- Wal-Mart launches new front in U.S. price war, targets Aldi in grocery aisle (Reuters)
- Dealmaker Michael Klein helped kill Kraft Heinz bid for Unilever (Financial Times)
- Concerns grow that loyalty programs may have fallen miles behind customer needs (Canadian Business)
- The new battleground for marketing led growth (MQ)
- CPG now spends more on digital than traditional ads, but shoppers doubt they work (AdAge)
Tuesday 28 February 2017
Stephan's Tuesday Picks
Monday 27 February 2017
Stephan's Monday Picks
- Warren Buffett's Letter to Shareholders (Berkshire Hathaway)
- Inside the brutal transformation of Tim Hortons (Globe and Mail)
- The supermarket food gamble may be up (The Guardian)
- Giant Tiger and other discounters in expansion mode (CBC)
- Sworn to secrecy, drugstores stay silent as customers overpay (Bloomberg)
Labels:
3G,
agriculture,
M&A,
pharmaceutical industry,
pricing,
strategy
Friday 24 February 2017
Stephan's Friday Picks
- Consumers don't want Amazon or Google to help them shop (Bloomberg)
- TJ Maxx shouldn't discount department store lessons (Gadfly)
- Turning rewards into loyalty (Bain)
- Hudson's Bay Co. misled consumers on mattress prices, says Competition Bureau (CBC)
- Inside the 'treasure hunt': The five keys to Costco Canada's success (Financial Post)
Thursday 23 February 2017
Stephan's Thursday Picks
- At Kroger, technology is changing the grocery-store shopping experience (WSJ)
- How to save a dying mall (Bloomberg)
- Raising the steaks: the Seattle startup crowd-funding sustainable beef (The Guardian)
- Are your employees putting the company's interests first (Kellogg Insight)
- Unilever to review strategy after rejecting $143-billion Kraft bid (Globe and Mail)
Wednesday 22 February 2017
Stephan's Wednesday Picks
- Rollback: Wal-Mart to focus more on everyday low pricing initiative (Globe and Mail)
- How the cookie fortune crumbles: Dare family embroiled in lawsuit over company's fate (National Post)
- Hedge funds' next big short: U.S. malls (Value Walk)
- Here's how on-demand detergent could help P&G deal with 'crappy' metrics (L2)
- Burger King owner to buy Popeyes for $1.8 Billion (Bloomberg)
Labels:
advertising,
department stores,
family business,
hedge funds,
M&A,
pricing,
Walmart
Tuesday 21 February 2017
Stephan's Tuesday Picks
- Unilever-Colgate? Unilever-Nestle? (Gadfly)
- Shop or drop. The inevitable path for growth in beauty (AT Kearney)
- Questions investors should be asking low-wage employers (Zeynep Ton)
- Organic food sales soar as shoppers put quality before price (The Guardian)
- These animals live better than you do. Which is why they taste so great (Bloomberg)
Labels:
agriculture,
beauty,
CPG,
M&A,
minimum wage,
operations
Friday 17 February 2017
Stephan's Friday Picks
- Is corporate short-terminism really a problem? The jury's still out (HBR)
- Nestle's flavorless new CEO (Gadfly)
- Cereal aims for better bowls (Progressive Grocer)
- Dean wants to move beyond milk with juice, ice cream (Bloomberg)
- Top 10 home care brands in digital (L2)
- Kraft Heinz makes approach to Unilever on possible merger (Bloomberg)
Labels:
brands,
e-commerce,
food trends,
M&A,
quarterly earnings,
strategy
Thursday 16 February 2017
Stephan's Thursday Picks
- A first look at how German grocer Lidl plans to conquer the U.S. market (WaPo)
- Is gluten-free still worth the investment for retailers (Food Dive)
- Sell by? Use by? Grocery industry moves to simplify labels (NYT)
- PepsiCo faces pressure to get healthy as forecast disappoints (Bloomberg)
- Everyone wants in on the C-Store game (Kantar Retail)
Wednesday 15 February 2017
Stephan's Wednesday Picks
- Texture is the final frontier of food science (Popular Science)
- Wegmans grocery stores have the craziest super fans (Thrillist)
- Got almond milk? Dairy farmers protest milk label on non-dairy drinks (NYT)
- Tesco customers overcharged by out-of-date offers (BBC)
- Image matters (Robin Report)
Labels:
agriculture,
brands,
labels,
logos,
operations,
technology
Tuesday 14 February 2017
Stephan's Tuesday Picks
- Amazon's living lab: Re-imagining retail on Seattle streets (NYT)
