Stephan's Tuesday Picks
Tuesday 31 January 2023
Labels:
amazon,
Bed Bath & Beyond,
books,
CEO transition,
food delivery,
Unilever
Monday 30 January 2023
Stephan's Monday Picks
- Supermarket freezers are heating up the planet, and how they could change (CBC)
- Americans are gobbling up takeout food. Restaurants are betting that won't change (WSJ)
- The decline of the nice-to-have economy (WSJ)
- How onions became a luxury in the Philippines (BBC)
- Jeff Bezos wants the world to know he's a philanthropist (Vox)
Friday 27 January 2023
Stephan's Friday Picks
- Why does every boutique grocer looks the same (Grub Street)
- Bed Bath & Beyond says banks have cut off their credit lines (WSJ)
- With layoffs, retailers would rather be safe than sorry (NYT)
- Home Depot gave personal data to Meta without valid customer consent, privacy watchdog says (Globe and Mail)
- From the archives (2016): Welcome to Hillstone, America's favourite restaurant (Bon Appetit)
Labels:
** From the Archives **,
Bed Bath & Beyond,
Home Depot,
jobs,
privacy,
restaurants
Thursday 26 January 2023
Stephan's Thursday Picks
- Consumers tired of inflation scrimp - and splurge (WSJ)
- Renaissance in uncertainty: Luxury builds on its rebound (Bain)
- The coffee alternative Americans just can't leave behind (The Atlantic)
- Metro says more price hikes to come as vendors continue asks for increases (Globe and Mail)
- Walmart raises starting wages for store workers (NYT)
Labels:
food trends,
inflation,
luxury,
Metro,
quarterly earnings,
wages,
Walmart
Wednesday 25 January 2023
Stephan's Wednesday Picks
- Kroger-Albertsons merger faces long road before approval (NYT)
- Consumer prices plateau as inflation slows to pre-pandemic levels (WSJ)
- Food firms raising prices unnecessarily, says Tesco's John Allan (BBC)
- Canada's opportunity to be a global food superpower (Policy Magazine)
- The corporate cafeteria is broken. So how to feed workers (NYT)
Tuesday 24 January 2023
Stephan's Tuesday Picks
- Roger Martin: Being 'too busy' means your personal strategy sucks (Medium)
- Amazon axes 'Smile' charity program, citing limited impact (NYT)
- How Noma made fine dining far worse (The Atlantic)
- Inside the battle for the future of Amazon (Vox)
- The secret world of Japan's robot sushi chefs (The Guardian)
Monday 23 January 2023
Stephan's Monday Picks
- Fake meat was supposed to save the world. It became just another fad (Bloomberg)
- Fort Walgreens (Curbed)
- Lidl and Aldi hiked prices the most of supermarkets in UK (Bloomberg)
- Party City files for Chapter 11 bankruptcy with plans to cut debt (WSJ)
- AI for better crops (Knowable Magazine)
Labels:
agriculture,
aldi,
artificial intelligence,
bankruptcy,
lidl,
meat,
theft,
Walgreens
Friday 20 January 2023
Stephan's Friday Picks
- Activist investor Ryan Cohen takes stake in Alibaba and pushes for more stock buybacks (WSJ)
- Sainsbury's signs food delivery deal with Just Eat (The Guardian)
- Shopper rebellion against higher prices helps slow inflation (WSJ)
- The latest TikTok star is canned tuna (WSJ)
- From the archives (1949): Pizza (The Atlantic)
Thursday 19 January 2023
Stephan's Thursday Picks
- The long takeoff of skyrocketing food prices (Globe and Mail)
- How microplastics are infiltrating the food you eat (BBC)
- How Aritzia became the hottest fashion chain in the U.S. (Bloomberg)
- How Walgreens manufactured a media frenzy about shoplifting (Popular Information)
- The next green revolution: How Canada can produce more food with fewer emissions (RBC)
Labels:
Aritzia,
climate change,
inflation,
plastics,
technology,
Walgreens
Wednesday 18 January 2023
Stephan's Wednesday Picks
- Shareholder advocates take aim at climate plans as proxy season begins (Globe and Mail)
- Subway explores sale that could value sandwich chain at more than $10 billion (WSJ)
- Inflation peaking is great for us, terrible for grocery stores (Washington Post)
- You don't know how bad the pizza box is (The Atlantic)
- Starbucks' new CEO has tall orders to fill (Bloomberg)
Tuesday 17 January 2023
Stephan's Tuesday Picks
- Roger Martin: Sticking with strategy (Medium)
- As gig economy companies flee Europe, Getir is taking over (Wired)
- Canada's cities see immigration-driven population surge after pandemic lull (Globe and Mail)
