're adding fat (Washington Post)
- Toblerone vs. Poundland (NYT)
- The inflated promise of the American food hall (The New Yorker)
- This doughnut and biscuit chain is about to be everywhere (Eater)
- From the archives: The last days of Target (Canadian Business)
Labels:
** From the Archives **,
breakfast,
food trends,
sugar,
trademark
Thursday, 7 December 2017
Stephan's Thursday Picks
- How Dollar General became rural America's store of choice (WSJ)
- Death of retail? 2017 was all about the empire of luxury e-tail (NYT)
- Robot vineyard worker impresses at Clerc Milon (Decanter)
- Paul Polman: How I fended off a hostile takeover bid (FT)
- There are 170,000 fewer retail jobs in 2017 - and 75,000 more Amazon robots (Quartz)
Labels:
amazon,
dollar stores,
e-commerce,
executive profile,
robots
Wednesday, 6 December 2017
Tuesday, 5 December 2017
Stephan's Tuesday Picks
- The woman who mentored 13 CEOs (Quartz)
- A new class of startup is upending America's consumer goods industry (The Economist)
- Walmart already has a successful online grocery business- in China (Bloomberg)
- This robot handles the entire process of growing lettuce by itself (Fast Company)
- Blue Apron's problems are too big for any CEO (Gadfly)
Labels:
e-commerce,
executive profile,
meal kits,
robots,
startups
Monday, 4 December 2017
Stephan's Monday Picks
- CVS to buy Aetna for $69 billion in a deal that may reshape the health industry (NYT)
- Buffett's Fruit of the Loom gets into the subscription game (Bloomberg)
- How the mall business can reinvent itself for the digital age (McKinsey)
- A growing number of young Americans are leaving desk jobs to farm (Washington Post)
- The secret to Hampton Creek's new vegan egg is the mung bean (Quartz)
Friday, 1 December 2017
Best of Pax Westona: November 2017
- Aldi and Lidl grow despite ignoring the internet (The Economist)
- The gospel according to Michael Porter (Institutional Investor)
- A dozen lessons from Waffle House (25iq)
- How Coca-Cola, Netflix, and Amazon learn from failure (HBR)
- The rise of the highly skilled retail worker (Time)
- The moves mainstream grocers must make now (BCG)
- The future of retail in the age of Amazon (Fast Company)
- How the sandwich consumed Britain (The Guardian)
- Predicting success in consumer startup brands (Tech Crunch)
- How chefs go from restaurant kitchen to grocery store brand (Eater)
Stephan's Friday Picks
- The sun never set on the British Empire, or its food (NYT)
- Maybe Kroger can survive Amazon after all (Gadfly)
- Amazon is so good at keeping prices low, it's changing how economists think about inflation (Quartz)
- Jean Coutu says farewell after shareholders approve sale to Metro (Globe and Mail)
- Why shoppers ditch retail stores for online in their twenties (Quartz)
Labels:
amazon,
food trends,
Metro,
millennials,
quarterly earnings
Thursday, 30 November 2017
Stephan's Thursday Picks
- Ocado unveils tie-up with France's Groupe Casino (FT)
- Ocado found a grocery deal, not the second coming (Gadfly)
- Retail jobs don't need to be bad. Here's proof (NYT)
- Produce or else: Walmart and Kroger get tough with suppliers on delays (WSJ)
- How chefs go from restaurant kitchen to grocery store brand (Eater)
Wednesday, 29 November 2017
Stephan's Wednesday Picks
- This robot picks up groceries its never seen before using its little suction cup (MIT Technology Review)
- Tesco's CEO is ready for his Unilever closeup (Bloomberg)
- Unilever delays choice of UK or Netherlands as sole HQ (FT)
- Predicting success in consumer startup brands (Tech Crunch)
- How closing grocery stores perpetuate food deserts long after they're gone (Fast Company)
Tuesday, 28 November 2017
Stephan's Tuesday Picks
- Food banks' massive plan to shift from canned goods to fresh produce (Fast Company)
- Amazon, in hunt for lower prices, recruits Indian merchants (NYT)
- Coca-Cola embraces a digital future as consumers move online (Food Dive)
- Unilever acquires U.S. personal care company Sundial Brands (Bloomberg)
- How the sandwich consumed Britain (The Guardian)
Monday, 27 November 2017
Stephan's Monday Picks
- The future of retail in the age of Amazon (Fast Company)
- Why stand in line on Black Friday? The psychology explained (NYT)
