Friday, 30 June 2023

 Stephan's Friday picks

  • DoorDash, shifting business model, will offer drivers hourly pay (NYT)
  • Morrisons' boss admits supermarket chains have hiked profits on petrol (The Guardian)
  • Indigo reports nearly $50-million loss as it appoints new board leadership (Globe and Mail)
  • How marketing can drive resilience during uncertain times (McKinsey)
  • From the archives (2012): Talk to me, one machine said to the other (NYT)

Thursday, 29 June 2023

Stephan's Thursday Picks

  • Capital allocation starts with governance - and should be led by the CEO (McKinsey)
  • Canada's grocery industry doesn't give customers enough choice, Competition Bureau finds (Globe and Mail)
  • Inflation slows to 3.4%, but Bank of Canada poised to raise rates again (Globe and Mail)
  • Former Maple Leaf Foods CEO knew about price fixing, says Competition Bureau document (Globe and Mail)
  • Weston family shifts private investing strategy after $6.9 billion Selfridges sales (Globe and Mail)

Wednesday, 28 June 2023

 Stephan's Wednesday Picks

  • Monday's are the new office fight (WSJ)
  • Larry Fink 'ashamed' to be a part of ESG debate (Axios)
  • The place most affected by remote workers' moves around the country (NYT)
  • FairPrice CEO on breakthrough leadership (McKinsey)
  • The buffet is back, stretching dollars and slinging crab legs (NYT)

Tuesday, 27 June 2023

 Stephan's Tuesday Picks

  • Roger Martin: Commercial innovation strategy (Medium)
  • The paradox at the grocery store (The Atlantic)
  • The ugly shoes now worth billions of dollars (WSJ)
  • Scammers target grocery stores with bomb threats, seeking Bitcoin and gift cards (WSJ)
  • Gen Z discovers cottage cheese (WSJ)

Monday, 26 June 2023

 Stephan's Monday Picks

  • Shein tries to shed its Chinese image (WSJ)
  • Ocado shares surge on Amazon takeover rumors (BBC)
  • Metro grocery workers enter bargaining armed with 100% strike mandate (Globe and Mail)
  • Beyond Meat wannabes are failing as hype and money fade (Bloomberg)
  • F.T.C. sues Amazon for tricking its customers to sign up for Prime (WSJ)

Friday, 23 June 2023

 Stephan's Friday Picks

  • People on drugs like Ozempic say their 'food noise' has disappeared (NYT)
  • Instacart warns customers over rude behaviour (WSJ)
  • How Unilever is working to understand black women's hair (NYT)
  • How generative AI is already transforming marketing (Bain)
  • From the archives (2016): Loblaw admits to bread price-fixing scheme spanning more than 14 years (Globe and Mail)

Thursday, 22 June 2023

 Stephan's Thursday Picks

  • Jack Ma ally Joe Tsai to take helm of Alibaba (WSJ)
  • Amazon HQ2 is not matching the original hype (CNBC)
  • Grupo Bimbo's Canada Bread to pay $50 million fine in bread price-fixing settlement (Globe and Mail)
  • Running Amazon became a lot less fun once Jeff Bezos left (Slate)
  • U.S. approves the sale of lab-grown chicken (NYT)

Wednesday, 21 June 2023

 Stephan's Wednesday Picks

  • How Modelo dethroned Bud Light as America's top beer (WSJ)
  • Remote and hybrid work have helped more women with young children join the workforce (Globe and Mail)
  • Consumer ratings are meaningless (WSJ)
  • Apple is taking on apples in a truly weird trademark battle (Wired)
  • One-percenters keep shopping at the dollar store (WSJ)

Tuesday, 20 June 2023

 Stephan's Tuesday Picks

  • Roger Martin: Strategy & Competitors (Medium)
  • Brands wanted to cut out stores. Not anymore (WSJ)
  • Agri-Committee Report #10 (House of Commons)
  • Baggu's totes find a Gen Z audience (NYT)
  • After Bud Light debacle, AB InBev takes a bow at ad-biz Oscars (WSJ)

Monday, 19 June 2023

 Stephan's Monday Picks

  • The Instant Pot failed because it was a good product (The Atlantic)
  • Loblaw customers protest receipt-check policy in select stores (CBC)
  • Higher-income grocery shoppers are shaking of higher prices, Kroger says (WSJ)
  • How the Bunge-Viterra deal will create a global agriculture giant (Globe and Mail)
  • Why 'drip pricing' is so effective (WSJ)

Friday, 16 June 2023

 Stephan's Friday Picks

  • AI comes to the drive-thru (WSJ)
  • Telus Health 2023 Drug Trends Report (Telus)
  • Lack of female CEOs shows diversity problem in UK retail (Bloomberg)
  • Vertical product location effect on sales: A field experiment in convenience stores (SSRN)
  • From the archives (2002): Pepsi adds a blue-hued beverage to the spectrum of coloured sodas (WSJ)

