Monday 8 July 2024

 Stephan's Monday Picks

  • Costco, Sam's Club are full of Gen Z shoppers (WSJ)
  • The century-long saga of the Caesar salad (NYT)
  • The fried chicken sandwich wars are more cutthroat than ever before (Bloomberg)
  • Why refrigerators and other kitchen appliances break so easily now (Washington Post)
  • What do bagged chickens have to do with sliced cheese (NYT)

Friday 5 July 2024

 Stephan's Friday Picks

  • Ozempic is changing the way people eat. Snack companies are paying close attention (CBC)
  • Windsor has a problem: Not enough tech workers to work on their farms (Globe and Mail)
  • Your old clothes are worth billions (WSJ)
  • Want an iced coffee. Brands want you to make your own (WSJ)
  • From the archives (2022): What we write about when we write about food (NYT)

Thursday 4 July 2024

 Stephan's Thursday Picks

  • Hudson's Bay to buy Neiman Marcus - with help from Amazon (WSJ)
  • Australian supermarket chains could be broken up as a 'last resort' under Coalition proposal (The Guardian)
  • Investor group raises Macy's buyout offer - again (WSJ)
  • Costco's rotisserie chicken is now sold in a bag. Cue the panic (Washington Post)
  • The fast food fight over the $5 deal meal (WSJ)

Tuesday 2 July 2024

 Stephan's Wednesday Picks

  • How the Kindle became a must-have accessory (again) (WSJ)
  • Online shopping warehouses are reshaping America (Bloomberg)
  • Sainsbury's backs guidance after robust growth in grocery (WSJ)
  • RBI signs two deals in China to bolster presence (Globe and Mail)
  • Why cheap toilet paper sets off alarm bells for some investors (WSJ)

 Stephan's Tuesday Picks

  • Roger Martin: Strategy & sustained innovation (Medium)
  • Amazon, built by retail, leans into its AI future (WSJ)
  • The world of luxury fruit (NYT)
  • The Save Mart Companies acquired by Jim Pattison Food Group (Grocery Dive)
  • Walgreens plans 'significant' store closures, citing weak consumer spending (NYT)

Friday 28 June 2024

 Stephan's Friday Picks

  • How the sausage is made (Grub Street)
  • Alimentation Couche-Tard CEO Brian Hannasch to retire in September (Globe and Mail)
  • The AI boom has an unlikely early winner: wonky consultants (NYT
  • McDonald's says no thanks to plant-based burgers (Quartz)
  • Meet Brian Hannasch, the American in charge of a beloved Quebec brand (Globe and Mail)

Thursday 27 June 2024

 Stephan's Thursday Picks

  • LVMH's Bernard Arnault emerges as personal stakeholder in Richemont (FT)
  • DoorDash held talks with UKs Deliveroo on takeover (Reuters)
  • Ottawa ends decades-long ban on Newfoundland's Northern cod fishing (Globe and Mail)
  • Shopify beefs up AI offerings with new products meant to boost merchants' sales (Globe and Mail)
  • Why your Starbucks Frappuccino is now half price (WSJ)

Wednesday 26 June 2024

 Stephan's Wednesday Picks

  • Getir set for breakup and Mubadala cash injection (FT)
  • Canada's boss economy: What explains the boom in management jobs (Globe and Mail)
  • Go woke, go broke? Not a chance, say Ben and Jerry (WSJ)
  • BoC's Macklem says Canadian economy appears to be on track for soft landing (Globe and Mail)
  • Every year, StatsCan tweaks how it calculates inflation. Here's what you need to know about this year's changes (CBC)

Tuesday 25 June 2024

 Stephan's Tuesday Picks

  • Roger Martin: How management can most effectively use boards (Medium)
  • How pets became big business (NYT)
  • The crazy economics of the world's most coveted handbag (WSJ)
  • What it takes to rewire a CPG company to outcompete in digital and AI (McKinsey)
  • Amazon mulls monthly fee as part of revamp of unprofitable Alexa service to include generative AI (Globe and Mail)

Monday 24 June 2024

 Stephan's Monday Picks

  • A supermarket trip may soon look different, thanks to electronic shelf labels (NPR)
  • Target tests an AI tool to help its works aid shoppers (NYT)
  • Americans have lost the plot on cooking oil (The Atlantic)
  • How to avoid scams and shoddy wares on Amazon (Wired)
  • How PBMs are driving up prescription drug costs (NYT)

Friday 21 June 2024

 Stephan's Friday Picks

  • Sobeys slowing e-commerce expansion in bid to improve profitability (Globe and Mail)
  • The self-checkout revolution (WSJ)
  • Boston Pizza scales down in bid to serve underserved markets (Globe and Mail)
  • How retail media can top the CMO agenda (BCG)
  • From the archives (2018): The Ocado Way: The British future of grocery e-commerce is coming to Canada (Globe and Mail)