- How La Croix's growth surprise Coca-Cola and PepsiCo (Brand Channel)
- Sobeys to lay off 800 workers across Canada (CBC)
- Conquering the food challenge through Agriculture 3.0 (Bain)
Labels:
agriculture,
amazon,
food trends,
promotions,
Sobeys
Friday, 24 November 2017
Stephan's Friday Picks
- CEOs should stop thinking that execution is somebody else's job. It's theirs (HBR)
- Alibaba's latest jab at JD.com (L2)
- Why Maryland's blue crab industry might be in trouble (Eater)
- Young and in love ... with lipstick and eyeliner (NYT)
- The future of shopping at Nordstrom and Walmart is home delivery (Bloomberg)
Thursday, 23 November 2017
Stephan's Thursday Picks
- Sugar industry long downplayed potential harms (NYT)
- Loblaw releases second annual Canadian food trends list (Loblaw)
- Nestle's baby food diet (Bloomberg)
- Walmart is inventing foods in a secret lab in Arkansas (Food and Wine)
- Auchan/Alibaba deal turns up the heat on Carrefour in China (Reuters)
Wednesday, 22 November 2017
Stephan's Wednesday Picks
- Tofurky: A brief, semi-accidental history of Thanksgiving's fake meat (The New Yorker)
- The rise of dynamic and personalized pricing (The Guardian)
- Grocers need to look to new forecasting methods to stock the digital shelf (Food Dive)
- P&G just bought this venture-backed deodorant startup for $100 million (Tech Crunch)
- Becoming (and remaining) a farmer is hard (Civil Eats)
Tuesday, 21 November 2017
Stephan's Tuesday Picks
- Loblaw pitches upgraded loyalty program for $9.99 a month for premium perks (CBC)
- Loblaw the latest to experience the 'Amazon effect' (Globe and Mail)
- The cause and consequences of the retail apocalypse (The New Republic)
- Where is all the good, quality furniture (Curbed)
- Bank of Canada: More than half of all sales still done in cash (CBC)
Monday, 20 November 2017
Stephan's Monday Picks
- Loblaw orders 25 electric Tesla semi trucks (Tech Crunch)
- A Leeds polygot expanding Bezos' empire (London Evening Standard)
- Alibaba bets $2.9 billion on China's top hypermarket player (Bloomberg)
- Would you eat 'clean meat' (Quartz)
- It's been a year since California banned single-use plastic bags. The world didn't end (LA Times)
Labels:
alibaba,
amazon,
CSR,
food science,
Loblaw,
M&A,
operations,
supply chain
Friday, 17 November 2017
Stephan's Friday Picks
- Fight breaks out over fresh fruit-and-vegetable packaging (Bloomberg)
- Tesco's £3.7bn takeover of Booker gets the green light (The Guardian)
- Postmates launches delivery service, scheduled deliveries, and a revamped app (Tech Crunch)
- Amazon's cashier-less stores are almost ready for prime time (Bloomberg)
- Whole Foods basks in glow of Amazon's halo (Gadfly)
Labels:
amazon,
checkout,
food delivery,
M&A,
operations,
packaging
Thursday, 16 November 2017
Stephan's Thursday Picks
- Loblaw plans to close 22 unprofitable stores and launch home delivery (CBC)
- The moves mainstream grocers must make now (BCG)
- The cult of Crystal hot sauce (Eater)
- NotCo created an algorithm to make mayo (The Ringer)
- Instacart adds Kroger in retail push after Amazon-Whole Foods deal (Forbes)
Labels:
amazon,
artificial intelligence,
food delivery,
food science,
food trends,
Loblaw,
quarterly earnings
Wednesday, 15 November 2017
Stephan's Wednesday Picks
- Four logics of corporate strategy (MIT SMR)
- Self-driving trucks may be closer than they appear (NYT)
- Budweiser's ex-marketing chief sees weed as new craft beer (Bloomberg)
- Morrisons becomes first of Big Four to integrate Alexa into online grocery (The Grocer)
- Amazon or Walmart? Some retailers are choosing alliances (Financial Post)
Labels:
amazon,
autonomous vehicles,
cannabis,
strategy,
supply chain,
technology,
Walmart
Tuesday, 14 November 2017
Stephan's Tuesday Picks
- The rise of the highly skilled retail worker (Time)
- Alibaba's AI fashion consultant helps achieve record-setting sales (MIT Technology Review)
- Where retail has one edge on tech: Mobile payments (Gadfly)
- Private equity can still get rich from a struggling supermarket (Bloomberg)
- How Coca-Cola, Netflix, and Amazon learn from failure (HBR)
Labels:
amazon,
artificial intelligence,
payments,
private equity,
Walmart
Monday, 13 November 2017
