- 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)
Friday 29 September 2017
Stephan's Friday Picks
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)
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