Monday 31 May 2021

 Stephan's Monday Picks

  • Rent the Runway is bouncing back (NYT)
  • How to do long term (Collaborative Fund)
  • Marketing in a privacy-first world (McKinsey)
  • Costco is seeing inflation abound (CNBC)
  • Food culture wars abound as chocolate eggs go green (Bloomberg)

Friday 28 May 2021

 Stephan's Friday Picks

  • U.S. challenges Canada's sheltered dairy industry under new USMCA trade deal (Globe and Mail)
  • A new crop in Pennsylvania, warehouses (NYT)
  • The curious case of a Toys 'R' Us killer (The Bulwark)
  • Vets go upscale to care for vets (NYT)
  • From the archives (2017): Curing the addiction to growth (HBR)

Thursday 27 May 2021

 Stephan's Thursday Picks

  • Deodorant, teeth whitener fly off the shelves (WSJ)
  • Amazon to buy MGM, bagging a lion to help wage streaming battle (WSJ)
  • What's next for digital consumers (McKinsey)
  • TikTok, the fastest way on earth to become a food star (NYT)
  • Gap announces new plan to sell home furnishings at Walmart (Bloomberg)

Wednesday 26 May 2021

 Stephan's Wednesday Picks

  • Food supply chains are stretched as Americans head back to restaurants (WSJ)
  • Walmart, Target try local package delivery (Reuters)
  • The next wave of cereal is here (Fortune)
  • Six vectors of success in online fashion (McKinsey)
  • Britain's retail spending soars as economy reopens (Globe and Mail)

Tuesday 25 May 2021

 Stephan's Tuesday Picks

  • Roger Martin: Your personal Playing to Win strategy (Medium)
  • The economics of customer businesses (Morgan Stanley)
  • Grocers need not fear Amazon, for now (WSJ)
  • Which wines have the highest markup (Quartz)
  • How to build a cult furniture brand (Bloomberg)

Friday 21 May 2021

 Stephan's Friday Picks

  • 10 questions with Mark Landini (Interior Design)
  • Cicadas could make outdoor dining a nightmare (The Atlantic)
  • The making of 'High on the Hog', bringing black history to TV (NYT)
  • The 50 greatest food stores in the world (FT)
  • From the archives (2018): Grocers imagine the store of the future (WSJ)

Thursday 20 May 2021

 Stephan's Thursday Picks

  • Women in executive roles make 56 per cent less than men (Globe and Mail)
  • Burger King plans chicken sandwich to rival sister chain Popeyes (Bloomberg)
  • America's restaurant apocalypse has been greatly exaggerated (Bloomberg)
  • Shein overtakes Amazon as the most installed shopping app (Tech Crunch)
  • Shein: The TikTok of E-commerce (Not Boring)

Wednesday 19 May 2021

 Stephan's Wednesday Picks

  • A tahini lemon cranberry bar dreams of Whole Foods (NYT)
  • Climate-friendly food is on the rise (Bloomberg)
  • J. Crew is naming former Supreme designer to 'disrupt' brand (WSJ)
  • Alice Waters says people who call her elitist just don't get it (NYT)
  • Toronto e-commerce company Knix wear raises $53 million in funding (Globe and Mail)

Tuesday 18 May 2021

 Stephan's Tuesday Picks

  • Roger Martin: Overcoming the pervasive analytical blunder of strategists (Medium)
  • Walmart to buy virtual fitting room assistant (Bloomberg)
  • The rise of the appaccino (Buzzfeed)
  • Amazon in talks to buy MGM movie studio (Reuters)
  • Benchmarking in the dairy industry: Strengthening performance amid double volatility (McKinsey)

Monday 17 May 2021

 Stephan's Monday Picks

  • General Mills acquires Tyson Foods' natural pet treats business (General Mills)
  • Shopify's side hustle (Globe and Mail)
  • Amazon, McDonald's others woo scarce hourly workers with higher pay (WSJ)
  • The great American chicken wing shortage is upon us (Vox)
  • DoorDash's revenue triples amid sustained demand for food delivery (WSJ)

