Tuesday 12 November 2024

 Stephan's Tuesday Picks

  • Roger Martin: Strategy on rugged landscapes (Medium)
  • Galen Weston on facing his critics and changing Canada's economic narrative (The Logic)
  • Voice of the global farmer 2024 (McKinsey)
  • A food allergy fix hiding in plain sight (The Atlantic)
  • Asda has 'slightly lost the plot', says supermarket's chair Stuart Rose (Bloomberg)

Monday 11 November 2024

 Stephan's Monday Picks

  • Walmart's antidote to locked-up products: A key on your phone (Bloomberg)
  • Spending rebound may be on the way, but consumer sentiment remains low, Canadian Tire CEO says (Globe and Mail)
  • Sainsbury's backs guidance on hopes of Argos sales rebound (WSJ)
  • A turning point for private brands: How retailers can seize the opportunity (McKinsey)
  • Blackstone to take Retail Opportunity Investments private in $4 billion deal (WSJ)

Friday 8 November 2024

 Stephan's Friday Picks

Thursday 7 November 2024

 Stephan's Thursday Picks

  • In changing climate, retailers turning to weather strategies (Reuters)
  • Power and influencers: CEOs on social media (FT)
  • Is your 'conglomerate discount' a performance discount or a communication problem (McKinsey)
  • Why you can probably ditch fabric softener (Washington Post)
  • Amazon CEO denies full in-office mandate is 'backdoor layoff' (Reuters)

Wednesday 6 November 2024

 Stephan's Wednesday Picks

  • Tim Hortons parent misses analysts' estimates as demand slows (Globe and Mail)
  • Dollar Tree, squeezed by weak spending, appoints interim CEO (Bloomberg)
  • Kroger finalizes $1.37 billion opioid settlement (WSJ)
  • Primark owner AB Foods profit rises ahead of expectations (WSJ)
  • Bernard Marcus, a billionaire founder of Home Depot, dies at 95 (Bloomberg)

Tuesday 5 November 2024

 Stephan's Tuesday Picks

  • Roger Martin: The origins of business strategy & Playing to win (Medium)
  • Couche-Tard targets more fresh food in 7-Eleven pursuit (WSJ)
  • Competition Bureau says preferred pharmacy networks may reduce patient choice (Globe and Mail)
  • TGI Fridays files for Chapter 11 bankruptcy (NYT)
  • Whether 7-Eleven is bought or not, convenience store consolidation looms (WSJ)

Monday 4 November 2024

 Stephan's Monday Picks

  • Sainsbury's to rival Aldi prices in smallest stores (BBC)
  • It took 3 years to convince Costco to buy her snacks - that was the easy part (WSJ)
  • Starbucks CEO promises 4-minute coffee in sales turnaround (Bloomberg)
  • Toronto luxury retailers are reviving in-store shopping (Globe and Mail)
  • The mysterious fees inflating your grocery bill (WSJ)

Friday 1 November 2024

 Stephan's Friday Picks

  • Loblaw, Empire call for end to real estate exclusivity clauses amid Competition Bureau probe (Globe and Mail)
  • Per Bank: To improve grocery competition, end all commercial property controls (Globe and Mail)
  • Reckitt shares surge after baby formula lawsuit win (WSJ)
  • Amazon keeps profit margins in orbit (WSJ)
  • From the archives (2022): The baby formula crisis (NYT)