Friday, 30 September 2022

 Stephan's Friday Picks

  • Why it's so hard to get a restaurant reservation right now (The Atlantic)
  • CEOs can't solve our biggest problem with return to office: commuting (Bloomberg)
  • Morrisons profits plunge 50% after 'unprecedented' inflation (The Guardian)
  • General Mills backs GrubMarket at more than $2 billion valuation (Bloomberg)
  • From the archives (1930): Has the chain grocery store come to stay (Maclean's)

Thursday, 29 September 2022

 Stephan's Thursday Picks

  • How China targets the global fish supply (NYT)
  • Founder of Paramount Fine Foods locked in legal battle with investors over the future of the company (Globe and Mail)
  • Aldi's UK profits fall but chain says customers 'are switching to it in droves' (The Guardian)
  • Best Buy, Home Depot lock up goods to fight theft (WSJ)
  • Amazon's robots are getting closer to replacing human hands (Vox)

Wednesday, 28 September 2022

 Stephan's Wednesday Picks

Tuesday, 27 September 2022

 Stephan's Tuesday Picks

  • Amazon routinely hired dangerous trucking companies, with deadly consequences (WSJ)
  • Lidl raises pay above Aldi for UK staff as cost of living soars (Bloomberg)
  • The family that built a ballpark nachos monopoly (The Hustle)
  • The restaurant industry is broken (Toronto Life)
  • Food Barons 2022 (ETC Group)

Monday, 26 September 2022

 Stephan's Monday Picks

  • Costco sales rise as inflation continues to weigh on consumers (WSJ)
  • Activist investor pushes Kohl's to oust its CEO and chairman (CNBC)
  • Jana Partners has nearly 10% stake in Freshpet, sources say (WSJ)
  • Why India's small sellers still don't trust Amazon (Rest of World)
  • The YouTube baker fighting back against deadly 'craft hacks' (MIT Technology Review)

Thursday, 22 September 2022

 Stephan's Friday Picks

  • 2022 Digital Commerce Ecosystem Map (Fire Ant)
  • How the apparel industry can ADAPT to inflation (McKinsey)
  • 'Big four no more': Where now for UK grocers as Aldi overtakes Morrisons (The Guardian)
  • Canada's inflation rate eases to 7% in August as gas prices fall but food costs continue to climb (Globe and Mail)
  • From the archives (2008): Making Loblaw the Best Again (Loblaw)

 Stephan's Thursday Picks

  • Still feeling good: The U.S. wellness market continues to boom (McKinsey)
  • Couche-Tard, stymied on deals, goes on food marketing push (Bloomberg)
  • Nordstrom adopts poison pill after Mexican retailer buys stake (WSJ)
  • For New Yorkers, 6pm is the new 8pm (NYT Magazine)
  • Where's the pumpkin ice cream? The Trader Joe's hoarders have snagged it all (WSJ)

Wednesday, 21 September 2022

 Stephan's Wednesday Picks

  • High grocery prices are getting to people. A scene at one grocery store shows why (WSJ)
  • How Patagonia's ownership bombshell changes the game for American business (Fast Company)
  • Instacart plans to focus IPO on selling employee shares (WSJ)
  • Beyond Meat COO arrested for biting man's nose during college football game (Bloomberg)
  • Etsy sellers frustrated by company's confusing approach to new sales tax law (Globe and Mail)

Tuesday, 20 September 2022

 Stephan's Tuesday Picks

  • Roger Martin: Becoming a better strategist (Medium)
  • It's one more way to save at the grocery store - so why isn't unit pricing mandatory (CBC)
  • In the city that never sleeps, some doors now close at 10pm (NYT)
  • Grocery delivery startups with low margins might drop IPO dreams for M&A reality (Tech Crunch)
  • Why bananas have avoided inflation - so far (Globe and Mail)

Monday, 19 September 2022

 Stephan's Monday Picks

  • Market share (Morgan Stanley)
  • Looking for the next big culinary trend? Follow FoodTok (Globe and Mail)
  • The evolution of U.S. retail concentration (BLS)
  • A GMO purple tomato is coming to grocery aisles (Wired)
  • The shift to remote work: How workers in Canada are adapting to working from home (Future Skills Centre)

Friday, 16 September 2022

 Stephan's Friday Picks

  • Wine industry iconoclast Fred Franzia dies at 79 (Wine Spectator)
  • Amazon to fund raises for delivery drivers amid tight labour market (WSJ)
  • How Europe's CPG leaders can navigate inflation (McKinsey)
  • California sues Amazon, alleging antitrust violations inflated prices and stifled competition (WSJ)
  • From the archives (1998): A Pictou empire (Maclean's)

