Friday 31 December 2021

 Stephan's Friday Picks

  • The beloved Filipino tradition that started as a government policy (The Atlantic)
  • Retailtainment: A deep dive into the new shopping experiences (Medium)
  • How COVID-19 disrupted global value chains (St. Louis Fed)
  • Sustainable business went mainstream in 2021 (HBR)
  • From the archives (2015): How bad will it get for American Express (Bloomberg)

Thursday 30 December 2021

 Stephan's Thursday Picks

  • Roger Martin: Competing against big new entrants (Medium)
  • How Shopify outfoxed Amazon to become the 'Everywhere Store' (Bloomberg)
  • Should retailers split e-commerce from stores? A high-level debate (WSJ)
  • Marketplaces Year in Review 2021 (Marketplace Pulse)
  • Retailers look to open more stores in 2022 after purging weak stores during the pandemic (CNBC)

Wednesday 29 December 2021

 Stephan's Wednesday Picks

  • Kellogg workers ratify a revised contract after being on strike since October (NYT)
  • The pet food shortage is real, and owners are scrambling (WSJ)
  • Return-to-office chaos is the best thing to happen to consultants since Y2K (Bloomberg)
  • Self storage is the pandemic's hot property (WSJ)
  • Canadian retailers have 'turned over every stone' for talent to cope with seasonal rush amid labour shortage (Globe and Mail)

Friday 24 December 2021

 Stephan's Friday Picks

  • When bigger isn't always better (McKinsey)
  • 27 courses, very little edible: Review of Michelin-starred restaurant goes viral (Today)
  • Think Santa is busy? Ham sniffers are pushing their noses to the limit (WSJ)
  • How recycling food could help save the planet (Maclean's)
  • From the archives (2008): Can you say what your strategy is (HBR)

Thursday 23 December 2021

 Stephan's Thursday Picks

  • Open-air shopping centers are leading retail's recovery (WSJ)
  • Retail's battle with Covid actually saved its stores (Bloomberg)
  • Rite Aid to close at least 63 stores in coming months (CNBC)
  • That fun TikTok video? It's actually an ad (NYT)
  • Going out to eat in the age of the shrinking menu (WSJ)

Wednesday 22 December 2021

 Stephan's Wednesday Picks

  • Roger Martin: Is strategy a zero-sum game (Medium)
  • Former McDonald's CEO repays company $105 million (NYT)
  • Can indoor farms reach skyscraper height (Bloomberg)
  • Pantone's 2022 colour of the year has a lot of competition (WSJ)
  • What Google's top-trending food searches signal for the food industry (The Food Institute)

Tuesday 21 December 2021

 Stephan's Tuesday Picks

  • Why managers fear a remote-work future (The Atlantic)
  • Do you know where your sweater came from (NYT)
  • More people quit to take a new job from an old boss (WSJ)
  • How Shein beat Amazon at its own game (Rest of World)
  • Shoppers' online choices transform retail (C.D. Howe Institute)

Monday 20 December 2021

 Stephan's Monday Picks

  • Roger Martin: How to make your partnerships more strategic (HBR)
  • Corner stores are the new darlings of the tech industry (The Atlantic)
  • The worker revolt comes to a Dollar General in Connecticut (Washington Post)
  • Deadly collapse at Amazon warehouse puts spotlight on phone ban (Bloomberg)
  • How fear of disruption, 'free money', and the lure of alts profits drove record M&A (Institutional Investor)

Friday 17 December 2021

 Stephan's Friday Picks

  • The key to marketing to older people? Don't say old (NYT)
  • Canadian inflation hits 30-year high as Omicron threat looms (Globe and Mail)
  • Asian grocery stores slammed with Port of Vancouver backlogs (Financial Post)
  • Holiday supply chain concerns drive some Canadians back into shopping malls (Globe and Mail)
  • From the archives (2019): Do your data scientists know the 'why' behind their work (HBR)

Thursday 16 December 2021

 Stephan's Thursday Picks

  • The ESG mirage (Bloomberg)
  • In the Mountain West, the 'dirty soda' craze is on (NYT)
  • Branding the billion-dollar dark stores (Bloomberg)
  • Nestle trims L'Oreal stake with $10 billion sale (Reuters)
  • The Amazon empire strikes back (Stratechery)

Wednesday 15 December 2021

 Stephan's Wednesday Picks

  • How the supply chain crisis unfolded (NYT)
  • Grocery delivery startup Jokr explores sale of European business (Bloomberg)
  • Marc Lore plots U.S. expansion of food delivery business (CNBC)
  • The dark side of 15-minute grocery delivery (Bloomberg)
  • Italy fines Amazon record $1.3 billion for abuse of market dominance (Reuters)

Tuesday 14 December 2021

 Stephan's Tuesday Picks

  • Canada's Food Price Report 2022 (Dalhousie University)
  • What does ultrafast delivery really cost us (The Guardian)
  • The era of the celebrity meal (NYT)
  • Creating a better leaf (The New Yorker)
  • Walgreens CEO Roz Brewer to leaders: Put away your phones and listen to your employees (HBR)

