Wednesday 30 November 2022

 Stephan's Wednesday Picks

  • Globalized supply chains bring more turbulent food prices (WSJ)
  • Where does all the cardboard come from (NYT)
  • Kroger, Albertsons CEOs will testify before senate about merger (Bloomberg)
  • It's not your imagination. Shopping on Amazon has gotten worse (Washington Post)
  • Popeyes, Wingstop, others step up chicken offerings as poultry prices drop (WSJ)

Tuesday 29 November 2022

 Stephan's Tuesday Picks

  • Toy makers are betting on last-minute holiday shopping to save the year (WSJ)
  • Meet the man on a mission to expose sneaky price increases (NYT)
  • If the price ended in 99, you probably overpaid (WSJ)
  • Teamsters accept Loblaw offer, preventing potential lockout hours before it was set to begin (CBC)
  • Salted ants. Ground crickets. Why you should try edible insects (Washington Post)

Monday 28 November 2022

 Stephan's Monday Picks

  • Michael McCain and his successor dish on the transfer of power at Maple Leaf Foods (Globe and Mail)
  • Don't skip Doordash's side dishes (WSJ)
  • Couche-Tard shares have had a good year. Here's why investors shouldn't shy away from a winner (Globe and Mail)
  • Why retailers are trying extra hard to woo holiday shoppers (NYT)
  • Restaurants, grocery stores battle over consumers' stretched dollars (WSJ)

Friday 25 November 2022

 Stephan's Friday Picks

  • How retailers are reshaping the advertising industry (FT)
  • Is wine fake (Asterisk)
  • Black Friday deals are extra good this year as retailers look to draw down inventory before end of holiday season (Globe and Mail)
  • Bed Bath & Beyond struggles to keep its stores stocked (WSJ)
  • From the archives (2014): The capitalist's dilemma (HBR)

Thursday 24 November 2022

 Stephan's Thursday Picks

  • Amazon's customer satisfaction slips with customers (WSJ)
  • Playing chicken with lab-grown meat (Globe and Mail)
  • Meet the underground network of bargain butter hunters (WSJ)
  • A huge merger's collapse breaks a pattern of consolidation in publishing (NYT)
  • What exactly is cultivated meat, and when can we eat it (WSJ)

Wednesday 23 November 2022

 Stephan's Wednesday Picks

  • Beyond Meat plant's dirty conditions revealed in photos, documents (Bloomberg)
  • Beyond Meat is slumping, and the plant-based meat industry worries (NYT)
  • Beyond Meat's very real problems: Slumping sausages, mounting losses (WSJ)
  • Groups ask for investigation into Canadian Tire's poverty-level wages in Bangladeshi warehouses (Globe and Mail)
  • An offshore warehouse is training Amazon's warehouse-monitoring algorithms(The Verge)

Tuesday 22 November 2022

 Stephan's Tuesday Picks

  • Do you really want a new kitchen counter (The Atlantic)
  • A few good stories (Collaborative Fund)
  • The psychology of meeting overload (HBR)
  • What one importer's legal fight says about the power of cargo carriers (NYT)
  • Ottawa is moving to reduce credit card fees. What it means for businesses, banks, and your loyalty points (Globe and Mail)

Monday 21 November 2022

 Stephan's Monday Picks

  • Fading supply-chain problems signal season of plenty for holiday shoppers (WSJ)
  • Amazon CEO Andy Jassy says layoffs will continue into next year (CNBC)
  • Sears limps through what could be its final holiday season (Bloomberg)
  • Making your CEO transition a catalyst for renewal (McKinsey)
  • Winn-Dixie owner Southeastern Grocers weighs a sale (WSJ)

Friday 18 November 2022

 Stephan's Friday Picks

  • Social media conversations about unhealthy food and beverages in Canada (Outlive Lab)
  • The new office status symbol holds a lot of water - and has a waiting list (WSJ)
  • The sad pragmatism of inflation-era cuisine (The Atlantic)
  • At RBI, the only winners are its lavishly compensated executives (Globe and Mail)
  • From the archives (2010): Roaring out of recession (HBR)

Thursday 17 November 2022

 Stephan's Thursday Picks

  • Loblaw, Metro sales and profit grow as Canadian grocers face inflation scrutiny (Globe and Mail)
  • Canada's inflation rate unchanged in October at 6.9% (CBC)
  • How Hot Wheels became the largest automobile manufacturer out there (FT)
  • Inside the turmoil at Sobeys-owned stores after ransomware attack (CBC)
  • Target shares plunge on weak earnings, outlook (WSJ)

Wednesday 16 November 2022

 Stephan's Wednesday Picks

  • Walmart sales rise as retail giant gains more shoppers (WSJ)
  • How to make corn more like cactus (Knowable Magazine)
  • TikTok builds itself into an ad juggernaut (NYT)
  • How something as common as rain in Vancouver can send shockwaves through Canada's entire food system (FP)
  • How droughts in Mexico could affect the future of the beer industry (NYT)