Thursday 20 June 2024

 Stephan's Thursday Picks

  • Rescuing the decade: A dual agenda for the consumer goods industry (McKinsey)
  • Ottawa set to stop open-net salmon farms in B.C., giving the industry 5 years to transition (Globe and Mail)
  • McDonald's ends AI drive-thru trial as fast-food industry tests automation (The Guardian)
  • Oxtail is gaining fans. Not everyone is happy about that (NYT)
  • Revolutionizing procurement: Leveraging data and AI for strategic advantage (McKinsey)

Wednesday 19 June 2024

 Stephan's Wednesday Picks

  • For Geoffrey Hinton, the godfather of AI, machines are closer to humans than we think (Globe and Mail)
  • B.C. sets minimum wage, other rules for app-based ride hailing, food delivery (Globe and Mail)
  • Amazon fined by California for failing to disclose worker quotas (WSJ)
  • Grieving families blame Panera's charged lemonade for leaving a deadly legacy (Bloomberg)
  • Customer experience gets worse. Again (WSJ)

Tuesday 18 June 2024

 Stephan's Tuesday Picks

  • Roger Martin: Strategy at human scale (Medium)
  • Rice farming gets an AI upgrade (Hakai Magazine)
  • The impact of rising cocoa prices (JP Morgan)
  • LCBO blindsided by Ontario cancelling pilot to scan customer ID's at northern stores, exec emails show (CBC)
  • China's lust for durian is creating fortunes in Southeast Asia (NYT)

Monday 17 June 2024

 Stephan's Monday Picks

  • Banana giant held liable for funding paramilitaries (BBC)
  • Four major UK supermarkets accused of misleading 'freshly baked' bread claim (The Guardian)
  • Yum! Brands former CEO on why you should never stop learning (HBR)
  • Keep calm and allocate capital (McKinsey)
  • Inside Mexico's anti-avocado militias (The Guardian)

Friday 14 June 2024

 Stephan's Friday Picks

  • Dollarama sees profit jump 20% in first quarter (Globe and Mail)
  • Creating a data advantage in marketing (BCG)
  • State of the consumer 2024 (McKinsey)
  • The end of one-stop shopping (Axios)
  • From the archives (2023): As dollar stores proliferate, some communities say no (NYT)

Thursday 13 June 2024

 Stephan's Thursday Picks

  • The QR backlash has won. Restaurants are ditching them (WSJ)
  • How Amazon blew Alexa's shot to dominate AI (Fortune)
  • Applebee's, IHOP look to service diners hungry for deals. Will profits take a hit (WSJ)
  • Games are proving their pull on news and tech sites (NYTNYT)
  • Target's online chief turned to stores to solve its online fulfillment problem (WSJ)

Wednesday 12 June 2024

 Stephan's Wednesday Picks

  • Shopping centers are making a comeback (NYT)
  • Costco is the hero America needs now (Washington Post)
  • Don't call it an 'ethnic' grocery store (NYT)
  • Alibaba's new e-commerce strategy faces tough competition (WSJ)
  • Ontario College of Pharmacists director under pressure to step down over Shoppers Drug Mart lawsuit (Globe and Mail)

Tuesday 11 June 2024

 Stephan's Tuesday Picks

  • Roger Martin: The downside of scaling strategies (Medium)
  • How the fridge changed flavor (The New Yorker)
  • The ballad of Birkenstock (Bloomberg)
  • Food companies are still paying the price for years of inflation (WSJ)
  • The food fight for Swiss Chalet is a lesson for all family owned companies (Globe and Mail)

Monday 10 June 2024

 Stephan's Monday Picks

  • Why are Target and Walgreens slashing prices (The Cut)
  • Ultra-cheap meals from China's delivery giant are hugely popular. Deliver drivers are bearing the cost (Rest of World)
  • Canadian agri-tech tackles food insecurity with AI and automation (Globe and Mail)
  • Canadian retailer Simons is expanding. Can it succeed where its peers couldn't (CBC)
  • Japan runs on vending machines. It's about to break millions of them (NYT)

Friday 7 June 2024

 Stephan's Friday Picks

  • Harnessing analytics and AI to shape the future of mobility retail (McKinsey)
  • This is peak subscription (The Atlantic)
  • Mindshare matters. Now markets can measure it (BCG)
  • Why Lululemon's stock is going out of fashion (WSJ)
  • From the archives (2015): Lululemon combines Ayn Rand and yoga (NYT)

Thursday 6 June 2024

 Stephan's Thursday Picks

  • Best Buy catches AI fever (WSJ)
  • Walmart CEO Doug McMillon's success story (Fortune)
  • Retailers hate when you buy big things on your laptop (WSJ)
  • How Beyond Meat is trying to get its sizzle back (LA Times)
  • Dollar Tree explores sale of Family Dollar (WSJ)