Monday 13 December 2021

 Stephan's Monday Picks

  • Roger Martin: The lost art of strategy (Medium)
  • Amazon's grocery battle isn't what you think (Bloomberg)
  • Walgreens lines up Goldman Sachs to explore options for UK Boots sale (FT)
  • Kohl's urged to consider sale by activist investor (WSJ)
  • Coming soon: Faux-meat burgers made from maggots and mealworms (Bloomberg)

Friday 10 December 2021

 Stephan's Friday Picks

  • How this all happened (Collaborative Fund)
  • What I learned eating from 8,000 Chinese restaurants (BBC)
  • How to meet customers' needs in uncertain times (BCG)
  • Addressing the sleep loss epidemic through technology (McKinsey)
  • From the archives (2003): A laboratory of taste (NYT)

Thursday 9 December 2021

 Stephan's Thursday Picks

  • Supreme Court rules in favour of Loblaw in matter of Glenhuron Bank (Supreme Court of Canada)
  • When same-day delivery is too slow (Bloomberg)
  • Thefts, always an issue for retailers, become more brazen (NYT)
  • How to fix Britain's failing food system (The Guardian)
  • Gift cards a popular holiday option as amid ongoing pandemic concerns and supply chain snafus (Globe and Mail)

Wednesday 8 December 2021

Stephan's Wednesday Picks

  • Lina Khan's battle to rein in Big Tech (The New Yorker)
  • Organized retail thefts continue over Thanksiving weekend (WSJ)
  • Consumer goods companies must transform their planning - from end to end (McKinsey)
  • Walmart delivers your stuff - one small item at a time (WSJ)
  • Selfridges set for £4B sale to Thai retail giant (BBC)

Tuesday 7 December 2021

 Stephan's Tuesday Picks

  • Canada Goose goes viral in China for all the wrong reasons (Globe and Mail)
  • E-Commerce needs real store locations now more than ever (WSJ)
  • A tale of culinary reconciliation, beside the Eiffel Tower (NYT)
  • P&G recalls antiperspirants after cancer-causing chemical found (WSJ)
  • Port of Vancouver descends into distress as B.C. flooding severs rail lines, highways (Globe and Mail)

Monday 6 December 2021

 Stephan's Monday Picks

  • Roger Martin: Singing the data analytics blues (Medium)
  • The shifting CPG market in a diversifying Asia (McKinsey)
  • Europe went bananas for Gorillas. Then its workers rose up (Wired)
  • What humanity should eat to stay healthy and save the planet (Nature)
  • Amazon's strategy to squeeze marketplace sellers and maximize its own profits is evolving (Vox)

Friday 3 December 2021

 Stephan's Friday Picks

  • Peter Buck, co-founder of the Subway sandwich chain, dies at 90 (NYT)
  • Improving strategic outcomes with advanced analytics (McKinsey)
  • The sensibility of Ssense (NYT)
  • How to reduce post-harvest crop losses in the agricultural supply chain (McKinsey)
  • From the archives (2015): How Big Food is using natural flavours to win consumer flavour (WSJ)

Thursday 2 December 2021

 Stephan's Thursday Picks

  • Rami Atallah's $5 billion online luxury fashion retailer only the coolest kids know (Globe and Mail)
  • It's beginning to look a lot like Christmas - and 2019 (WSJ)
  • A diaper entrepreneur's take on when to bring in help (Bloomberg)
  • Fiestaware is cool again but the brand can't make enough for the holidays (WSJ)
  • The supply chain crisis, explained (Globe and Mail)

Wednesday 1 December 2021

 Stephan's Wednesday Picks

  • Keeping Lidl's shelves stocked is harder than ever, says U.K. boss (The Guardian)
  • For some recipe apps, your personal data is gravy (Washington Post)
  • Best Buy tumbles as increased theft worsens margin squeeze (Bloomberg)
  • Rebecca McKillican took over thousands of pharmacies - just in time to help lead the vaccine rollout (Globe and Mail)
  • The great huckleberry supply crunch (Bloomberg)

Tuesday 30 November 2021

 Stephan's Tuesday Picks

  • When naming a new product, make it easy to pronounce. But not always (WSJ)
  • Jury holds CVS, Walgreens and Walmart responsible for role in opioid crisis (CNBC)
  • Sugar industry merger challenged by U.S. Justice Department (WSJ)
  • 10-minute grocery delivery startup to buy UK rival Weezy as buzzy market enters consolidation (CNBC)
  • PEI farmers warn of devastation after Canada halts fresh potato exports to U.S. due to fungus outbreak (Globe and Mail)

Monday 29 November 2021

 Stephan's Monday Picks

  • How unboxing elaborate packages became an American pastime (The Atlantic)
  • The packaging mistakes companies make - and why they make them (WSJ)
  • In Brampton, a growing army of home cooks offer customers hungry for Indian food a taste of home (Globe and Mail)
  • Why do prices keep going up and what's the cause of inflation (WSJ)
  • Restaurant owners say they have the answer to the current labour shortage: Better pay, benefits, and balance (Globe and Mail)

Friday 26 November 2021

 Stephan's Friday Picks

  • The godmother of 'plant-based living' (NYT)
  • The most exclusive restaurant in America (The New Yorker)
  • The Amazon lobbyists that kill U.S. consumer privacy protections (Reuters)
  • How companies raise prices without raising prices (WSJ)
  • From the archives (2012): U.S. based Chobani seen as threat to local makers (National Post)

