- Walmart is said to explore options for Asda including IPO (Bloomberg)
- CVS is opening hundreds of SmileDirectClub shops in its stores (CNBC)
- Walmart to develop its own supply chain for Angus beef (WSJ)
- Walgreens is latest to raise smoking (and vaping) age to 21 (NYT)
- Plant based eating goes mainstream as Beyond Meat targets Canadian grocery shelves (CBC)
Tuesday 30 April 2019
Stephan's Tuesday Picks
Labels:
drug stores,
food trends,
supply chain,
tobacco,
Walmart
Monday 29 April 2019
Stephan's Monday Picks
- Beyond Meat details plans for initial public offering (NYT)
- America's biggest supermarket company struggles with online grocery upheaval (WSJ)
- How Sainsbury's Project Solar crashed down to earth (Bloomberg)
- Kraft Heinz taps new CEO, AB InBev's Miguel Patricio (CNBC)
- Lululemon plans to double men's business, expand internationally under new boss (Globe and Mail)
Labels:
apparel,
e-commerce,
international expansion,
IPOs,
M&A,
supply chain
Friday 26 April 2019
Stephan's Friday Picks
- The cult Japanese retailer making billions by breaking the rules (Bloomberg)
- We now live in a world with customized shampoo (WSJ)
- Amazon, facing entrenched rivals, to shut China online store (Reuters)
- To woo shoppers, stores are accepting competitors' returns (WSJ)
- From the archives (1966): Great man with his groceries (Maclean's)
Labels:
** From the Archives **,
amazon,
Asia,
e-commerce,
Loblaw,
technology
Thursday 25 April 2019
Stephan's Thursday Picks
- Meet the woman behind Amazon's explosive growth (Fast Company)
- Agile is not enough (MIT Sloan Management Review)
- Mapping the US gastronomic borders (The Pudding)
- Jack Ma again endorses extreme overtime as furor rages on (Bloomberg)
- Oh we don't sell food at this restaurant, we purvey provisions (McSweeney's)
Wednesday 24 April 2019
Stephan's Wednesday Picks
- Investing in retailer's most important assets (Bain)
- How a Long Island chef became a certified snail farmer (NYT)
- Retailer Fred's hires adviser as it tries to turn around business (WSJ)
- Agile in the consumer goods industry (McKinsey)
- Why you can't buy Pakistani flu remedy Johar Joshanda tea in the U.S. (Eater)
Tuesday 23 April 2019
Stephan's Tuesday Picks
- Why is Wegman's so great? Inside America's favourite grocery store (Bloomberg)
- Big Brother at the mall (WSJ)
- Personal chefs for everyone. Bespoke house calls in the digital age (NYT)
- New rules for M&A in consumer products (Bain)
- With a new CEO and new funding from Upfront, healthy prepared food delivery company service Territory looks to grow (Tech Crunch)
Monday 22 April 2019
Stephan's Monday Picks
- Booze dynasties control $70 billion of world's liquor wealth (Bloomberg)
- The ever-changing store (McKinsey)
- Consumer products: Now's the time to double down on China (Bain)
- Kellogg's new Pringles fail to make waves (WSJ)
- Warby Parker had a message. It's customers didn't care. Here's how it changed its message (Inc)
Thursday 18 April 2019
Stephan's Thursday Picks
- What retail recovery? Malls under pressure as stores close (WSJ)
- Meal kits struggle to reach customers in supermarkets (Bloomberg)
- Walmart partners with subscription-based children's clothing startup Kidbox (Tech Crunch)
- The global diversity of french fry dips is a window into the way we eat today (Gastro Obscura)
- From the archives (2013): Canadian chocolate makers to pay $23.2 million fine in price-fixing lawsuit (Globe and Mail)
Labels:
** From the Archives **,
competition bureau,
food trends,
malls,
meal kits,
subscription,
Walmart
Wednesday 17 April 2019
Stephan's Wednesday Picks
- Inside Everlane's effort to remove new plastic from its supply chain (Fast Company)
- Department stores are dead? Nobody told Primark (Bloomberg)
- The coming obsolescence of animal meat (The Atlantic)
- 20 minutes with: Celebrated water sommelier Jessica Altieri (Barron's)
- Here's The Spoon's 2019 food robotics market map (The Spoon)
Labels:
department stores,
environment,
food trends,
robotics,
supply chain,
technology
Tuesday 16 April 2019
Stephan's Tuesday Picks
- Rite Aid to stop selling e-cigarettes, citing surge in young users (NYT)
- 5G-connected cows test milking parlor of the future (Reuters)
- Inside the fake Amazon review complex (The Hustle)
- Best Buy, after turnaround, to switch leaders (WSJ)
