Tuesday, 31 December 2024

 Stephan's Tuesday Picks

  • Roger Martin: Jobs to be assigned (Medium)
  • Has the craft beer industry's keg finally kicked (NYT)
  • Why is soda so popular again (The Cut)
  • No one has to settle for bad pizza anymore (The Atlantic)
  • Why US department stores have most to fear as credit card debt soars (FT)

Monday, 30 December 2024

 Stephan's Monday Picks

  • The epic mess at TGI Fridays (WSJ)
  • Why coffee prices are soaring (again) (NYT)
  • How a $12.98 t-shirt is made in America - at a profit (WSJ)
  • The great American alcohol debate (FT)
  • As tariffs loom, how one retailer aims to keep prices low on Asics and Nikes (WSJ)

Friday, 27 December 2024

 Stephan's Friday Picks

  • The luxury makeover of the worst pastry on earth (The Atlantic)
  • The Walmart effect (The Atlantic)
  • Holiday sales reveal a split in consumer spending (WSJ)
  • Boxing Day retailers see smaller crowds, cautious spending this year despite GST break (Globe and Mail)
  • From the archives (2012): Wal-Mart outlines strategy (WSJ)

Tuesday, 24 December 2024

 Stephan's Tuesday Picks

  • Roger Martin: The dangers of locking and loading (Medium)
  • Are Amazon's drones finally ready for prime time (NYT)
  • Thoughts on 'consumer culture' for the last-minute shopper (Bloomberg)
  • Nordstrom family reaches $4 billion deal to take retailer private (WSJ)
  • How a viral TikTok video led to a year-long global shortage of Swedish candy (CBC)

Monday, 23 December 2024

 Stephan's Monday Picks

  • Why online returns are a hassle now (The Atlantic)
  • Party City to close all stores by February, company says (NYT)
  • What consumers want from personalization (BCG)
  • H&M's comeback plan: Try to be cooler (WSJ)
  • Canadian Tire tightens recruiting roles for temporary foreign workers (Globe and Mail)

Friday, 20 December 2024

 Stephan's Friday Picks

  • Why India's food is the best in the world (Bloomberg)
  • Oreo owner Mondelez taps AI to tweak its classic snacks (WSJ)
  • Walmart's 82% surge leaves retail foes big and small in the dust (Bloomberg)
  • The dynasty behind Walmart passes some control to the next generation of heirs (WSJ)
  • From the archives (1992): Planet of the M&M's (Washington Post)

Thursday, 19 December 2024

 Stephan's Thursday Picks

  • A 7-Eleven heirs $50 billion fight to keep the company in the family (NYT)
  • Albertsons is mad at Kroger (Bloomberg)
  • Nearly a fifth of Canada's food production facilities deemed low risk without being assessed, data reveal (Globe and Mail)
  • Walmart has a tough battle ahead in India (Bloomberg)
  • Why Christmas trees in Europe are so much cheaper than in Canada (CBC)

Wednesday, 18 December 2024

 Stephan's Wednesday Picks

  • What killed a $20 billion merger? Albertsons says Kroger did (WSJ)
  • The secret history of risotto (The New Yorker)
  • Inflation is coming down, but prices won't stand still in 2025 (Bloomberg)
  • Canada's inflation rate edges down to 1.9% (CBC)
  • Lego flowers are a hot holiday gift for kids, adults (Bloomberg)

Tuesday, 17 December 2024

 Stephan's Tuesday Picks

  • GST break begins with business owners frustrated at the last-minute measure (Globe and Mail)
  • Americans are stockpiling to get ahead of tariffs (WSJ)
  • The $1 billion cookie empire that teens love and parents hate (WSJ)
  • Tiff Macklem on kicking inflation, tariffs, and uncertainty ahead (Globe and Mail)
  • Not falling for the old McRib ruse? Then why are there 12 in your freezer (WSJ)

Monday, 16 December 2024

 Stephan's Monday Picks

  • Sobeys parent Empire sticks with bet on full-service stores despite discount trend (Globe and Mail)
  • You can buy a car on Amazon now (Wired)
  • Lina Khan goes out with a bang (The Atlantic)
  • An algorithm was supposed to fix Canada's food safety system. Instead, it missed a deadly listeria outbreak (Globe and Mail)
  • Shopping shouldn't be instantaneous (The Atlantic)

Friday, 13 December 2024

 Stephan's Friday Picks

  • Martha Stewart's empire monetized more than just domesticity (Bloomberg)
  • Macy's probe found employee acted alone in $151 million accounting scandal (WSJ)
  • Hershey's main owner rejects Mondelez's offer as too low (Bloomberg)
  • Failure of Kroger-Albertsons merger may curb grocers' advertising ambitions (WSJ)
  • From the archives (2016): Back-stabbing and threats of a 'suicide parachute' at Hershey (NYT)

Thursday, 12 December 2024

 Stephan's Thursday Picks

  • Leaders shouldn't try to do it all (HBR)
  • Walgreens is in talks to sell itself to private equity firm Sycamore Partners (WSJ)
  • Why is it so hard for clothing resale platforms to make money (Bloomberg)
  • Albertsons sues Kroger, terminates merger after judge blocks supermarket megadeal (WSJ)
  • Bank of Canada cuts rate by half point, signals 'more gradual' approach to further easing (Globe and Mail)

