Stephan's Tuesday Picks
Showing posts with label convenience stores. Show all posts
Showing posts with label convenience stores. Show all posts
Tuesday, 17 March 2026
Labels:
amazon,
artificial intelligence,
Asia,
content,
convenience stores,
meat,
strikes
Tuesday, 3 February 2026
Stephan's Tuesday Picks
- Roger Martin: Fixing strategy (Medium)
- Lululemon blames customers again after see-through leggings fiasco (Bloomberg)
- America's convenience store conundrum (The Atlantic)
- With generic Ozempic coming to Canada, the race is on (Globe and Mail)
- Nestle's chief is in turnaround mode. He drinks eight cups of coffee a day (NYT)
Labels:
convenience stores,
Lululemon,
Nestle,
Ozempic,
strategy
Monday, 2 February 2026
Stephan's Monday Picks
- Can department stores be fun again (NYT)
- Saks has to look luxury to sell luxury (Bloomberg)
- How chatbots might reshape retail (FT)
- Walmart's new CEO takes over with $1 trillion valuation within reach (Bloomberg)
- So long, frozen juice from concentrate. The once-popular canned drink leaves shelves this year (CBC)
Thursday, 11 September 2025
Stephan's Thursday Picks
- Is America ready for Japanese-style 7-Eleven's (NYT)
- Why 7-Eleven and other convenience stores in Japan are so special (NYT)
- AB Foods slumps as Primark owner bemoans challenging environment (Bloomberg)
- The Starbucks turnaround that has baristas and customers steamed (NYT)
- Soon, even your Starbucks latte can come with protein. Is this trend healthy, or just good business (CBC)
Monday, 28 July 2025
Stephan's Monday Picks
- Pepsi introduces prebiotic cola months after Poppi acquisition (CNBC)
- 7-Eleven parent fires back over 'highly misleading' statement after deal talks break off (Globe and Mail)
- As consumers lose their appetite, food brands fight to keep Wall St. happy (NYT)
- After pledging to keep prices low, Amazon hiked them on hundreds of essentials (WSJ)
- Health-Ade Kombucha sells for $500 million (WSJ)
Labels:
amazon,
convenience stores,
food trends,
M&A,
PepsiCo,
pricing
Friday, 30 May 2025
Stephan's Friday Picks
- The billion-dollar battle to own 7-Eleven (Bloomberg)
- E.l.f Beauty to acquire Hailey Bieber skincare brand Rhode in deal valued at $1 billion (CNBC)
- Barbecue maker Napoleon has always been proud to be made-in-Canada. But a closer look shows the harsh reality of manufacturing at home (Globe and Mail)
- Costco defies tariff volatility with higher profit, lower prices (Bloomberg)
- From the archives (2017): The case for good jobs (HBR)
Labels:
** From the Archives **,
beauty,
convenience stores,
Costco,
jobs,
M&A,
quarterly earnings
Thursday, 27 February 2025
Stephan's Thursday Picks
- Instacart falls on disappointing sales, earnings outlook (Bloomberg)
- TJX expects more growth this year (WSJ)
- Itochu withdraws from Seven & i buyout planned by retailer's founding family (Globe and Mail)
- Is bird flu the only reason egg prices are soaring (NYT)
- Would you pay $34 for shrimp cocktail (NYT)
Tuesday, 18 February 2025
Stephan's Tuesday Picks
- Roger Martin: Tariffs and strategy (Medium)
- Walmart is retail king again. Can it keep the crown (WSJ)
- Japan perfected 7-Eleven. Why can't the U.S. get it right (Bloomberg)
- Uber sues DoorDash over food delivery practices (WSJ)
- Can surf and turf survive a trade war (Globe and Mail)
Labels:
convenience stores,
food delivery,
food trends,
strategy,
tariffs,
Walmart
Friday, 10 January 2025
Stephan's Friday Picks
- CBC investigation uncovers grocers overcharging customers by selling underweighted meat (CBC)
- Tesco backs profit target after Christmas sales growth (WSJ)
- 7-Eleven owner reports profit drop, keeps guidance (WSJ)
- Ottawa targets raft of U.S. goods, including steel products and Florida orange juice, for tariffs (Globe and Mail)
- From the archives (2005): Wal-Mart: A progressive success story (Jason Furman)
Labels:
** From the Archives **,
convenience stores,
Loblaw,
meat,
quarterly earnings,
Sobeys,
tariffs,
Tesco,
Walmart
