Showing posts with label Temu. Show all posts
Showing posts with label Temu. Show all posts

Wednesday, 7 January 2026

 Stephan's Wednesday Picks

  • Ikea battles Amazon and Temu as market shifts bring pain (Bloomberg)
  • America is falling out of love with pizza (WSJ)
  • Claire's enters UK insolvency as Modella blames high street pain (Bloomberg)
  • AB InBev buys back $3 billion stake in U.S. metal container facility to boost supply security(WSJ)
  • Ford vows to ban Crown Royal from LCBO after plant shutdown (Globe and Mail)

Tuesday, 6 May 2025

 Stephan's Tuesday Picks

  • Roger Martin: Training a novice strategist (Medium)
  • 3G to buy Skechers footwear brand for $9.4 billion (Bloomberg)
  • Temu stops China shipments to U.S. consumers (WSJ)
  • When launching a product during a recession pays off (MIT SMR)
  • High beef costs hurt Tyson Foods (WSJ)

Thursday, 1 May 2025

 Stephan's Thursday Picks

  • Is this the end of cheap stuff (Bloomberg)
  • Amazon pressures suppliers to cut pries to limit Trump tariff shock (FT)
  • Healthy sodas are drawing Coca-Cola's and PepsiCo's attention (Bloomberg)
  • How 5 restaurants work wonders with no kitchens (NYT)
  • US shoppers pay for Trump tariffs on Temu, doubling some prices (Bloomberg)

Monday, 21 April 2025

 Stephan's Monday Picks

  • Nestle chided over lack of transparency in Perrier filtering (Bloomberg)
  • Inside Home Depot's $20 billion secret garden (WSJ)
  • Pepsi vs. Coke: How the soda rivals are faring in the tariff war (WSJ)
  • Temu and Shein will raise prices for US customers due to Trump's tariffs (AP)
  • Americans are obsessed with protein and it's driving nutrition experts nuts (WSJ)

Tuesday, 8 October 2024

 Stephan's Tuesday Picks

  • Roger Martin: The signs of a good CEO (Medium)
  • Amazon and Temu's new battleground: Winning over sellers (WSJ)
  • How online retailers can avoid costly out-of-stock issues (HBR)
  • Sometimes the best restaurant is inside the grocery store (NYT)
  • Winemaker Duckhorn agrees to be taken private in $1.95 billion deal (WSJ)

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)

Thursday, 22 August 2024

 Stephan's Thursday Picks

  • How Costco hacked the American shopping psyche (NYT)
  • 7-Eleven deal talk reflects allure of Japanese convenience stores (Bloomberg)
  • Shein sues Temu over copyright infringement, alleges rival loses money on every sale (CNBC)
  • Businesses prepare for turmoil ahead of possible Canadian rail shutdown (Globe and Mail)
  • Can plastic waste be transformed into food for humans (Undark)

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)

Friday, 22 March 2024

 Stephan's Friday Picks

  • Discount grocers smell opportunity amid rising prices (Washington Post)
  • Amazon's new focus: Fending off rivals Temu and Shein (WSJ)
  • Canada's population shock drives most of recent productivity declines (Globe and Mail)
  • Unilever approaches private equity for its ice cream business (FT)
  • From the archives (2000): Ben & Jerry's to Unilever, with attitude (NYT)

Thursday, 7 March 2024

 Stephan's Thursday Picks

  • The $2.99 Trader Joe's tote is causing chaos (NYT)
  • Asia's e-commerce battleground is expanding fast (WSJ)
  • The mysterious rise of the Chinese ecommerce giant behind Temu (FT)
  • Temu's push into America pays off big for Meta and Google (WSJ)
  • Bank of Canada holds interest rate steady, offers few hints about timing of future cuts (Globe and Mail)

Friday, 16 February 2024

 Stephan's Friday Picks

  • Colorado sues to stop $25 billion Kroger-Albertsons merger (Reuters)
  • Roark said to weigh IPO of Dunkin' owner Inspire Brands (Bloomberg)
  • The spend, spend, spend strategy behind Temu's rapid ascent in America (WSJ)
  • Canadian Tire profit falls nearly 68% as consumers remain wary amid uncertain economy (Globe and Mail)
  • From the archives (2013): Kroger buys rival grocer Harris Teeter, citing potential for growth (NYT)

Wednesday, 14 February 2024

 Stephan's Wednesday Picks

  • As war expands, Sudan could face a national famine by July (Globe and Mail)
  • What happened to The Body Shop (CBC)
  • Temu will bludgeon you into knowing its name (The Atlantic)
  • The revolution that died on its way to dinner (NYT)
  • Couche-Tard CEO made over $132 million from stock options over the last year (Globe and Mail)

Monday, 8 January 2024

 Stephan's Monday Picks

  • Google is finally killing cookies. Advertisers still aren't ready (WSJ)
  • AI is coming for the influencers (New York Magazine)
  • Aldi and Lidl hail Christmas boost from bargain hunters (BBC)
  • Carrefour drops PepsiCo products in France over price increases (NYT)
  • Behind cheap stuff from Shein and Temu: A hard bargain with suppliers (WSJ)

Wednesday, 27 December 2023

 Stephan's Wednesday Picks

  • How Dyson took over TikTok (The Atlantic)
  • Temu and Shein are shipping millions of packages a day (WSJ)
  • You wanted lower food prices, Ottawa gave you political theatre (Globe and Mail)
  • South Korea will police 'shrinkflation' at the supermarket (WSJ)
  • The English muffin problem (The Atlantic)

Tuesday, 19 December 2023

 Stephan's Tuesday Picks

  • We're all addicted to cheap stuff - and Temu knows it (Vox)
  • Inside the mad dash to buy your Walmart and Amazon returns (Washington Post)
  • The biggest problem with lab-grown chicken is growing the chicken (Bloomberg)
  • Chobani buys coffee company La Colombe for $900 million (Reuters)
  • Step inside the secretive world of toymakers (CBC)

Tuesday, 1 August 2023

 Stephan's Tuesday Picks

  • Roger Martin: How Brands Grow & Playing to Win (Medium)
  • Shein and Temu ramp up war for U.S. shoppers (WSJ)
  • The rise and fall of Bud Light (The Atlantic)
  • The perils of highly processed food (The New Yorker)
  • A multi-lens approach to finding growth in consumer brands (McKinsey)