- Fresh flour mills cater to consumers seeking whole, traceable baking ingredients (Financial Post)
Monday 15 April 2019
Stephan's Monday Picks
- Inside Shopify's vision of an e-commerce system to rival Amazon (Financial Post)
- Stop & Shop workers are on strike at over 240 stores in New England (NYT)
- What the grocery stores holding their own against Amazon are doing right (HBR)
- The nutrition study the $30B supplement industry doesn't want you to see (Ars Technica)
- Ulta Beauty's Canadian expansion plan adds more competition in crowded sector (Globe and Mail)
Friday 12 April 2019
Stephan's Friday Picks
Labels:
** From the Archives **,
amazon,
M&A,
operations,
Walmart
Thursday 11 April 2019
Stephan's Thursday Picks
- The age of robot farmers (The New Yorker)
- Yogurt sales sour as options proliferate (WSJ)
- How did ice cream get so expensive (Eater)
- How to solve the plastic packaging paradox (BBC)
- Amazon workers are listening to what you tell Alexa (Bloomberg)
Wednesday 10 April 2019
Stephan's Wednesday Picks
- Walmart rolls out the robots (WSJ)
- The oat milk shortage may soon be over (Bloomberg)
- The sweet success of the spiral-cut ham (NYT)
- Mexico's Walmart pressures suppliers on pricing, forcing some to ditch Amazon (Reuters)
- This invisible, protective coating on fruits and vegetables fights food waste (Fast Company)
Tuesday 9 April 2019
Stephan's Tuesday Picks
- How Asian-American farmers shape what America eats (Eater)
- Amazon Go faces unlikely challenge from checkout-free startup (Bloomberg)
- Staples steps into the future (Gartner L2)
- Amazon wants you to use Alexa to track health care (WSJ)
- Starboard backs down from proxy battle at Dollar Tree (Bloomberg)
Labels:
activist investors,
agriculture,
amazon,
checkout,
dollar stores,
food trends
Monday 8 April 2019
Stephan's Monday Picks
- The promise of targeted innovation (MIT Sloan Management Review)
- When Canadians were first introduced to No Name products (CBC)
- What health kick? Young Americans still thirst for alcopops (WSJ)
- The great sriracha battle is coming to America (Bloomberg)
- The outlandish success of Ollie's: A $5 billion retail empire that sells nothing online (Forbes)
Friday 5 April 2019
Stephan's Friday Picks
- P&G faces backlash over diaper, sanitary waste (WSJ)
- Inside the Trader Joe's black market resale economy (Refinery29)
- Microsoft kills off the book store you probably didn't know existed (Ars Technica)
- Machine learning is making pesto even more delicious (MIT Technology Review)
- From the archives (2011): No Frills: The Atlantic strategy (Canadian Grocer)
Thursday 4 April 2019
Stephan's Thursday
- Sears went into bankruptcy - but its lavish rewards program won't quit (WSJ)
- Inside IKEA's lavish laboratory of foods (Gastro Obscura)
- Eating meat will be considered unthinkable 20 years from now (Vox)
- The Australian store where everything sold must be sent to China (Bloomberg)
- What every CEO needs to know about 'superstar' companies (McKinsey)
Wednesday 3 April 2019
Stephan's Wednesday Picks
- Creating better strategy: Why empathy matters (Knowledge@Wharton)
- Behold the beefless 'Impossible Whopper (NYT)
- Fresh deli cuts muscle out packaged meats (WSJ)
- Millennials are sick of drinking (The Atlantic)
- Nestle plans meat-free Incredible Burger in race against Burger King (Bloomberg)
Labels:
empathy,
food science,
food trends,
millennials,
strategy
Tuesday 2 April 2019
Stephan's Tuesday Picks
- Fast times and fast delivery at today's high schools (WSJ)
- The enormous numbers behind Amazon's market reach (Bloomberg)
- Why the USDA hired artists to paint thousands of fruit (Gastro Obscura)
- Subway closings accelerate as cold cuts fail to draw in diners (Bloomberg)
- Why millions of dollars in federal grocery subsidies haven't lessened food insecurity in the North (CBC)
Labels:
amazon,
fast food,
food delivery,
food desert,
public policy
Monday 1 April 2019
Stephan's Monday Picks
- Meituan and Alibaba have reshaped food delivery in China (Bloomberg)
- Food Lion, other grocers will use AI for food suppliers (WSJ)
- Why self-checkout is and has always been the worst (Gizmodo)
- Are you ready to change your target customer (HBR)
- Can the world quench China's bottomless thirst for milk (The Guardian)
Labels:
alibaba,
artificial intelligence,
Asia,
checkout,
food delivery,
food trends
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