Friday, 26 July 2024

 Stephan's Friday Picks

  • A user's guide to the end of the world (as we know it) (RBC)
  • The country where you can buy meat in a lab (NYT)
  • Reckitt to sell some home-care brands, review infant formula unit in shake-up (WSJ)
  • The real reason Erewhon is a cult brand (Bloomberg)
  • From the archives (2021): Pellet ice is the good ice (The New Yorker)

Thursday, 25 July 2024

 Stephan's Thursday Picks

  • Why millennials and Gen Z-ers fight over socks (Bloomberg)
  • Abercrombie won by leaving teens behind. Sibling brand Hollister is taking the opposite approach (WSJ)
  • Caisse de depot sells $700 million of Couche-Tard shares back to the company (Globe and Mail)
  • Searching for the next hot cooking oil? It could come from algae (WSJ)
  • Bank of Canada cuts key rate to 4.5%, tees up additional easing with focus on downside risks (Globe and Mail)

Wednesday, 24 July 2024

 Stephan's Wednesday Picks

  • Online shopping has become a giant fake product machine (Bloomberg)
  • Returns of the 'Amazombies': Unwanted packages are a retail nightmare (Washington Post)
  • Halal meat is big business both within and beyond Muslim communities (CBC)
  • Buyout firm L Catterton approaches Mattel with buyout offer (Reuters)
  • Competition Bureau outlines what can be considered corporate greenwashing (Globe and Mail)

Tuesday, 23 July 2024

 Stephan's Tuesday Picks

  • Roger Martin: A strategic framework for growth (Medium)
  • Fairfax strikes $1.7 billion deal to buy Sleep Country Canada (Globe and Mail)
  • Shipping costs are spiking again (Globe and Mail)
  • Why couches aren't built like they used to be (Bloomberg)
  • Luxury brands need to win back middle-class shoppers (WSJ)

Monday, 22 July 2024

 Stephan's Monday Picks

  • Big box retailers can't raise prices forever (BloombergBloomberg)
  • Fast food chains' value menu wars are a boon to consumers (Washington Post)
  • The zombie mall king doesn't want to be a bottom-feeder forever (Bloomberg)
  • The billionaire criminal who secretly profited off Jack Ma's deals (NYT)
  • All major Canadian grocers agree to sign on to code of conduct (Globe and Mail)

Friday, 19 July 2024

 Stephan's Friday Picks

  • Shoppers Drug Mart strikes partnership with blood testing startup Truvian Health (Globe and Mail)
  • How retailers can attract and retain a strong frontline workforce in 2024 (McKinsey)
  • Kroger-Albertsons deal is haunted by 'spectacular' previous failure (BloombergBloomberg)
  • Plan Automation seeing growing demand for x-ray machines for food (Globe and Mail)
  • From the archives (2015): Albertsons struggling after trying to digest Haggen stores (WSJ)

 Stephan's Thursday Picks

  • Kraft Heinz names new North American CMO amid moves to make its foods healthier (WSJ)
  • What was up with grocery prices (\Liberty Street Economics)
  • Rise in sales at Quebec liquor storesnear Ontario amid LCBO strike (Globe and Mail)
  • The secret meaning of Prime Day (The Atlantic)
  • EssilorLuxxotica taps streetwear audience with Supreme deal (Reuters)

Wednesday, 17 July 2024

 Stephan's Wednesday Picks

  • Think your grocery bill is high? Try eating gluten-free (CBC)
  • Amazon's Prime Day is a 'major cause of injuries' for workers, Senate probe finds (WSJ)
  • Pete Wells is stepping down as New York Times food critic (Food and Wine)
  • Hugo Boss joins Burberry in warning about luxury spending (WSJ)
  • Britain approves lab-grown meat for pet food (NYT)

Tuesday, 16 July 2024

 Stephan's Tuesday Picks

  • Roger Martin: Positional goods and strategy (Medium)
  • Amazon hits prime time for earnings expansion (WSJ)
  • How Joy ice cream cones are made (Bloomberg)
  • The real estate scion behind the Saks and Neiman Marcus marriage (WSJ)
  • Matty Matheson on balancing fame on The Bear with Ontario farm life at home (Globe and Mail)

Monday, 15 July 2024

 Stephan's Monday Picks

  • Gen AI: Too much spend, too little benefit? (Goldman Sachs)
  • Food companies feel the pain as consumers reject higher prices (Washington Post)
  • Have potato chips reached peak price (WSJ)
  • Why America's berries have never tasted so good (WSJ)
  • How Janet Yellen became an unlikely culinary diplomat (NYT)

Friday, 12 July 2024

 Stephan's Friday Picks

  • Costco hikes membership fee for the first time since 2017 (CNBC)
  • The sad future of grocery shopping (The Atlantic)
  • Robot-packed meals are coming to the frozen-food aisle (MIT Technology Review)
  • TikTok Shop is intentionally annoying (Vox)
  • From the archives (2017): Costco to raise membership fees, higher costs take toll on profits (WSJ)

Thursday, 11 July 2024

 Stephan's Thursday Picks

  • Amazon says it reached a climate goal seven years early (NYT)
  • Coffee prices set to rise even higher, warns Lavazza (FT)
  • The high cost of misaligned analytics and business goals (HBR)
  • What your grocery cart says about you (NYT)
  • US retailers paying premium to place big bets on holidays (FT)

Wednesday, 10 July 2024

 Stephan's Wednesday Picks

  • Maple Leaf Foods to spin off pork business into new public company (Globe and Mail)
  • The enduring allure of Hamptons private chefs (Washington Post)
  • Daniel Guidara opens up (NYT)
  • Inside Coty's makeover (McKinsey)
  • America's biggest nonalcoholic beer brand doubles its valuation (WSJ)

Tuesday, 9 July 2024

 Stephan's Tuesday Picks

  • Roger Martin: The five deadliest strategy myths (Medium)
  • Shein and Temu are swamping air freight capacity, sending rates soaring (WSJ)
  • Carlsberg to buy soft drink maker Britvic for $4.2 billion (WSJ)
  • The un-branding of Abercrombie (The Cut)
  • The House of Arnault (Bloomberg)

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)