Thursday 25 November 2021

 Stephan's Thursday Picks

  • Roger Martin: The secret to knitting strategy together corporate-wide (Medium)
  • Monster Beverages said to explore deal with Constellation (Bloomberg)
  • George Weston's third-quarter profit down as it sells Weston Foods business (Globe and Mail)
  • Everything is a multivitamin (The Atlantic)
  • Best Buy forecasts holiday sales below estimates as supply issues loom (Globe and Mail)

Wednesday 24 November 2021

 Stephan's Wednesday Picks

  • The U.S. supply chain crisis is already easing (Bloomberg)
  • Supply chain problems show signs of easing (WSJ)
  • More than 100 retailers, including Lululemon, at high risk of having forced-labour cotton in supply chains (Globe and Mail)
  • The OPEC of maple syrup taps its stockpile to make sure your pancakes are covered (Bloomberg)
  • Shopify's retail platform susceptible to fake reviews, report finds (Globe and Mail)

Tuesday 23 November 2021

 Stephan's Tuesday Picks

  • Bottlenecks: Causes and macroeconomic implications (BIS)
  • Mattress maker Casper to be taken private by private equity firm (CNBC)
  • Net promoter 3.0 (HBR)
  • Unilever to sell Lipton Tea owner to CVC Capital for $5 billion (Bloomberg)
  • Starbucks and Amazon team up on first store (Fast Company)

Monday 22 November 2021

 Stephan's Monday Picks

  • Ten steps retailers can take to shock-proof their supply chains (McKinsey)
  • The worst of both worlds: Zooming from work (NYT)
  • Tim Hortons parent RBI buying Florida-based Firehouse Subs for $1-billion (Globe and Mail)
  • Toronto food banks record highest number of visits ever during pandemic (CBC)
  • Retailers rethink holiday ads amid digital marketing upheaval (CNBC)

Friday 19 November 2021

 Stephan's Friday Picks

  • The value of getting personalization right - or wrong - is multiplying (McKinsey)
  • Roger Martin: Stop letting OKRs masquerade as strategy (Medium)
  • Ocean shipping rates fall but ports are still jammed (WSJ)
  • Cannabis beverages were supposed to be the next big thing. So why are sales slow (Globe and Mail)
  • From the archives (2011): The Flexner Report - 100 years later (NCBI)

Thursday 18 November 2021

 Stephan's Thursday Picks

  • These online grocers want to make it easy for you to shop sustainably (WSJ)
  • Chinese city Dalian halts frozen food trade after COVID-19 cases (Reuters)
  • IOT value to accelerate through 2030. Where and how to capture it (McKinsey)
  • Mondelez sees online snack-shopping boom lasting beyond pandemic (Bloomberg)
  • Food inflation pushes up pot roast prices in Canada (Bloomberg)

Wednesday 17 November 2021

 Stephan's Wednesday Picks

  • The year America's hair fell out (The Atlantic)
  • Competition Bureau chief readies for fight to shake up merger laws (Financial Post)
  • First step for the Teamsters' next boss: Take on UPS (Bloomberg)
  • Seeing the world through a grain of rice (NYT)
  • Dollar General to do same-day deliveries via DoorDash (The Verge)

Tuesday 16 November 2021

Stephan's Tuesday Picks

  • The truth about those dollar stores (Consumer Reports)
  • How the wellness industry turned its back on Covid science (The Guardian)
  • The myth of the high-growth fashion startup (Fast Company)
  • Johnson & Johnson to split consumer, pharmaceutical businesses, creating two companies (WSJ)
  • The pantry's rise to most fashionable space in the kitchen (Globe and Mail)

Monday 15 November 2021

 Stephan's Monday Picks

  • Retailers pull back on clogged supply chains (Globe and Mail)
  • Swedish supermarket ICA to go private at $12.5 billion valuation (Bloomberg)
  • Panera Bread set to return to public market (WSJ)
  • How Big Data turned graph theory into new dimensions (Wired)
  • DoorDash to acquire food delivery company Wolt for $8 billion (Tech Crunch)

Friday 12 November 2021

 Stephan's Friday Picks

  • Is soaking dishes worthwhile? Yes. Sometimes (Washington Post)
  • 15-minute grocery delivery has come to NYC. Not everyone is happy (NYT)
  • The shortness of time (Farnam Street)
  • Consumers trade rib-eye for ground beef as prices rise (WSJ)
  • From the archives (1989): I have made over 1,000 pieces of sushi a day. Now I have sushi elbow (Washington Post)

Thursday 11 November 2021

 Stephan's Thursday Picks

  • Roger Martin: Strategy and [re]organization (Medium)
  • Medicine's wellness conundrum (The New Yorker)
  • World's fairs made burgers and ice cream cones a hit - now Saudi chicken nuggets (WSJ)
  • Meat prices will continue to surge if meatpackers can't find workers fast (Bloomberg)
  • The great organic food fraud (The New Yorker)

Wednesday 10 November 2021

 Stephan's Wednesday Picks

  • TikTok fans brew even more complicated orders at Starbucks (WSJ)
  • Judge denies celebrity chef Mark McEwan's restructuring plan (Globe and Mail)
  • Hot streaks in your career don't happen by accident (The Atlantic)
  • Small businesses boxed out by Walmart, Target, and other big box retailers (Washington Post)
  • How British food, long a source of national shame, became exhilarating (FT)