Wednesday, 11 December 2024

 Stephan's Wednesday Picks

  • Ozempic killed diet and exercise (The Atlantic)
  • How an app selling second-hand clothes went from near collapse to worth $5 billion (WSJ)
  • The state of grocery retail in Latin America (McKinsey)
  • Kroger-Albertsons merger blocked by the courts (WSJ)
  • Trump won't be able to save the struggling US beef industry (Bloomberg)

Tuesday, 10 December 2024

 Stephan's Tuesday Picks

  • Roger Martin: Identifiability and segmentation strategy (Medium)
  • Mondelez made a takeover approach for Hershey, sources say (CNBC)
  • One of Japan's great sushi masters is working, quietly, in Manhattan (NYT)
  • Canadian Tire to keep 100% of financial services division after review (Globe and Mail)
  • Tricked by a fake viral food product? You've just been snackfished (Wired)

Monday, 9 December 2024

 Stephan's Friday Picks

  • Canada's unemployment rate jumps to near eight-year high in November at 6.8% (Globe and Mail)
  • How America lost its taste for the middle (The Atlantic)
  • Frasers to launch takeover bid for Norwegian sports retailer XXL (WSJ)
  • A menu for success in a challenging restaurant market (BCG)
  • Ulta Beauty raises outlook amid financial discipline push, sees 'transitional' year ahead (WSJ)

Friday, 6 December 2024

 Stephan's Friday Picks

  • CEO of the year: All hail the almighty Dollarama (Globe and Mail)
  • Why everybody is drinking Guinness (NYT)
  • Amazon deliveries are slower in low-income D.C. zip codes, lawsuit says (Washington Post)
  • Campbell's new chief inherits strengthened business, but big challenges loom (WSJ)
  • From the archives (2012): How Dollarama turns chump change into billions (Globe and Mail)

Thursday, 5 December 2024

 Stephan's Thursday Picks

  • Ms. Rachel's improbable journey from toddler whisperer to holiday toy story (NYT)
  • How raw milk went from hippie to MAGA (The Intelligencer)
  • How Amazon delivers packages within a day (NYT)
  • Dollarama expedites growth plans to 2,200 stores by 2034 (Globe and Mail)
  • European nongrocery retail: Transition and transformation (McKinsey)

Wednesday, 4 December 2024

 Stephan's Wednesday Picks

  • Unilever CEO looking to sell food brands with $1 billion in sales (Reuters)
  • The great grocery squeeze (The Atlantic)
  • Amazon announces supercomputer, new server powered by homegrown AI chips (WSJ)
  • Whole Foods chases shoppers with minimarket concept (WSJ)
  • From Pong to Pokémon, a history of holiday 'it' toys (NYT)

Tuesday, 3 December 2024

 Stephan's Tuesday Picks

  • Roger Martin: Strategy & branding (Medium)
  • The most hated way of firing someone is more popular than ever (WSJ)
  • With discounts on offer, shoppers begin to bite (NYT)
  • Buy now before tariffs hit, retailers are telling shoppers (WSJ)
  • As cash fades, small retailers embrace efforts to rein in swipe fees (NYT)

Monday, 2 December 2024

 Stephan's Monday Picks

  • The sand wars dividing cranberry growers and their neighbours (WSJ)
  • At 7-Eleven, Couche-Tard wins by losing out (Globe and Mail)
  • How Harry & David gest 20,000 pears to doorsteps for the holidays (WSJ)
  • Grupo Bimbo suing Maple Leaf Foods for more than $2 billion over alleged bread price fixing probe (Globe and Mail)
  • Shoppers fight back as retailers crack down on returns (WSJ)

Friday, 29 November 2024

 Stephan's Friday Picks

  • Delivering the strategy: The COO agenda (McKinsey)
  • Target's slide from cheap chic to dull chore (WSJ)
  • Licking this 'lollipop' will allow you to taste virtual flavours (Ars Technica)
  • Kohl's CEO gives a mea culpa (WSJ)
  • From the archives (2016): How a hedge fund saved Olive Garden by fixing its breadsticks (Vanity Fair)

Thursday, 28 November 2024

 Stephan's Thursday Picks

  • Taylor Swift's new Era's tour book might be Target's Black Friday megahit (WSJ)
  • Beef prices hit record high at the grocery store - and on the ranch too (CBC)
  • Amazon's moonshot plan to rival Nvidia in AI chips (Bloomberg)
  • Businesses face stiff competition for price-sensitive holidays hoppers (Globe and Mail)
  • Walmart, once eager to promote diversity, pulls back amid conservative pressure (NYT)

Wednesday, 27 November 2024

 Stephan's Wednesday Picks

  • Amazon invests $4 billion in Anthropic, deepening its A.I. ties (NYT)
  • Are value meals worth it for restaurants (WSJ)
  • Why luxury cheese is being targeted by black market criminals (BBC)
  • These bricks-and-mortar stores are thriving in an online world (WSJ)
  • Inside your body, aging unfolds at remarkably different rates (Washington Post)

Tuesday, 26 November 2024

 Stephan's Tuesday Picks

  • Roger Martin: Generating strategy possibilities (Medium)
  • Macy's discovers employee hid millions in delivery expenses (NYT)
  • A nostalgic tour of the New York department store (The Strategist)
  • The shopping method that isn't going anywhere (The Atlantic)
  • The hidden truth linking the broken border to your online shopping cart (NYT)

