Thursday 30 November 2023

Stephan's Thursday Picks

  • Hudson's Bay shakeup to see return of Liz Robell as president and CEO (Globe and Mail)
  • The McDonald's theory of why everyone thinks the economy sucks (Nate Silver)
  • Retailers worry about shoppers' mood this holiday season (NYT)
  • A strange, short journey through Shein's world (The Verge)
  • Can you trust a robot with your holidays hopping (WSJ)

Wednesday 29 November 2023

 Stephan's Wednesday Picks

  • Scientists and farmers race to save the world's banana supply (Bloomberg)
  • Fast fashion giant Shein files to go public (WSJ)
  • Americans love avocados. It's killing Mexico's forests (NYT)
  • Scientists are turning basically everything into gluten-free pasta (The Atlantic)
  • E-commerce stocks rally after Black Friday shoppers spend record online (CNBC)

Tuesday 28 November 2023

 Stephan's Tuesday Picks

  • Roger Martin: Playing to win & pivoting (Medium)
  • The biggest delivery company in the U.S. is no longer UPS or FedEx (WSJ)
  • Mastermind Toys granted creditor protection, plans to close stores (Globe and Mail)
  • Will livestreaming be TikTok's Amazon-killer (WSJ)
  • Owners keep zombie malls alive even when towns want to pull the plug (WSJ)

Monday 27 November 2023

 Stephan's Monday Picks

  • The FTC puts your lunch on its plate (Politico)
  • American shoppers have plenty of dry powder (WSJ)
  • Retailers worry about shoppers' mood this holiday season (NYT)
  • Inside Lego's quest for the next hit toy set (WSJ)
  • Toy shoppers come down with a case of the holiday blahz (WSJ)

Friday 24 November 2023

 Stephan's Friday Picks

  • At 40, J. Crew shakes off a midlife crisis (NYT)
  • \How Walmart is leveraging AI and automation to deliver faster (WSJ)
  • How healthy is your gut microbiome (NYT)
  • The juicy secrets behind food styling (NYT)
  • From the archives (2020): Reviving agricultural innovation in seeds and crop protection (BCG)

Thursday 23 November 2023

 Stephan's Thursday Picks

  • Why several big box stores have ditched their self-checkouts (CBC)
  • It's too easy to buy stuff you don't want (The Atlantic)
  • Temu is burning cash to challenge Shein and Amazon on Black Friday (Wired)
  • Labour group plans board fight at Starbucks (WSJ)
  • HBC sells off $340 million in real estate as it falls behind on payments to suppliers (Globe and Mail)

Wednesday 22 November 2023

 Stephan's Wednesday Picks

  • Are Canada's food giants finally stabilizing prices (The Star)
  • Cathie Wood and Walmart aren't speaking the same deflation language (Bloomberg)
  • Canada's inflation rate slowed to 3.1% in October (Globe and Mail)
  • Middle-aisle mayhem: How Aldi and Lidl changed British shopping (The Guardian)
  • Canada's debt charges are ballooning as Freeland tables a gloomy fall economic statement (CBC)

Tuesday 21 November 2023

 Stephan's Tuesday Picks

  • Roger Martin: Being fired - repeatedly. (Medium)
  • Who chooses the world's colour of the year (The Hustle)
  • At Lululemon, being Black is 'off-brand' (Business of Fashion)
  • How Starbucks lost the top spot in China's coffee race (WSJ)
  • Carlyle exits China McDonald's stake with 6.7x return (Bloomberg)

Monday 20 November 2023

 Stephan's Monday Picks

  • The Estee Lauder family built a beauty empire. A succession rift threatens it (WSJ)
  • Nitrogen wars: The Dutch farmers' revolt that turned a nation upside down (The Guardian)
  • At McDonald's, a growing appetite for fashion (NYT)
  • No Frills reaches deal with Unifor workers to avert strike at 17 Ontario stores (Globe and Mail)
  • Bargain hunters set to drive record Black Friday (BCG)

Friday 17 November 2023

 Stephan's Friday Picks

  • Here's why a New York City lobster roll (with fries) costs $32 (NYT)
  • Why everyone you know is wearing On running shoes (Washington Post)
  • U.S. giant Mars to buy Britain's Hotel Chocolat for $662 million (Reuters)
  • FTC cracks down on food industry for paid dietitian 'influencer' posts (Washington Post)
  • From the archives (2000): U.K.'s Tesco, Asda try to make online groceries more profitable (WSJ)

Thursday 16 November 2023

 Stephan's Thursday Picks

  • Loblaw profit rises more than 11% as grocery, drug store sales continue to climb (Globe and Mail)
  • The corner lot where all the world's Vegemite comes from (NYT)
  • Furniture retailer Bad Boy to file for bankruptcy over financial troubles, debts to vendors (Globe and Mail)
  • How China took over the world's online shopping carts (Rest of World)
  • Metro sales, profit rise as shoppers flock to grocer's discount banners (Globe and Mail)