- What's next for Europe's shrinking grocery stores (Forbes)
- Sugar traders brace for wild ride as surplus hangs on weather (Bloomberg)
- Do sin taxes really change consumer behaviour (K@W)
- Too much water is diluting juice from world's No. 1 orange crop (Bloomberg)
Monday 13 February 2017
Stephan's Monday Picks
- Why Whole Foods is now struggling (WaPo)
- Having more options can make us evaluate risks differently (HBR)
- Kellogg's dumping DSD sparks industry speculation (Supermarket News)
- How Red Bull became a media company (L2)
- Excavation readies heritage Loblaws site for mixed-use density (Urban Toronto)
Labels:
assortment,
behavioural bias,
brands,
operations,
psychology
Friday 10 February 2017
Stephan's Friday Picks
- The making of a brand (Collaborative Fund)
- Billboards call out Procter and Gamble's top marketer (Adage)
- Coty tumbles after purchase of P&G's brands brings challenges (Bloomberg)
- Whole Foods gets religion, but now it needs reinvention (Globe and Mail)
- Incoming Coca-Cola CEO says this is what Coke's future will look like (CNBC)
Thursday 9 February 2017
Stephan's Thursday Picks
- This company rents brains to PepsiCo and others with thorny problems (Bloomberg)
- The next American farm bust is upon us (WSJ)
- What's fair? How food prices are set - and taken advantage of (Food Dive)
- Aldi spends $1.6 billion on upscale look with downscale prices (Bloomberg)
- Where companies with a long-term view outperform their peers (MQ)
Labels:
agriculture,
aldi,
capital expenditures,
consulting,
pricing,
strategy
Wednesday 8 February 2017
Stephan's Wednesday Picks
- The rise of craft chocolate (Bloomberg)
- Kroger and Murray's Cheese announce merger (Kroger)
- Albertson's CEO: From grocery clerk to head of more than 2,300 stores (WSJ)
- Dollar disruptors: How discount stores are shaking up the grocery world (Food Dive)
- Priced to go (The New Yorker)
Labels:
agriculture,
discounters,
disruption,
dollar stores,
executive profile,
M&A,
pricing
Tuesday 7 February 2017
Stephan's Tuesday Picks
- 1 in 7 employees are stars. The best companies cluster them together (HBR)
- Should government control what low-income people eat (Brookings)
- A Hudson's Bay takeover could mean the end of Macy's (BoF)
- Are more expensive groceries actually healthier (National Post)
- Wal-Mart steps us grocery wars with e-commerce drive (Globe and Mail)
Labels:
e-commerce,
HR,
M&A,
pricing,
public policy,
Walmart
Monday 6 February 2017
Stephan's Monday Picks
- Hudson's Bay reported to be in bid for Macy's (CBC)
- War of convenience as supermarket chains take on small stores (The Guardian)
- The latest trend at high-end grocery stores may seem laughable, but 'produce butchers' can be helpful (National Post)
- The most influential brands in Canada (CG)
- The best Super Bowl commercials (Wired)
Labels:
advertising,
brands,
convenience stores,
fresh,
M&A,
marketing
Friday 3 February 2017
Stephan's Friday Picks
- Can fast food get healthy (The New Yorker)
- Top 10 beverage brands in digital (L2)
- Lidl is leveraging Aldi in their growth strategy (Brick Meets Click)
- Korea's cosmetic juggernaut (Gadfly)
- Leading people too smart to be led (HBR)
Thursday 2 February 2017
Stephan's Thursday Picks
- Supermarket tycoon Sir Ken Morrison dies age 85 (The Guardian)
- Reckitt targets Mead Johnson with surprise $16.7B bid (Bloomberg)
- Fresh opportunities for growth: How grocery stores can leverage the perimeter (Food Dive)
- The history of markets reveals a lot about the state of the economy (Quartz)
- Bacon shortage? Calm down. It's fake news (NYT)
Wednesday 1 February 2017
Stephan's Wednesday Picks
- Ocado survives the grocery killer (Gadfly)
- Robotic grocers have learned how to handle vegetables (MIT Technology Review)
- The threats to the world's chocolate forests (The Atlantic)
- How Unilever is winning with millennials and Generation Z (Forbes)
- What pigs eat matters to millennials (Food Manufacturing)
Labels:
agriculture,
millennials,
ocado,
quarterly earnings,
robots,
technology
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