Monday 31 January 2022

 Stephan's Monday Picks

  • Losses mount for startups racing to deliver groceries fast and cheap (WSJ)
  • Lowe's will open Petco shops inside some stores as it looks beyond appliances and paint (CNBC)
  • Restaurants to customers: Don't call us, we won't call you (NYT)
  • Amazon's banned China sellers turn to Walmart marketplace (Bloomberg)
  • How to thrive in the global wellness marketplace (McKinsey)

Friday 28 January 2022

 Stephan's Friday Picks

  • Burnt out Amazon employees are embracing the Great Resignation (Bloomberg)
  • The rise of commerce media (McKinsey)
  • Carrefour at crossroads in battle to win back French shoppers (FT)
  • How the air fryer crisped its way into America's heart (NYT)
  • From the archives (2012): J.C. Penney to revise pricing methods and limit promotions (NYT)

Thursday 27 January 2022

 Stephan's Thursday Picks

  • Canadians flocking to food rescue apps to reduce grocery bills and waste (Globe and Mail)
  • How to prepare for a sustainable future along the value chain (McKinsey)
  • From Target to Supreme, branding's latest obsession is collaboration (Bloomberg)
  • Sporting goods 2022: The new normal is here (McKinsey)
  • Gorillas set to acquire French rapid delivery startup Frichti (Bloomberg)

Wednesday 26 January 2022

 Stephan's Wednesday Picks

  • Inflation hits three-decade high (Globe and Mail)
  • The powerful role financial incentives can play in transformations (McKinsey)
  • Kohl's receives $9 billion offer backed by activist investors (NYT)
  • Unilever simplifies organization (Unilever)
  • Surging food prices turn more shoppers into bargain hunters (WSJ)
  • Tuesday 25 January 2022

     Stephan's Tuesday Picks

    • Roger Martin: Strategy for startups (Medium)
    • Activist hedge fund Trian builds stake in Unilever (FT)
    • Tech start-ups reach a new peak of froth (NYT)
    • How a small town learned to stop worrying and love Amazon (WSJ)
    • How Big Beef is fueling the Amazon's destruction (Bloomberg)

    Monday 24 January 2022

     Stephan's Monday Picks

    • America's next great restaurants are in the suburbs. But can they thrive (NYT)
    • Gas station and convenience store owner Parkland Corp. buys M&M Food Market (Globe and Mail)
    • The rise of eB2B in fragmented retail (McKinsey)
    • Amazon is opening a physical clothing store (CNBC)
    • Why are groceries low on everything again (Bloomberg)

    Friday 21 January 2022

     Stephan's Friday Picks

    • The (other) French chef (Hazlitt)
    • Meet the proud shoppers of Aldi's 'aisle of shame' (Gastro Obscura)
    • Ex-supermarket boss Lord Sainsbury dies at 94 (BBC)
    • How the refrigerator became an agent of climate change catastrophe (The New Yorker)
    • From the archives (2010): Battle for consumer heats up (Globe and Mail)

    Thursday 20 January 2022

     Stephan's Thursday Picks

    • Larry Fink's Annual 2022 Letter to CEOs (BlackRock)
    • Kohl's is urged by Macellum to make changes or explores sale (WSJ)
    • Ralph Lauren CEO says metaverse is way to tap into younger customers (CNBC)
    • Can anyone satisfy Amazon's demand for electric vehicles (NYT)
    • Ikea's climate footprint shrinks from pre-pandemic level despite record sales (Reuters)

    Wednesday 19 January 2022

     Stephan's Wednesday Picks

    • 2022 Trust Barometer (Edelman)
    • The store brand groceries you actually want (WSJ)
    • Unilever pursues Glaxo and Pfizer consumer health venture (NYT)
    • Keurig Canada fined $3 million for misleading claims over coffee pod recycling (CBC)
    • Trucking companies lose drivers as new border vaccine mandate comes into effect (Globe and Mail)

    Tuesday 18 January 2022

     Stephan's Tuesday Picks

    • Roger Martin: Don't let them compel you to be stupid (Medium)
    • The true cost of Amazon's low prices (Recode)
    • Walmart is quietly preparing to enter the metaverse (CNBC)
    • We need to let go of the bell curve (HBR)
    • McDonald's CEO confronts a supersize challenge (WSJ)