Stephan's Monday Picks
- Canadian retailers dogged by aggressive U.S. rivals' online offerings (Reuters)
- Someone figured out how to put tomatoes on a blockchain (Bloomberg)
- A dozen lessons from Waffle House (25iq)
- The gospel according to Michael Porter (Institutional Investor)
- Are Honey Nut Cheerios healthy (NYT)
Friday, 10 November 2017
Stephan's Friday Picks
- Uniform pricing in US retail chains (PDF)
- Can Costco convince the French to buy brie in bulk (Bloomberg)
- What Dollar Shave Club says about the future of subscription services (Retail Dive)
- Panera Bread buys Au Bon Pain, adding to JAB's breakfast empire (NYT)
- Blue Apron plummets to record low after CEO's conference comments (Bloomberg)
Thursday, 9 November 2017
Stephan's Thursday Picks
- Should CPG manufacturers go direct-to-consumer, and if so how (McKinsey)
- Don't fear. Amazon hasn't figured out groceries (Bloomberg)
- As wild salmon decline, Norway pressures its giant fish farms (NYT)
- French retail firm Auchan to open checkout-free shops in China (Xinhua)
- Montreal Canadiens and Loblaw found in Paradise Papers (CBC)
Wednesday, 8 November 2017
Stephan's Wednesday Picks
- Loblaw to merge Shoppers Optimum and PC Plus programs in February (FP)
- Whole Foods reveals top food trends for 2018 (Whole Foods)
- Coca-Cola's next big bet may be spiffing up your cocktail mixers (Bloomberg)
- Toys R Us collapse reveals fragility of supply chain finance (FT)
- Loblaw commits to overhauling truck fleet, unveils its first fully electric big rig (Canadian Manufacturing)
Tuesday, 7 November 2017
Stephan's Tuesday Picks
- Murray Koffler, founder of Shoppers Drug Mart, dead at 93 (CBC)
- Ready of not, recreational marijuana is coming to Canada (NYT)
- How many robots does it take to fill a grocery order (Bloomberg)
- Amazon adds an AR shopping feature to its iOS app (Tech Crunch)
- Amazon wants to leave packages in your home, Walmart will put groceries in your fridge (CBC)
Monday, 6 November 2017
Stephan's Monday Picks
- The future of online retailing is bright (The Economist)
- Loblaw could be stoking a new supplier showdown (Financial Post)
- Kroger wants shoppers to add clothes to their shopping list (WSJ)
- Alibaba's latest earnings suggest it can handle the pricey push into groceries and supermarkets (Quartz)
- There's a global butter boom, but supply management has Canada on the sidelines (Financial Post)
Labels:
alibaba,
apparel,
e-commerce,
Loblaw,
private label,
public policy
Friday, 3 November 2017
Stephan's Friday Picks
- Why Americans have stopped eating leftovers (Washington Post)
- In rare feat, Kellogg and Mondelez achieve actual growth (Bloomberg)
- Global oversupply of grains puts a squeeze on giant processors (WSJ)
- Treehouse announces resignation of president and search for new CEO (Food Dive)
- GMO apples head to the Midwest (Bloomberg)
Thursday, 2 November 2017
Stephan's Thursday Picks
- Aldi and Lidl grow despite ignoring the internet (The Economist)
- Small group scoops international effort to sequence huge wheat genome (Nature)
- The sticky, untold story of Cinnabon (Seattle Met)
- How Miniso might just be a Dollarama disruptor in Canada (Macleans)
- Omnichannel trend reflected in executive moves (Supermarket News)
Wednesday, 1 November 2017
Stephan's Wednesday Picks
- Watchdog raids offices of grocery retailers in price-fixing probe (CBC)
- What shoppers really want from personalized marketing (McKinsey)
- France, land of croissants, finds butter vanishing from its shelves (NYT)
- Alcohol industry targets pot with Constellation-Canopy deal (Bloomberg)
- Walmart testing shelf-scanning robots in 50 stores (Food Dive)
Labels:
cannabis,
liquor,
Loblaw,
marketing,
Metro,
pharmaceutical industry,
robots,
technology,
Walmart
Tuesday, 31 October 2017
Best of Pax Westona: October 2017
- Gorilla mode: What Amazon means for the rest of us (Adventures)
- The race to save coffee (The Washington Post)
- Supersize farms are gobbling up American agriculture (WSJ)
- Dark chocolate is now a health food. Here's how that happened (Vox)
- Why surge pricing makes us so mad (The Upshot)
- Dollar General hits a gold mine in rural America (Bloomberg)
- Retailers are bottling their own milk (WSJ)
