Monday, 30 September 2024

 Stephan's Monday Picks

  • Food influencers are eating old school critics for lunch (Globe and Mail)
  • Putting olive oil in a squeeze bottle earned this company a cult following (Bloomberg)
  • Uber's next act: Taking on Amazon (FT)
  • First came the $100 wide-leg jean. Then the $700 shopping spree (Bloomberg)
  • Couche-Tard's Alain Bouchard: "Pathological entrepreneur" swooping on 7-Eleven (FT)

Friday, 27 September 2024

 Stephan's Friday Picks

  • Nearly 1 in 10 people in B.C. are non-permanent residents (Globe and Mail)
  • Taking on food emissions at their origin and consumption (NYT)
  • Some 7-Eleven owners in Japan welcome foreign bid (Reuters)
  • Couche-Tard's 'Cowboy Canadian' eyes his 7-Eleven prize, but the stakes are high (Globe and Mail)
  • From the archives (2013): Canadian population passes 35 million (CBC)

Thursday, 26 September 2024

 Stephan's Thursday Picks

  • Restaurant portions are about to get smaller. Are Americans ready? (NYT)
  • Shein faces Italian antitrust scrutiny over environmental claims (WSJ)
  • One bright spot amid the industry's gloom: Natural wine (NYT)
  • How Hello Kitty took over the world (WSJ)
  • Statistics Canada says the population grew 0.6% in the second quarter to 41,288,599 (Globe and Mail)

Wednesday, 25 September 2024

 Stephan's Wednesday Picks

  • Norway's high-stakes gamble on sustainable salmon farming (Globe and Mail)
  • How food critic Keith Lee reviews restaurants (NYT)
  • Grocery chains are bigger than ever. See who runs the stores near you (Washington Post)
  • The magic behind Shein's rise comes under threat: duty-free shipping (WSJ)
  • China to investigate U.S. retailer, sending message over Xinjiang (NYT)

Tuesday, 24 September 2024

 Stephan's Tuesday Picks

  • Roger Martin: Overcoming the integrative strategy challenge (Medium)
  • Ontario grocery store operators raise concerns about requirement to take back empty alcohol containers (Globe and Mail)
  • Shaking the wild banana (NYT)
  • Australia supermarkets sued over fake discount claims (BBC)
  • Tesco's Aldi price-matched items are not like-for-like, report says (The Guardian)

Monday, 23 September 2024

 Stephan's Monday Picks

  • Why 'chaos wheat' is the future of bread (Washington Post)
  • To sell their merger, two supermarkets try to redefine the 'grocery store' (Bloomberg)
  • The hidden environmental cost of food (NYT)
  • Target names PepsiCo's Jim Lee as finance chief (WSJ)
  • These seven food entrepreneurs are changing eco-conscious diners (Bloomberg)

Friday, 20 September 2024

 Stephan's Friday Picks

  • Maveron's investment in Rebelstork (Medium)
  • Amazon's new 'Shark Tank'-style show gives winners top billing in its store (WSJ)
  • The French parfumer behind the internet's favourite fragrance (The New Yorker)
  • Dollar stores expand aggressively even as sales shrink (WSJ)
  • From the archives (2014): How a lopsided recovery fueled the dollar store wars (NYT)

Thursday, 19 September 2024

 Stephan's Thursday Picks

  • Women in the workplace 2024 (McKinsey)
  • The Tupperware party is over: Iconic kitchenware maker files for bankruptcy (WSJ)
  • The beauty boom and beyond: Can the industry maintain its growth (McKinsey)
  • Kroger antitrust case could open up a new bag of M&A possibilities (WSJ)
  • Tesco plans to expand use of AI to personalize how people shop (FT)

Wednesday, 18 September 2024

 Stephan's Wednesday Picks

  • The customized drink is out of control (NYT)
  • What's ahead for food (WSJ)
  • Amazon tells employees to return to office five days a week (NYT)
  • Couche-Tard tests Japan's foreign investment reforms with 7-Eleven bid (Globe and Mail)
  • Softbank-backed Swiggy said to eye India IPO filing this week (Bloomberg)

Tuesday, 17 September 2024

 Stephan's Tuesday Picks

  • Roger Martin: Strategy for start-ups - redux (Medium)
  • From bad to worse: Canada's productivity slowdown is bad for everyone (TD)
  • He used to bag groceries. Now Kroger's CEO is trying to save a $20 billion deal (WSJ)
  • The plastics industry wants to redefine what's 'recyclable' (Propublica)
  • Lego's business cards are made of Lego - but not for long (WSJ)