Thursday, 15 June 2023

 Stephan's Thursday Picks

  • Bud Light loses title as top-selling U.S. beer (WSJ)
  • How retail media is creating a Bermuda triangle relationship between retailers, marketers, and media agencies (Digiday)
  • Inside Walmart and Amazon's race to buy PillPack (Fortune)
  • Instant Pot maker says it will gauge sales offer during Chapter 11 bankruptcy (Bloomberg)
  • Sainsbury's and Asda told not to block rival stores (BBC)

Wednesday, 14 June 2023

 Stephan's Wednesday Picks

  • World's top cocoa producer battling to create sweet tooth at home (Globe and Mail)
  • Eating healthy is hard. It's even harder for people who can barely afford to eat at all (CBC)
  • Inflation can't smudge the growing beauty industry (Washington Post)
  • New York City sets new minimum wage for food delivery workers (NYT)
  • The world of 'ands': Consumers set the tone (McKinsey)

Tuesday, 13 June 2023

 Stephan's Tuesday Picks

  • Roger Martin: Confident companies do less (Medium)
  • The tiny, squishy toys driving parents to the brink (WSJ)
  • Colombia's mustard lovers grow desperate amid saucy shortage of Dijon (NYT)
  • What the price of Nescafe at Woolworths tells us about supermarket promotion tactics (The Guardian
  • Why billionaires are circling debt-laden French grocer Casino (Bloomberg)

Monday, 12 June 2023

 Stephan's Monday Picks

  • How Hasbro plans to revive its toy business (WSJ)
  • How online advertisers label you (The Markup)
  • Bunge finalizing $30 billion-plus merger with Viterra (Reuters)
  • Andy Jassy urged to refocus in open letter from Bernstein analyst (CNBC)
  • Energy drinks are surging. So are their caffeine levels (NYT)

Friday, 9 June 2023

 Stephan's Friday Picks

  • Campbell's U.S. soup sales cool off (WSJ)
  • Tim Hortons credit card to launch in mobile rewards app (CBC)
  • 'Massive shift' in food shopping habits as prices soar (BBC)
  • Bank of Canada hikes rates by a quarter point amid stubbornly high inflation, resilient economy (Globe and Mail)
  • From the archives (2018): The 3 things that employees really want: Career, community, and cause (HBR)

Thursday, 8 June 2023

 Stephan's Thursday Picks

  • Ghost kitchens are dying and nobody noticed (Washington Post)
  • SunnyD vodka seltzer tastes nothing like SunnyD - or vodka (Washington Post)
  • The global brands coming to a shopping mall near you (WSJ)
  • Indigo sees nearly half its board exit; founder Heather Reisman to retire this summer (Globe and Mail)
  • Six ways retail can soar through the macroeconomic clouds (Bain)

Wednesday, 7 June 2023

Stephan's Wednesday Picks

  • Companies that embraced social issues have second thoughts (WSJ)
  • Canada's affordability conundrum (BMO)
  • UK ministers discuss voluntary price limits for basic items but rule out imposing caps (The Guardian)
  • Generative AI and retail: Beyond the skateboarding panda (Bain)
  • Bed Bath & Beyond in talks to sell Buybuy Baby (WSJ)

Tuesday, 6 June 2023

 Stephan's Tuesday Picks

  • Roger Martin: What strategy questions are you asking (Medium)
  • Restaurant chain Cava set to launch IPO (WSJ)
  • How the best CEOs continually improve performance (McKinsey)
  • This tale of two British buyouts gets a twist (Washington Post)
  • Why your steak is getting pricier (WSJ)

Monday, 5 June 2023

 Stephan's Monday Picks

  • Inside the buzziest restaurant in America (GQ)
  • Has New York reached peak pork (NYT)
  • When blind hiring advances DEI - and when it doesn't (HBR)
  • Why are food prices so high in Europe (NYT)
  • The data science behind raising fast food prices (WSJ)

Friday, 2 June 2023

 Stephan's Friday Picks

  • Bed Bath & Bankruptcy: Lessons from senior leaders (MIT Sloan Management Review)
  • How America's largest restaurant franchisee decides when to raise prices (WSJ)
  • The beauty market in 2023 (McKinsey)
  • How Bud Light blew it (WSJ)
  • From the archives (2019): Do your data scientists know the 'why' behind their work (HBR)

Thursday, 1 June 2023

 Stephan's Thursday Picks

  • America is binging on snacks, and food companies are eating it up (WSJ)
  • Michael Medline dishes on supply chain woes, price-fixing allegations, and Galen Weston (Globe and Mail)
  • MSG is finally getting its revenge (The Atlantic)
  • Activist shareholder plans proxy battle at Shake Shack (WSJ)
  • Why CEOs and boards should be terrified by activist investors and their new tactics (Globe and Mail)