Tuesday 9 November 2021

 Stephan's Tuesday Picks

  • For fashion brands, green is the hardest colour to sell (WSJ)
  • Paul Polman on business as a force for good (McKinsey)
  • How restaurants can win back customers (WSJ)
  • Amazon reinstates Canadian retailers after mass suspension tied to shipping policy (Globe and Mail)
  • How the son of a grocer from Lac St-Jean landed in the centre of Canada's biggest food fight (Financial Post)

Monday 8 November 2021

 Stephan's Monday Picks

  • Supermarkets play supply chain 'whack-a-mole' to keep products on shelves (WSJ)
  • Maple Leaf Foods says its reassessing its plant protein business (Globe and Mail)
  • How direct-to-consumer brands can continue to grow (HBR)
  • Why McDonald's looks sleek and boring now (Vox)
  • The untold story of sushi in America (NYT)

Friday 5 November 2021

 Stephan's Friday Picks

  • Are there enough strawberries in a Kellogg's Strawberry Pop-Tart? A court might decide (WSJ)
  • Why strawberries turn a ghostly shade of white (NYT)
  • Banana price war in UK supermarkets is hurting farmers, growers warn (The Guardian)
  • The plexiglass barrier problem (Maclean's)
  • From the archives (2018): The unknown entrepreneur who built UPS (American Business History Center)

Thursday 4 November 2021

 Stephan's Thursday Picks

  • Farm gate milk prices to be increased (Canadian Dairy Commission)
  • An undersung trailblazer of Indian cooking (The New Yorker)
  • How Mars Wrigley is pursuing growth in emerging markets (McKinsey)
  • How cheesecake-to-go saved The Cheesecake Factory (WSJ)
  • Carrefour raises climate goals and targets 2040 carbon neutrality (Bloomberg)

Wednesday 3 November 2021

 Stephan's Wednesday Picks

  • Turnover contagion: The domino effect of one resignation (BBC)
  • Investigation into bread price-fixing scheme isn't over (Financial Post)
  • What makes a cultural superpower (Noahpinion)
  • China targets vegetable hoarders as spinach surges 157% (Bloomberg)
  • How to make your loyalty program pay off (HBR)

Tuesday 2 November 2021

 Stephan's Tuesday Picks

  • Roger Martin: The role of industry in strategy (Medium)
  • Coca-Cola to pay $5.6 billion for full control of BodyArmor (WSJ)
  • Tesco and Gorillas join forces to test 10-minute delivery service (The Guardian)
  • The megaships that broke global trade (WSJ)
  • The 37-year olds are afraid of the 23-year-olds that work for them (NYT)

Monday 1 November 2021

 Stephan's Monday Picks

  • Stores to customers. You're already behind on your Christmas shopping (WSJ)
  • The Great Canadian Savings puzzle (RBC)
  • Arcaea: Re-imagining the beauty industry through expressive biology (Wittington Ventures)
  • Big retailers becoming big property owners with warehouse deals (WSJ)
  • How Mondelez Canada kept up with the change in Canadians' eating habits during the pandemic (Globe and Mail)

Friday 29 October 2021

 Stephan's Friday Picks

  • Ultrafast grocery delivery has exploded in New York City. Your city could be next (CNBC)
  • The ghost stores of Instagram (Vox)
  • Why is everyone else quitting (NYT)
  • The 'Great Resignation'? It's not happening in Canada (Globe and Mail)
  • From the archives (2020): How Erewhon became everybody's favourite grocery store hot spot (Vanity Fair)

Thursday 28 October 2021

 Stephan's Thursday Picks

  • The charm of making foods you usually buy (WSJ)
  • The great retail reset (Institutional Investor)
  • U.S. dairy cows too expensive to feed, causing herds to plummet (Bloomberg)
  • Tesco website and app back up after hack attempt (BBC)
  • Instacart needs to ring up grocers in store (WSJ)

Wednesday 27 October 2021

 Stephan's Wednesday Picks

  • Reviving the art of apprenticeship to unlock continuous skills development (McKinsey)
  • Canadian retailers take to the skies to mitigate holiday supply chain woes (Globe and Mail)
  • Where did all the shipping containers go (WSJ)
  • America's ports problem is decades in the making (Cato Institute)
  • George Weston to sell bakery business for $1.2 billion (Globe and Mail)

Tuesday 26 October 2021

 Stephan's Tuesday Picks

  • Roger Martin: The rule of fear and the fears of rule (Medium)
  • Sweetgreen files to go public, plans to double footprint within 5 years (CNBC)
  • Eco-friendly sneaker maker Albirds aims for $2 billion valuation (Reuters)
  • Worried about the supply chain? Stop buying so much stuff (The Atlantic)
  • Inside Amazon's epic fight for power in India (Reuters)

Monday 25 October 2021

 Stephan's Monday Picks

  • Desperate for workers, restaurants turn to robots (NYT)
  • Alibaba faces new threat: An evolving Chinese customer (WSJ)
  • Instacart acquires smartcart maker Caper AI for $350 million (Tech Crunch)
  • Which metrics really drive total return for shareholders (McKinsey)
  • Food delivery apps have knives out as pandemic boom fades (Reuters)

