- Our ghost-kitchen future (The New Yorker)
- Why the American consumer has future options - maybe for good (WSJ)
- Vegan Mexican food is taking Southern California by storm (LA Times)
- Amazon private labels and antitrust (Margins)
- Lululemon to buy Mirror, a fitness startup, for $500 million (NYT)
Tuesday, 30 June 2020
Stephan's Tuesday Picks
Labels:
amazon,
apparel,
assortment,
Coronavirus,
food delivery,
food trends,
M&A,
private label,
startups
Monday, 29 June 2020
Stephan's Monday Picks
- Why grocery items are still out of stock (Bloomberg)
- UK retailers remain gloomy about quick post-lockdown bounce (The Guardian)
- Albertsons prices IPO below expectations in downsized deal (WSJ)
- Facebook tightens controls on speech as ad boycott grows (WSJ)
- Gap's shares jumped 42% after it signed a deal with Kanye West to sell a Yeezy clothing line (Bloomberg)
Labels:
apparel,
Coronavirus,
Europe,
IPOs,
social media,
supply chain
Friday, 26 June 2020
Stephan's Friday Picks
- The future of customer experience: White glove service for all (McKinsey)
- Building resilient supply chains won't be easy (HBR)
- Meat producers turn to old dairy cows for better beef flavor (Bloomberg)
- With baseball up in the air, what about the ballpark peanuts (NYT)
- From the archives (2013): Paul Sobey's patient and painstaking approach to building an empire (Globe and Mail)
Thursday, 25 June 2020
Stephan's Thursday Picks
- An early view of post-COVID discretionary spending in Asia (McKinsey)
- The future of commerce belongs to the frictionless (Wired)
- Property owner Simon sees buying tenants as a way to boost malls (WSJ)
- Aurora Cannabis to close facilities, lay off 700 workers in restructuring (Globe and Mail)
- Plexiglass supplies run short as COVID barriers go up (WSJ)
Wednesday, 24 June 2020
Stephan's Wednesday Picks
- Retailers face a data deficit in the wake of the pandemic (HBR)
- You don't know your customer anymore (Fast Company)
- Americans are actually drinking less during the pandemic (Bloomberg)
- What's got into the price of cheese (NYT)
- Couch dining to withstand restaurant re-openings (Bloomberg)
Labels:
agriculture,
Coronavirus,
data,
liquor,
pricing,
restaurants
Tuesday, 23 June 2020
Stephan's Tuesday Picks
- Sobeys launches e-commerce amid surge in demand due to COVID-19 (Globe and Mail)
- How to win with digital marketplaces (McKinsey)
- The Bangladesh garment industry on the brink (The Guardian)
- From Spam to corned beef, sales of canned meat are booming (Bloomberg)
- Coronavirus changed everything. Except T.J. Maxx (WSJ)
Labels:
apparel,
Asia,
Coronavirus,
e-commerce,
food trends,
marketplace,
meat,
Sobeys,
supply chain
Monday, 22 June 2020
Stephan's Monday Picks
- When bakers demanded more flour, King Arthur went to the mills (Bloomberg)
- Product simplicity for CPG companies (McKinsey)
- This is not the end of cities (Bloomberg)
- The credit card fees merchants hate, banks love, and consumers pay (WSJ)
- How White Lily flour began appearing across the United States (Eater)
Friday, 19 June 2020
Stephan's Friday Picks
- The genius of supermarkets (The Atlantic)
- Albertsons looks to price IPO between $18 and $20 a share (WSJ)
- The coming COVID baby bust (Brookings)
- U.S. meat plants are deadly as ever, with no incentive to change (Bloomberg)
- From the archives (2013): Empire to focus on Sobeys, sells theatres to Cineplex, Landmark (Globe and Mail)
Labels:
** From the Archives **,
Coronavirus,
food trends,
IPOs,
meat,
Sobeys
Thursday, 18 June 2020
Stephan's Thursday Picks
- Inside the push to create a Canadian version of Popeyes vaunted chicken sandwich (Financial Post)
- Is there a line at Trader Joe's? Social-media spies are keeping track (WSJ)
- What will the retail experience of the future look like (HBR)
- The ice cream industry is having a meltdown (Slate)
- Walmart partners with Shopify to expand web marketplace business (Bloomberg)
Labels:
Coronavirus,
customer experience,
e-commerce,
fast food,
food trends,
meat,
social media,
Trader Joe's
Wednesday, 17 June 2020
Stephan's Wednesday Picks
- How Canada failed migrant farm workers (Globe and Mail)
- Restaurants trying to re-open face cash crunch (WSJ)
- Mall operator Simon Property abandons $3.6 billion acquisition of Taubman (Reuters)
- Why milk's best sales in a decade won't save struggling dairy farmers (WSJ)
- CERB payments to be extended two more months (CBC)
Labels:
agriculture,
Coronavirus,
food trends,
jobs,
M&A,
malls,
restaurants
Tuesday, 16 June 2020
Stephan's Tuesday Picks
- How Tim Hortons knows where you live, work, and vacation (Financial Post)
- Amazon said to be under scrutiny in two states for abuse of power (NYT)
- Redefining value and affordability in retail's next normal (McKinsey)
- U.S. meat giants face biggest attack in century from probe (Bloomberg)