- How big consumer companies can fight back (BCG)
- US grocers count pennies as discounters wage price war (FT)
- Mayonnaise, disrupted (The Atlantic)
Stephan's Tuesday Picks
- Sears shoppers allege retailer inflated prices for liquidation sale (CBC)
- How to deal with the know-it-all in the office (HBR)
- The 'Amazon effect' is slicing into Bayer's U.S. consumer business (Bloomberg)
- The ultimate Halloween candy power ranking (538)
- The full reset (Collaborative Fund)
Monday, 30 October 2017
Stephan's Monday Picks
- Retail's secret world is the private label (Gadfly)
- Six-second ads gaining popularity as brands battle short attention spans (Globe and Mail)
- The age of Amazon and Alibaba is just beginning (The Economist)
- Inside the anything-goes world of Instagram Fast Fashion (GQ)
- There's precedent for Amazon competing with so many companies. It doesn't end well (Quartz)
Labels:
advertising,
alibaba,
amazon,
fast fashion,
Loblaw,
private label,
social media
Friday, 27 October 2017
Stephan's Friday Picks
- Gorilla mode: What Amazon means for the rest of us (Adventures)
- This Macy's is a 'petri dish' for the brand (Racked)
- Selling products is good. Selling projects can be even better (HBR)
- Carrefour launches 'Merci Voisin' delivery service (ESM)
- Banks need to fear Amazon's finance ambitions (Bloomberg)
Thursday, 26 October 2017
Stephan's Thursday Picks
- Hudson Bay Company's Richard Baker speaks on his latest strategic move (BoF)
- Kindred robots are learning to grab and sort clothing in a warehouse at the Gap (MIT Technology Review)
- Big mall operator does the unthinkable - builds a mall (WSJ)
- The future of your entree is quietly growing in Memphis Meats' lab (Inc)
- The blockchain of food (Forbes)
Labels:
blockchain,
distribution centres,
food science,
malls,
real estate,
robots,
strategy,
technology
Wednesday, 25 October 2017
Stephan's Wednesday Picks
- When are consumers most likely to feel overwhelmed by their options (Kellogg Insight)
- How climate change is playing havoc with olive oil (and farmers) (NYT)
- At Plated, the future of meal-kit services is grocery stores (Fast Company)
- Amazon rivals turn to fine print to stem Whole Foods strategy (Reuters)
- Halo Top melts market share away from Unilever (Food Dive)
Labels:
amazon,
assortment,
climate change,
food trends,
meal kits
Tuesday, 24 October 2017
Stephan's Tuesday Picks
- A showdown brews between Amazon and Alibaba, far from home (NYT)
- Global customer and channel management: What the best CPG companies do (McKinsey)
- The race to save coffee (The Washington Post)
- Supersize farms are gobbling up American agriculture (WSJ)
- Defensible strategies for food tech companies facing Amazon (Tech Crunch)
Monday, 23 October 2017
Stephan's Monday Picks
- La Croix's seltzer bubble may be about to pop (Bloomberg)
- Dark chocolate is now a health food. Here's how that happened (Vox)
- Walmart ramps up self checkout by letting customers ring in items while shopping (CBC)
- Technical interviews are garbage. Here's what we do instead (Medium)
- What cities fighting for an Amazon headquarters can learn from Seattle (Curbed)
Friday, 20 October 2017
Stephan's Friday Picks
- How office politics corrupts the search for high potential employees (HBR)
- Walmart's Store No. 8 showcases the future of VR (Food Dive)
- Nestle speeds up restructuring as sales growth set to weaken (FT)
- Unilever's ice cream plan to keep Warren Buffet licked (Gadfly)
- Danny Meyer's restaurant's servers say they're paid less after no tipping (Eater)
Thursday, 19 October 2017
Stephan's Thursday Picks
- Kroger unveils plan to invest in technology, store resets (Supermarket News)
- Peltz lost P&G vote by less than 1% margin (FT)
- Hudson's Bay gets hammered after Nordstrom puts off privatization plan (Financial Post)
- The downfall of rosewater, once America's favourite flavour (Atlas Obscura)
- Danone CEO will take on chairman role (Bloomberg)
Labels:
activist investors,
analytics,
assortment,
data,
food trends,
technology
Wednesday, 18 October 2017
Stephan's Wednesday Picks
- Kimbal Musk wants to feed America, Silicon Valley-style (NYT)
- Google is building an anti-Amazon alliance, and Target is the latest to join (Recode)