Monday, 25 November 2024

 Stephan's Monday Picks

  • Maple Leaf Foods suing Canada  Bread, parent company, for defamation related to alleged price-fixing scheme (Globe and Mail)
  • Instacart CEO says Wall Street undervalues grocery tech bet (Bloomberg)
  • McCain's Max Koeune is building the farm of the future (Globe and Mail)
  • Asda appoints former boss Leighton to help turn struggling retailer around (Bloomberg)
  • Annual beauty advent calendar craze is changing how cosmetics brands court new shoppers (Globe and Mail)

Friday, 22 November 2024

 Stephan's Friday Picks

  • Trudeau announces two-month partial GST holiday, $250 cheques for many Canadians (Globe and Mail)
  • How Froot Loops landed at the centre of U.S. food politics (WSJ)
  • Don't get out of the points game, says the Points Guy (Bloomberg)
  • Walmart and Target: A tale of two retailers (WSJ)
  • From the archives (2010): Tesco's triumphs under Sir Terry (BBC)

Thursday, 21 November 2024

 Stephan's Thursday Picks

  • Metro plans to open more discount stores next as inflation-hit shoppers hunt for value (Globe and Mail)
  • Target's stock plunges 21% on weak sales ahead of holiday season (NYT)
  • Alleged potato cartel accused of conspiring to raise prices of frozen fries, tater tots across U.S. (CBC)
  • Ozempic could crush the junk food industry. But it is fighting back (NYT)
  • Canada's largest bottled water producer to pull out of Ontario (Globe and Mail)

Wednesday, 20 November 2024

 Stephan's Wednesday Picks

  • Robots struggle to match workers on 'really hard' jobs (NYT)
  • Walmart raises outlook on strong spending from value-seekers (Bloomberg)
  • Blackstone strikes deal for Jersey Mike's subs (WSJ)
  • CVS strikes deal with activist Glenview Capital for four board seats (CNBC)
  • The case against deli meat (Grub Street)

Tuesday, 19 November 2024

 Stephan's Tuesday Picks

  • Roger Martin: Racing to the bottom (Medium)
  • Delivery Hero aims to raise around $1.5 billion in Talabat IPO (WSJ)
  • Jose Andres aims to transform dining. This time, at the airport (NYT)
  • What we can learn from chicken economics (Bloomberg)
  • For decades, installing E.V. chargers didn't pay off for retailers. Now it does (NYT)

Monday, 18 November 2024

 Stephan's Monday Picks

  • 7-Eleven owner considers going private in Japan's biggest $58 billion buyout (Bloomberg)
  • The 25 most influential cookbooks over the last 100 years (NYT)
  • Amazon Haul is an omen (The Atlantic)
  • Returns are a headache. More retailers are saying 'just keep it' (NYT)
  • FedEx's new CEO is charting his own path - in the Smith family's shadow (Bloomberg)

Friday, 15 November 2024

 Stephan's Friday Picks

  • Generative AI: The packaging and paper industry's next frontier (McKinsey)
  • General Mills to acquire cat food, pet treating business for $1.45 billion (WSJ)
  • Ben & Jerry's says parent Unilever silenced it over Gaza stance (Reuters)
  • Marc Lore's startup Wonder to buy Grubhub (WSJ)
  • From the archives (2018): Chinese grocery's age of empires (Oliver Wyman)

Thursday, 14 November 2024

 Stephan's Thursday Picks

  • Loblaw to cut prices at Shoppers Drug Mart as customers pull back (Globe and Mail)
  • 7-Eleven owner receives buyout offer from founder's son (WSJ)
  • Amazon launches online digital storefront to better compete with Shein and Temu (Globe and Mail)
  • The case for wine with less alcohol - and fewer calories (WSJ)
  • Canada's government intervenes to end port shutdowns (WSJ)

Wednesday, 13 November 2024

 Stephan's Wednesday Picks

  • The secret world of Aldi Australia (The Guardian)
  • The state of fashion 2025 (McKinsey)
  • Alcohol brands tap the art world to woo younger drinkers (NYT)
  • Amazon targets delivery operations in bid for bigger grocery business (WSJ)
  • Many retailers offer 'returnless refunds'. Just don't ask them to say for which products (AP)

Tuesday, 12 November 2024

 Stephan's Tuesday Picks

  • Roger Martin: Strategy on rugged landscapes (Medium)
  • Galen Weston on facing his critics and changing Canada's economic narrative (The Logic)
  • Voice of the global farmer 2024 (McKinsey)
  • A food allergy fix hiding in plain sight (The Atlantic)
  • Asda has 'slightly lost the plot', says supermarket's chair Stuart Rose (Bloomberg)

Monday, 11 November 2024

 Stephan's Monday Picks

  • Walmart's antidote to locked-up products: A key on your phone (Bloomberg)
  • Spending rebound may be on the way, but consumer sentiment remains low, Canadian Tire CEO says (Globe and Mail)
  • Sainsbury's backs guidance on hopes of Argos sales rebound (WSJ)
  • A turning point for private brands: How retailers can seize the opportunity (McKinsey)
  • Blackstone to take Retail Opportunity Investments private in $4 billion deal (WSJ)

Friday, 8 November 2024

 Stephan's Friday Picks

Thursday, 7 November 2024

 Stephan's Thursday Picks

  • In changing climate, retailers turning to weather strategies (Reuters)
  • Power and influencers: CEOs on social media (FT)
  • Is your 'conglomerate discount' a performance discount or a communication problem (McKinsey)
  • Why you can probably ditch fabric softener (Washington Post)
  • Amazon CEO denies full in-office mandate is 'backdoor layoff' (Reuters)

