- 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
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