Wednesday 31 January 2024

 Stephan's Wednesday Picks

  • Sainsbury's update looks set to please investors with simplified strategy (WSJ)
  • Industry minster urges Competition Bureau to conduct follow-up study of grocery prices (CBC)
  • TikTok tests feature that could make all videos shoppable (Bloomberg)
  • Amazon ends $1.7B iRobot acquisition in rare victory for tech regulators (Washington Post)
  • Metro's first quarter sales near $5 billion, but profit slips (Globe and Mail)

Tuesday 30 January 2024

 Stephan's Tuesday Picks

  • Roger Martin: The strategic leverage of where to play (Medium)
  • Why Walmart pays its truck drivers six figures (Freight Waves)
  • Where Southerners go to fill the tank and feed the family (NYT)
  • Leon's Furniture plans to build new Toronto neighbourhood with nearly 4,000 housing units (Globe and Mail)
  • Hottest job in Corporate America? The executive in charge of A.I. (NYT)

Monday 29 January 2024

 Stephan's Monday Picks

  • The great freight-train heists of the 21st century (NYT)
  • How Walmart's financial services became a fraud magnet (Propublica)
  • The forgotten genius who changed British food (The Guardian)
  • How Houthi attacks have upended global shipping (NYT)
  • Caffeine's dirty little secret (The Atlantic)

Friday 26 January 2024

 Stephan's Friday Picks

  • Anthony Albanese announces year-long investigation into Australian supermarket prices (The Guardian)
  • Shein backers offer to sell at 30% discount as IPO prospects dim (Bloomberg)
  • The curious history of Pac-Man snacks (The Guardian)
  • Does negative advertising pay off for consumer brands (WSJ)
  • From the archives (2013): Michael Mauboussin: Measuring the moat (Credit Suisse)

Thursday 25 January 2024

 Stephan's Thursday Picks

  • Pret a Manger opens first standalone restaurant in Canada with Toronto location (Globe and Mail)
  • The menu trends that define dining right now (NYT)
  • French regulator fines Amazon $35M over its surveillance system of warehouse workers (Tech Crunch)
  • Walmart closes Store No. 8 innovation unit (WSJ)
  • Fighting back against the algorithms (Rita McGrath)

Wednesday 24 January 2024

 Stephan's Wednesday Picks

  • Where textile mills thrived, remnants battle for survival (NYT)
  • Gummy vitamins are just candy (The Atlantic)
  • Manulife partners with Aeroplan over digital health-care initiative (Globe and Mail)
  • ADM plunges most on record after probe, CFO placed on leave (Bloomberg)
  • LVMH's Arnault set to propose sons Alexandre, Frederic for company's board (Bloomberg)

Tuesday 23 January 2024

 Stephan's Tuesday Picks

  • Roger Martin: Superstition & strategy (Medium)
  • One city and three retailers tried to fight shoplifting. The stores closed anyway (WSJ)
  • Ex-Louis Vuitton CEO to lead LVMH fashion brands after reshuffle (Bloomberg)
  • EU Commission intends to block Amazon's iRobot acquisition (WSJ)
  • Macy's rejects Arkhouse's $5.8 billion bid, citing financing concerns (Reuters)

Monday 22 January 2024

 Stephan's Monday Picks

  • Why every coffee shop looks the same (The Guardian)
  • Uniqlo sues Shein over alleged copy of its 'Mary Poppins bag' (CBC)
  • Stanley cups are just water bottles (The Atlantic)
  • Bell, Best Buy team up to re-brand The Source (Globe and Mail)
  • Loblaw backs away from plan to end 50% discount on food nearing best-before date (CBC)

Friday 19 January 2024

 Stephan's Friday Picks

  • Pepsi vs Carrefour: a battle inflamed by French retail rules (FT)
  • Amazon to invest in Diamond Sports Group as part of bankruptcy deal (ESPN)
  • Macy's to cut about 2,350 stores, close 5 stores (WSJ)
  • Zara billionaire grabs chance to buy up discounted real estate (FT)
  • From the archives (2015): Shifting from star performer to star manager (HBR)

Thursday 18 January 2024

Stephan's Thursday Picks

  • The trends defining the $1.8 trillion global wellness market (McKinsey)
  • Uber to close alcohol delivery app Drizly (WSJ)
  • You will miss the pizza delivery driver (The Atlantic)
  • Scientists tricked our brains into craving ultra-processed foods - and now people are fighting back (Globe and Mail)
  • Renting clothes was supposed to be the future of fashion. Then shoppers got board (WSJ)

Wednesday 17 January 2024

 Stephan's Wednesday Picks

  • DavidsTea steeped in turmoil but determined not to sell (Globe and Mail)
  • Loblaws will no longer offer 50% off discount on expiring products (CBC)
  • RBI buying top Burger King franchisee in $1-billion deal (Globe and Mail)
  • Food marketing in the Ozempic age (NYT)
  • Inflation heats up in December, posing a challenge for the Bank of Canada (Globe and Mail)