Wednesday, 6 November 2024

 Stephan's Wednesday Picks

  • Tim Hortons parent misses analysts' estimates as demand slows (Globe and Mail)
  • Dollar Tree, squeezed by weak spending, appoints interim CEO (Bloomberg)
  • Kroger finalizes $1.37 billion opioid settlement (WSJ)
  • Primark owner AB Foods profit rises ahead of expectations (WSJ)
  • Bernard Marcus, a billionaire founder of Home Depot, dies at 95 (Bloomberg)

Tuesday, 5 November 2024

 Stephan's Tuesday Picks

  • Roger Martin: The origins of business strategy & Playing to win (Medium)
  • Couche-Tard targets more fresh food in 7-Eleven pursuit (WSJ)
  • Competition Bureau says preferred pharmacy networks may reduce patient choice (Globe and Mail)
  • TGI Fridays files for Chapter 11 bankruptcy (NYT)
  • Whether 7-Eleven is bought or not, convenience store consolidation looms (WSJ)

Monday, 4 November 2024

 Stephan's Monday Picks

  • Sainsbury's to rival Aldi prices in smallest stores (BBC)
  • It took 3 years to convince Costco to buy her snacks - that was the easy part (WSJ)
  • Starbucks CEO promises 4-minute coffee in sales turnaround (Bloomberg)
  • Toronto luxury retailers are reviving in-store shopping (Globe and Mail)
  • The mysterious fees inflating your grocery bill (WSJ)

Friday, 1 November 2024

 Stephan's Friday Picks

  • Loblaw, Empire call for end to real estate exclusivity clauses amid Competition Bureau probe (Globe and Mail)
  • Per Bank: To improve grocery competition, end all commercial property controls (Globe and Mail)
  • Reckitt shares surge after baby formula lawsuit win (WSJ)
  • Amazon keeps profit margins in orbit (WSJ)
  • From the archives (2022): The baby formula crisis (NYT)

Thursday, 31 October 2024

 Stephan's Thursday Picks

  • Inside the colorful, cultish world of Nerds gummy clusters (NYT)
  • Amazon reportedly sets out ultra-low pricing plans for Temu rival store (Globe and Mail)
  • Is the Kindle Colorsoft too late? Amazon reveals what took so long to catch up (Wired)
  • Big Food is learning to love weight-loss drugs (WSJ)
  • Woolworths cuts expectations for Australian food earnings (WSJ)

Wednesday, 30 October 2024

 Stephan's Wednesday Picks

  • A 'high touch' warehouse for exacting brands (NYT)
  • Police investigate 'large-scale' butter stores from Guelph (Globe and Mail)
  • Walmart, LCBO are the latest retailers to embrace plastic bags. Environmentalists are concerned (CBC)
  • Scammers steal $390,000 of British cheese (NYT)
  • Food banks in Newfoundland are so desperate, they're even cutting back on instant coffee (CBC)

Tuesday, 29 October 2024

 Stephan's Tuesday Picks

  • Home Depot's 12-foot skeletons spawned an industry of giant Halloween decor (Bloomberg)
  • Albertsons taps Donald as sole chairman, Galbato to step down (WSJ)
  • How Starbucks became a sugary teen emporium (Bloomberg)
  • Gen AI in corporate functions: Looking beyond efficiency gains (McKinsey)
  • At Boeing and Starbucks, different problems but similar CEO messages (WSJ)

Monday, 28 October 2024

 Stephan's Monday Picks

  • America's newest hit candy is gummy, crunchy, and printing money (WSJ)
  • Mr. Bezos went to Washington. But he never arrived (NYT)
  • 'Back to Starbucks' could have a retro feel - and valuation (WSJ)
  • Efforts to add Maple Leaf Foods to bread-price fixing class action denied (Globe and Mail)
  • Coffee price war burns Keurig and Starbucks (WSJ)

Friday, 25 October 2024

Stephan's Friday Picks
  • Keurig Dr. Pepper to buy energy-drink maker Ghost for over $1 billion (WSJ)
  • Canada tightens immigration after years of expansion (NYT)
  • Walmart to offer prescription delivery, challenging Amazon (Bloomberg)
  • Kroger and Walmart deny 'surge pricing' after adopting digital price tags (NYT)
  • From the archives (2018): Keurig to acquire Dr. Pepper Snapple for $19 billion in largest soft-drink deal ever (WSJ)

Thursday, 24 October 2024

 Stephan's Thursday Picks

  • Coke, Twinkles, Skittles, and ... whole-grain bread? (The Atlantic)
  • Costco has a magazine and it's thriving (NYT)
  • How Spindrift broke through the cluttered seltzer space (Bloomberg)
  • The quest to save the 'king' of Japanese rice from rising temperatures (NYT)
  • Closed for business? Confusion reigns: Canada needs credible immigration anchors (Scotiabank)

Wednesday, 23 October 2024

 Stephan's Wednesday Picks

  • Is there still any pop left in California's fight against soda (Politico)
  • Nestle says slowdown in rising food costs isn't soothing pinched shoppers (WSJ)
  • At the grocery store, blinded by the light of the 'health halo' (NYT)
  • The weird history of the barcode (BBC)
  • Bed Bath & Beyond stores to return in $25 million partnership with Kirkland's (WSJ)

Tuesday, 22 October 2024

 Stephan's Tuesday Picks

  • Roger Martin: Statistical process control and strategy (Medium)
  • The old school spy tactics helping to set your grocery prices (WSJ)
  • CVS ousts Karen Lynch as CEO and shares fall (NYT)
  • The new e-commerce innovation imperative for retailers (BCG)
  • The powerful companies driving local drugstores out of business (NYT)

