Tuesday 31 May 2022

 Stephan's Tuesday Picks

  • Aritzia's new CEO on the retailer's future (Globe and Mail)
  • The discount retailer taking over America (Forbes)
  • Silk is pitching the next generation of plant-based milk. Why isn't it made in Canada (Financial Post)
  • India's protectionist moves spark concerns that rice could be next (Bloomberg)
  • Global brands seek clarity on Xinjiang (NYT)

Monday 30 May 2022

 Stephan's Monday Picks

  • Dollar stores keep passing the buck (WSJ)
  • Instacart to slow hiring to focus on profitability ahead of IPO (Bloomberg)
  • McDonald's shareholders vote down Carl Icahn's activist board slate (WSJ)
  • Gimmicky Gorillas (FT)
  • Getir, Zapp join delivery startups cutting staff, consolidating (Bloomberg)

Friday 27 May 2022

Stephan's Friday Picks

  • The tech transformation imperative in retail (McKinsey)
  • Advisory firms oppose Shopify proposal to lock in voting stake for CEO Tobias Lutke (Globe and Mail)
  • The plant-based future of food doesn't always taste great (Vox)
  • Inside Charm Industrial's big bet on corn stalks for carbon removal (MIT Technology Review)
  • From the archives (2010): The Bay's Bonnie Brooks' lifelong quest to be the best (Globe and Mail)

Thursday 26 May 2022

 Stephan's Thursday Picks

  • Canada is facing a terrible food crisis, says Michael McCain (Globe and Mail)
  • Marketing in the metaverse: Opportunity for experimentation and innovation (McKinsey)
  • Gorillas to cut staff in search for profit (Reuters)
  • Starbucks to sell juice brand as coffee chain focuses on its stores (WSJ)
  • Geographies of grocery shopping in major Canadian cities: Evidence from large-scale mobile app data (School of Cities)

Wednesday 25 May 2022

 Stephan's Wednesday Picks

  • Egypt's bread crisis awakens old fears of political unrest (WSJ)
  • Shrinkflation is happening on grocery store shelves. What it is, and how to avoid (CBC)
  • In the fresh food business, a middleman can be a good thing (NYT)
  • To build supply chain resilience, manage proactively (McKinsey)
  • Why has the CPI inflation calculation changed over time (NYT)

Tuesday 24 May 2022

 Stephan's Tuesday Picks

  • Roger Martin: The design school advantage (Medium)
  • Guy Fieri, elder statesman of Flavortown (NYT)
  • As inflation soars, Canadians living on social assistance describe sinking deeper into poverty (Globe and Mail)
  • Does your mayo need a mission statement (WSJ)
  • Federal NDP's claim of grocery store price gouging doesn't check out (Globe and Mail)

Friday 20 May 2022

 Stephan's Friday Picks

  • The state of grocery in North America (McKinsey)
  • Leave the sweatshirt at home. Dining dress codes are coming back (NYT)
  • Forget bottles. Cans are here to stay, Ontario beer drinkers (CBC)
  • Where's the beef? New lawsuit asks McDonald's and Wendy's that very question (WSJ)
  • From the archives (2009): The pragmatic fashionista (Globe and Mail)

Thursday 19 May 2022

 Stephan's Thursday Picks

  • Target shares sink more than 20%, after company says higher costs, inventory woes hit profit (CNBC)
  • Walmart profits drop, dragged down by higher costs for food and fuel (NYT)
  • The baby formula shortage has birthed a shadowy online marketplace (MIT Technology Review)
  • Why Chinese sellers are quitting Amazon (Rest of World)
  • New Zealand challenges Canada over dairy imports (Globe and Mail)

Wednesday 18 May 2022

Stephan's Wednesday Picks

  • Macy's wins over underserved market: Black sororities (Bloomberg)
  • After 32 years, McDonald's plans to sell its Russia business (NYT)
  • Walmart anticipates a store manager shortage, despite $200,000-a-year pay (WSJ)
  • Abbott reaches agreement with FDA to reopen baby food plant (CNBC)
  • Flink snaps up France's Cajoo for ~$93M, takes fresh Carrefour funding, sources say at $5B (Techcrunch)

Tuesday 17 May 2022

 Stephan's Tuesday Picks

  • Roger Martin: Information technology & strategy (Medium)
  • Wings, sweat, and tears (Eater)
  • Advantage Tesco in the UK grocery wars (Bloomberg)
  • Goodbye to the golden era of customer choice (FT)
  • Canadians are sitting on $300 billion in excess savings. What happens next is anyone's guess (Globe and Mail)