    Monday 17 January 2022

     Stephan's Monday Picks

    • Unilever has 'lost the plot' by fixating on sustainability, says Terry Wood (FT)
    • Is gruyere still gruyere if it doesn't come from Gruyeres (NYT)
    • Fast grocery delivery can't make fast money (WSJ)
    • Harnessing the power of growth jolts (McKinsey)
    • The empty promise of instant delivery (Vox)

    Friday 14 January 2022

     Stephan's Friday Picks

    • Meta appoints DoorDash CEO Tony Xu to its board (Bloomberg)
    • After the Beanie Baby bubble burst (Vox)
    • Lemon pepper makes everything better - especially wings (NYT)
    • Food delivery giants enter year jockeying for deals and turf (Bloomberg)
    • From the archives (2017): Blood and grain dust (Globe and Mail)

    Thursday 13 January 2022

     Stephan's Thursday Picks

    • Ready to eat some lab-grown meat? The FDA will soon decide (Bloomberg)
    • For retail workers, Omicron disruptions aren't just about health (NYT)
    • Walgreens CEO says company is looking into strategic options for UK-based Boots (CNBC)
    • Getir to seek $12 billion valuation in new investment round (Bloomberg)
    • Canadian online furniture company Article postpones U.S. IPO amid tech stock selloff (Globe and Mail)

    Wednesday 12 January 2022

     Stephan's Wednesday Picks

    • Is 'the future of food' the future we want (Eater)
    • Aldi commits to lower prices after strong Christmas trading (FT)
    • Why so many DTCs are into activewear (Retail Dive)
    • Do smart supermarkets herald the end of shopping as we know it (The Guardian)
    • Flush with new capital, Foxtrot's 'convenience store of the future' is coming to a corner near you (TechCrunch)

    Tuesday 11 January 2022

     Stephan's Tuesday Picks

    • Roger Martin: Strategy in high-growth industries (Medium)
    • Nike sues Lululemon over patent infringement over Mirror home gym, fitness apps (CBC)
    • The biggest fast food rollout of meatless fried chicken is happening this week (Vox)
    • We're one step closer to self-farming farms (Recode)
    • Morrisons scraps 'use by' date on milk in favour of sniff test (BBC)

    Monday 10 January 2022

     Stephan's Monday Picks

    • Court gives go-ahead to class action lawsuit over price fixing (Globe and Mail)
    • Private equity firms will bend for a $21 billion grocery deal (Bloomberg)
    • Hidden markups, missed sales on Instacart leaves customers feeling 'ripped off' (CBC)
    • How many bagels does it take to keep a place in business (NYT)
    • Interview: Ryan Peterson, founder and CEO of Flexport (Noahpinion)

    Friday 7 January 2022

     Stephan's Friday Picks

    • The pandemic is changing how restaurants do business - and it might be good (CBC)
    • Walgreens posts higher sales and profit from COVID-19 demand (WSJ)
    • Coca-Cola and Constellation Brands team up to create alcoholic Fresca (CNBC)
    • Tracing a Los Angeles treasure: It's glorious sprawl of sushi (NYT)
    • From the archives (2013): To stir, with love (The New Yorker)

    Thursday 6 January 2022

     Stephan's Thursday Picks

    • Are you chasing the right digital assets (McKinsey)
    • No udder option - Next-gen plant milks (FT)
    • Covid brings America's beer-vs-liquor rivalry to a head (WSJ)
    • As Omicron bears down on retailers, landlords get creative to fill space (NYT)
    • DoorDash brings delivery-based Dashmart grocery and convenience stores to Canada (Globe and Mail)

    Wednesday 5 January 2022

     Stephan's Wednesday Picks

    • French ban on plastic packaging for fruits and vegetables begins (BBC)
    • Credit cards go vertical, ditching classic look and magnetic strip (CBC)
    • FoodPanda's quick Japan exit highlights Asia's delivery wars (FT)
    • Can paper replace plastic? A packaging giant is betting it can (WSJ)
    • Grocery execs get big bonuses after boost from pandemic sales (Globe and Mail

    Tuesday 4 January 2022

     Stephan's Tuesday Picks

    • Roger Martin: Business strategy and/or military strategy (Medium)
    • Young people flocking to Nova Scotia as population passes one million (CBC)
    • The world's first octopus farm - should it go ahead (BBC)
    • How will Americans eat? Food predictions for 2022 (NYT)
    • Andy Jassy, Amazon's new CEO, enters the ring (Vanity Fair)