Monday, 21 October 2024

 Stephan's Monday Picks

  • CVS names David Joyner new chief executive (WSJ)
  • Canada's dairy farms dump 7 per cent of all milk produced, study contends (Globe and Mail)
  • P&G earnings: Sales slip but it holds the line on prices (WSJ)
  • Couche-Tard says it won't back down from pursuit of 7-Eleven's owner (Globe and Mail)
  • An enclave of wealth mourns the loss of Kmart (WSJ)

Friday, 18 October 2024

 Stephan's Friday Picks

  • Measuring the moat (Morgan Stanley)
  • Shareholder urges 7-Eleven owner to engage in talks with Couche-Tard over takeover offer (Globe and Mail)
  • Couche-Tard executives make case to buy Seven & i in Tokyo (Bloomberg)
  • Hope stirs in the fight to free the milk and sugar at Starbucks (WSJ)
  • From the archives (2004): 7-Eleven plans to move into malls (Globe and Mail)

Thursday, 17 October 2024

 Stephan's Thursday picks

  • Walgreens says it will close 1,200 stores (NYT)
  • Home Depot is dropping warehouses in a shifting retail market (WSJ)
  • Shoplifters gone wild (The Atlantic)
  • Amazon joins Big Tech foray into nuclear power (WSJ)
  • Project to revive Montreal melon hopes Quebecois nostalgia will bear fruit where others have failed (Globe and Mail)

Tuesday, 15 October 2024

 Stephan's Wednesday Picks

  • Portfolio and performance: Priorities for CPG leaders (McKinsey)
  • How U.S. fast food took over the world - and then went local (The Dial)
  • Bakers brace for costly Christmas as butter prices surge (Reuters)
  • What a crackdown on immigration could mean for cheap milk (NYT)
  • Attention Kmart shoppers - it's closing time (NYT)

Stephan's Tuesday Picks

  • Roger Martin: The strategic choice structuring process - theory and practice (Medium)
  • The most miraculous, and overlooked, type of milk (The Atlantic
  • The scandal of food waste - and how we can stop it (The Guardian)
  • Falling earnings put pressure on Seven & i to engage with Couche-Tard's $47 billion offer (Globe and Mail)
  • The family that went against the grain - and built a billion-dollar company (WSJ)

Friday, 11 October 2024

 Stephan's Friday Picks

  • The real value of a digital and AI transformation in CPG (McKinsey)
  • IKEA annual sales fall after lowering prices (WSJ)
  • Amazon could be forced to treat drivers as employees (NYT)
  • 7-Eleven owner plans revamp of non-core businesses amid buyout interest from Couche-Tard (WSJ)
  • From the archives (2016): IKEA forever (NYT)

Thursday, 10 October 2024

 Stephan's Thursday Picks

  • At a Brooklyn warehouse, robots are reshaping the grocery delivery business (WSJ)
  • Ontario to allow sales of fortified wines like port and sherry in convenience stores (CBC
  • Gen Z and millennials go to wine bars for the vibes, as well as for the wine (NYT)
  • How Walmart's Donna Morris manages the largest work force in America (NYT)
  • Couche-Tard sharply raises its offer for 7-Eleven owner to $47 billion (Globe and Mail)

Wednesday, 9 October 2024

 Stephan's Wednesday Picks

  • Geoffrey Hinton, who warned of AI's dangers, co-wins the Nobel Prize in Physics (Globe and Mail)
  • Shein's founder heads to U.S. to meet with investors ahead of London IPO (WSJ)
  • Rotting rice in India fuels discontent over Modi's food policy (Bloomberg)
  • How e-commerce is making China's deflation worse (NYT)
  • The battle over robots at U.S. ports is on (WSJ)

Tuesday, 8 October 2024

 Stephan's Tuesday Picks

  • Roger Martin: The signs of a good CEO (Medium)
  • Amazon and Temu's new battleground: Winning over sellers (WSJ)
  • How online retailers can avoid costly out-of-stock issues (HBR)
  • Sometimes the best restaurant is inside the grocery store (NYT)
  • Winemaker Duckhorn agrees to be taken private in $1.95 billion deal (WSJ)

Monday, 7 October 2024

 Stephan's Monday Picks

  • Can a neon-blue gummy worm cocktail save the movies (NYT)
  • How far would you go for a single bite (NYT)
  • We're drowning in reusable bags. Are bag profits preventing big grocers from adopting sustainable solutions (CBC)
  • The price of private equity may be too high for Asda (FT)
  • The airline retailing opportunity (McKinsey)

Friday, 4 October 2024

 Stephan's Friday Picks

  • Families are shrinking as people have fewer children - or none at all (CBC)
  • Boar's Head disaster shows the price of deregulation (Bloomberg)
  • Behold dairy lobby's power, as Bloc holds Liberals hostage over supply management (Globe and Mail)
  • How Bogg bags, the Crocs of totes, won over America's moms (Bloomberg)
  • From the archives (2017): The many failings of supply management are the government's problems, not the farmers' (Globe and Mail)

Thursday, 3 October 2024

 Stephan's Thursday Picks

  • Walmart's terrible, horrible, no-good, very badly timed JD.com block trade (FT)
  • FTC can proceed with its antitrust claims against Amazon, judge rules (Washington Post)
  • CVS, considering a breakup, will find its hard to do (WSJ)
  • Canadian Tire store in Toronto under investigation for alleged mistreatment of temporary foreign workers (Globe and Mail)
  • The Whole Foods 'Chantilly Gate' saga shows complaining works sometimes (Eater)