Tuesday 15 November 2022

 Stephan's Tuesday Picks

  • Coffee market goes cold as Brazilian weather normalizes (WSJ)
  • Have Canadian policymakers made Shopify untouchable (Globe and Mail)
  • This farmer says he reluctantly throws out enough cauliflower to feed a province (CBC)
  • The private equity guys trying to shoplift a supermarket chain before they sell it (Slate)
  • How to make corn more like cactus (Knowable Magazine)
  • Amazon is said to plan to lay off thousands of employees (NYT)

Monday 14 November 2022

 Stephan's Monday Picks

  • Kohl's chief executive, Michelle Gass, to depart to join Levi's (NYT)
  • Canadian Tire profits falls 20% as costs rise, consumer habits shift amid high inflation (Globe and Mail)
  • Giant Tiger CEO departs amid efforts to position retailer as go-to discount store for inflation weary shoppers (FP)
  • The rise and fall of the drugstore chains (Slate)
  • The scent of flavour (Inference)

Friday 11 November 2022

 Stephan's Friday Picks

  • How to get the most from our customer data (Knowledge@Wharton)
  • Opposition shadows Cerberus windfall from Albertsons supermarket deal (FT)
  • Graham & Dodd Annual Breakfast 2022 (Investment Management Insights)
  • Amazon, in broad cost-cutting review, weighs changes at Alexa and other unprofitable business units (WSJ)
  • From the archives (1997): Quaker to sell Snapple for $300 million, takes $1.4 billion writedown (NYT)

Thursday 10 November 2022

 Stephan's Thursday Picks

  • Leger polling company acquires U.S. market research firm to expand into consumer goods (Globe and Mail)
  • Inside the underground market for fake Amazon reviews (Wired)
  • Empire tight-lipped about IT issues impacting its pharmacies (CBC)
  • Crunch time as crisp makers adopt plastic-free packets (BBC)
  • Chief performance officers can be a secret ingredient for private equity success. Here's why (McKinsey)

Wednesday 9 November 2022

 Stephan's Wednesday Picks

  • It's important to bring the spirit of emergencies to the long term (McKinsey)
  • The ugly story of how Corporate America convinced us to spend so much money on boxed water (Vox)
  • Walmart-owned Flipkart curbs M&A and hiring as losses mount in India (FT)
  • Jamie Oliver vs inflation (The Atlantic)
  • Canada's moonshot: The green farming revolution is here, but we must help it grow (FP)

Tuesday 8 November 2022

 Stephan's Tuesday Picks

  • Restaurant Brands profit, sales gain as Tim Hortons looks to expand lunch, dinner offerings (Globe and Mail)
  • Very important and hard to teach (Collaborative Fund)
  • Sobeys, Safeway grappling with IT issues as Maple Leaf Foods announces cybersecurity incident (CBC)
  • Walgreens unit close to roughly $9 billion deal with Summit Health (WSJ)
  • Macy's plans to invest millions to fund minority-owned businesses (NYT)

CBC

Monday 7 November 2022

 Stephan's Monday Picks

  • Washington sues to stop Albertsons $4 billion dividend plan (Bloomberg)
  • The DOJ should now take on Amazon (The Atlantic)
  • Why Amazon Music VP Steve Boom just made the entire music catalog free with Prime (The Verge)
  • Ocado shares soar as it signs a deal with a South Korean retailer (The Guardian)
  • Good luck returning your unwanted cothes and electronics (WSJ)

Friday 4 November 2022

 Stephan's Friday Picks

  • Lowe's selling Canadian retail operations, including Rona, to Sycamore Partners (Globe and Mail)
  • CVS, Walmart, Walgreens reach $13 billion opioid settlement (Bloomberg)
  • Freeland's economic update warns of 2023 recession, announces tax on corporate share buybacks (Globe and Mail)
  • Was Jack Welch the greatest CEO of his day - or the worst (The New Yorker)
  • From the archives (2008): Ontario's store wars marching west (Globe and Mail)

Thursday 3 November 2022

 Stephan's Thursday Picks

  • A Carbone on every continent: Major food group is going global (NYT)
  • Companies under growing pressure to recoup executive pay (WSJ)
  • The role of the chief operating officer (McKinsey)
  • Ottawa reveals plan to welcome 500,000 new immigrants per year by 2025 (CBC)
  • Can J. Crew be cool again (NYT)

Wednesday 2 November 2022

 Stephan's Wednesday Picks

  • Cumulative vs cyclical knowledge (Collaborative Fund)
  • The home-improvement boom isn't over yet (WSJ)
  • The push to scale plant-based plastics (Wired)
  • Food prices soar, and so do companies profits (NYT)
  • J&J agrees to buy medical device maker Abiomed for $16.6 billion (WSJ)

Tuesday 1 November 2022

 Stephan's Tuesday Picks

  • Roger Martin: Another year of strategy (Medium)
  • Of course instant groceries don't work (The Atlantic)
  • Target will sell products from Marks & Spencer this holiday season (Food & Wine)
  • The takeover law that has Bay Street rattled (Globe and Mail)
  • What Moneyball for everything has done to American culture (The Atlantic)