Friday 29 September 2023

 Stephan's Friday Picks

  • A new Coca-Cola flavour at the end of the world (The Atlantic)
  • Amazon aggregator Thrasio engages restructuring advisors (WSJ)
  • Morrisons CEO David Potts to step down as ex-Carrefour France boss takes over (The Guardian)
  • Lululemon and Peloton end their feud (WSJ)
  • From the archives (2012): Carrefour rethinks its 'bigger is better' strategy (NYT)

Thursday 28 September 2023

 Stephan's Thursday Picks

  • Building food and agriculture businesses for the future (McKinsey)
  • The hottest American restaurants in Paris (of all places) (WSJ)
  • Walmart's head of fashion Denise Icandela talks about changing discounter's staid image in fashion (AP)
  • This could be the holy grail to replace pam oil (BBC)
  • Starbucks CEO seeks to improve service - for baristas (WSJ)

Wednesday 27 September 2023

 Stephan's Wednesday Picks

  • The state of grocery in North America (McKinsey)
  • Lululemon's secret power - even moms can't make it uncool (WSJ)
  • Many of today's unhealthy foods were brought to you by Big Tobacco (Washington Post)
  • Instacart IPO is latest stop of Fidji Simo's Silicon Valley ascent (FT)
  • Rite Aid plans to shut down hundreds of stores in bankruptcy (WSJ)

Tuesday 26 September 2023

 Stephan's Tuesday Picks

  • Roger Martin: Measuring, managing, and mattering (Medium)
  • What Big Tech knows about your body (The Atlantic)
  • Can private equity be .... nice (Slate)
  • Amazon's new challenge: Bargain retailers that are playing a new game (WSJ)
  • Amazon to invest up to $4 billion in AI startup Anthropic (Bloomberg)

Monday 25 September 2023

 Stephan's Monday Picks

  • Airlines are just banks now (The Atlantic)
  • If you don't like inflation, you'll hate deflation (CBC)
  • The microwave makes no sense (The Atlantic)
  • Peek inside America's largest private company (Bloomberg)
  • Let's clean up the Kleenex grocery myths (Financial Post)

Friday 22 September 2023

 Stephan's Friday Picks

  • How TikTok is reshaping the American cookbook (NYT)
  • Hard-core sleepers are obsessing over their sleep stats (WSJ)
  • Amazon unveils a 'smarter' Alexa. Its AI has a lot of work to do (Washington Post)
  • Why your Starbucks wait is so long (Bloomberg)
  • From the archives (2019): Data science and the art of persuasion (HBR)

Wednesday 20 September 2023

 Stephan's Wednesday Picks

  • Why the Twinkie is now worth billions (WSJ)
  • Insiders reveal major problems at lab-grown-meat startup Upside Foods (Wired)
  • Instacart IPO is an expensive lesson for venture firms (WSJ)
  • The long, slow return to normal of food inflation in Canada (Globe and Mail)
  • Publix, Florida's favourite grocery store, explained (Vox)

Tuesday 19 September 2023

 Stephan's Tuesday Picks

  • Roger Martin: Strategy for the experience economy (Medium)
  • Indigo founder Heather Resiman returns as CEO (Globe and Mail)
  • Mattel's windfall from Barbie (NYT)
  • Minister says Canada's largest grocery chains have agreed to 'work' on stabilizing food prices (CBC)
  • Turmoil in Indigo's C-suite leaves Canadian publishers reading between the lines (Globe and Mail)

Monday 18 September 2023

 Stephan's Monday Picks

  • Trudeau announces new measures to deal with housing, grocery prices (CBC)
  • Instacart was all about grocery delivery. No longer (NYT)
  • BioSteel files for bankruptcy protection, parent company Canopy Growth looking for new buyer (Globe and Mail)
  • France's Carrefour puts up 'shrinkflation' warning signs (BBC)
  • Instacart's grocery partnerships are no free lunch (WSJ)

Friday 15 September 2023

 Stephan's Friday Picks

  • Bernard Arnault built a luxury empire on 'desirability'. Who will inherit it (NYT)
  • Dollarama posts 27-per-cent profit gain, raises sales forecast as shoppers seek relief (Globe and Mail)
  • UK pub chains adopt surge pricing for pints (NYT)
  • I learned the Italian tomato sauce tradition so I could enjoy summer all year long (Globe and Mail)
  • From the archives (2005): Federated agrees to acquire May for $11 billion (WSJ)