Wednesday, 2 October 2024

 Stephan's Wednesday Picks

  • CVS explores options including breakup, sources say (Reuters)
  • PepsiCo nears deal for tortilla chip maker Siete Foods (WSJ)
  • Meet the star of Sushi-Con: A 400-pound tuna (NYT)
  • The great $4.5 billion container heist (Bloomberg)
  • How chicken tenders conquered America (NYT)

Tuesday, 1 October 2024

 Stephan's Tuesday Picks

  • Roger Martin: Personal effectiveness strategy (Medium)
  • Vintage shopping is booming. Banana Republic and others get in on the action (NYT)
  • Major CVS shareholders plans activist push (CNBC)
  • Is food the new fuel? Convenience stores look to become food destinations (Globe and Mail)
  • Inside Domino's quest to revive sales with 'emergency pizza (WSJ)

Monday, 30 September 2024

 Stephan's Monday Picks

  • Food influencers are eating old school critics for lunch (Globe and Mail)
  • Putting olive oil in a squeeze bottle earned this company a cult following (Bloomberg)
  • Uber's next act: Taking on Amazon (FT)
  • First came the $100 wide-leg jean. Then the $700 shopping spree (Bloomberg)
  • Couche-Tard's Alain Bouchard: "Pathological entrepreneur" swooping on 7-Eleven (FT)

Friday, 27 September 2024

 Stephan's Friday Picks

  • Nearly 1 in 10 people in B.C. are non-permanent residents (Globe and Mail)
  • Taking on food emissions at their origin and consumption (NYT)
  • Some 7-Eleven owners in Japan welcome foreign bid (Reuters)
  • Couche-Tard's 'Cowboy Canadian' eyes his 7-Eleven prize, but the stakes are high (Globe and Mail)
  • From the archives (2013): Canadian population passes 35 million (CBC)

Thursday, 26 September 2024

 Stephan's Thursday Picks

  • Restaurant portions are about to get smaller. Are Americans ready? (NYT)
  • Shein faces Italian antitrust scrutiny over environmental claims (WSJ)
  • One bright spot amid the industry's gloom: Natural wine (NYT)
  • How Hello Kitty took over the world (WSJ)
  • Statistics Canada says the population grew 0.6% in the second quarter to 41,288,599 (Globe and Mail)

Wednesday, 25 September 2024

 Stephan's Wednesday Picks

  • Norway's high-stakes gamble on sustainable salmon farming (Globe and Mail)
  • How food critic Keith Lee reviews restaurants (NYT)
  • Grocery chains are bigger than ever. See who runs the stores near you (Washington Post)
  • The magic behind Shein's rise comes under threat: duty-free shipping (WSJ)
  • China to investigate U.S. retailer, sending message over Xinjiang (NYT)

Tuesday, 24 September 2024

 Stephan's Tuesday Picks

  • Roger Martin: Overcoming the integrative strategy challenge (Medium)
  • Ontario grocery store operators raise concerns about requirement to take back empty alcohol containers (Globe and Mail)
  • Shaking the wild banana (NYT)
  • Australia supermarkets sued over fake discount claims (BBC)
  • Tesco's Aldi price-matched items are not like-for-like, report says (The Guardian)

Monday, 23 September 2024

 Stephan's Monday Picks

  • Why 'chaos wheat' is the future of bread (Washington Post)
  • To sell their merger, two supermarkets try to redefine the 'grocery store' (Bloomberg)
  • The hidden environmental cost of food (NYT)
  • Target names PepsiCo's Jim Lee as finance chief (WSJ)
  • These seven food entrepreneurs are changing eco-conscious diners (Bloomberg)

Friday, 20 September 2024

 Stephan's Friday Picks

  • Maveron's investment in Rebelstork (Medium)
  • Amazon's new 'Shark Tank'-style show gives winners top billing in its store (WSJ)
  • The French parfumer behind the internet's favourite fragrance (The New Yorker)
  • Dollar stores expand aggressively even as sales shrink (WSJ)
  • From the archives (2014): How a lopsided recovery fueled the dollar store wars (NYT)

Thursday, 19 September 2024

 Stephan's Thursday Picks

  • Women in the workplace 2024 (McKinsey)
  • The Tupperware party is over: Iconic kitchenware maker files for bankruptcy (WSJ)
  • The beauty boom and beyond: Can the industry maintain its growth (McKinsey)
  • Kroger antitrust case could open up a new bag of M&A possibilities (WSJ)
  • Tesco plans to expand use of AI to personalize how people shop (FT)

Wednesday, 18 September 2024

 Stephan's Wednesday Picks

  • The customized drink is out of control (NYT)
  • What's ahead for food (WSJ)
  • Amazon tells employees to return to office five days a week (NYT)
  • Couche-Tard tests Japan's foreign investment reforms with 7-Eleven bid (Globe and Mail)
  • Softbank-backed Swiggy said to eye India IPO filing this week (Bloomberg)

Tuesday, 17 September 2024

 Stephan's Tuesday Picks

  • Roger Martin: Strategy for start-ups - redux (Medium)
  • From bad to worse: Canada's productivity slowdown is bad for everyone (TD)
  • He used to bag groceries. Now Kroger's CEO is trying to save a $20 billion deal (WSJ)
  • The plastics industry wants to redefine what's 'recyclable' (Propublica)
  • Lego's business cards are made of Lego - but not for long (WSJ)