Friday 22 October 2021

 Stephan's Friday Picks

  • Rapid grocery delivery will keep investors waiting (Reuters)
  • Canada's COVID-19 benefits are set to expire on October 23. Here's what you need to know (Globe and Mail)
  • Trader Joe wrote a memoir (The New Yorker)
  • Economist, former federal advisor urges Ottawa to ignore business lobby, shut down wage subsidy (Globe and Mail)
  • From the archives (2008): Store brands lift grocers in troubled times (NYT)

Thursday 21 October 2021

 Stephan's Thursday Picks

  • The Great Resignation is accelerating (The Atlantic)
  • Plant-based food companies face critics: Environmental advocates (NYT)
  • Jana Partners takes stake in Macy's urges spinoff (WSJ)
  • Amazon copied products and rigged search results to promote own brands (Reuters)
  • Supply chain fears ramp up in Canada, U.S. ahead of holiday shopping season (Globe and Mail)

Wednesday 20 October 2021

 Stephan's Wednesday Picks

  • Roger Martin: Battling our same:different instinct (Medium)
  • Toy retailer Camp takes over Toys 'R' Us location as it puts experiences to the test (CNBC)
  • Instacart 'shoppers' baffled by shrinking paycheques (CBC)
  • Next in loyalty: Eight levers to turn customers into fans (McKinsey)
  • Uber is exploring ways to tap into Europe's rapid grocery delivery boom (Bloomberg)

Tuesday 19 October 2021

 Stephan's Tuesday Picks

  • All the supply chain nightmares came today (Bloomberg)
  • L.A. port to operate around the clock to ease logjams (WSJ)
  • What is Europe's most popular speedy grocery app (Sifted)
  • L.O.L dolls are lost in the supply chain. John Baker must free them (WSJ)
  • Baby bust: How the Covid-19 pandemic re-shaped family planning (Globe and Mail)

Monday 18 October 2021

Stephan's Monday Picks

  • The durable goods spending boom is heading for a slowdown (Bloomberg)
  • The return-to-office quandary (The New Yorker)
  • The scariest part of Halloween this year is the supply chain (WSJ)
  • Amazon delivery partners rage against the machine (Bloomberg)
  • Zellers returns - kind of - but the lowest prices aren't quite the law (CBC)

Friday 15 October 2021

 Stephan's Friday Picks

  • Dude, where's my stuff (J.P. Morgan)
  • The digital future of manufacturing consumer packaged goods (McKinsey)
  • New research busts popular myths about innovation (WSJ)
  • The nasty logistics of free returns (The Atlantic)
  • From the archives (2012): Q&A with Daniel Debow (Toronto Life)

Thursday 14 October 2021

 Stephan's Thursday Picks

  • Biggest U.S. retailers charter private cargo ships to sail around port delays (WSJ)
  • Nature shows how this all works (Collaborative Fund)
  • Another truth about work from home (The Atlantic)
  • Strategy for a digital world (McKinsey)
  • America is running out of everything (The Atlantic)

Wednesday 13 October 2021

 Stephan's Wednesday Picks

  • How CPGs can sell online profitably (McKinsey)
  • What America's port crisis looks like up close (NYT)
  • Netflix to sell 'Squid Game' goods, other products on Walmart site (WSJ)
  • Carrefour's latest deal miss shows consolidation is hard (Bloomberg)
  • The unlikely rise of French tacos (The New Yorker)

Tuesday 12 October 2021

 Stephan's Tuesday Picks

  • Restaurants spend big for upgraded outdoor dining (WSJ)
  • Supply chain havoc is getting worse (Vox)
  • China's tech antitrust campaign snares food delivery giant Meituan  (NYT)
  • Chobani CEO is using his yogurt empire to resettle Afghan refugees (Fast Company)
  • The world's 50 best restaurants: 2021 (Eater)

Friday 8 October 2021

 Stephan's Friday Picks

  • Lululemon launches Mirror in Canada (Globe and Mail)
  • Indra Nooyi on the truth of corporate responsibility (NYT)
  • What's the point of 15-minute grocery delivery (Vice)
  • The future of French farmers are tech-savvy, and want weekends off (NYT)
  • From the archives (2019): The female chef making Japan's most elaborate cuisine her own (The New Yorker)

Thursday 7 October 2021

 Stephan's Thursday Picks

  • Andy Jassy says the company could do more to treat workers better (CNBC)
  • PepsiCo juggles strong demand and supply chain challenges (WSJ)
  • Robots take over Italy's vineyards as wineries struggle with labour shortages (WSJ)
  • Canada's smallest canola harvest in 13 years forces importers to turn elsewhere (Globe and Mail
  • Dick's Sporting Goods' new CEO: Being a female leader is a huge asset (WSJ)

Wednesday 6 October 2021

 Stephan's Wednesday Picks

  • Nobody really knows how the economy works (NYT)
  • Rent the Runway files for IPO (CNBC)
  • Clothing retailers boost profit margins by offering fewer markdowns (WSJ)
  • Supply chain snarls delay books (NYT)
  • Online ordering is ruining lunch for the rest of us (Slate)