Wednesday 15 November 2023

 Stephan's Wednesday Picks

  • Dietary guidelines may soon warn against ultra-processed foods (Washington Post)
  • How to hijack a quarter of a million dollars worth of rare Kit Kats (NYT)
  • Target tries to find its mark after a year of misfires (WSJ)
  • General Atlantic to buy majority stake in Joe & the Juice (Bloomberg)
  • Can tequila really go global? This booze boss is giving it a shot (WSJ)

Tuesday 14 November 2023

 Stephan's Tuesday Picks

  • Roger Martin: Strategy for natural monopolies (Medium)
  • Food delivery apps catering to Chinese speakers deliver a piece of home (NYT)
  • A grocery chain just fired its self checkouts (NYT)
  • Amazon to expand grocery delivery, resume supermarket openings (Bloomberg)
  • The fruit aisle is getting trippy (The Atlantic)

Monday 13 November 2023

 Stephan's Monday Picks

Friday 10 November 2023

 Stephan's Friday Picks

  • How farmers are teaching old tractors to think for themselves (WSJ)
  • Do big companies cut dividends to grow (McKinsey)
  • Canadian Tire laying off 3% of its work force, cutting costs as economic pressures hit consumers (Globe and Mail)
  • Holiday shopping 2023: Consumer caution and retailer resilience (McKinsey)
  • From the archives (2017): Fresh, ready-to-go food fuels Farm Boy's growth (Globe and Mail)

Thursday 9 November 2023

 Stephan's Thursday Picks

  • Amazon dedicates team to train ambitious AI model codenamed 'Olympus' (Reuters)
  • Indigo reports $22.4 million second quarter loss as consumers pull back (Globe and Mail)
  • Shein targets up to $90 billion valuation in US IPO (Bloomberg)
  • How Germany got hooked on Canadian maple syrup (Globe and Mail)
  • Aldi and Lidl are now just as middle class as other UK grocers (Bloomberg)

Wednesday 8 November 2023

 Stephan's Wednesday Picks

  • Amazon's drones are delivering cans of soup (NYT)
  • It's time to define your company's principles (HBR)
  • What is Erewhon? The strange history of the LA cult grocer (The Cut)
  • Disney hires veteran Pepsico finance chief Hugh Johnston as CFO (CNBC)
  • Innovative growers: A view from the top (McKinsey)

Tuesday 7 November 2023

 Stephan's Tuesday Picks

  • Roger Martin: The work and workings of leadership teams (Medium)
  • Retailers brace for drop in holiday spending as stretched Canadian consumers pull back (Globe and Mail)
  • All stores want for Christmas is the right amount of stuff (WSJ)
  • Companies are a lot more willing to raise prices - and it's making inflation worse (CBC)
  • LVMH to buy eyewear brand favoured by the stars (WSJ)

Monday 6 November 2023

 Stephan's Monday Picks

  • Sweet tasting proteins could be the cure for your diet soda habit (proto.lite)
  • Restaurant industry facing bleak outlook, as costs mount even faster than skyrocketing prices (CBC)
  • Jeff Bezos urged Amazon to flood search results with junk ads, FTC alleges (CNBC)
  • Starbucks gets U.S. sales bump as Pumpkin Spice Latte returns (Reuters)
  • No tip for your delivery driver? Then be prepared to wait, DoorDash says (NYT)

Friday 3 November 2023

 Stephan's Friday Picks

  • Where is the brand growth potential? An examination of buyer groups (Byron Sharp)
  • 10 things I know about food - that people don't want to believe (Washington Post)
  • The 'Ozempic effect' on Wall Street has gone overboard (WSJ)
  • Years into a climate disaster, these people are eating the unthinkable (Washington Post)
  • From the archives (2010): How Sobeys is taking on Loblaw (Globe and Mail)

Thursday 2 November 2023

 Stephan's Thursday Picks

  • AB InBev beats forecast, but Bud Light boycott continues to hit U.S. revenues (CNBC)
  • Why pharmacy workers at CVS and Walgreens are protesting (NYT)
  • Chains are using theft to mask other issues, report says (CNN)
  • Canadian Tire buys back stake in financial services arm of Bank of Nova Scotia for $895 million (Globe and Mail)
  • The junk is winning (The Atlantic)

Wednesday 1 November 2023

 Stephan's Wednesday Picks

  • Why Aldi is the fastest-growing grocer in the U.S. (WSJ)
  • The power of partnership: How the CEO-CMO relationship can drive outsized growth (McKinsey)
  • The apple-picking apocalypse of upstate New York (NYT)
  • Sainsbury's declares it is winning back Aldi and Lidl customers (The Guardian)
  • Instacart's delicious little secret (The Information)