Wednesday 5 June 2024

 Stephan's Wednesday Picks

  • Why US grocers must play to their strengths (BCG)
  • Canada's first full-scale free grocery store to open in Regina (CBC)
  • Generative AI is now scanning your Amazon packages for defects before they get shipped out (Fast Company)
  • Companies are getting smarter about raising their prices (Bloomberg)
  • Nestle CEO says feeding ageing populations a priority as birth rates fall (FT)

Tuesday 4 June 2024

 Stephan's Tuesday Picks

  • Strategy & Scale: Lessons from architecture (Medium)
  • Are loyalty card discounts a good deal for UK consumers (The Guardian)
  • Walmart Canada CEO sees growth in groceries as $3.5 billion revamp plan unfolds (Globe and Mail)
  • Waitrose committed to paying more for cocoa. Chocolate bar sales skyrocketed (WSJ)
  • Feeling consumers' pain, retailers bring back discounts (NYT)

Monday 3 June 2024

 Stephan's Monday Picks

  • Dr. Pepper ties Pepsi as America's #2 soda (WSJ)
  • Amazon to expand drone delivery service after clearing FAA hurdle (CNBC)
  • Costco and BJ's, usually go-to's for everyday foods, now gobbling up discretionary market share (WSJ)
  • Why Canadians pay different prices for the same groceries (CBC)
  • Asics stock catches fire along with its dad shoes (WSJ)

Friday 31 May 2024

 Stephan's Friday Picks

  • Yes, Walmart store managers really can make $500,000 a year (Bloomberg)
  • Orange juice crisis prompts search for alternate fruits (Bloomberg)
  • The restaurant world still has a child care problem (Eater)
  • The king crab kings (Bloomberg)
  • From the archives (2021): Pellet ice is the good ice (The New Yorker)

Thursday 30 May 2024

 Stephan's Thursday Picks

  • Store brands are filling up more of your shopping cart (WSJ)
  • Reimagining the apparel value change amid volatility (McKinsey)
  • Hold the French Fries! Paris Olympics chart a new gastronomic course (NYT)
  • Points influencers are everywhere. Some deals are too good to be true (Washington Post)
  • Food delivery apps rack up $20 billion in losses in fierce battle for diners (FT)

Wednesday 29 May 2024

 Stephan's Wednesday Picks

  • Doug Ford's change to booze sales could cost far more than $225 million (CBC)
  • The loneliness of the American worker (WSJ)
  • Stanley Goldstein, who helped make CVS a pharmacy giant, dies at 89 (NYT)
  • Shein promised to have a big U.S. IPO. Its China roots got in the way (WSJ)
  • New York's biggest produce market is at a breaking point (Bloomberg)

Tuesday 28 May 2024

 Stephan's Tuesday Picks

  • Roger Martin: Surfaces concave and convex (Medium)
  • Buying groceries at Shoppers Drug Mart? You'll pay a buck more for those chickpeas (Globe and Mail)
  • Why a shabby luxury brand is hard to fix (WSJ)
  • Why does a simple summer dress cost so much now (The Cut)
  • Lululemon restructures product and brand teams (WSJ)

Monday 27 May 2024

 Stephan's Monday Picks

  • Maker of Twinkies and Wonder Bread files for Chapter 11 (NYT)
  • Why banning tweens from buying anti-aging creams won't stop the Sephora kids (CBC)
  • Loblaw and Empire being investigated by Competition Bureau for anti-competitive practices (Globe and Mail)
  • Is this the end of Instagram cookware (NYT)
  • Ontario to pay $225-million to Beer Store to speed up corner-store beer purchases (Globe and Mail)

Friday 24 May 2024

 Stephan's Friday Picks

  • Menu for one: GenAI lets restaurants get personal (BCG)
  • Amazon plans to give Alexa an AI overhaul (CNBC)
  • Best Caisse scenario (Globe and Mail)
  • London Drugs employee data leaked on dark web after cybersecurity breach (Globe and Mail)
  • From the archives (2011): The dollar store economy (NYT)

Thursday 23 May 2024

 Stephan's Thursday Picks

  • Suncor moves on gas station plans, deciding which to renovate and which to sell (Globe and Mail)
  • 'Bromakase' is the new steakhouse (NYT)
  • Quebecor says Loblaw deal with telecoms is anti-competitive (CBC)
  • Can beef be 'low carbon'? The USDA thinks so (Undark)
  • Amazon is reviving its logistics expansion and reshaping its U.S. distribution (WSJ)

Wednesday 22 May 2024

 Stephan's Wednesday Picks

  • When did teen boys get a nose for $300 cologne (NYT)
  • The one place in airports people actually want to be (The Atlantic)
  • The executive that turned around Barbie has a new long-shot mission: Save Gap (WSJ)
  • After industry boom, Quebec distilleries fight for shelf space on liquor store shelves (CBC)
  • Canada's inflation rate slowed to 2.7% in April, boosting bets for June rate cut (Globe and Mail)