Monday, 16 September 2024

 Stephan's Monday Picks

  • Why loyalty programs fail (HBR)
  • Sobeys parent Empire sees modest sales increase in first quarter (Globe and Mail)
  • Lululemon is seeing a slowdown in its women's business. Has it reached its ceiling (WSJ)
  • The man who made Nike uncool (Bloomberg)
  • New tariff rules could reverse a 'paradigm shift' in retail (NYT)

Friday, 13 September 2024

 Stephan's Friday Picks

  • Canada Bread seeks damages from Maple Leaf Foods related to alleged bread price-fixing scheme (Globe and Mail)
  • General Mills to sell North American yogurt business for $2.1 billion (WSJ)
  • Just miles from Kroger's court battle, a food desert shows what's at stake (NYT)
  • Amazon Fresh introduces new grocery savings for Prime members (Amazon)
  • From the archives (2019): Amazon's press-to-order Dash buttons are officially discontinued (The Verge)

Thursday, 12 September 2024

 Stephan's Thursday Picks

  • Combining fresh with grocery convenience (Deloitte)
  • Lidl boosts UK sales as Asda struggles (Bloomberg)
  • A TikTok fad fills grocery stores with singles (NYT)
  • Asian sunscreens are all the rage, so why can't you buy them in Canada (CBC)
  • Dollarama sees rise in second-quarter profits, sales as customers hunt for deals (Globe and Mail)

Wednesday, 11 September 2024

 Stephan's Wednesday Picks

  • Mario Draghi: The future of European competitiveness (European Commission)
  • Warmer temperatures have put chinook salmon - and a way of life - in grave danger (CBC)
  • Starbucks's new CEO targets hectic stores, overwhelming menus (WSJ)
  • Canadian GDP likely fell short of Bank of Canada's forecast, economist say (Globe and Mail)
  • Campbell Soup sets sights on name change, new growth (WSJ)

Tuesday, 10 September 2024

 Stephan's Tuesday Picks

  • Roger Martin: (Playing to Win) x 5 (Medium)
  • Couche-Tard urges 7-Eleven parent to continue talks (Globe and Mail)
  • What the real estate industry needs to know about the future of experiential retail (McKinsey)
  • Grocery price inflation: Is corporate greed to blame (NPR)
  • Discount retailer Big Lot files for bankruptcy (WSJ)

Monday, 9 September 2024

 Stephan's Monday Picks

  • How Staples Canada is pivoting as tech joins pens and paper in the new hybrid world (The Star)
  • The story of the great Lego spill (NYT)
  • Warmer temperatures have put chinook salmon - and a way of life - in grave danger (CBC)
  • The Kroger-Albertsons deal has a chance (FT)
  • How machines learned to discover drugs (The New Yorker)

Friday, 6 September 2024

 Stephan's Friday Picks

  • Rexall's U.S. owner sells pharmacy chain to Canadian private equity firm Birch Hill (Globe and Mail)
  • Retail's outperformers: Lessons in value creation (McKinsey)
  • Couche-Tard says it is 'confident' about takeover as questions swirl over price (Globe and Mail)
  • Pivotal week ahead in Kroger-Albertsons case as F.T.C. lands early blows (WSJ)
  • From the archives (2016): Rexall takeover shakes up the drugstore industry (Globe and Mail)

Thursday, 5 September 2024

 Stephan's Thursday Picks

  • Temu's parent, a victim of competition or its own success (WSJ)
  • The anatomy of the chief of staff role in eight charts (McKinsey)
  • Nordstrom family bids again to take company private (WSJ)
  • Organize your kitchen like a chef, not an influencer (Vox)
  • Stores are small now (The Atlantic)

Wednesday, 4 September 2024

 Stephan's Wednesday Picks

  • How Athletic Brewing conquered the drink market (Fast Company)
  • How dynamic pricing spread from plane tickets to concerts (Bloomberg)
  • A new era dawns as beer and wine hit convenience store shelves (Globe and Mail)
  • The takeover fight that could reshape Japan (FT)
  • From Starbucks to specialty cafes, the new arms race in the coffee wars (NYT)

Tuesday, 3 September 2024

 Stephan's Tuesday Picks

  • Roger Martin: 7 Powers and Playing to Win (Medium)
  • Ina Garten and the age of abundance (The New Yorker)
  • What happens after the baby boomers retire (Statistics Canada)
  • Nerf blasters and Lego rockets: Another mall evolution (NYT)
  • Economist Eugene Fama: Efficient markets is a hypothesis, not a reality (FT)

Friday, 30 August 2024

 Stephan's Friday Picks

  • The hidden life of seeds (Washington Post)
  • The U.S. corn crop is great. Farmers finances? Not so much (WSJ)
  • Canada's wildfires were a top global emitter last year, study says (NYT)
  • What is corn sweat and is it making the Midwest more dangerous (Vox)
  • From the archives (1973): The Russian wheat deal - hindsight vs foresight (St. Louis Fed)

Thursday, 29 August 2024

 Stephan's Thursday Picks

  • What was up with grocery prices (Liberty Street Economics)
  • Amazon aims to launch delayed AI Alexa subscription in October (Washington Post)
  • Shoppers are still spending in the mall - but they are picky (WSJ)
  • Lego to replace oil in its bricks with pricier renewable plastic (Reuters)
  • Gloom falls over one of China's most successful e-commerce giants (WSJ)