Monday, 16 September 2024

 Stephan's Monday Picks

  • Why loyalty programs fail (HBR)
  • Sobeys parent Empire sees modest sales increase in first quarter (Globe and Mail)
  • Lululemon is seeing a slowdown in its women's business. Has it reached its ceiling (WSJ)
  • The man who made Nike uncool (Bloomberg)
  • New tariff rules could reverse a 'paradigm shift' in retail (NYT)

Friday, 13 September 2024

 Stephan's Friday Picks

  • Canada Bread seeks damages from Maple Leaf Foods related to alleged bread price-fixing scheme (Globe and Mail)
  • General Mills to sell North American yogurt business for $2.1 billion (WSJ)
  • Just miles from Kroger's court battle, a food desert shows what's at stake (NYT)
  • Amazon Fresh introduces new grocery savings for Prime members (Amazon)
  • From the archives (2019): Amazon's press-to-order Dash buttons are officially discontinued (The Verge)

Thursday, 12 September 2024

 Stephan's Thursday Picks

  • Combining fresh with grocery convenience (Deloitte)
  • Lidl boosts UK sales as Asda struggles (Bloomberg)
  • A TikTok fad fills grocery stores with singles (NYT)
  • Asian sunscreens are all the rage, so why can't you buy them in Canada (CBC)
  • Dollarama sees rise in second-quarter profits, sales as customers hunt for deals (Globe and Mail)

Wednesday, 11 September 2024

 Stephan's Wednesday Picks

  • Mario Draghi: The future of European competitiveness (European Commission)
  • Warmer temperatures have put chinook salmon - and a way of life - in grave danger (CBC)
  • Starbucks's new CEO targets hectic stores, overwhelming menus (WSJ)
  • Canadian GDP likely fell short of Bank of Canada's forecast, economist say (Globe and Mail)
  • Campbell Soup sets sights on name change, new growth (WSJ)

Tuesday, 10 September 2024

 Stephan's Tuesday Picks

  • Roger Martin: (Playing to Win) x 5 (Medium)
  • Couche-Tard urges 7-Eleven parent to continue talks (Globe and Mail)
  • What the real estate industry needs to know about the future of experiential retail (McKinsey)
  • Grocery price inflation: Is corporate greed to blame (NPR)
  • Discount retailer Big Lot files for bankruptcy (WSJ)

Monday, 9 September 2024

 Stephan's Monday Picks

  • How Staples Canada is pivoting as tech joins pens and paper in the new hybrid world (The Star)
  • The story of the great Lego spill (NYT)
  • Warmer temperatures have put chinook salmon - and a way of life - in grave danger (CBC)
  • The Kroger-Albertsons deal has a chance (FT)
  • How machines learned to discover drugs (The New Yorker)

Friday, 6 September 2024

 Stephan's Friday Picks

  • Rexall's U.S. owner sells pharmacy chain to Canadian private equity firm Birch Hill (Globe and Mail)
  • Retail's outperformers: Lessons in value creation (McKinsey)
  • Couche-Tard says it is 'confident' about takeover as questions swirl over price (Globe and Mail)
  • Pivotal week ahead in Kroger-Albertsons case as F.T.C. lands early blows (WSJ)
  • From the archives (2016): Rexall takeover shakes up the drugstore industry (Globe and Mail)

Thursday, 5 September 2024

 Stephan's Thursday Picks

  • Temu's parent, a victim of competition or its own success (WSJ)
  • The anatomy of the chief of staff role in eight charts (McKinsey)
  • Nordstrom family bids again to take company private (WSJ)
  • Organize your kitchen like a chef, not an influencer (Vox)
  • Stores are small now (The Atlantic)

Wednesday, 4 September 2024

 Stephan's Wednesday Picks

  • How Athletic Brewing conquered the drink market (Fast Company)
  • How dynamic pricing spread from plane tickets to concerts (Bloomberg)
  • A new era dawns as beer and wine hit convenience store shelves (Globe and Mail)
  • The takeover fight that could reshape Japan (FT)
  • From Starbucks to specialty cafes, the new arms race in the coffee wars (NYT)

Tuesday, 3 September 2024

 Stephan's Tuesday Picks

  • Roger Martin: 7 Powers and Playing to Win (Medium)
  • Ina Garten and the age of abundance (The New Yorker)
  • What happens after the baby boomers retire (Statistics Canada)
  • Nerf blasters and Lego rockets: Another mall evolution (NYT)
  • Economist Eugene Fama: Efficient markets is a hypothesis, not a reality (FT)