Tuesday 21 May 2024

 Stephan's Tuesday Picks

  • Roger Martin: The business of strategy consulting (Medium)
  • Loblaw agrees to support grocery code of conduct after years of negotiation (Globe and Mail)
  • California considers limits on self-service checkout (NYT)
  • How companies can make dynamic pricing fairer for customers (BCG)
  • How to navigate pricing in disinflationary times (McKinsey)

Friday 17 May 2024

Stephan's Friday Picks

  • Customers are fed up with anti-theft measures at stores. Retailers are blaming organized crime (CBC)
  • Amazon's appearance at Upfronts highlights push beyond digital ads and into traditional media (CNBC)
  • McDonald's makes new pitch to inflation-weary eaters: A meal for $5 (WSJ)
  • Olive oil is how much now? Prices jump - again - amid worldwide shortage (CBC)
  • From the archives (1985): The McBurger stand that started it all (NYT)

Thursday 16 May 2024

 Stephan's Thursday Picks

  • Walmart's reign as America's biggest retail is under threat (WSJ)
  • How a 'strange', 'evil' fruit came to define Italy's cuisine (NYT)
  • Red Lobster preparing to file bankruptcy this month (WSJ)
  • How Uniqlo's 'millennial Birkin' is beating designer bags (Bloomberg)
  • The 100-year quest to make a paper water bottle (WSJ)

Wednesday 15 May 2024

 Stephan's Wednesday Picks

  • Britain's biggest retailer isn't British and isn't a retailer (FT)
  • Kraft Heinz explores sale of Oscar Mayer (WSJ)
  • Fast food forever: How McHaters lost the culture war (NYT)
  • America can't quit intermittent fasting (The Atlantic)
  • Amazon Web Services chief to step down (WSJ)

Tuesday 14 May 2024

 Stephan's Tuesday Picks

  • Roger Martin: Promise over purpose (Medium)
  • Poppi is making soda cool again (Texas Monthly)
  • Ted Baker, Brooks Brothers launch liquidation sales in Canada (Globe and Mail)
  • America's yoghurt love affair is over (FT)
  • How Body Shop Canada is coping with filing for creditor protection (Globe and Mail)

Monday 13 May 2024

 Stephan's Monday Picks

  • Hot honey is the king of condiments (NYT)
  • Is Temu legit (The Strategist)
  • What a Zoom cashier 8,000 miles away can teach us about the future of work (Vox)
  • Amazon's new fee on sellers likened to 'kick in the gut' (Bloomberg)
  • The hot business of cold storage (Sherwood)

Friday 10 May 2024

 Stephan's Friday Picks

  • Meet AdVon, the AI-powered content monster infecting the media industry (Futurism
  • Uber and Instacart team up on restaurant deliveries, challenging DoorDash (Bloomberg)
  • Sweetgreen is introducing steak. What about its climate goals (NYT)
  • For CEOs, the future is a state of mind (BCG)
  • From the archives (1959): The making - and selling - of Coca-Cola (The New Yorker)

Thursday 9 May 2024

 Stephan's Thursday Picks

  • Panera to discontinue charged energy drinks (NYT)
  • In budding battle over lab-grown meat, Florida takes an opening stab (CBC)
  • Hudson's Bay to close Regina store next year, latest in series of cuts (Globe and Mail)
  • Campari CEO bets on growth in U.S., Asia-Pacific despite sector struggles (WSJ)
  • Shopify shares plunge nearly 19% on lower-than-expected outlook for next quarter (Globe and Mail)

Wednesday 8 May 2024

 Stephan's Wednesday Picks

  • How online shopping is saving bricks-and-mortar retail (WSJ)
  • The package king of Miami (New York Magazine)
  • Consumers fed up with food costs are ditching big brands (WSJ)
  • How bad are ultra-processed foods, really (NYT)
  • Canada is hiking taxes, regulation, as U.S. economy booms (Fortune)

Tuesday 7 May 2024

 Stephan's Tuesday Picks

  • Roger Martin: Where to start with strategy (Medium)
  • How to prepare for the CFO role (McKinsey)
  • Overcoming retail complexity with AI-powered pricing (BCG)
  • Milk has lost its magic (The Atlantic)
  • Woolworths CEO announces worse-than expected results for March quarter (The Guardian)

Monday 6 May 2024

 Stephan's Monday Picks

  • Canada's shopping for a foreign grocer. Can an international retailer succeed here (CBC)
  • Loblaw CFO pushes back on claims its pricing practices are unfair (Bloomberg)
  • Loblaw boycott organizer says she met with CEO to talk about grocery prices (Globe and Mail)
  • The year is 1966 - and there's a protest over Loblaw prices (CBC)
  • Lavender is the springtime answer to pumpkin spice (NYT)