- Alphabet's Project Wing drones will deliver burritos in Australia (The Verge)
- Newark says, Hey Amazon, look over here (NYT)
- Why Wegmans is America's best supermarket chain (Food and Wine)
Labels:
amazon,
augmented reality,
drones,
startups,
technology
Tuesday, 17 October 2017
Stephan's Tuesday Picks
- Kitchen of the future: Smart and fast but not much fun (NYT)
- Why surge pricing makes us so mad (The Upshot)
- Jeff Wilke: The Amazon chief that obsesses over customers (WSJ)
- John Mackey: Marriage to Amazon has been challenging as cultures mesh (Food Dive)
- Loblaw to lay off 500 office staff in drive to cut costs (CBC)
Labels:
amazon,
executive profile,
Loblaw,
pricing,
technology
Monday, 16 October 2017
Stephan's Monday Picks
- Dollar General hits a gold mine in rural America (Bloomberg)
- How Unilever won over shareholders with its long-term approach (Globe and Mail)
- Retailers are bottling their own milk (WSJ)
- An alternate universe of shopping, in Ohio (NYT)
- The value of raising the threshold of crappiness (The Spectator)
Friday, 13 October 2017
Stephan's Friday Picks
- How big consumer companies can fight back (BCG)
- Walmart wants to break into the Ivy League recruiting circuit (Bloomberg)
- From catalogues to collapse: The history of Sears Canada (Toronto Star)
- Metro aims to cut 280 jobs in five years as part of plans to modernize (CBC)
- Kroger must admit its Amazon problem (Gadfly)
Thursday, 12 October 2017
Stephan's Thursday Picks
Labels:
activist investors,
aldi,
discounters,
food delivery,
lidl,
price war,
promotions,
public policy,
startups
Wednesday, 11 October 2017
Stephan's Wednesday Picks
- Lidl stores gain little traction so far in U.S. (WSJ)
- From trash to table (Globe and Mail)
- Costco announced it would deliver groceries. Then it stock fell 6%. (Washington Post)
- Enjoy a tall, frosty beverage named by a neural network (Atlas Obscura)
- Sears Canada going out of business, laying off 12,000 (Toronto Star)
Labels:
artificial intelligence,
food delivery,
food waste,
lidl
Tuesday, 10 October 2017
Stephan's Tuesday Picks
- American retailers have a new target customer: 26-year-olds (WSJ)
- Jean-Francois van Boxmeer, Heineken's CEO, on its M&A strategy (FT)
- GM apples that don't brown to hit US shelves this fall (MIT Technology Review)
- A battle for the future of big brands (WSJ)
- Walmart puts its eggs in a time-saving basket: Grocery pickup (NYT)
Labels:
agriculture,
brands,
e-commerce,
GMO,
M&A,
millennials,
strategy
Friday, 6 October 2017
Stephan's Friday Picks
- How AI will change strategy: A thought experiment (HBR)
- What's the biggest food delivery service in each US city (Recode)
- Another thing Amazon is disrupting: Business school recruiting (WSJ)
- Sears Canada moves closer to liquidation as Stranzl bid falters (Globe and Mail)
- Pepsi makes a bigger online bet after Amazon rattles grocery industry (Bloomberg)
Thursday, 5 October 2017
Stephan's Thursday Picks
Wednesday, 4 October 2017
Stephan's Wednesday Picks
- How grocers can learn from the UK as the industry undergoes a massive structural shift (Food Dive)
- Coca-Cola acquires Topo Chico, the sparkling water for cool people (Eater)
- Amazon promised to make Whole Foods cheaper. Let's see how that's going (Washington Post)
- Walmart has acquired the logistics startup Parcel to help launch same-day delivery in New York City (Recode)
- Albertsons to raise $720 million in store sale-leaseback (Supermarket News)
Labels:
amazon,
food delivery,
food trends,
M&A,
pricing,
Walmart
Tuesday, 3 October 2017
Stephan's Tuesday Picks
- Mayonnaise, disrupted (The Atlantic)
- Can anyone beat Jeff Bezos (Vanity Fair)
- Turning strategy into results (MIT SMR)
- Being too busy for friends won't help your career (HBR)
- Metro seals deal for Jean Coutu to form Quebec powerhouse (Globe and Mail)
Monday, 2 October 2017
Stephan's Monday Picks
- Why Metro's 'inevitable' purchase of Jean Coutu took years to happen (CBC)
- Popcorn sales explosion makes it UK's fastest-growing grocery product (The Guardian)
- A field farmed only by drones (The New Yorker)
- Ikea enters gig economy by buying freelance labour firm TaskRabbit (The Guardian)