Tuesday 5 October 2021

 Stephan's Tuesday Picks

  • The time to buy your holiday presents is now (Wired)
  • Will remote workers get left behind in the hybrid office (NYT)
  • Pandemic's Peloton obsession turns to Peloton fatigue (WSJ)
  • The rush to save Christmas reaches peak shipping-season frenzy (Bloomberg)
  • Mark McEwan's restaurant and gourmet foods business files for creditor protection (Globe and Mail)

Monday 4 October 2021

 Stephan's Monday Picks

  • Dollar stores hit a pandemic downturn (NYT)
  • U.S. firm wins auction to take over Morrisons (BBC)
  • Warby Parker soared in its market debut (CNBC)
  • The cotton tote crisis (NYT)
  • Experts warn of high level of chemicals in clothes by some fast fashion retailers (CBC)

Friday 1 October 2021

 Stephan's Friday Picks

  • Inside America's broken supply chain (Washington Post)
  • Macy's sues Amazon over billboard at flagship store (NYT)
  • Carlyle, Calpers in ESG data push for $4 trillion of funds (Bloomberg)
  • Goodbye to the 'office mom' (NYT)
  • From the archives (1972): Eating crawfish in Breaux Bridge, Louisiana (The New Yorker)

Thursday 30 September 2021

 Stephan's Thursday Picks

  • C2C e-commerce: Could a new business model sell more old goods (McKinsey)
  • Dollar Tree soars on buyback, plans to sell items for more than a buck (Bloomberg)
  • The inside baseball of corporate transformation (Rita McGrath)
  • The supply chain mystery (The New Yorker)
  • Port of Vancouver sends record number of empty shipping containers to Asia (Globe and Mail)

Wednesday 29 September 2021

 Stephan's Wednesday Picks

  • Roger Martin: Why do strategy anyway (Medium)
  • The new marketing model for growth (How CPGs can crack the code) (McKinsey)
  • Amazon's Astro home robot is like having Alexa on wheels (The Verge)
  • For flagging Amazon Games unit, New World 'has to be a breakthrough' (NYT)
  • Workers are putting on pants to head to the office only to be on Zoom all day (Washington Post)

Tuesday 28 September 2021

 Stephan's Tuesday Picks

  • UK supermarket prices to rise by 5% as supply chain costs increase (The Guardian)
  • Madewell, ThredUP test secondhand store in Brooklyn (WSJ)
  • Suburbia's bittersweet allure (Vice)
  • Faux meat falters at the drive-thru (Bloomberg)
  • Europe's grocery delivery startups deliver frantic summer of deal-making (FT)

Monday 27 September 2021

 Stephan's Monday Picks

  • Why does beef cost so much (The Atlantic)
  • Why you might not be getting the salmon you paid for (National Geographic)
  • The return of empty shelves and panic buying (Bloomberg)
  • America's meat supply is cheap and efficient. Here's why that's a problem (Politico)
  • How Good Fat Co. managed to appeal to customers by embracing the f-word (Globe and Mail)

Friday 24 September 2021

 Stephan's Friday Picks

  • Lululemon replaces Hudson's Bay as the official clothier of Team Canada at the Olympics and Paralympics (Globe and Mail
  • The race to stop fishing from becoming the next factory farming nightmare (Wired)
  • General Mills shows food is still glorious (WSJ)
  • DoorDash is exploring dark store services for groceries (Grocery Dive)
  • From the archives (1968): Notes on cravings (The New Yorker)

Thursday 23 September 2021

 Stephan's Thursday Picks

  • The rapid evolution of food delivery (McKinsey)
  • Inside the rise and fall of the Buca empire (Toronto Life)
  • Britain tells its food industry to prepare for a CO2 price shock (Reuters)
  • Inside Amazon's department store plans (WSJ)
  • Buying into a more sustainable value chain (McKinsey)

Wednesday 22 September 2021

 Stephan's Wednesday Picks

  • Why everybody's hiring but nobody's getting hired (Vox)
  • Offices are useful for soft work, not hard work (The Atlantic)
  • Lululemon says Mirror CEO is stepping down (CNBC)
  • Why deliveries are so slow (The Atlantic)
  • What is horchoffee, and why is it so controversial (Grub Street)

Tuesday 21 September 2021

 Stephan's Tuesday Picks

  • Roger Martin: Strategy and transformation (Medium)
  • Restaurants increase wages and offer signing bonuses (NYT)
  • Vending machine steaks and sausages become butcher's pandemic success (Bloomberg)
  • The new science on how we burn calories (NYT)
  • Restaurants across Canada face labour shortages as growing number of hospitality workers leave industry (Globe and Mail)

Monday 20 September 2021

 Stephan's Monday Picks

  • How 26 millions pounds of American fish got stuck in Canada (WSJ)
  • Why do companies have so many managers (The Atlantic)
  • Food fraud and counterfeit cotton (The Guardian)
  • The $70 billion prize in personalized offers (BCG)
  • The great shortage (Eater)

Friday 17 September 2021

 Stephan's Friday Picks

  • A leader in the cultured meat industry envisions the future (McKinsey)
  • Who is driving the Great Resignation (HBR)
  • Ford, Walmart, and Argo AI team up to offer autonomous vehicle delivery service (Reuters)
  • Inside the brutal realities of supply chain hell (Bloomberg)
  • From the archives (2002): A sandwich (The New Yorker)

