Tuesday 28 February 2023

 Stephan's Tuesday Picks

  • Roger Martin: Platform businesses & strategy (Medium)
  • Where did all the merlot go (WSJ)
  • How to make coffee without the beans (NEO.LIFE)
  • Shortage of onions threatens a new chapter in global food crisis (Bloomberg)
  • Phosphorus saved our way of life - and now threatens to end it (The New Yorker)

Monday 27 February 2023

 Stephan's Monday Picks

  • Notice of Meeting: Standing Committee on Agriculture and Agri-food (House of Commons)
  • 2022 Warren Buffet Letter to Shareholders (Berkshire Hathaway)
  • Walmart: Watch your back, Amazon (WSJ)
  • Loblaw says grocery prices to keep rising, as grocer reports profit increase amid inflation (Globe and Mail)
  • Soy, oat, and almond drinks can be called milk, FDA says (NYT)

Friday 24 February 2023

 Stephan's Friday Picks

  • Big Soda's alcohol drinks worry experts (NYT)
  • Venture fundraising hits nine-year low (WSJ)
  • Joe Mimran looks to revive Tilley, and it's not just about the hat (Globe and Mail)
  • Going deep vs headlines (Clearfield Group)
  • From the archives (2004): Co-Op brings back the famous 'divi' (The Guardian)

Thursday 23 February 2023

Stephan's Thursday Picks

  • Barnes & Noble takes page from Amazon with $40-a-year membership program (WSJ)
  • Why are Blundstone boots so popular (NYT)
  • It's hard to play the market with Bed Bath & Beyond. These meme stock investors are trying (WSJ)
  • Walmart CEO Doug McMillon vows to keep private labels priced low to fight inflation (CNBC)
  • Want that coffee with olive oil? Starbucks bets Italians will (NYT)

Wednesday 22 February 2023

 Stephan's Wednesday Picks

  • Supermarkets are having a fire sale on data about you (The Markup)
  • Why crop nutrients are suddenly political (Bloomberg)
  • Walgreens CEO bets on doctors over drugstores (WSJ)
  • Tim Hortons turfs key store owner amid battle with franchisees over profitability (Globe and Mail)
  • The pandemic sent US consumers back to the sugar bowl (Bloomberg)

Tuesday 21 February 2023

 Stephan's Tuesday Picks

  • Roger Martin: Decoding the strategy choice cascade (Medium)
  • Tim Hortons parent RBI replacing CEO (Globe and Mail)
  • Sandwich chain Subway is exploring a sale (CNBC)
  • Nestle sells fewer products after increasing prices (FT)
  • Canadian Tire sales flat as inflation-weary consumers spend on essentials but cut back elsewhere (Globe and Mail)

Friday 17 February 2023

 Stephan's Friday Picks

  • Inflation has come to your pets' high-end food and toys (WSJ)
  • Indigo outage nears one-week mark (Globe and Mail)
  • Container shipping costs plunge as consumer spending declines (FT)
  • How Bed Bath & Beyond avoided bankruptcy (WSJ)
  • From the archives (1991): Pattison pushes into the United States (Maclean's)

Thursday 16 February 2023

 Stephan's Thursday Picks

  • Amazon's chief vows to 'go big' on physical stores (FT)
  • Walmart to close three tech hubs, tells staff to return to offices (WSJ)
  • That wine you can't get enough of? These guys probably discovered it (WSJ)
  • Why are layoffs contagious (The Atlantic)
  • Visit Florida for the sun, the surf, ... and the food (WSJ)

Wednesday 15 February 2023

 Stephan's Wednesday Picks

  • Can this man turn Amazon around (FT)
  • Amazon's changes at Zappos slowly dismantle Tony Hsieh's legacy (WSJ)
  • Instacart answering fewer questions than ever about puzzling drop in shoppers pay (CBC)
  • Lab-grown meat has bigger challenges than the FDA (Bloomberg)
  • Toronto's Cookin raises $17-million to build online delivery market for home-cooked meals (Globe and Mail)

Tuesday 14 February 2023

 Stephan's Tuesday Picks

  • Roger Martin: Unclogging your decision factory (Medium)
  • Tensions ramp up at Tim Hortons as franchisees voice concerns about profitability amid inflation (Globe and Mail
  • Big brands keep raising prices, with limited shopper resistance (NYT)
  • Five trends in China that meat executives must grasp (McKinsey)
  • When did hospitality get so hostile (NYT)