- Jet.com is launching a grocery brand for 'metro millennials (ReCode)
Labels:
agriculture,
drones,
e-commerce,
food trends,
jobs,
M&A,
Metro,
millennials
Sunday, 1 October 2017
Best of Pax Westona: September 2017
- How Big Business got Brazil hooked on junk food (NYT)
- The inside story of what it took to keep a Texas grocery chain running in the chaos of Hurricane Harvey (LinkedIn)
- The lonely future of buying stuff (Bloomberg)
- How grocery giant Aldi plans to conquer America: Limit choice (WSJ)
- Nestle makes billions bottling water it pays nearly nothing for (Bloomberg)
- The grocery industry confronts a new problem: Only 10% of Americans love cooking (HBR)
- Meet the CamperForce, Amazon's nomadic retiree army (Wired)
- Behind a $13 shirt, a $6-an-hour worker (Los Angeles Times)
- Is Unilever the last good big company (Bloomberg)
- Two ex-Googlers want to make bodegas and mom-and-pop stores obsolete (Fast Company)
Friday, 29 September 2017
Stephan's Friday Picks
- Loblaw exploring grocery home delivery partnership with Instacart (Globe and Mail)
- Nothing is too strange for cities trying to woo Amazon to build there (NYT)
- Nestle cedes ground to Loeb but won't budge on L'Oreal (WSJ)
- $15 minimum wage could cost 90K new jobs, but long-term outlook positive: TD (CBC)
- Has craft coffee finally peaked (Eater)
Labels:
activist investors,
amazon,
food delivery,
food trends,
Loblaw,
minimum wage
Thursday, 28 September 2017
Stephan's Thursday Picks
- Metro in advanced talks to take over Jean Coutu for $4.5-billion (Globe and Mail)
- Amazon's future looks a lot like Sears's past (City Lab)
- Supermarkets need to get sexier in Amazon era, grocery CEO says (Bloomberg)
- Airbnb now lets you book restaurant reservations in the U.S. (The Verge)
- 99 Cents Only tells another cautionary debt tale (Bloomberg)
Labels:
amazon,
corporate finance,
M&A,
Metro,
restaurants,
startups
Wednesday, 27 September 2017
Stephan's Wednesday Picks
- Nestle makes billions bottling water it pays nearly nothing for (Bloomberg)
- One surprise standout for Uber: Food delivery (NYT)
- Your e-commerce brand will probably fail (Collaborative Fund)
- Target is smart to raise its minimum wage (Gadfly)
- Restoration Hardware bid on 3,200 keywords, found 98% of its PPC hits came from just 22 brand terms (eConsultancy)
Labels:
analytics,
brands,
digital,
e-commerce,
food delivery,
jobs,
marketing,
minimum wage,
startups
Tuesday, 26 September 2017
Stephan's Tuesday Picks
- The grocery industry confronts a new problem: Only 10% of Americans love cooking (HBR)
- Albertsons snaps up meal kit startup Plated for $200 million (Tech Crunch)
- Walmart's holiday gift to employees: Longer hours (Washington Post)
- Amazon takes over the world (WSJ)
- Loblaw's charity steps up to tackle childhood hunger (Canadian Grocer)
Monday, 25 September 2017
Stephan's Monday Picks
- How grocery giant Aldi plans to conquer America: Limit choice (WSJ)
- Williams-Sonoma is built to win home-goods musical chairs (Gadfly)
- The rise of wellcare: A new market at the nexus of food, health, beauty (pwc)
- Amazon puts Whole Foods on fast track to conventional supermarket (WSJ)
- Walmart wants to send people into your house to stock the fridge (Financial Post)
Friday, 22 September 2017
Stephan's Friday Picks
- Amazon is a lifeline for retail workers (if they work in the right city (Bloomberg)
- Shoppers Drug Mart targets baby boomers with new Wellwise retail brand (Globe and Mail)
- Ocado sales growth edges higher in latest quarter (Reuters)
- P&G slams Peltz's record as an activist-director (FT)
- PepsiCo focusing on the healthy snacks business (Forbes)
Labels:
activist investors,
amazon,
e-commerce,
food trends,
quarterly earnings
Thursday, 21 September 2017
Stephan's Thursday Picks
- When jobs become commodities (MIT SMR)
- Whole Foods shows what economists don't know (Bloomberg)
- Why Hispanic grocers are poised for explosive growth (Food Dive)
- The first autonomous drone delivery will fly above Switzerland starting next month (The Verge)
- Grocery and the need for speed (Progressive Grocer)
Wednesday, 20 September 2017
Stephan's Wednesday Picks
Tuesday, 19 September 2017
Stephan's Tuesday Picks
- Amazon grocery threat could ramp up food M&A (Bloomberg)
