Tuesday 31 October 2023

 Stephan's Tuesday Picks

  • Roger Martin: Turning the future into the past (Medium)
  • Americans can't stop spending. Here's why (WSJ)
  • Halloween shoppers not spooked as economic slowdown remains elusive (NYT)
  • Bud Light, Target boycotts show how the culture wars came to retail (Bloomberg)
  • The rigid world of French cheesemaking meets unbound climate change (NYT)

Monday 30 October 2023

 Stephan's Monday Picks

  • Is it time to give candy corn the respect it deserves (NYT)
  • Indigo CEO unveils new store and vision, but refuses to address past issues (Globe and Mail)
  • The Mediterranean diet really is that good for you. Here's why (NYT)
  • Amazon's profit triples as sales show resilience leading into holidays (WSJ)
  • Unilever announces the sale of Dollar Shave Club (Unilever)

Friday 27 October 2023

 Stephan's Friday Picks

  • Michael Mauboussin: Total shareholder return (Morgan Stanley)
  • The drugstore chains' healthcare fail (Los Angeles Times)
  • Why breakfast sandwiches rise and shine as cereal keeps losing steam (Washington Post)
  • Grocery store chains now have two-week deadline to provide pricing plans, says House Committee (Globe and Mail)
  • From the archives (2001): Traditional grocers feel vindicated by demise of online grocer Webvan (WSJ)

Thursday 26 October 2023

 Stephan's Thursday Picks

  • One-third of Canadian restaurants operating at a loss as costs rise (Globe and Mail)
  • As cost of living soars, millions of Canadians are turning to food banks (CBC)
  • Amazon discloses it has more than 181 million users in the EU in first store transparency report (Globe and Mail)
  • VF facing second activist push by Legion (Bloomberg)
  • Heath Reisman is back to run Indigo for a very, very long time (Globe and Mail)

Wednesday 25 October 2023

 Stephan's Wednesday Picks

  • Panera Bread founder Ron Shaich shares leadership lessons on what matters most and why (McKinsey)
  • The salmon on your plate has a troubling cost. These farms offer hope (NYT)
  • How Lunchables ended up on school lunch trays (Washington Post)
  • She made pesto. People started spilling their secrets (NYT)
  • Who are the 12% of people consuming half the beef in the U.S. (The Guardian)

Tuesday 24 October 2023

 Stephan's Tuesday Picks

  • Roger Martin: Tackling mysteries (Medium)
  • Amazon confronts a new rival: TikTok (WSJ)
  • Why olive oil is so expensive right now (NYT)
  • Manitoba Superstore workers ratify new deal that ensures labour peace until 2028 (CBC)
  • The unified theory of pricing (BCG)

Monday 23 October 2023

 Stephan's Monday Picks

  • The battle over rewards points (NYT)
  • Business competition has declined over the last 20 years, watchdog report finds (Globe and Mail)
  • 'Zero consumers': What they want and why it matters (McKinsey)
  • Food is on sale again. You might still have sticker shock (WSJ)
  • How consumer companies outcompete (McKinsey)

Friday 20 October 2023

 Stephan's Friday Picks

  • Metro alleges Loblaw falsely implicated them in bread price-fixing scheme (Globe and Mail)
  • Those Doritos too expensive? More stores are offering their own alternatives (NYT)
  • Self-checkout is a failed experiment (The Atlantic)
  • Casual dining chains are back (Eater)
  • From the archives (2014): Maple Leaf restructuring heats up with sale of Canada Bread (Globe and Mail)

Thursday 19 October 2023

 Stephan's Thursday Picks

  • Canada's inflation rate dips to 3.8% (Globe and Mail)
  • Barnes & Noble sets itself free (NYT)
  • How the British corner shop has set itself free (The Guardian)
  • Taller box, less cereal? Calls for more transparency when companies shrink your groceries (CBC)
  • Amazon introducing warehouse overhaul with robotics to speed deliveries (WSJ)

Wednesday 18 October 2023

 Stephan's Wednesday Picks

  • California's ban on red food dye puts FDA on the spot (NYT)
  • Amazon's Prime Day flashes warning sign for retailers (Bloomberg)
  • Metro claiming against George Weston for false price-fixing disclosures (Metro)
  • Goodwill tries to figure out online commerce (NYT)
  • Warehouses are calling in the gig workers (WSJ)