Friday 3 May 2024

 Stephan's Friday Picks

  • How Pet Value monetizes our fur baby love (Globe and Mail)
  • Wayfair's new strategy looks built to last (WSJ)
  • The future of New York City's pizza is electric (NYT)
  • Loblaw's facade of benevolence has fully cracked (Globe and Mail)
  • From the archives (1999): The inner Jeff Bezos (Wired)

Thursday 2 May 2024

 Stephan's Thursday Picks

  • Technology in retail: Escaping the complexity trap (Bain)
  • Ralph Lauren invites everybody to return to (his) office (NYT)
  • Walmart takes on Trader Joe's and Whole Foods with new premium brand (WSJ)
  • How did Black Forest cake become the world's favourite dessert (NYT)
  • More stores are ditching self-checkout amid theft and customer complaints (CBC)

Wednesday 1 May 2024

 Stephan's Wednesday Picks

  • Tim Hortons parent reports 18% profit boost on strong demand (Globe and Mail)
  • Getir, a rapid grocery delivery service, exits the U.S. and Europe (NYT)
  • Hudson's Bay cuts dozens of jobs, cites pressures on retail sector (Globe and Mail)
  • Same-store sales drop at Starbucks, pushing revenue down 1.8% (NYT)
  • McDonald's posts rare quarterly miss as customers turn picky (Globe and Mail)

Tuesday 30 April 2024

 Stephan's Tuesday Picks

  • Roger Martin: How to be a good board member (Medium)
  • Will Americans ever get sick of cheap junk (The Atlantic)
  • Rising food prices send more shoppers to Aldi (WSJ)
  • How supplement stores are trying to tap into the Ozempic boom (NYT)
  • Billionaire Geiger nears $7 billion L'Occitane buyout sources say (Bloomberg)

Monday 29 April 2024

 Stephan's Monday Picks

  • California's fast-food chains are now serving sticker shock (WSJ)
  • It introduced Ozempic to the world. Now it must remake itself (NYT)
  • The era of one-stop grocery shopping is over (WSJ)
  • Founder of Freshii suing company that bought his restaurant chain (Globe and Mail)
  • You know LVMH for its bags. It's also a titan of real estate (WSJ)

Friday 26 April 2024

 Stephan's Friday Picks

  • Unilever boosted by power brands as consumers trade back up (WSJ)
  • Nestle sales growth slows sharply as demand remains weak (WSJ)
  • With new salt and sugar limits, school cafeterias are cringing (NYT)
  • Cocoa's surge is drawing Africa's farmers back to the bean (Bloomberg)
  • From the archives (2014): Sobey's Marc Poulin: The shrewd negotiator at the heart of Canada's grocery wars (Globe and Mail)

Thursday 25 April 2024

 Stephan's Thursday Picks

  • Metro quarterly profit drops 14.5% (Globe and Mail)
  • Michael Mauboussin: Valuation multiples (Morgan Stanley)
  • Telus Health 2024 Drug Trends Report (Telus)
  • Foxtrot, Dom's Kitchen & Market closing all locations (Eater)
  • How matzo is made (Bloomberg)

Wednesday 24 April 2024

 Stephan's Wednesday Picks

  • Why you can't get a restaurant reservation (The New Yorker)
  • The Chinese site that rewired online shopping (NYT)
  • Amazon is ending Prime Air drone delivery in California (The Verge)
  • Behind a vegan chef's holistic empire, an ugly reality (NYT)
  • Big Junk Food's campaign to get you eating Doritos and Oreos for dinner (Bloomberg)

Tuesday 23 April 2024

 Stephan's Tuesday Picks

  • Roger Martin: The Goal and Playing to Win (Medium)
  • China's bubble tea boom creates a half-dozen billionaires (Bloomberg)
  • Kroger, Albertsons to sell more stores, looking to appease regulators (WSJ)
  • The truth about organic milk (The Atlantic)
  • Modern clothing has a plastics problem (Globe and Mail)

Monday 22 April 2024

 Stephan's Monday Picks

  • Canada targets 12 foreign grocers to lure to food retailing market (WSJ)
  • Nordstrom to evaluate founding family's interest in pursuing take-private deal (Reuters)
  • Experts say Indigo needs a turnaround as privatization nears (Globe and Mail)
  • The unstoppable rise of Shein (The Guardian)
  • How Amazon became the largest private EV charging operator in the US (Bloomberg)

Friday 19 April 2024

 Stephan's Friday Picks

  • Welcome to pricing hell (The Atlantic)
  • Bayer, Nestle, Unilever, and other multinationals cut back in Africa (Bloomberg)
  • Five truths (and one lie) about corporate transformations (BCG)
  • Inside Amazon's secret operation to gather intel on rivals (WSJ)
  • From the archives (1997): Despite rebound by Amazon, more internet rivalry is ahead (WSJ)