- People don't buy groceries online because they prefer to pick things out in stores (Quartz)
- CFO at 29? Kraft Heinz move spotlights a pattern at 3G Capital (WSJ)
- The amazing ways Coca Cola uses AI and big data to drive success (Forbes)
- At bug eating festival, kids crunch down on the food of the future (NPR)
Labels:
3G,
amazon,
artificial intelligence,
e-commerce,
food trends,
M&A
Monday, 18 September 2017
Stephan's Monday Picks
- How Big Business got Brazil hooked on junk food (NYT)
- How Kirkland Signature became one of Costco's biggest success stories (WSJ)
- Amazon sees snack sales surge as part of its grocery push (Bloomberg)
- Nestle targets high-end coffee by taking majority stake in Blue Bottle (NYT)
- Kroger won't beat Amazon with a restaurant (Gadfly)
Friday, 15 September 2017
Stephan's Friday Picks
- The future of retail is stores that aren't stores (The Atlantic)
- Sobeys making progress, but still has 'significant work to do' (Globe and Mail)
- Bayer and Gingko Bioworks aim to make crops produce their own nitrogen fertilizer (Forbes)
- Meet the CamperForce, Amazon's nomadic retiree army (Wired)
- Whole Foods is becoming Amazon's brick-and-mortar pricing lab (HBR)
Labels:
agriculture,
amazon,
pricing,
quarterly earnings,
Sobeys
Thursday, 14 September 2017
Stephan's Thursday Picks
- Two ex-Googlers want to make bodegas and mom-and-pop stores obsolete (Fast Company)
- Amazon is hiring the most MBAs in tech, and it's not really close (Quartz)
- Coffee vs. climate change: The news is not good (Ars Technica)
- Notice less candy around CVS cash registers? You're right (Marketplace)
- Reshaping business with artificial intelligence (MIT SMR)
Wednesday, 13 September 2017
Stephan's Wednesday Picks
- The case for investing more in people (HBR)
- A simple way to close the door on uncertain strategy (Globe and Mail)
- Robo-harvesters gather their first crop of barley (The Times)
- Digital advertising is facing its ultimate moment of truth (AdWeek)
- Nestle's growth supplements (Gadfly)
Labels:
advertising,
agriculture,
autonomous vehicles,
digital,
HR,
strategy
Tuesday, 12 September 2017
Stephan's Tuesday Picks
Labels:
amazon,
HR,
pricing,
real estate,
robots,
technology
Monday, 11 September 2017
Stephan's Monday Picks
- This tiny country feeds the world (National Geographic)
- The secret sauce of test-tube fish (NeoLife)
- L'Oreal's problem with men (Bloomberg)
- Food stamps are finally being disrupted (Wired)
- Kraft Heinz promotes 29-year-old Goldman alum to CFO role (Bloomberg)
Labels:
agriculture,
disruption,
HR,
public policy,
startups
Friday, 8 September 2017
Stephan's Friday Picks
- The new frontier of price optimization (MIT SMR)
- Unilever, Nestle snap up organic tea and vegetarian burritos (Bloomberg)
- Trian details its case for changes at P&G in white paper (WSJ)
- Amazon plans second headquarters, opening a bidding war among cities (NYT)
- Private equity loves supermarkets, but do retailers benefit (Food Dive)
Labels:
activist investors,
amazon,
M&A,
pricing,
private equity,
real estate
Thursday, 7 September 2017
Stephan's Thursday Picks
- The high-tech vertical farm promises Whole Foods quality at Walmart prices (Bloomberg)
- Putting lifelong learning on the CEO agenda (McKinsey)
- Fancy snacks are having a moment. Venture capital wants in (Eater)
- Checkout systems are going autonomous (MIT Technology Review)
- Toys 'R' Us is said to hire advisers to help weigh bankruptcy (NYT)
Wednesday, 6 September 2017
Stephan's Wednesday Picks
- Behind a $13 shirt, a $6-an-hour worker (Los Angeles Times)
- When celery was king (Taste)
- Why do so many incompetent men become leaders (HBR)
- Big Food faces pressure from retailers demanding discounts (WSJ)
- An activist investor's latest tactic - playing nice (Bloomberg)
Labels:
activist investors,
food trends,
leadership,
minimum wage
Tuesday, 5 September 2017
Stephan's Tuesday Picks
- The inside story of what it took to keep a Texas grocery chain running in the chaos of Hurricane Harvey (LinkedIn)
- Is Unilever the last good big company (Bloomberg)
- What does it cost to start a new farm (Fast Company)
- Juicero, the $700 juicer startup, is looking for a buyer - and shutting down in the meantime (ReCode)