Thursday, 15 September 2022

 Stephan's Thursday Picks

  • Michelin Guide awards 13 Toronto restaurants with prestigious stars (Globe and Mail)
  • Billionaire no more: Patagonia founder gives away the company (NYT)
  • Zara billionaire Ortega bets $700 million on U.S. warehouses (Bloomberg)
  • Aldi becomes fourth largest U.K. supermarket (BBC)
  • PM aims to give inflation relief to low-income Canadians with $4.6 billion package (Globe and Mail)

Wednesday, 14 September 2022

 Stephan's Wednesday Picks

  • Kanye West is done with Corporate America, will go it alone (Bloomberg)
  • Reducing food loss: What food retailers and manufacturers can do (McKinsey)
  • Amazon wanted a Lord of the Rings show. It turned to Frodo and Sam (WSJ)
  • SkipTheDishes lays off as many as 350 employees, latest in food delivery downturn (Globe and Mail)
  • Starting a CRISPR revolution isn't enough (The Atlantic)

Tuesday, 13 September 2022

 Stephan's Tuesday Picks

  • Roger Martin: Quiet quitting & strategy (Medium)
  • The olive oil capital of the world is parched (NYT)
  • U.S. heat wave hits supermarkets' produce sections (WSJ)
  • Curbside pickup is here to stay and retailers are going all in (Washington Post)
  • New Starbucks CEO to learn ropes alongside Howard Schultz (WSJ)

Monday, 12 September 2022

 Stephan's Monday Picks

  • Dr. Amazon will see you now (WSJ)
  • France clamps down on delivery depot 'dark stores' (BBC)
  • Can Japan feed itself (FT)
  • What happened to Amazon Prime two-day shipping (Vox)
  • What's keeping women from management roles (Bloomberg)

Friday, 9 September 2022

 Stephan's Friday Picks

  • The illusion of knowledge (Oaktree Capital)
  • Target CEO to stay three more years in bid for stability (Reuters)
  • Amazon really believed it could sell you a health care fantasy (NYT)
  • Inside Bed Bath & Beyond, concerns over mounting stress for CFO (WSJ)
  • From the archives (1998): Kraft being sold to Philip Morris for $13.1 billion (NYT)

Thursday, 8 September 2022

 Stephan's Thursday Picks

  • Waitrose admits blocking rivals from opening nearby after CMA investigation (The Guardian)
  • CVS agrees to buy home healthcare company Signify  for $8 billion (WSJ)
  • Travis Kalanick quietly expands kitchen venture across Latin America (FT)
  • Why you should warn customers when you're running low on stock (HBR)
  • Indigo founder Heather Reisman becomes executive chair, Peter Ruis named new CEO (Globe and Mail)

Wednesday, 7 September 2022

Stephan's Wednesday Picks

  • Roger Martin: Strategy for generating trial (Medium)
  • Yeti coolers are luxury goods for bros (The Atlantic)
  • Chobani withdraws IPO plans after yogurt maker filed in November to go public (CNBC)
  • The unlikely rise of Slim Pickens, the first Black-owned outdoors retailer in the country (Texas Monthly)
  • Starbucks is rethinking almost everything, including how to make frappuccinos (WSJ)

Tuesday, 6 September 2022

 Stephan's Tuesday Picks

  • Canada's economic growth lags expectations, but unlikely to deter another BoC rate hike (Globe and Mail)
  • The people's republic of Shein (NYT)
  • Droughts hurt world's largest economies (WSJ)
  • Sam's Club raises membership fee for the first time in nine years (CNBC)
  • Strategic courage in an age of volatility (McKinsey)

Friday, 2 September 2022

 Stephan's Friday Picks

  • Why Totino's needs 25 ways to make pizza rolls (NYT)
  • Bed Bath & Beyond to cut jobs, close stores in bid to reverse losses (Reuters)
  • Couche-Tard sees better environment for M&A as it seeks out next big deal (Globe and Mail)
  • Foreign candy puts American candy to shame (The Atlantic)
  • From the archives (2017): Not all moats are created equal (Morningstar)

Thursday, 1 September 2022

 Stephan's Thursday Picks

  • The startups racing to shake up the baby formula industry (Intelligencer)
  • Mushrooms are growing on publishing, fashion, Hollywood (WSJ)
  • Breakfast belongs on the back-to-school menu (Globe and Mail)
  • Algonquin Power & Utilities appoints Darren Myer as CFO (Newswire)
  • Canada's critical minerals strategy discussion paper (Government of Canada)