Thursday 18 April 2024

 Stephan's Thursday Picks

  • A day in the life of a Walmart store manager (WSJ)
  • A tale of two sauces: Spicing up diversification (MIT Sloan Management Review)
  • Canada's inflation rate rose to 2.9% in March, boosted by higher prices (Globe and Mail)
  • Shein deliveries fuel UniUni's $50 million funding round (Bloomberg)
  • Cool comes to the humble produce aisle (WSJ)

Wednesday 17 April 2024

 Stephan's Wednesday Picks

  • Federal budget to include tax hikes for wealthiest Canadians, some corporations (Globe and Mail)
  • Customers flock to Costco to buy gold bars (NYT)
  • Ghost kitchens are disappearing, squeezed by demand and complaints (NYT)
  • The dairy industry's rebranding of bird flu (Vox)
  • Pharmacists file proposed lawsuit against Shoppers alleging practices compromised patient care (Globe and Mail)

Tuesday 16 April 2024

 Stephan's Tuesday Picks

  • Roger Martin: Strategy in highly fragmented industries (Medium)
  • Delivering greater value through loyalty and pricing (McKinsey)
  • Why is there so much plastic food packaging (NYT)
  • Pepsi, Doritos return to Carrefour (Washington Post)
  • Amazon to remove 'Just Walk Out' technology at U.S. grocery stores (WSJ)

Monday 15 April 2024

 Stephan's Monday Picks

  • Inside Amazon's push to crack Trader Joe's - and dominate everything (WSJ)
  • Tesco says price pressures easing as profits soar (BBC)
  • Psychological safety levels the playing field for employees (BCG)
  • Tupperware is in trouble (The Atlantic)
  • How far $100 goes at the grocery store after five years of inflation (WSJ)

Friday 12 April 2024

 Stephan's Friday Picks

  • The 67-hour rule (The Atlantic)
  • Australian grocery giants may face millions in fine under new grocery code (Bloomberg)
  • Grocery giants including Tesco, Woolworths team up to launch $125M VC fund (Reuters)
  • Amazon CEO Andy Jassy's 2023 Letter to Shareholders (Amazon)
  • Do we really want a food cartel (The Atlantic)

Thursday 11 April 2024

 Stephan's Thursday Picks

  • State of Grocery Europe 2024: Signs of hope (McKinsey)
  • Pay CEOs for performance, not failure (Globe and Mail)
  • How an Afghan supermarket chain in Hamilton is helping newcomers find work (CBC)
  • Big grocers, retailers want Ontario's recycling plan changed (CBC)
  • From the archives (2017): What happened to J Crew (NYT)

Wednesday 10 April 2024

 Stephan's Wednesday Picks

  • Jamie Dimon's Letter to Shareholders (JP Morgan Chase)
  • Generative AI is not ubiquitous in the business world - at least not yet (WSJ)
  • Provinces signal growing backlash against exclusive deals between insurers and pharmacies (Globe and Mail)
  • Meet the robots slicing your barbecue ribs (WSJ)
  • A growth journey toward green and local (McKinsey)

Tuesday 9 April 2024

 Stephan's Tuesday Picks

  • Roger Martin: Good Strategy / Bad Strategy & Playing to Win (Medium)
  • Tesco sits at the top of the food chain but rivals are getting peckish (Tesco)
  • Consumers hate 'price discrimination' but they sure love a discount (NYT)
  • How Emily Weiss influenced everything (Elle)
  • How some of your favourite brands are brought back from the dead (CBC)

Monday 8 April 2024

 Stephan's Monday Picks

  • Brands are concerned about how they're perceived by ChatGPT (Fast Company)
  • Daniel Kahneman: The unlikely economist (Morningstar)
  • Here's who should pay for everyone's Ozempic (Slate)
  • People are fed up with Loblaw's store prices. Would a boycott accomplish anything (CBC)
  • Canada's unemployment rate jumps to 6.1% as job creation stalls (Globe and Mail)

Friday 5 April 2024

 Stephan's Friday Picks

  • Women lead here - but why do so many of them leave (Globe and Mail)
  • Another AI target: Food waste (NYT)
  • A hit brands 'one size fits most' is dividing America's teens (WSJ)
  • Dollarama reports 24% profit boost in fourth quarter, hikes dividend (Globe and Mail)
  • From the archives (2021): The hog barons (Vox)

Thursday 4 April 2024

 Stephan's Thursday Picks

  • Big Food and dietitians push anti-diet advice, despite rising obesity (Washington Post)
  • Tina Lee reveals moments that changed everything (CBC)
  • Apotex `buys specialty pharma Searchlight in $500 million-plus move to diversify from generic drugs (Globe and Mail)
  • What we know - and don't - about the national school food program (CBC)
  • Canadian Tire's down year prompts zero bonuses for executives (Globe and Mail)

