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)