- India's comfort food tells the story of its pandemic (The Atlantic)
Labels:
amazon,
Asia,
competition,
Coronavirus,
loyalty,
meat
Monday, 15 June 2020
Stephan's Monday Picks
- Amazon's new competitive advantage: Putting its own products first (Propublica)
- Can rivals take advantage of Amazon pandemic woes. It isn't easy (WSJ)
- Tofu goes mainstream in U.S. thanks to Big Meat's COVID crisis (Bloomberg)
- Nestle weighs sale of water unit in push towards sustainability (NYT)
- DoorDash nears deal to secure funding at $15B valuation (WSJ)
Labels:
amazon,
food delivery,
food trends,
meat,
private label,
sustainability,
water
Friday, 12 June 2020
Stephan's Friday Picks
- Just Eat Takeaway to acquire Grubhub for $7.8 billion (NYT)
- Will the pandemic see Telus Health find its footing (Globe and Mail)
- A perfect storm for fashion marketplaces (McKinsey)
- The Sikhs know how to feed crowds in a pandemic (NYT)
- From the archives (2005): The tastemaker (LA Weekly)
Thursday, 11 June 2020
Stephan's Thursday Picks
- How technology is disrupting UK retail (McKinsey)
- Shoppers surprise retailers by returning to stores (WSJ)
- As diners flock to delivery apps, restaurants fear for their future (NYT)
- Plastic is the hero of the coronavirus, according to the plastics industry (Bloomberg)
- Dollarama sales top retailer's forecasts as consumers stocked up on supplies (Globe and Mail)
Wednesday, 10 June 2020
Stephan's Wednesday Picks
- Fastest-rising food prices in decades drive consumers to hunt for value (WSJ)
- What it looks like inside an Amazon warehouse now (NYT)
- Chanel, Revlon, L'Oreal pivoting away from talc in some products (Reuters)
- The future of experimental retail in the era of Coronavirus (Retail Dive)
- How a family bakery used technology to expand and bring in some big brands (Globe and Mail)
Tuesday, 9 June 2020
Stephan's Tuesday Picks
- The economy is experiencing an epic collapse in demand (NYT)
- Ikea can't open stores fast enough after flubbing online (WSJ)
- The end of minimalism (The Atlantic)
- AstraZeneca eyes Gilead in Big Pharma's move beyond Covid (Bloomberg)
- Artizia weathers the COVID-19 storm with increase in e-commerce orders (Globe and Mail)
Monday, 8 June 2020
Stephan's Monday Picks
- Brooks Bros., 'Made in America' since 1818, may soon need a new calling card (NYT)
- What Ben & Jerry's is doing for social justice (Bloomberg)
- Justice department issues subpoenas to beef-processing giants (WSJ)
- Buyout firm Sycamore Partners in talks to buy J.C. Penney (Reuters)
- The Americans who took risks trucking produce to Canada (CBC)
Friday, 5 June 2020
Stephan's Friday Picks
- Finding euphoria in Bangkok's food scene (NYT)
- The sickness in our food supply (New York Review of Books)
- Coffee empire JAB eyes Compassion First pet hospitals (Bloomberg)
- Restauranteur Grant van Gameren on the future of Toronto's food scene (Toronto Life)
- From the archives (2004): Lidl halts plan for Canadian grocery chain (Globe and Mail)
Labels:
** From the Archives **,
Asia,
food trends,
lidl,
restaurants,
supply chain,
travel
Thursday, 4 June 2020
Stephan's Thursday Picks
- Driverless tractors are getting read for harvest season (Bloomberg)
- How to re-engineer your business for safety (HBR)
- Walmart pushes forward with new HQ plans (Fortune)
- Pilgrim's Pride chief executive accused of price fixing (NYT)
- Brands have nothing real to say about racism (The Atlantic)
Labels:
autonomous vehicles,
brands,
competition bureau,
real estate,
Walmart
Wednesday, 3 June 2020
Stephan's Wednesday Picks
- Will food companies newfound fortune last (WSJ)
- It's not just flour flying off the shelves. Popcorn seed orders are exploding (CBC)
- Retailers wrestle with mountains of unsold stock (Reuters)
- Nestle loses fight with Impossible Foods over meatless burger branding (WSJ)
- Welcome to the United States of Amazon (Tortoise)
Tuesday, 2 June 2020
Stephan's Tuesday Picks
- A hidden origin story of the CBD craze (NYT)
- Dining in the post-virus era (Bloomberg)
- Behind the fall of China's Luckin' Coffee (WSJ)
- Amazon profits from the price gouging it says it is trying to stamp out (Quartz)
- As pandemic hobbles retailers, HBC fights department store headwinds (Globe and Mail)
Labels:
amazon,
Asia,
cannabis,
Coronavirus,
department stores
Monday, 1 June 2020
Stephan's Monday Picks
- Amazon's big breakdown (NYT)
- Wegmans pampered its shoppers. Now it has to protect them (WSJ)
- Uber-Grubhub deal hinges on breakup fee (Bloomberg)
- Dollar chains expect robust demand as shoppers brace for recession (Reuters)
- Restaurants are barely surviving. Delivery apps will kill them (Washington Post)
Labels:
amazon,
dollar stores,
food delivery,
M&A,
restaurants,
Wegmans
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