Wednesday 3 April 2024

 Stephan's Wednesday Picks

  • The new hotel essential: Easy take-out food (WSJ)
  • Investors spoiled for choice with top ice cream makers for sale (Ben & Jerry's)
  • How playing offense on sustainability can power e-commerce (McKinsey)
  • Quebec franchisees sue Tim Hortons, claiming declining profits (Globe and Mail)
  • Home Depot buys roofing distributor in deal valued at $18 billion including debt (WSJ)

Tuesday 2 April 2024

 Stephan's Tuesday Picks

  • Roger Martin: How to become a strategic CFO (Medium)
  • How Lidl's breakneck expansion came to a juddering halt (The Telegraph)
  • Inside the A&W test kitchen, a battlefield (CBC)
  • How fashion can afford and accelerate decarbonization (McKinsey)
  • Insolvencies, shifts in consumer behaviour keep liquidators busy (Globe and Mail)

Monday 1 April 2024

 Stephan's Monday Picks

  • When you miscalculate the value of brands (Rita McGrath)
  • Has the luxury e-commerce bubble burst (NYT)
  • A $20 billion merger depends on whether you think Walmart is a supermarket (WSJ)
  • Bank of Canada warns of 'low productivity emergency' (Globe and Mail)
  • Hershey, Mondelez bet big on Easter as cocoa price crisis looms (Reuters)

Thursday 28 March 2024

 Stephan's Thursday Picks

  • The fight for AI talent (WSJ)
  • Lidl US expands garden centre concept (Lidl)
  • Kroger to close three Ocado fulfillment centres (Grocery Dive)
  • Temporary residents jump to 2.7 million as Ottawa tries to curb migration (Globe and Mail)
  • From the archives (1992): Priced to go (The New Yorker)

Wednesday 27 March 2024

 Stephan's Wednesday Picks

  • Larry Fink's 2024 Annual Chairman's Letter to Shareholders (BlackRock)
  • Ontario College of Pharmacists seeks restrictions on exclusive deals with insurers (Globe and Mail)
  • Visa and Mastercard agree to cap swipe fees in settlement (NYT)
  • Lina Khan: America has a resiliency problem (Foreign Policy)
  • With move to limit temporary workers, Ottawa is 'attacking the demand curve now' (Globe and Mail)

Tuesday 26 March 2024

 Stephan's Tuesday Picks

  • Roger Martin: Michael Porter's three great strategy contributions (Medium)
  • One CEOs radical fix for corporate troubles: Purge the bosses (WSJ)
  • Philip Kotler and Giuseppe Stigliano on redefining retail (McKinsey)
  • Dynamic pricing is coming for everything (Vox)
  • This startup promised to help fashion go green. Brands didn't want to pay for it (WSJ)

Monday 25 March 2024

 Stephan's Monday Picks

  • Weston, McCain met to discuss bread prices, plaintiffs in class action lawsuit allege (Globe and Mail)
  • Large grocers took advantage of pandemic supply chain disruptions, F.T.C says (NYT)
  • Poland's grocery price war is spurring losses in retailer shares (Bloomberg)
  • With TikTok under fire, brands that rely on it worry (NYT)
  • Food weaponization makes a deadly comeback (Foreign Affairs)

Friday 22 March 2024

 Stephan's Friday Picks

  • Discount grocers smell opportunity amid rising prices (Washington Post)
  • Amazon's new focus: Fending off rivals Temu and Shein (WSJ)
  • Canada's population shock drives most of recent productivity declines (Globe and Mail)
  • Unilever approaches private equity for its ice cream business (FT)
  • From the archives (2000): Ben & Jerry's to Unilever, with attitude (NYT)

Thursday 21 March 2024

 Stephan's Thursday Picks

  • Wonder, Mac Lore's food-delivery startup, raises $700 million (WSJ)
  • Beauty stores like Sephora draw teens driven by social media (NYT)
  • Dynamic pricing is coming for grocery stores (NPR)
  • Canada's inflation rate takes a surprising dip to 2.8% (Globe and Mail)
  • How AI is transforming the business of advertising (FT)

Wednesday 20 March 2024

 Stephan's Wednesday Picks

  • AI-generated food photos look tastier than the real deal, study finds (National Post)
  • FedEx and Amazon discussed partnership as competition for returning packages intensifies (WSJ)
  • How dollar stores exacerbated American food deserts - and what it means when they leave them (Salon)
  • What must Nelson Peltz do to get some respect (NYT)
  • Ben & Jerry's owner loses its taste for ice cream (WSJ)