Wednesday, 28 August 2024

 Stephan's Wednesday Picks

  • Like it or not - more of us are bagging our own groceries (CBC)
  • Small grocers feel squeezed by suppliers, and shoppers bear the pain (Washington Post)
  • Kroger and Albertsons confront a skeptical F.T.C. in court (NYT)
  • Little known company key to $20 billion Kroger-Albertsons deal (WSJ)
  • What went wrong for Nestle CEO Mark Schneider (Reuters)

Tuesday, 27 August 2024

 Stephan's Tuesday Picks

  • Roger Martin: The best strategy icebreaker (Medium)
  • Ontario government seeks input on whether to regulate deals between insurers and pharmacies (Globe and Mail)
  • How Crayola makes crayons for back to school (Bloomberg)
  • How learning to adapt makes CEOs better (McKinsey)
  • Red Lobster set to bring on former P.F. Chang's leader as CEO (WSJ)

Monday, 26 August 2024

 Stephan's Monday Picks

  • Why 7-Eleven is a national treasure in Japan (NYT)
  • How Lidl accidentally took on the big guns of cloud computing (FT)
  • Dino falls victim to price war between Polish supermarket chains (Bloomberg)
  • A TikTok cucumber salad trend sets of shortage in Iceland groceries (NYTNYT)
  • How consumers saved money on groceries in 1982 (CBC)

Friday, 23 August 2024

 Stephan's Friday Picks

  • Loblaw piloting ultra hard discount No Name grocery stores in Ontario (Globe and MailGlobe and Mail)
  • Walmart dumps entire stake in JD.com (NYT)
  • Discount-hungry shoppers propel gains for Target, T.J. Maxx (WSJ)
  • Asda owners under pressure as chain's share of market hits new nadir (The Guardian)
  • From the archives (2013): Loblaw tests new discount store as grocery rivalry heats up (Globe and Mail)

Thursday, 22 August 2024

 Stephan's Thursday Picks

  • How Costco hacked the American shopping psyche (NYT)
  • 7-Eleven deal talk reflects allure of Japanese convenience stores (Bloomberg)
  • Shein sues Temu over copyright infringement, alleges rival loses money on every sale (CNBC)
  • Businesses prepare for turmoil ahead of possible Canadian rail shutdown (Globe and Mail)
  • Can plastic waste be transformed into food for humans (Undark)

Wednesday, 21 August 2024

 Stephan's Wednesday Picks

  • Food industry pushes back against Kamala Harris' 'price gouging' claim (WSJ)
  • Alain Bouchard takes one more big swing to cement his Couche-Tard legacy (Globe and Mail)
  • Starbucks's new boss gets an unusual perk: Remote work (WSJ)
  • How Walmart became an advertising powerhouse (FT)
  • SkipTheDishes and Just Eat cut about 800 jobs in Canada mid restructuring (Globe and Mail)

Tuesday, 20 August 2024

 Stephan's Tuesday Picks

  • Roger Martin: Exceptions and rules (Medium)
  • Most Pusateri's locations to shutter amid bankruptcy filings (CBC)
  • Couche-Tard approaches 7-Eleven owner about takeover in potentially historic transaction (lGlobe and Mail)
  • One of TikTok's favourite restaurants is totally made up (NBC)
  • Harris plans to ban grocery 'price gouging'. What does the evidence say (NYT)

Monday, 19 August 2024

 Stephan's Monday Picks

  • Why Canada is on the verge of an unprecedented rail labour stoppage (Globe and Mail)
  • In Mars megadeal, Big Food wants to get bigger (WSJ)
  • How online influencers got addicted to Swedish candy (Bloomberg)
  • Berkshire Hathaway likes Ulta. Should you (WSJ)
  • The future of junk food could be healthy food (Bloomberg)

Friday, 16 August 2024

 Stephan's Friday Picks

  • Fueling growth through moments of delight (McKinsey)
  • Walmart earnings and July retail sales show consumers aren't quitting (WSJ)
  • The British have finally learned to love peanut butter (NYT)
  • On target: Our food and beverage journey (Target)
  • From the archives (1974): Potential implications of trends in world population, food production, and climate (CIA)

Thursday, 15 August 2024

 Stephan's Thursday Picks

  • Berkshire Hathaway takes Ulta Beauty stake, sending shares up (WSJ)
  • 'Stress on shelves' - The battle for space in store aisles (WSJ)
  • How food prices have changed over the last four years (NYT)
  • Kroger and Albertson's spend more than $800 million on merger fees (Bloomberg)
  • The end-to-end excellence playbook for retailers (McKinsey)

Wednesday, 14 August 2024

 Stephan's Wednesday Picks

  • The cult of wellness (Toronto Life)
  • Why the new Starbucks CEO is worth $20 billion (WSJ)
  • How the most powerful environmental groups help greenwash Big Meat's climate impact (Vox)
  • California's rice royalty is stepping down (NYT)
  • Starbucks pushed its customers too far (Bloomberg)

Tuesday, 13 August 2024

 Stephan's Tuesday Picks

  • Roger Martin: The importance of strategic tension (Medium)
  • Atlantic Superstores hoping to 'educate' customers with new branding (CBC)
  • Boston Pizza scales down in bid to expand into underserved markets (Globe and Mail)
  • Loblaw's health care empire is growing. But can it earn the trust of Canadian patients (Globe and Mail)
  • The annual disappointment of strawberry season (The New Yorker)