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)