Thursday 16 September 2021

 Stephan's Thursday Picks

  • Getir tops $1 billion in fundraising this year with latest deal (Bloomberg)
  • Lessons from the rise and fall of the pedestrian mall (CityLab)
  • Inflation hits 18-year high, fuelled by pandemic factors (Globe and Mail)
  • Amazon CEO Andy Jassy: It's still early days for us in media (CNBC)
  • Why retail loves 'Buy now, pay later' (WSJ)

Wednesday 15 September 2021

 Stephan's Wednesday Picks

  • Revolt of the delivery workers (The Verge)
  • The Black consumer: A $300 billion opportunity (McKinsey)
  • Ikea charters ships to combat bare shelves from U.S. to Germany (Bloomberg)
  • Brick-and-mortar retail in the age of Covid, and Amazon (NYT)
  • Kroger and Instacart launch 30 minute delivery (Kroger)

Tuesday 14 September 2021

 Stephan's Tuesday Picks

  • Roger Martin: Strategy in the face of discontinuity (Medium)
  • The effect of remote work on collaboration among information workers (Nature)
  • Workers want to do their jobs from anywhere and keep their big-city salaries (WSJ)
  • Mattel dusts off He-Man, with a nod to to diversity (NYT)
  • Cooking oil binge has world's biggest canola reserves plunging (Bloomberg)

Monday 13 September 2021

 Stephan's Monday Picks

  • The Sweetgreen CEO's cruel, dangerous plan (The Atlantic)
  • Food delivery companies sue New York City over fee caps (WSJ)
  • Will we ever get a clear idea over what foods we should eat (Aeon)
  • Topo Chico's sudden success (NYT)
  • Amazon to launch its own TVs in push to cement itself in living rooms (WSJ)

Friday 10 September 2021

 Stephan's Friday Picks

  • Plant-based food companies expand, with consumers hungry for more (NYT)
  • Making the great attrition the great attraction (McKinsey)
  • Vast expansion in aid kept food insecurity from growing last year (NYT)
  • Redrawing Asia's consumer map (McKinsey)
  • From the archives (2019): The man who discovered umami (BBC)

Thursday 9 September 2021

Stephan's Thursday Picks

  • How eating out has changed, from the menu to the tip (NYT)
  • $10B battle for Morrisons goes to auction (Reuters)
  • The long game of DTC and e-commerce (McKinsey)
  • What makes us love the pain of hot peppers (WSJ)
  • The clever science behind frozen ramen (BBC)

Wednesday 8 September 2021

 Stephan's Wednesday Picks

  • Roger Martin: The battle for the soul of strategy (Medium)
  • Ikea is launching a furniture buy-back program (Fast Company)
  • Instacart goes deeper into digital advertising as grocery delivery slows (WSJ)
  • Wittington Ventures: Food loss and waste - Part I (Medium)
  • U.S. grocers prepare for possible snack shortages as Mondelez workers strike (WSJ)

Tuesday 7 September 2021

 Stephan's Tuesday Picks

  • Amazon CEO unveils 55,000 tech jobs in his first hiring push (Reuters)
  • Walmart to offer grocery delivery to parts of New York City (WSJ)
  • Ben Dugan works for CVS. His job is battling a $45 billion crime spree (WSJ)
  • Couche-Tard struggling to find enough staff as COVID-19 resurgence looms (Globe and Mail)
  • McDonald's McFlurry machine is broken (again). Now the FTC is on it (WSJ)

Friday 3 September 2021

Stephan's Friday Picks

  • Understanding the ever-evolving, always-surprising consumer (McKinsey)
  • Dumpster diving for discount desserts behind the Entenmann's outlet (Food & Wine)
  • Marc Lore wants to build a utopian megalopolis (Bloomberg)
  • The new status fridge is a hidden from view (NYT)
  • From the archives (2019): Home Depot's CFO on how the retail giant returned to health (WSJ)

Thursday 2 September 2021

 Stephan's Thursday Picks

  • The shy sisters behind Austin's breakout breakfast tacos (NYT)
  • Gap expands Athleta athleisure brand into Canada in first move outside U.S. (Globe and Mail)
  • Americans are stocking up on toilet paper again (WSJ)
  • Grocery store sticker shock hits consumers as drought takes toll on crops (CBC)
  • Ending prices with '.99' can backfire on sellers (Ohio State)

Wednesday 1 September 2021

 Stephan's Wednesday Picks

  • Yandex buys Uber out of food delivery, self-driving venture (Bloomberg)
  • Private equity companies all want the same thing: British companies (NYT)
  • Starbucks workers in Buffalo seek union vote (NYT)
  • Allbirds files for IPO, reveals losses (CNBC)
  • Online bed enthusiasts are making DIY mattresses (Vice)

Tuesday 31 August 2021

 Stephan's Tuesday Picks

  • Roger Martin: Strategy & boards of directors (Medium)
  • Amazon strikes a deal with Affirm, the buy-now, pay-later firm (NYT)
  • What I learned visiting two cutting-edge Amazon grocery stores (Full Stack Economics)
  • The board perspective on talent and culture (McKinsey)
  • The 'hedonistic altruism' of plant-based meat (NYT)

