Thursday 31 August 2023

 Stephan's Thursday Picks

  • London's Oxford Street battles new retail scourge: Candy stores (WSJ)
  • Online ratings are broken (The Atlantic)
  • How continuous learning keeps leaders relevant in the age of AI (MIT Sloan)
  • Governments have put $1 billion toward making better meat alternatives. A lot more is needed (Vox)
  • Metro and Unifor reach tentative deal with grocery workers' union after monthlong strike (Globe and Mail)

Wednesday 30 August 2023

 Stephan's Wednesday Picks

  • America is draining its groundwater like there's no tomorrow (NYT)
  • Southern Ontario's greenhouse operators warn lack of infrastructure is slowing down growth in booming sector (Globe and Mail)
  • At the top, it's all about teamwork (Bain)
  • Chinese robot waiters fuel Korean anxiety over labour shortages (FT)
  • Best Buy sales drop on falling demand for electronics, appliances (WSJ)

Tuesday 29 August 2023

 Stephan's Tuesday Picks

  • Roger Martin: Performance measurement transparency (Medium)
  • Climate change is coming for your olive oil (Fast Company)
  • Heating waters force change in industries that rely on the ocean (WSJ)
  • Supermarkets are being asked to cut plastic waste. What would that look like (CBC)
  • Consumers are spending like it's 2019 (WSJ)

Monday 28 August 2023

 Stephan's Monday Picks

  • Eater. Resy. Blackbird? (Grub Street)
  • Instacart IPO filing arrives with red flags (Bloomberg)
  • Kleenex pulling out of Canadian market (CBC)
  • The company that created a return-to-office plan that employees actually like (WSJ)
  • A centuries-old bean is making a comeback in the form of vegan ice cream (CBC)

Friday 25 August 2023

 Stephan's Friday Picks

  • Walmart, Diesel, and Hugo Boss face federal probe for alleged sale of items made with forced labour (Globe and Mail)
  • Subway sandwich chain agrees to sale to Roark Capital (WSJ)
  • Shein strikes deal with fast fashion retailer Forever 21 that will expand reach of both brands (CNBC)
  • Bud Light continues marketing blitz with 'relatable' NFL push (WSJ)
  • From the archives (1934): Report of the Royal Commission of Price Spreads (Canada)

Thursday 24 August 2023

 Stephan's Thursday Picks

  • How stores sucked the fun out of going shopping (Vox)
  • Hudson's Bay ramps up rewards program with app and personalized offers (Financial Post)
  • A bright spot in commercial real estate: retail shops (WSJ)
  • No longer niche: Climate-conscious purchasing in Canada (BCG)
  • Dick's Sporting Goods, Macy's, flash warning signs on U.S. consumer spending (WSJ)

Wednesday 23 August 2023

 Stephan's Wednesday Picks

  • Kraft Heinz sees a $25 billion opportunity - in schools (WSJ)
  • The price of sauce (The Atlantic)
  • How Kroger became the biggest sushi seller in America (WSJ)
  • Olive oil prices soar as climate change-related catastrophes shrink Mediterranean harvest (Globe and Mail)
  • Subway Sandwich chain nears sale (WSJ)

Tuesday 22 August 2023

 Stephan's Tuesday Picks

  • Roger Martin: The downside of go-to-market strategy (Medium)
  • Instacart plans for US IPO as early as September (Bloomberg)
  • Parmesan producers fight fakes with microtransponders (The Guardian)
  • Retailers are fleeing downtown San Francisco. IKEA is moving in (WSJ)
  • Inside Quebec's crumbling pork empire (Globe and Mail)

Monday 21 August 2023

 Stephan's Monday Picks

  • Sam's Club's war against Costco started with $1.38 hot dog combo (Bloomberg)
  • Sustainability in packaging 2023 (McKinsey)
  • Unifor refuses Metro's request for a mediator as Ontario grocery strike continues (Globe and Mail)
  • Are chatbots a threat to fine dining (The Guardian)
  • Using a credit card? At these restaurants it will cost you (NYT)

Friday 18 August 2023

 Stephan's Friday Picks

  • The life and death of the Amazon brands (Intelligencer)
  • What happens to all the stuff we return (The New Yorker)
  • LCBO customer data hacked for a second time this year (Globe and Mail)
  • Aldi to acquire Winn-Dixie and Harvey's Supermarket to continue growth in the Southeast (Aldi)
  • From the archives (2008): Aldi grocery stores: The allure of plain vanilla (NYT)

Thursday 17 August 2023

 Stephan's Thursday Picks

  • The sriracha shortage is a very bad sign (The Atlantic)
  • Canada's inflation rate ticks up to 3.3% in July, raising odds of September hike (Globe and Mail)
  • U.S. sunscreen is stuck in the 90s. Is this a job for Congress (NYT)
  • Target sales are punished by Pride Month backlash (WSJ)
  • B.C. seafood producers, conservation groups, wary of marine heat wave (Globe and Mail