Tuesday 16 January 2024

 Stephan's Tuesday Picks

  • Roger Martin: Why you should be afraid of 'great execution' (Medium)
  • Halal food industry growing to meet demand as Muslim population continues rising (Globe and Mail)
  • Supermarkets agree to accept smaller vegetables from rain-soaked UK farms (The Guardian)
  • Why Rexall's American owner wants to sell the pharmacy chain - and might unload it at a loss (Globe and Mail)
  • How smart marketing, scarce supply, and unique colours made the Stanley cup a must-have item (CBC)

Monday 15 January 2024

 Stephan's Monday Picks

  • The barcode engineered its own downfall (The Atlantic)
  • Rexall pharmacy chain put up for sale as American owner rethinks Canadian footprint (Globe and Mail)
  • Farming is a dirty word now (The Guardian)
  • The meme king of longevity now wants to sell you olive oil (NYT)
  • At Kernel, Chipotle's Steve Ells is still trying to solve lunch (Grub Street)

Friday 12 January 2024

 Stephan's Friday Picks

  • The growing link between microbes, mood, and mental health (Knowable Magazine)
  • No, that's not Tayler Swift peddling Le Creuset cookware (NYT)
  • The Stanley water bottle craze, explained (Vox)
  • Where the CEO of Walmart U.S turns for advice (WSJ)
  • From the archives (2008): Wal-Mart chief offers a social manifesto (NYT)

Thursday 11 January 2024

 Stephan's Thursday Picks

  • Is America's ultra-processed diet that bad? Big Food fights back (WSJ)
  • Walmart experiments with AI to enhance customers' shopping experiences (AP)
  • Instacart is bringing ads to its smart carts (Fast Company)
  • Sainsbury's could have done more given fall in consumer costs (WSJ)
  • Retailers battle fraudulent returns (WSJ)

Wednesday 10 January 2024

 Stephan's Wednesday Picks

  • PepsiCo, Carrefour bicker over who dumped who (WSJ)
  • Annual Review of Shareholder Activism (Lazard)
  • Plant-based has lost all meaning (The Atlantic)
  • Why some Canadians are feeling duped about their breakfast cereal (CBC)
  • Why McDonald's has been raising prices (Vox)

Tuesday 9 January 2024

 Stephan's Tuesday Picks

  • An innovation wake-up call for CPG companies (BCG)
  • The woman shaking up the $50 billion instant ramen industry (WSJ)
  • California is solving its water problems by flooding its best farmland (Wired)
  • Walmart abandons plan to open fulfillment centre in Quebec (CBC)
  • FDA to issue first approval for mass drug imports to states from Canada (NYT)

Monday 8 January 2024

 Stephan's Monday Picks

  • Google is finally killing cookies. Advertisers still aren't ready (WSJ)
  • AI is coming for the influencers (New York Magazine)
  • Aldi and Lidl hail Christmas boost from bargain hunters (BBC)
  • Carrefour drops PepsiCo products in France over price increases (NYT)
  • Behind cheap stuff from Shein and Temu: A hard bargain with suppliers (WSJ)

Friday 5 January 2024

 Stephan's Friday Picks

  • Jeff Bezos bets on a Google challenger using AI to try to upend Internet search (WSJ)
  • Lululemon seeks distance from founder Chip Wilson's diversity comments (Bloomberg)
  • Supermarket chain Jumbo says shoplifting exceeds annual profits (FT)
  • Big Fashion still hasn't figured out how to pay a living wage (WSJ)
  • From the archives (2005): How Costco became the anti-Walmart (NYT)

Thursday 4 January 2024

 Stephan's Thursday Picks

  • How a super affordable bakery chain became a British culinary icon (NYT)
  • Covid slashed customer choices. This is why they aren't coming back (WSJ)
  • Amazon crackdown on sellers spawns new legal industry (FT)
  • Shopify is preparing to compete for a big piece of retail commerce (Globe and Mail)
  • He revived Old Spice. Can this CEO revive a sneaker brand that lost its cool (WSJ)

Wednesday 3 January 2024

 Stephan's Wednesday Picks

  • What if farmers had to pay for water (NYT)
  • How Ikea downsized to go downtown (WSJ)
  • The rise and fall of Alibaba (FT)
  • The rise and fall of prime rib nation (NYT)
  • India's food security problem is also the world's (WSJ)

Tuesday 2 January 2024

 Stephan's Tuesday Picks

  • How a crisis in truck driving could change life in Japan (NYT)
  • Why is LED light so bad (The Strategist)
  • How America's diet is fueling the groundwater crisis (NYT)
  • Loss of cooking skills has hurt our ability ot adapt to rising food prices (CBC)
  • Diplomacy is best conducted at the dinner table (NYT)