- Grocery business ripe for disruption (CBC)
Labels:
agriculture,
crisis management,
CSR,
disruption,
startups
Friday, 1 September 2017
Stephan's Friday Picks
- Who is winning the food delivery war (Priconomics)
- Grocers, don't be blinded by Bezos (Bloomberg)
- It's not just a pickle on the side (WSJ)
- The man who sold his supermarket to Whole Foods talks about the future of grocery stores (Washington Post)
- Amazon's fight for more Whole Foods market share is going to be a long slog (Quartz)
Best of Pax Westona: August 2017
- Why the hatchet men of 3G spent $10 million on a better Oscar Mayer Weiner (Bloomberg)
- Supermarkets face a growing problem: Too much space (WSJ)
- Management is much more than a science (HBR)
- Head of America's largest grocer talks Amazon and ugly tomatoes (WSJ)
- End of the checkout line: The looming crisis for American cashiers (The Guardian)
- The incredible shrinking Sears (NYT)
- What brands are actually behind Trader Joe's snacks (Eater)
- At Walmart Academy, training better managers, but with a better future? (NYT)
- Inside the secret world of global food spies (Bloomberg)
- Amazon's new robo-picker champion is proudly inhuman (MIT Technology Review)
Thursday, 31 August 2017
Stephan's Thursday Picks
- Are grocers ready for digital (L2)
- This miracle weed killer was supposed to save farms. Instead its devastating them (Washington Post)
- Organic Doritos give snack giant a way into Whole Foods (Bloomberg)
- Carrefour develops first sustainable zero-residue pear (Carrefour)
- Sears Canada executive chairman rushing to assemble takeover bid (Globe and Mail)
Wednesday, 30 August 2017
Stephan's Wednesday Picks
- How Amazon is assembling the future of grocery (Oliver Wyman)
- The real price of those cheaper avocados (Slate)
- Target is launching a line of $5 wines (Food and Wine)
- How the Amazon-Whole Foods merger shrinks food deserts (Brookings)
- Walmart brings third-party selling to Canadian website as competition grows (CBC)
Tuesday, 29 August 2017
Stephan's Tuesday Picks
Monday, 28 August 2017
Stephan's Monday Picks
- Costco is playing a dangerous game with the web (Bloomberg)
- Why Amazon is such a threat to the grocery industry (The Atlantic)
- Today's fancy fridges can do almost anything. Except hold magnets (WSJ)
- Wal-Mart is buying trendy e-commerce sites. The cool kids are not having it (LA Times)
- How quirky Home Hardware is battling the big box chains. And winning (Globe and Mail)
Friday, 25 August 2017
Stephan's Friday Picks
- Management is much more than a science (HBR)
- Target bets big on in-house brands (Business of Fashion)
- The battle between Amazon and Alibaba were be over warehouse space (Quartz)
- For some craft brewers, sales are tapping out (WSJ)
- Amazon to cut prices at Whole Foods after acquisition closes (Bloomberg)
Thursday, 24 August 2017
Stephan's Thursday Picks
- Head of America's largest grocer talks Amazon and ugly tomatoes (WSJ)
- A wild vision of the future run by Amazon and Whole Foods (Fast Company)
- Farm of the future: Why we invested in square roots (Collaborative Fund)
- The Guardian view on grocery wars (The Guardian)
- Whole Foods shareholders say yes to Amazon deal (Bloomberg)
Labels:
executive profile,
M&A,
startups,
technology,
venture capital
Wednesday, 23 August 2017
Stephan's Wednesday Picks
- Google and Walmart partner with eye on Amazon (NYT)
- What does Amazon do (Quartz)
- Walmart expands grocery service with Uber to two more markets (Financial Post)
- Vanilla price surge hits high end ice cream (FT)
- This giant automated cricket farm is designed to make bugs a mainstream source of protein (Fast Company)
Labels:
agriculture,
amazon,
e-commerce,
food delivery,
technology
Tuesday, 22 August 2017
Stephan's Tuesday Picks
- How Gatorade invented new products by revisiting old ones (HBR)
- Scientists just revolutionized coffee creamer (Slash Gear)
- Inside Aldi's push to dominate discount retailing in the US (Food Dive)
- How this upstart ice cream company began outselling Ben & Jerry's and Haagen Dazs (Inc)
- Why do dry cleaners charge less for men's shirts than from women's (Slate)
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