Stephan's Wednesday Picks

• Your holiday party food should be a shrimp tower (NYT)
• Sylvain Charlebois: The quiet transformation of Canada's grocery industry (National Post)
• The grocery code of conduct takes effect next month. Its first enforcer has a 'big job' ahead (Globe and Mail)
• The hottest toy of the year is made by a tech startup you've never heard of (WSJ)
• The cult of Kohl's cash (WSJ)

 Stephan's Wednesday Picks

• Chinese e-commerce giants make expensive bets on fast deliveries (Reuters)
• Are we ending the golden age of secondhand shopping (WSJ)
• Danone buys majority stake in plant-based formula maker Kate Farms (WSJ)
• Kohl's is looking to refinance just as it searches for a new CEO (Bloomberg)
• Carney's new cabinet adds several rookies, moves Anand to Foreign Affairs (Globe and Mail)

Stephan's Monday Picks

• Big Farming's big battleground: an English village making a stand (Bloomberg)
• How Scheel's conquered Middle America (Washington Post)
• Chef Boyardee sold to private equity for $600 million (WSJ)
• Kohl's CEO fired for funneling business to romantic partner (WSJ)
• The MAHA-friendly app that's driving food companies crazy (WSJ)

 Stephan's Tuesday Picks

• Roger Martin: Playing to Win / Practitioner Insights Series Year IV Review (Medium) 
• The era of finance CEOs running retailers is over (Bloomberg)
• How Vuori became one of the hottest names in fashion (NYT)
• Kohl's shoppers want its new CEO to undo what the last one did (WSJ)
• The Westons have donated to health and environmental causes for years. Now they're backing startups in both areas (Globe and Mail)

 Stephan's Friday Picks

• Delivering the strategy: The COO agenda (McKinsey)
• Target's slide from cheap chic to dull chore (WSJ)
• Licking this 'lollipop' will allow you to taste virtual flavours (Ars Technica)
• Kohl's CEO gives a mea culpa (WSJ)
• From the archives (2016): How a hedge fund saved Olive Garden by fixing its breadsticks (Vanity Fair)

 Stephan's Monday Picks

• Kohl's chief executive, Michelle Gass, to depart to join Levi's (NYT)
• Canadian Tire profits falls 20% as costs rise, consumer habits shift amid high inflation (Globe and Mail)
• Giant Tiger CEO departs amid efforts to position retailer as go-to discount store for inflation weary shoppers (FP)
• The rise and fall of the drugstore chains (Slate)
• The scent of flavour (Inference)

 Stephan's Monday Picks

• Costco sales rise as inflation continues to weigh on consumers (WSJ)
• Activist investor pushes Kohl's to oust its CEO and chairman (CNBC)
• Jana Partners has nearly 10% stake in Freshpet, sources say (WSJ)
• Why India's small sellers still don't trust Amazon (Rest of World)
• The YouTube baker fighting back against deadly 'craft hacks' (MIT Technology Review)

 Stephan's Monday Picks

• Shein's rise was nearly overnight. The backlash came just as fast (WSJ)
• Does your strategy have a spine (HBR)
• Grocery delivery companies race to compete in quick-commerce (Globe and Mail)
• Kohl's ends sale talks with Franchise Group, lowers outlook (CNBC)
• Tesco can afford to squeeze Heinz in 'Beansgate' (Bloomberg)

 Stephan's Wednesday Picks

• Kohl's enters exclusive talks to be sold to Vitamin Shoppe owner (WSJ)
• Plant milk is coming for your kids (Bloomberg)
• Amazon fired Chris Smalls. Now the union leader is one of their biggest problems (Vox)
• Almost a quarter of Canadians report eating less than they should due to rising prices (CBC)
• Target warns profit will drop because it has too much inventory (WSJ)

 Stephan's Monday Picks

• Sycamore and Hudson's Bay prepare Kohl's bids (WSJ)
• How did a vast Amazon warehouse change life in a former mining town (FT)
• How to get groceries without using much gas (Bloomberg)
• Putting the 'A' back in SG&A (McKinsey)
• Amazon closes MGM deal after regulators decline to oppose it (Bloomberg)

 Stephan's Wednesday Picks

• New Zealand supermarkets given three years to boost competition (Bloomberg)
• How war in Ukraine drives up inflation at U.S. farms and supermarkets (WSJ)
• Kohl's plans to open smaller shops and aims to make Sephora a $2 billion business (CNBC)
• Lululemon, which grew rapidly in pandemic, will soon offer shoes (NYT)
• Amazon acquires Veeqo, a startup that helps companies manage their business online (CNBC)

 Stephan's Wednesday Picks

Inflation hits three-decade high (Globe and Mail)

The powerful role financial incentives can play in transformations (McKinsey)

Kohl's receives $9 billion offer backed by activist investors (NYT)

Unilever simplifies organization (Unilever)

Surging food prices turn more shoppers into bargain hunters (WSJ)

 Stephan's Thursday Picks

• Larry Fink's Annual 2022 Letter to CEOs (BlackRock)
• Kohl's is urged by Macellum to make changes or explores sale (WSJ)
• Ralph Lauren CEO says metaverse is way to tap into younger customers (CNBC)
• Can anyone satisfy Amazon's demand for electric vehicles (NYT)
• Ikea's climate footprint shrinks from pre-pandemic level despite record sales (Reuters)

 Stephan's Friday Picks

• New Zealand considers breaking up grocery duopoly (The Guardian)
• Michelle Gass of Kohl's on shifting from survival to growth (McKinsey)
• We're Ben and Jerry. Men of ice cream. Men of principle (NYT)
• The Chobani story (Neckar's Notes)
• From the archives (2010): Gillette's latest innovation in razors: The 11-cent blade (WSJ)