Wednesday 16 August 2023

 Stephan's Wednesday Picks

  • What happens when you let a chatbot plan your meals (WSJ)
  • A brief history of the corporate presentation (MIT Technology Review)
  • The best boxed Mac and Cheese for no-sweat meals (WSJ)
  • In retail's top echelons, female CEOs lose a bit of ground (NYT)
  • 5-Hour Energy founder to buy majority stake in Sports Illustrated publisher (WSJ)

Tuesday 15 August 2023

 Stephan's Tuesday Picks

  • Roger Martin: Strategy, strategy everywhere (Medium)
  • A Japanese candy tasted like nothing. So why do people miss it (NYT)
  • Amazon wants you to pay with your palm. It's a sneak attack on Apple and Google (WSJ)
  • It interest in meatless burgers is waning, how can plant-based eating be sustained (CBC)
  • Restaurants and supermarkets are brawling over your dollar (WSJ)

Monday 14 August 2023

 Stephan's Monday Picks

  • Direct-to-consumer in appliances: A strategic growth opportunity (McKinsey)
  • Birth, death, and wealth creation (Morgan Stanley)
  • Amazon cuts dozens of house brands as it battles costs, regulators (WSJ)
  • The triple play: Growth, profit, and sustainability (McKinsey)
  • Amazon wants to deliver your next package without the box (WSJ)

Friday 11 August 2023

 Stephan's Friday Picks

  • L'Occitane's boss in advanced talks on $6.5 billion buyout (Bloomberg)
  • Metro reports jump in sales, profit as Toronto-area strike continues (Globe and Mail)
  • A few stories about decisions (Collaborative Fund)
  • Canadian Tire reports profit, revenue drop in quarter, withdraws three-year forecast (Globe and Mail)
  • From the archives (2010): Loblaw COO leaves to head British grocer (CBC)

Thursday 10 August 2023

 Stephan's Thursday Picks

  • MIT's Zeynep Ton on the case for good jobs (McKinsey)
  • Fast food customers are giving up on dining in (WSJ)
  • This scorching summer is taking a toll on your favourite foods (Wired)
  • Amazon's grocery business needs a massive makeover (Bloomberg)
  • Are cooking videos making us better cooks (NYT)

Wednesday 9 August 2023

 Stephan's Wednesday Picks

  • Why nobody can seem to solve Canada's cybersecurity problem (Globe and Mail)
  • The chief strategy officer's evolving role (McKinsey)
  • Amazon delivers surprisingly strong profit as retail business improves (WSJ)
  • Profits did not cause inflation, Bank of Canada researchers contend (Globe and Mail)
  • Campbell Soup to acquire Rao's parent company for $2.7 billion (WSJ)

Tuesday 8 August 2023

 Stephan's Tuesday Picks

  • Roger Martin: The strategy lesson from the Bud Light fiasco (Medium)
  • Why India's rice ban could trigger a global food crisis (BBC)
  • Amazon expands virtual clinic to all 50 states in health push (Amazon)
  • Canada's pork industry faces a painful reckoning (Globe and Mail)
  • RBC to offer Taylor Swift pre-sale tickets, for her six Canadian concerts, opening loyalty program to non-customers (Globe and Mail)

Friday 4 August 2023

 Stephan's Friday Picks

  • Enjoy alcohol, without the hangover (WSJ)
  • Amazon unveils biggest grocery overhaul since buying Whole Foods (Bloomberg)
  • How people shop for groceries internationally (The Guardian)
  • The economic impact of Walmart Supercenters (Annual Review)
  • From the archives (2017): Who killed Sears Canada (Globe and Mail)

Thursday 3 August 2023

 Stephan's Thursday Picks

  • Whose fault is obesity? Primarily the food industry's (Washington Post)
  • Erewhon, the cult favourite luxury grocer to the stars, gets a digital makeover (Fast Company)
  • Local malls, stuck in 'death spiral', plunge in value (WSJ)
  • Metro workers vow to stay 'off the job' as long as it takes as strike enters 3rd day (CBC)
  • Amazon mastered the internet. Grocery stores are another story (Washington Post)

Wednesday 2 August 2023

 Stephan's Wednesday Picks

  • Rocks and bugs: A week of recalls for Trader Joe's (WSJ)
  • Birkenstock owner plans September IPO at $8 billion value (Bloomberg)
  • TikTok pivots towards shoppable content (The Atlantic)
  • Fast fashion aims to mend its image with repairs (WSJ)
  • Avion rewards program expands to customers that don't bank with RBC (Globe and Mail)

Tuesday 1 August 2023

 Stephan's Tuesday Picks

  • Roger Martin: How Brands Grow & Playing to Win (Medium)
  • Shein and Temu ramp up war for U.S. shoppers (WSJ)
  • The rise and fall of Bud Light (The Atlantic)
  • The perils of highly processed food (The New Yorker)
  • A multi-lens approach to finding growth in consumer brands (McKinsey)