- The 'buy-now, pay-later' bubble is about to burst (The Atlantic)
- Bed Bath & Beyond's collapse draws suitors for Buybuy Baby (WSJ)
Labels:
bankruptcy,
Bed Bath & Beyond,
Europe,
food delivery,
immigration,
payments,
population growth,
strategy
Monday 16 January 2023
Stephan's Monday Picks
- Shoppers snap up cheap, landfill-destined groceries through apps like Flashfood (Globe and Mail)
- French food giant Danone sued over plastic use in landmark law (NYT)
- What matters to today's consumer (Capgemini)
- Babies 'R' Us attempts comeback in New Jersey (CNBC)
- Joint statement on the development of Canada's first-ever grocery code of conduct (Government of Canada)
Friday 13 January 2023
Stephan's Friday Picks
- The truffle industry is a big scam. Not just truffle oil, everything (Taste Atlas)
- Must we gentrify the rest stop (NYT)
- The plastic problem (NYT)
- What can we learn from Barnes & Noble's surprising turnaround (Honest Broker)
- From the archives (2021): What's the difference between Morton's and Diamond Crystal kosher salt (Food52)
Labels:
** From the Archives **,
books,
food trends,
plastics
Thursday 12 January 2023
Stephan's Thursday Picks
- Noma, rated the world's best restaurant, is closing its doors (NYT)
- The pandemic was good for retailers. What happens next (Bloomberg)
- The price of pasta is surging, but discounts could be next (Globe and Mail)
- UPS and the package wars (The New Yorker)
- Vitamin Shoppe owner Franchise Group considers going private (WSJ)
Labels:
food trends,
inflation,
M&A,
packaging,
private equity,
restaurants,
supply chain
Wednesday 11 January 2023
Stephan's Wednesday Picks
- The Mediterranean diet really is that good for you. Here's why (NYT)
- Majority of Canadian companies now linking executive pay to ESG (Globe and Mail)
- How one family parlayed Mexican food into a Los Angeles landmark (NYT)
- Preparing for the next generation of activist shareholders (BCG)
- 'Spectacular job report' has economists and credit markets shifting views on the Bank of Canada's next moves (Globe and Mail)
Labels:
activist investors,
economy,
ESG,
executive compensation,
food trends,
jobs
Tuesday 10 January 2023
Stephan's Tuesday Picks
- Roger Martin: Strategy is singular (Medium)
- High food prices rile up Canadians (NYT)
- What if inflation suddenly dropped and no one noticed (WSJ)
- Tipping is weird now (The Atlantic)
- 'The brink of famine': Drought puts an entire generation of Somalis at risk (Globe and Mail)
Monday 9 January 2023
Stephan's Monday Picks
Friday 6 January 2023
Stephan's Friday Picks
- Amazon finally authorized Pakistani sellers. A wave of scammers followed (Rest of World)
- Where did all the bargain bourbon go? (NYT)
- Shopify launches new subscription product in bid to lure new retail clients (Globe and Mail)
- Peter Fader and Michael Ross share their playbook for customer centricity (McKinsey)
- From the archives (2004): Morrisons seals Safeway takeover (BBC)
Labels:
** From the Archives **,
amazon,
Asia,
customer centricity,
liquor,
Morrisons,
Safeway,
Shopify
Thursday 5 January 2023
Stephan's Thursday Picks
- The Syrian family that rebuilt a chocolate empire in Nova Scotia (NYT)
- Aldi sales soar as UK shoppers battle record inflation (CNN)
- Google and Meta's advertising dominance fades as TikTok, streamers emerge (WSJ)
- Shopify tells employees to just say no to meetings (Bloomberg)
- How Russia's war on Ukraine is worsening global starvation (NYT)
Wednesday 4 January 2023
Stephan's Wednesday Picks
- The choreography on the ground that puts meals in the sky (NYT)
- Synthetic meat will change the ethics of eating (WSJ)
- How Canadians got their beloved breakfast cereal back (The Guardian)
- Hangry diners vent over swiped to-go orders (NYT)
- How Central Ohio got people to eat its leftovers (NYT)
Tuesday 3 January 2023
Stephan's Tuesday Picks
- Roger Martin: Benchmarking is for losers (Medium)
- American bargain hunters flock to a new platform forged in China (WSJ)
- The future of retail in the age of convergence (Bain)
- Can climate labels on menus turn people off cheeseburgers (Bloomberg)
- How the checkout line became a 'maze' to fuel impulse purchases (CBC)
Labels:
checkout,
climate change,
convergence,
e-commerce,
strategy
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