Thursday 14 September 2023

 Stephan's Thursday Picks

  • Instacart to target much-diminished valuation range of under $10 billion (WSJ)
  • TikTok popularizes products. Can it sell them too (NYT)
  • Walmart goes all in on Africa (WSJ)
  • Unionized Loblaw workers in Manitoba vote in favour of strike (CBC)
  • Instacart is hard to value (FT)

Wednesday 13 September 2023

 Stephan's Wednesday Picks

  • Why furniture got so bad (Washington Post)
  • Michelin's coveted stars can come with some costs (NYT)
  • Amazon's makeover of Lord & Taylor's building shows challenges of office conversions (WSJ)
  • What Kleenex's Canadian exit reveals about our grocery sector's lack of competition (Globe and Mail)
  • 'Feedback' is now too harsh. The new word is feedforward (WSJ)

Tuesday 12 September 2023

 Stephan's Tuesday Picks

  • Roger Martin: Dangerous cost reduction projects (Medium)
  • The supermarket's next big product is your data (FT)
  • Smucker sets sights on snacks with $4.6 billion Twinkie deal (WSJ)
  • Kroger says supermarket sales are under pressure as shoppers pull back (WSJ)
  • The hyperreal wonders of glace fruit (NYT)

Monday 11 September 2023

 Stephan's Monday Picks

  • Turning consumer and retail companies into software-driven innovators (McKinsey)
  • Here's something beyond the expiration date: Expiration dates themselves (WSJ)
  • Fewer Canadians dining out as inflation and interest rates bite consumer spending (Globe and Mail)
  • Canada Bread banned from federal contracts over price-fixing scheme (Financial Post)
  • Tyson Foods couldn't produce enough chicken. Now it has too much (WSJ)

Friday 8 September 2023

 Stephan's Friday Picks

  • How Momofuku CEO Marguerite Zabar Mariscal grew a $100 million company (Fast Company)
  • Indigo CEO exits in latest shakeup in retailer's upper ranks (Globe and Mail)
  • Walmart cuts starting pay for some new hires (WSJ)
  • The Cook Out fast-food chain is expanding. It's glorious (Slate)
  • From the archives (2019): From environmental leader to 'worst company in the world' (NYT)

Thursday 7 September 2023

 Stephan's Thursday Picks

  • Smarter retail promotions for a saturated market (BCG)
  • Will I just keep spending more and more money forever (Vox)
  • Tim Hortons drops new retro-inspired merch collection (Globe and Mail)
  • Canada's energy drink crackdown needs more than recalls to dissuade kids, say parents and teachers (CBC)
  • The incredible American consumer (FT)

Wednesday 6 September 2023

 Stephan's Wednesday Picks

  • The glamorous, lonely lives of private chefs (NYT)
  • Retailers bet wrong on American's feelings about stores (The Atlantic)
  • How to read olive oil labels (NYT)
  • Lining up at the Vancouver Artizia warehouse sale, searching for deals amidst the pain of high inflation (Globe and Mail)
  • First party data is retail's next growth engine (BCG)

Tuesday 5 September 2023

 Stephan's Tuesday Picks

  • Roger Martin: What were they thinking (Medium)
  • Boozy drinks blur lines between kid, adult beverages (WSJ)
  • Come downstairs or we'll eat your order, delivery workers tell customers (Rest of World)
  • Shopify deal for Amazon's Buy With Prime signals growing cooperation between e-commerce players (Globe and Mail)
  • Instacart tells shoppers in hurricane: "Bad weather = good tips" (Vice)

Friday 1 September 2023

 Stephan's Friday Picks

  • The rise, and fall of the direct-to-consumer model (Rita McGrath)
  • Amazon tells staff "it's probably not going to work out" unless they visit the office three days a week (The Guardian)
  • Dollar stores flash warning signs on consumer spending (WSJ)
  • Metro workers accept deal to end monthlong strike (Financial Post)
  • From the archives (2001): It's a natural pairing: P&G sells Jif peanut butter to J.M. Smucker (WSJ)