Friday, 30 July 2021

 Stephan's Friday Picks

  • New Zealand considers breaking up grocery duopoly (The Guardian)
  • Michelle Gass of Kohl's on shifting from survival to growth (McKinsey)
  • We're Ben and Jerry. Men of ice cream. Men of principle (NYT)
  • The Chobani story (Neckar's Notes)
  • From the archives (2010): Gillette's latest innovation in razors: The 11-cent blade (WSJ)

Thursday, 29 July 2021

 Stephan's Thursday Picks

  • How much more will your Oreos cost? Companies test price increases (WSJ)
  • QR codes are here to stay. So is the tracking they allow (NYT)
  • Investors commit $7 billion to Brookfield's energy transition fund (Globe and Mail)
  • How asset owners can go from net zero to climate leadership (BCG)
  • The boss wants you back in the office. Like, now (WSJ)

Wednesday, 28 July 2021

 Stephan's Wednesday Picks

  • The pain of the never-ending work check-in (WSJ)
  • Taking a good look at the beauty industry (McKinsey)
  • Just Eat Takeaway at risk of hostile takeover, says activist investor (FT)
  • Meituan sheds $60 billion after China crackdown fears deepen (Bloomberg)
  • Delivery startups crowd streets around the globe (NYT)

Tuesday, 27 July 2021

 Stephan's Tuesday Picks

  • Roger Martin: Playing to win & sales (Medium)
  • The Zomato IPO: A bet on big markets and platforms (Musings on Markets)
  • Wittington-backed Foxtrot plans aggressive expansion (Supermarket News)
  • America's taste for hard seltzer is suddenly starting to wane (Bloomberg)
  • Mall maker: Retailers confront long-term challenges as pandemic restrictions are lifted (Globe and Mail)

Monday, 26 July 2021

 Stephan's Monday Picks

  • How live commerce is transforming the shopping experience (McKinsey)
  • Crocs reports record revenue, raises full-year guidance (CNBC)
  • Instant grocery startup GoPuff raises $1B at $15B valuation (Tech Crunch)
  • Learning to love GMOs (NYT)
  • Gap Inc. announces launch of new integrated rewards program (Gap

Friday, 23 July 2021

 Stephan's Friday Picks

  • The future of catering? Panera Bread focuses on remote workers (The Food Institute)
  • UK supermarkets struggle to stock shelves as 'pingdemic' havoc spreads (The Guardian)
  • Frito-Lay workers are on strike in Kansas (Vox)
  • Trends that will define 2021 and beyond: Six months on (McKinsey)
  • From the archives (2015): Strike hits nine Ontario stores, forces reduced services (Globe and Mail)

Thursday, 22 July 2021

 Stephan's Thursday Picks

  • Food carts adjust to a changed city (NYT)
  • The pandemic-induced renaissance at malls (Axios)
  • Indian food delivery startup Swiggy raises $1.2 billion (Tech Crunch)
  • The constant reinvention of no-recipe recipes (Eater)
  • Costco pilots same-day deliver with Uber (Grocery Dive)

Wednesday, 21 July 2021

 Stephan's Wednesday Picks

  • Inside P&G's robot ambitions (Reuters)
  • Grill makers are the hottest things in post-pandemic IPOs (Bloomberg)
  • Ben & Jerry's to stop selling ice cream in Israeli-occupied territories (NYT)
  • Israel warns Unilever chief over Ben & Jerry's boycott (Bloomberg)
  • Virgil Abloh gets a seat at the power table (NYT)

Tuesday, 20 July 2021

 Stephan's Tuesday Picks

  • Roger Martin: Can your strategy pass its most important test (Medium)
  • How to master the omnichannel supply chain (McKinsey)
  • B.C. restaurants remove wild salmon from their menus as a political statement about over-fishing (Globe and Mail)
  • These restauranteurs want everyone in America eating Indian food (NYT)
  • The We that didn't work at WeWork (WSJ)

Monday, 19 July 2021

 Stephan's Monday Picks

  • Coca-Cola is changing the flavour of a soda. Again (NYT)
  • You're paying more for food - and you may not know it (WSJ)
  • Canada's agriculture ministers set deadline for code of conduct (Globe and Mail)
  • Dara Khosrowshahi, dad of Silicon Valley (NYT)
  • Growth of cannabis retailers in Ontario could lead to a wave of closures, experts warn (Globe and Mail)

Friday, 16 July 2021

 Stephan's Friday Picks

  • Return to office agita is sweeping Silicon Valley (Vanity Fair)
  • The menu evolves for a Muslim holiday that revolves around food (NYT)
  • Instacart wants to be an influencer in food delivery (WSJ)
  • Bank of Canada pares back bond buying, raises inflation forecast (Globe and Mail)
  • From the archives (1999): Don't eat before reading this (The New Yorker)