Tuesday 17 October 2023

 Stephan's Tuesday Picks

  • Roger Martin: Ways of understanding (Medium)
  • Rite Aid files for bankruptcy (WSJ)
  • How a fertilizer shortage is spreading desperate hunger (NYT)
  • Sobeys employees at Vaughan distribution centre walk off the job (CBC)
  • U.S. races to expand Michigan locks and secure the supply chain (WSJ)

Monday 16 October 2023

 Stephan's Monday Picks

  • Dollar General might get shortchanged with CEO encore (WSJ)
  • Capturing mind share with precision branding (BCG)
  • Carl Icahn bet against U.S. shopping malls. Now he says the game was rigged (WSJ)
  • Retailers' seasonal hiring plans signal a cooling labour market (NYT)
  • Flexport is laying off 20% of its workforce (CNBC)

Friday 13 October 2023

 Stephan's Friday Picks

  • Women in the Workplace 2023 (McKinsey)
  • Claudia Goldin's Nobel-winning research shows why women won (NYT)
  • How a tiny island is adapting to climate change ... on its dinner plates (Vox)
  • Food industry leaders launch alliance to champion net zero in agri-food sector (Financial Post)
  • From the archives (2007): The emerge of retail food chains in Canada (BEC Boothman)

Thursday 12 October 2023

 Stephan's Thursday Picks

  • Wegmans stakes a claim in Manhattan (WSJ)
  • Port of Montreal secures $150 million in federal funding for container terminal expansion (Globe and Mail)
  • Amazon wants you to 'buy again' (WSJ)
  • Walgreens names veteran health care executive Tim Wentworth as next CEO (CNBC)

Wednesday 11 October 2023

 Stephan's Wednesday Picks

  • Claudia Goldin wins Nobel in Economics for studying women in the workforce (NYT)
  • Roger Martin: Heuristics, management, and strategy (Medium)
  • Should Walmart be data-mining your Ozempic prescriptions (The Verge)
  • In Provence, winemakers confront climate change (NYT)
  • Home Depot tracked a crime ring and found an unusual suspect (WSJ)

Tuesday 10 October 2023

 Stephan's Tuesday Picks

  • Tesco doing all it can to lower prices, boss says (BBC)
  • Ocado CEO still believes robots can make it the Tesla of grocery (Bloomberg)
  • Tesco: Steady Murphy still has room for more surprises in store (FT)
  • Ozempic is making people buy less food, Walmart says (Bloomberg)
  • A Resy founder expands his loyalty program for restaurants (NYT)

Friday 6 October 2023

 Stephan's Friday Picks

  • A jargon-free explanation of how large language models work (Ars Technica
  • You gorged on your European vacation but lost weight. Why (WSJ)
  • The Harvard professor and the bloggers (NYT)
  • America's food giants confront the Ozempic era (WSJ)
  • From the archives (1990): Lessons in the cracker market (NYT)

Thursday 5 October 2023

 Stephan's Thursday Picks

  • Carlyle is dismantling US consumer team in buyout shift (Bloomberg)
  • Amazon used secret 'Project Nessie' algorithm to raise prices (WSJ)
  • For U.S. consumers, it's a matter of 'and', not 'or' (WSJ)
  • Cargill's pandemic-era chicken-bet is finally ready to pay off (Bloomberg)
  • How firms set prices during periods of inflation (Bank of Canada)

Wednesday 4 October 2023

 Stephan's Wednesday Picks

  • When to put out holiday decorations? For small businesses, it's a tricky question (WSJ)
  • Lego is a company haunted by its own plastic (Wired)
  • Why is coffee suddenly more expensive (Vox)
  • India is making luxury fashion for the world (Bloomberg)
  • Gucci, Chanel, and other luxury retailers splurge on American real estate (WSJ)

Tuesday 3 October 2023

 Stephan's Tuesday Picks

  • Roger Martin: Who should do strategy (Medium)
  • Sycamore to take apparel retailer Chico's FAS private for nearly $1 billion (Reuters)
  • What is a 'moat' (NYT)
  • Meal kit maker Blue Apron to be sold (WSJ)
  • Amazon has become a one-click nightmare (The Atlantic)

Monday 2 October 2023

 Stephan's Monday Picks

  • Newer Nordic: The next wave of Copenhagen's fine-dining revolution (FT)
  • Is an all-meat diet what nature intended (The New Yorker)
  • Shopping habits have shifted for good, says Aldi (BBC)
  • Canada's population surges on 46% jump in temporary residents (Globe and Mail)
  • Working at Dollar General is so horrible even the investors are concerned (Bloomberg)