Sunday 15 May 2022

Stephan's Monday Picks

  • How Gillette embraced the beard to win over scruffy millennials (Bloomberg)
  • The good news about food delivery (NYT)
  • Why convenience stores are still worth sparring over (FT)
  • The key to retaining young workers? Better onboarding (HBR)
  • How to stay cool as competition heats up for ice cream and yogurt (McKinsey)

Friday 13 May 2022

 Stephan's Friday Picks

  • Instacart takes a big step towards a public offering (NYT)
  • TikTok's current self-soothing trend is watching strangers re-stock their fridges (Eater)
  • The baby formula shortage could last months (WSJ)
  • Tesco pilots in-store flexible work space (The Guardian)
  • From the archives (2017): The troubled history of horse meat in America (The Atlantic)

Thursday 12 May 2022

 Stephan's Thursday Picks

  • Jokr starts advertising business in profit push (Bloomberg)
  • How the inflation rate is measured. 477 government workers at grocery stores (WSJ)
  • Big Meat is gobbling up fake meat companies (The Guardian)
  • Pinky Cole's Slutty Vegan just got a $25 million boost (Washington Post)
  • Canadian farmers feeling the pressure of soaring fertilizer prices ahead of a crucial planting season (Globe and Mail)

Wednesday 11 May 2022

 Stephan's Wednesday Picks

  • Weird ice cream flavours stir up discord (WSJ)
  • Amazon abruptly fires senior managers tied to unionized warehouse (NYT)
  • Tyson Foods prices soar as meat prices climb (WSJ)
  • UK's Morrisons clinches deal for convenience chain McColl's (Reuters
  • IKEA to open more downtown stores, retool big-box sites for online orders (WSJ)

Tuesday 10 May 2022

 Stephan's Tuesday Picks

  • Roger Martin: Strategic breadcrumb spacing (Medium)
  • A nationwide baby formula shortage worsens (NYT)
  • Rogers, Shaw vow to fight competition watchdog's plan to block deal (Globe and Mail)
  • Is the Dirty Shirley the drink of the summer (NYT)
  • How restaurants are hacking the food delivery system (Globe and Mail)

Monday 9 May 2022

 Stephan's Monday Picks

  • Climate sustainability in retail: Who will pay (McKinsey)
  • Sustainability in retail is possible - but there is work to be done (BCG)
  • Why is it so hard to control our appetites (The Guardian)
  • Plant-based meat groups in court battle over taste of their products (FT)
  • Edward Iacobucci - The Competition Bureau's approach to the efficiencies defense (CD Howe Institute)

Friday 6 May 2022

 Stephan's Friday Picks

  • Fast, cheap, and out of control. Inside Shein's rise (Wired)
  • When you live in remote Alaska, your Doordash order comes by plane (Food & Wine)
  • Makers of Dawn dish soap, Heinz Ketchup, Clorox, boost defenses against store brand rivals (Reuters)
  • Quebec maple syrup company Bernard & Fils aims to tap into global market with Bain Capital's takeover (Globe and Mail)
  • From the archives (2000): The tire queen gets a flat (Globe and Mail)

Thursday 5 May 2022

 Stephan's Thursday Picks

  • Michael McCain steps down as CEO of Maple Leaf Foods (Globe and Mail)
  • Carl Icahn pushes McDonald's to expand meatless options (Bloomberg)
  • Macy's is betting even bigger on smaller stores (WSJ)
  • Loblaw profit jumps nearly 40 percent even as inflation drives up costs (Globe and Mail)
  • How some big grocery chains ensure that food deserts remain barren (The Counter)

Wednesday 4 May 2022

 Stephan's Wednesday Picks

  • The era of cheap and plenty may be ending (NYT)
  • Facing a wheat crisis, countries race to remake an entire supply chain on the fly (WSJ)
  • Shopify earnings outlook sinks as ecommerce worries mount (Globe and Mail)
  • The art of the possible in ecommerce and beyond (McKinsey)
  • Uber partners with Tesco for fast grocery delivery in the U.K. (Bloomberg)

Tuesday 3 May 2022

Stephan's Tuesday Picks

  • Roger Martin: Getting it done (Medium)
  • Navigating inflation: A playbook for CEOs (McKinsey)
  • Instacart searches for a direction as its pandemic boom fades (NYT)
  • For Instacart shoppers, the job is getting harder, slower (WSJ)
  • Hershey CEO Michele Buck on empowering internal change agents (HBR)

Monday 2 May 2022

 Stephan's Monday Picks

  • Mattel has held talks with buyout firms (WSJ)
  • Vietnamese restaurants reach for fast-food success (NYT)
  • The next horizon for grocery e-commerce: Beyond the pandemic bump (McKinsey)
  • Convenience store giants Couche-Tard, EG Group in deal talks (WSJ)
  • Toronto's first family of cheese (Toronto Life)