Monday 30 August 2021

 Stephan's Monday Picks

  • Food delivery apps stung by New York City commissions cap (FT)
  • Online deliveries take a strange turn (The Guardian)
  • Big box stores' other shoe drops (Marker)
  • Amazon's department store plans are less surprising than they appear (The Economist)
  • CVS wants to be your therapist, too (WSJ)

Friday 27 August 2021

Stephan's Friday Picks

  • Amazon's podcast play was an advertising move all along (Bloomberg)
  • Online shoppers don't always care about faster delivery (MIT Sloan Management Review)
  • The pricing response to cost volatility (McKinsey)
  • We need to talk about the great mayonnaise inflation mystery (Bloomberg)
  • From the archives (2019): Outdoor Voices blurs the lines between working out and everything else (The New Yorker)

Thursday 26 August 2021

 Stephan's Thursday Picks

  • Shopify looks to expand reach across social media with TokTok partnership (Globe and Mail)
  • Warby Parker plans to go public via direct listing (WSJ)
  • It's back to that 'isolation bubble' for workers pining to go back to the office (NYT)
  • How Target got cozy with the cops, turning black neighbours into suspects (Bloomberg)
  • How packaging companies can catch the post-pandemic wave of new product launches (McKinsey)

Wednesday 25 August 2021

 Stephan's Wednesday Picks

  • A bubble tea making robot is a portent of things to come (Slate)
  • Is it time to break up Big Ag (The New Yorker)
  • Walmart opens local delivery service to other sellers (WSJ)
  • The farmers market is moving online (The Verge)
  • Fairfax sells Toys 'R' Us to Putman Investments, excluding real estate (Globe and Mail)

Tuesday 24 August 2021

 Stephan's Tuesday Picks

  • Roger Martin: Should we listen to customers (Medium)
  • Irked by no-shows, Vancouver restaurants eye pre-paid reservations (Globe and Mail)
  • Dollar stores are booming as shoppers grapple with rising prices (Washington Post)
  • The sad desk salad is migrating from the office to the suburbs (Bloomberg)
  • Whole milk mounts its triumphant comeback (Grub Street)

Monday 23 August 2021

 Stephan's Monday Picks

  • How TikTok made Pop Its the toy of the pandemic (WSJ)
  • When larger audiences require fewer seats (NYT)
  • Investors want to know how Just Eat will deliver for them (Bloomberg)
  • People like malls (The Atlantic)
  • Vertical farms rush to improve kale salad on the path to profitability (Bloomberg

Friday 20 August 2021

 Stephan's Friday Picks

  • Amazon plans to open large retail stores akin to department stores (WSJ)
  • Why do chief data officers have such short tenures (HBR)
  • Lululemon plans to make leggings from plants (Fast Company)
  • Soaring cost of food is forcing families to scrimp at the dinner table (Bloomberg)
  • From the archives (2012): Selling it with extras, or not at all (NYT)

Thursday 19 August 2021

 Stephan's Thursday Picks

  • Revenue growth management: The time is now (McKinsey)
  • Home Depot's sales growth flattens after year of rapid gains (WSJ)
  • Restaurant prices are skyrocketing. Here's why (Grub Street)
  • When Kmart moved out, churches and flea markets moved in (NYT)
  • Montreal twins behind the Want retail brand try to take on the likes of Amazon with a less-is-more approach (Globe and Mail)

Wednesday 18 August 2021

 Stephan's Wednesday Picks

  • Tim Hortons China to go public via $1.7 billion SPAC deal (Bloomberg)
  • People now spend more at Amazon than at Walmart (NYT)
  • Are four drive-thru lanes better than two (Retail Wire)
  • How Amazon won shopping (NYT)
  • Walmart's earnings report shows sales rose as shoppers returned to stores (WSJ)

Tuesday 17 August 2021

Stephan's Tuesday Picks

  • Roger Martin: The proper role of a chief strategy officer (Medium)
  • How digital beauty filters perpetuates colorism (MIT Technology Review)
  • They ditched the office for the farm - and stayed (WSJ)
  • Who wants to return to the office (538)
  • Hanging by a thread (Collaborative Fund)

Monday 16 August 2021

 Stephan's Monday Picks

  • Can Instacart reconfigure America's grocery wars (The Economist)
  • Diaper costs crush families (Bloomberg)
  • The cutthroat world of $10 ice cream (NYT)
  • Adidas strikes deal to sell Reebok (CNBC)
  • A guide to the new workday lunch (WSJ)

Friday 13 August 2021

 Stephan's Friday Picks

  • Why the crocs craze may be here to stay (BoF)
  • When Amazon customers leave negative reviews, some sellers hunt them down (WSJ)
  • Canada's big three grocers see shifting shopping habits as COVID-19 restrictions ease (Globe and Mail)
  • Doordash recently held talks to buy Instacart (The Information)
  • From the archives (2017): The rise, fall, and return of hydrox cookies, the proto-Oreo (Gastro Obscura)

Thursday 12 August 2021

 Stephan's Thursday Picks

  • How the pet revolution unleashed a new top dog (NPR)
  • A pricing playbook for CPG companies amid inflationary pressure (BCG)
  • Back-to-school displays begin popping up earlier than usual (Globe and Mail)
  • The immense human cost of keeping Thailand's palm oil flowing (Eater)
  • Understanding the global price-sensitive consumer (BCG)