Thursday, 15 July 2021

 Stephan's Thursday Picks

  • Coffee prices soar after bad harvests and insatiable demand (WSJ)
  • Online pioneer Warby Parker bets future on hundreds of stores (Bloomberg)
  • Why grocery store workers remain the unsung heroes of the pandemic (Globe and Mail)
  • Chewing gum is making a comeback as masks come off in the U.S. (Bloomberg)
  • Bidding wars break out in sizzling market for Amazon brands (Bloomberg)

Wednesday, 14 July 2021

 Stephan's Wednesday Picks

  • How Dollar Tree sells nearly everything for $1, even when inflation lurks (WSJ)
  • Salsa Macha is setting Texas on fire (Texas Monthly)
  • Nordstrom, eyeing 20-somethings, strikes deal with the online giant Asos (NYT)
  • Food labels and the lies they tell us about 'best before' dates (Vox)
  • The power - and pitfalls - of dynamic pricing for omnichannel retailers (McKinsey)

Tuesday, 13 July 2021

 Stephan's Tuesday Picks

  • Roger Martin: It's all about confidence (Medium)
  • Causalities of perfection (Collaborative Fund)
  • Beyond Meat's CEO has a holy grail, and it's fake bacon (WSJ)
  • The hidden costs of Dollar General (Slate)
  • Who wins when Amazon pulls brands from its store (The Verge)

Monday, 12 July 2021

 Stephan's Monday Picks

  • Chobani confidentially files for IPO, valuation may exceed $10 billion (Reuters)
  • Why retail outperformers are pulling ahead (McKinsey)
  • Stop calling food 'exotic' (Washington Post)
  • The Strategist megaguide to beating supply-chain issues (NY Mag)
  • Instacart hires Facebook executive as new CEO ahead of expected IPO (Tech Crunch)

Friday, 9 July 2021

Stephan's Friday Picks

  • Why do we buy what we buy (Vox)
  • Supermarkets are stockpiling inventory as food costs rise (WSJ)
  • Subway grasps for a lifeline as Americans shun aging brand (Bloomberg)
  • Retailers try to solve the fitting room dilemma as online sales grow (CNBC)
  • From the archives (2016):  Meet Brian Hannasch, the American in charge of a beloved Quebec brand (Globe and Mail)

Thursday, 8 July 2021

 Stephan's Thursday Picks

  • TikTok is taking the book industry by storm, and retailers are taking notice (NBC)
  • Almonds swept California farms. Then the water ran out (WSJ)
  • Price and politics set stage in three-way Morrisons bidding war (Bloomberg)
  • Shopping mall giants back expanded, delivery-only ghost kitchens in food courts (WSJ)
  • Ocado gains Alcampo as a client for its warehouse robotic warehouse services (Bloomberg)

Wednesday, 7 July 2021

Stephan's Wednesday Picks

  • Great Jones cookware and the illusion of the millennial aesthetic (The New Yorker)
  • H&M pays price of upsetting Beijing as China sales drop (WSJ)
  • Pricing and promotions: The analytics opportunity (McKinsey)
  • Apollo considers counterbid for Morrisons (WSJ)
  • Hundreds of businesses, including Sweden's largest grocer, hit by cyberattack (NYT)

Tuesday, 6 July 2021

 Stephan's Tuesday Picks

  • Roger Martin: The delusion of revenue forecasting (Medium)
  • A pandemic lifeline for restaurants, food delivery is 'here to stay' (NYT)
  • Can America save its national dish (Washington Post)
  • General Mills warns of inflation, readies for shifting consumer behavior (WSJ)
  • Jeff Bezos' AWS 'business miracle' is under threat (Bloomberg)

Monday, 5 July 2021

 Stephan's Monday Picks

  • How Andy Jassy raced to the top of Amazon (Bloomberg)
  • Amazon primed Andy Jassy to be CEO. Can he keep what Jeff Bezos built (WSJ)
  • Morrisons agrees to $8.7 billion takeover (BBC)
  • The billionaire and the socialist (Globe and Mail)
  • What it's like inside the Cargill meat plant in Dodge City (The Atlantic)

Friday, 2 July 2021

 Stephan's Friday Picks

  • Softbank-backed Dingdong valued at $6.6 billion as as shares rise 19% in NYSE debut (Reuters)
  • Online shift to cut UK retailer profits by $11 billion (Bloomberg)
  • Your next round of drinks might be more expensive (WSJ)
  • Walmart offers low-priced insulin to counter Amazon's drug push (Bloomberg)
  • From the archives (2002): Who are the gurus' gurus (HBR)