Friday 14 May 2021

 Stephan's Friday Picks

  • Delivery Hero returns to Germany to take on Uber, Just Eat (Bloomberg)
  • Activist investor ValueAct takes stake in 7-Eleven owner (Reuters)
  • Canadian Tire to test membership program for e-commerce, Crave (Globe and Mail)
  • Unleashing online brand growth with the right operating model (Bain)
  • From the archives (2014): Target missed signs of a data breach (NYT)

Thursday 13 May 2021

 Stephan's Thursday Picks

  • Retail apocalypse: Four ways physical stores can survive (BCG)
  • Navigating the retail storm through supply chain agility (McKinsey)
  • The lure of H Mart, where the shelves can seem as wide as Asia (NYT)
  • The benefits of working from home two days a week (The Atlantic)
  • Inside Jeff Bezos' obsessions (NYT)

Wednesday 12 May 2021

Stephan's Wednesday Picks

  • Simon Property, Authentic Brands to buy Eddie Bauer (Reuters)
  • Restaurants plan for post-Covid renewal (WSJ)
  • RFID's renaissance in retail (McKinsey)
  • Walmart vs Amazon: The battle to dominate grocery (FT)
  • Giant Tiger discount chain expanding, plans to increase store count to 300 (Globe and Mail)

Tuesday 11 May 2021

 Stephan's Tuesday Picks

  • Roger Martin: What is digital strategy, anyway (Medium)
  • Why DoorDash and Uber Eats delivery is costing you more (WSJ)
  • Pharmacies are entering the mental health market (NYT)
  • Empire completes purchase of Longo's and Grocery Gateway (Empire)
  • Amazon Prime Day postponed in Canada amid warehouse outbreaks (Globe and Mail)

Monday 10 May 2021

Stephan's Monday Picks

  • Just about everything at grocery stores costs more now (Bloomberg)
  • Driscoll's desperately needs to know America's demand for strawberries (WSJ)
  • A leaked memo highlights the daunting challenges facing Walmart (Vox)
  • Walmart deal shows expansion in telehealth, new front with Amazon (WSJ)
  • Ottawa should work with provinces to develop code of conduct of grocery industry, committee says (Globe and Mail)

Friday 7 May 2021

 Stephan's Friday Picks

  • The pudding pack index: A grocery barometer for normalcy (Instacart)
  • Flat pasta that turns into 3-D shapes (NYT)
  • Fashion for a summer of reentry (The Atlantic)
  • Walmart sale of Asda likely to be approved by U.K. authorities (Bloomberg)
  • From the archives (2011): Tesco announces retreat from Japan (Globe and Mail)

Thursday 6 May 2021

 Stephan's Thursday Picks

  • The untold story of how Jeff Bezos beat the tabloids (Bloomberg)
  • The survival guide to omnichannel and the path to value (McKinsey)
  • After 242 years, the last Debenhams to close on May 15 (Reuters)
  • Gummy bears and candy bars are casualties of the pandemic (Wired)
  • Uber taps Softbank-backed GoPuff to expand grocery delivery (Bloomberg)

Wednesday 5 May 2021

 Stephan's Wednesday Picks

  • America is running low on chicken (Washington Post)
  • Inside Amazon's shadow workforce in Mexico (Reuters)
  • America's biggest meat company gives faux meat another shot (Bloomberg)
  • Warren Buffet says bad leaders pose the biggest risk to companies (WSJ)
  • Stores still matter. Where's Amazon (NYT)

Tuesday 4 May 2021

Stephan's Tuesday Picks

  • Roger Martin: Strategists: Stop obsessing over averages (Medium)
  • Has online retail's biggest bully returned (NYT)
  • Sephora plans bricks-and-mortar expansion in Canada (Globe and Mail)
  • Kroger and Drone Express partner to provide grocery delivery by drone (Kroger)
  • How remote work is killing Manhattan's storefronts (NYT)

Monday 3 May 2021

 Stephan's Monday Picks

  • A grudge match in Japan: One corner, new 7-Eleven's (NYT)
  • Fried-chicken craze is causing U.S. to run low on poultry (Bloomberg)
  • Unifor pushes grocers to restore pandemic pay premiums (Globe and Mail)
  • Canadian retailers better placed to weather third wave (RBC)
  • Shoppers returning to stores lift clothing sales (WSJ)