Monday 13 February 2023

 Stephan's Monday Picks

  • Canadian hiring surges in January, forcing rethink of interest rates (Globe and Mail)
  • Bed Bath & Beyond Canada going out of business, closing 54 stores (CBC)
  • Louis Vuitton's formula for world domination (WSJ)
  • Caviar as a cheaper snack, served on Doritos and cheese steaks (NYT)
  • The death of the smart shopper (The Atlantic)

Friday 10 February 2023

 Stephan's Friday Picks

  • Harnessing innovation in sustainable foods (BCG)
  • China's bid to improve food production? Giant towers of pigs (NYT)
  • Consumers care about sustainability - and back it up with their wallets (McKinsey)
  • The last mustard maker in Dijon (Gastro Obscura)
  • From the archives (1986): The spread of the megastore (Maclean's)

Wednesday 8 February 2023

 Stephan's Thursday Picks

  • Shuttering salmon farms not just threaten farms but also hurts the environment (Globe and Mail)
  • Five pricing moves for CPG in a cost-of-living crisis (BCG)
  • CVS reaches $10.6 billion deal to buy clinic owner Oak Street Health (WSJ)
  • Nestlé's $6,000 peanut allergy pill has been a dud (Bloomberg)
  • Investment firm backs Bed Bath & Beyond's stock offering (NYT)

 Stephan's Wednesday Picks

  • Beyond Meat hires marketing executive, revamps retail strategy (WSJ)
  • The link between food, our gut microbiome, and depression (Washington Post)
  • Panera among restaurant companies look to test IPO demand (WSJ)
  • Bernard Arnault is trying to head off a succession battle at LVMH (Bloomberg)
  • Amazon is shutting down Fresh and Go stores as company cuts costs (CNBC)

Tuesday 7 February 2023

 Stephan's Tuesday Picks

  • Roger Martin: The origins of Playing to Win (Medium)
  • Agtech pushes the boundaries of food production and fuels a debate about who is considered a farmer (Globe and Mail)
  • Restaurants can't find workers because they've found better jobs (Washington Post)
  • One company's trick to getting 95,000 hours back. Canceling meetings (WSJ)
  • Gucci, Unilever tap outsiders in risky CEO, creative director appointments (Bloomberg)

Monday 6 February 2023

 Stephan's Monday Picks

  • Loblaw tries explaining rising cost of food, but consumers aren't buying it (Globe and Mail)
  • Ryan Cohen takes stake in Nordstrom (WSJ)
  • Forget pandemic puppies. Try inflation chicken (NYT)
  • Bed Bath & Beyond misses interest payment as it weighs Chapter 11 (WSJ)
  • Is discount grocery in Canada an illusion (Globe and Mail)

Friday 3 February 2023

 Stephan's Friday Picks

  • In pursuit of decent coffee (Works in Progress)
  • CFOs ponder their pricing power as the economy cools (WSJ)
  • The history of the supermarket industry in America (Stacker)
  • How a major New Zealand retailer reinvented itself around customer satisfaction (McKinsey)
  • From the archives (2000): Iceland makes big switch to organic veg (The Guardian)

Thursday 2 February 2023

 Stephan's Thursday Picks

  • The restless quest for a better frozen pizza (NYT)
  • Tesco to make big changes to stores, affecting 2,100 jobs (The Guardian)
  • The junkification of Amazon (Intelligencer)
  • Frito-Lay hikes prices again, as grocers warn more price increases to come (Globe and Mail)
  • The shipping industry is getting a slew of new vessels - right as demand cools (Bloomberg)

Wednesday 1 February 2023

 Stephan's Wednesday Picks

  • High grocery prices and food insecurity - the system is broken all over the world (Globe and Mail)
  • Feeding chickens stale bread and unsold cookies for zero-carbon eggs (Bloomberg)
  • The U.S. consumer is starting to freak out (WSJ)
  • He's dazzled diners in the U.S. Now he aims to "change people's perspectives" in Ivory Coast (NYT)
  • Whole Foods asks suppliers to lower prices as costs ebb (WSJ)