Tuesday 19 March 2024

 Stephan's Tuesday Picks

  • Roger Martin: Investment strategy and artificial intelligence (Medium)
  • Did a wine-world insider swindle his Bordeaux-swilling pals (Grub Street)
  • Costco is about to open sushi counters nationwide (Food & Wine)
  • Using AI to identify edible mushrooms could kill you (Washington Post)
  • Crafts retailer Joann goes bankrupt as consumers retreat (Bloomberg)

Monday 18 March 2024

 Stephan's Monday Picks

  • The Vicunas and the $9,000 sweater (Bloomberg)
  • Of course America fell for Liquid Death (The Atlantic)
  • Empire sees comparable sales growth, declining adjusted profits as shoppers feel inflation (Globe and Mail)
  • The delivery driver who took on his faceless boss (FT)
  • Amazon will let sellers paste a link so AI can make a product page (The Verge)

Friday 15 March 2024

 Stephan's Friday Picks

  • Harry Rosen launching $50-million overhaul of its retail stores over five years (Globe and Mail)
  • Why we're now living in the golden age of snack food (Bloomberg)
  • Shoppers Drug Mart says it doesn't have medication review targets, but records show it does (CBC)
  • How can we transition to a more sustainable protein production (BCG)
  • From the archives (1970): How Colonel Sanders built a fried chicken empire (The New Yorker)

Thursday 14 March 2024

 Stephan's Thursday Picks

  • We still don't know how much things cost (WSJ)
  • Dollar Tree, Family Dollar to close more than 1,000 stores (Washington Post)
  • Loblaw facing backlash as it tests receipt scanners at self-checkout (CBC)
  • HelloFresh investors struggle to swallow strategy revamp (Globe and Mail)
  • Altria Group plans to sell part of Anheuser-Busch stake (WSJ)

Wednesday 13 March 2024

 Stephan's Wednesday Picks

  • Marc Lore is trying to build the Amazon of food delivery (NYT)
  • Lego builds market share as ever-popular toy bricks defy demand drop (WSJ)
  • Walmart wants to teach store managers compassion (NYT)
  • How KitchenAid chooses colours for its appliances and cookware (Eater)
  • The new science of what ultra-processed food does to your brain (WSJ)

Tuesday 12 March 2024

 Stephan's Tuesday Picks

  • Roger Martin: Strategy & artificial intelligence (Medium)
  • When your restaurant cancellation fee costs as much as your dinner (NYT)
  • Manulife drug plan members continue to face barriers when trying to fill prescriptions at pharmacies of their choice (Globe and Mail)
  • Fruit chaos is coming (The Atlantic)
  • Chocolate makers try a new recipe: Less chocolate (Bloomberg)

Monday 11 March 2024

 Stephan's Monday Picks

  • How restaurants defied the doomers (The Atlantic)
  • Why cabbage is the coolest menu item (NYT)
  • Why you can't get a table for six at a restaurant (WSJ)
  • Consumer goods: A changing landscape for successful M&A (McKinsey)
  • New York-style bagels are making it big in London (NYT)

Friday 8 March 2024

 Stephan's Friday Picks

  • Analyzing the CEO-CMO relationship and its effect on growth (McKinsey)
  • Amazon is launching a smaller version of Whole Foods (Quartz)
  • Aldi to add 800 new U.S. grocery stores by 2028 (CNBC)
  • Europe is wargaming a food crisis (Bloomberg)
  • From the archives (1997): The forgotten benefactor of humanity (The Atlantic)

Thursday 7 March 2024

 Stephan's Thursday Picks

  • The $2.99 Trader Joe's tote is causing chaos (NYT)
  • Asia's e-commerce battleground is expanding fast (WSJ)
  • The mysterious rise of the Chinese ecommerce giant behind Temu (FT)
  • Temu's push into America pays off big for Meta and Google (WSJ)
  • Bank of Canada holds interest rate steady, offers few hints about timing of future cuts (Globe and Mail)

Wednesday 6 March 2024

 Stephan's Wednesday Picks

  • Enshrining structural presumptions governing mergers in the Competition Act is not good for Canada's competitiveness (CD Howe Institute)
  • Grocery prices are higher than ever - could chains like Walmart help (Vox)
  • Ozempic may blow the federal budget (NYT)
  • The battle over the trillion dollar weight-loss bonanza (The Economist)
  • Investors raise Macy's buyout bid (WSJ)

Tuesday 5 March 2024

 Stephan's Tuesday Picks

  • Roger Martin: The magnificent seven stocks (Medium)
  • The economics of smaller groceries (NYT)
  • The skyrocketing costs driving cheeseburger prices up - and restaurant owners out (WSJ)
  • The Body Shop to cut more than 200 jobs in Canada (Globe and Mail)
  • Macy's stores aren't fun places to shop. It's new CEO wants to fix that (WSJ)