Thursday, 19 December 2024
Stephan's Thursday Picks
- A 7-Eleven heirs $50 billion fight to keep the company in the family (NYT)
- Albertsons is mad at Kroger (Bloomberg)
- Nearly a fifth of Canada's food production facilities deemed low risk without being assessed, data reveal (Globe and Mail)
- Walmart has a tough battle ahead in India (Bloomberg)
- Why Christmas trees in Europe are so much cheaper than in Canada (CBC)
Labels:
Albertsons,
Christmas,
convenience stores,
Kroger,
Walmart
Monday, 2 December 2024
Stephan's Monday Picks
- The sand wars dividing cranberry growers and their neighbours (WSJ)
- At 7-Eleven, Couche-Tard wins by losing out (Globe and Mail)
- How Harry & David gest 20,000 pears to doorsteps for the holidays (WSJ)
- Grupo Bimbo suing Maple Leaf Foods for more than $2 billion over alleged bread price fixing probe (Globe and Mail)
- Shoppers fight back as retailers crack down on returns (WSJ)
Labels:
agriculture,
competition bureau,
convenience stores,
Couche-Tard,
M&A,
Maple Leaf Foods,
returns
Thursday, 14 November 2024
Stephan's Thursday Picks
- Loblaw to cut prices at Shoppers Drug Mart as customers pull back (Globe and Mail)
- 7-Eleven owner receives buyout offer from founder's son (WSJ)
- Amazon launches online digital storefront to better compete with Shein and Temu (Globe and Mail)
- The case for wine with less alcohol - and fewer calories (WSJ)
- Canada's government intervenes to end port shutdowns (WSJ)
Labels:
alcohol,
amazon,
convenience stores,
Loblaw,
M&A,
ports,
quarterly earnings
Tuesday, 1 October 2024
Stephan's Tuesday Picks
- Roger Martin: Personal effectiveness strategy (Medium)
- Vintage shopping is booming. Banana Republic and others get in on the action (NYT)
- Major CVS shareholders plans activist push (CNBC)
- Is food the new fuel? Convenience stores look to become food destinations (Globe and Mail)
- Inside Domino's quest to revive sales with 'emergency pizza (WSJ)
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)
Labels:
climate change,
convenience stores,
Couche-Tard,
M&A,
population growth
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)
Labels:
Asia,
convenience stores,
Couche-Tard,
dynamic pricing,
food trends,
liquor,
M&A
Monday, 26 August 2024
Stephan's Monday Picks
- Why 7-Eleven is a national treasure in Japan (NYT)
- How Lidl accidentally took on the big guns of cloud computing (FT)
- Dino falls victim to price war between Polish supermarket chains (Bloomberg)
- A TikTok cucumber salad trend sets of shortage in Iceland groceries (NYTNYT)
- How consumers saved money on groceries in 1982 (CBC)
Labels:
convenience stores,
Couche-Tard,
inflation,
lidl,
M&A,
social media
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)
Labels:
convenience stores,
Costco,
Couche-Tard,
M&A,
Shein,
strikes,
supply chain,
Temu
Monday, 18 December 2023
Stephan's Monday Picks
- Sainsbury's boss defends decision to sell customers' Nectar card data (The Guardian)
- Convenience stores would rather sell you pizza than gas (WSJ)
- Campari buys Courvoisier from Beam Suntory for $1.2 billion (Bloomberg)
- How to reach sustainable packaging targets in retail (McKinsey)
- The self-checkout even the haters will love (WSJ)
Labels:
checkout,
convenience stores,
liquor,
loyalty,
M&A,
packaging,
Sainsbury's,
sustainability
Thursday, 19 October 2023
Stephan's Thursday Picks
- Canada's inflation rate dips to 3.8% (Globe and Mail)
- Barnes & Noble sets itself free (NYT)
- How the British corner shop has set itself free (The Guardian)
- Taller box, less cereal? Calls for more transparency when companies shrink your groceries (CBC)
- Amazon introducing warehouse overhaul with robotics to speed deliveries (WSJ)
Labels:
amazon,
books,
convenience stores,
inflation,
robotics,
shrinkflation
Monday, 27 March 2023
Stephan's Monday Picks
- The chaotic, dispiriting work of liquidating Harmon stores (NYT)
- After eight years, Domino's Pizza gives up on Italy (Bloomberg)
- Activist hedge fund pushes for fuel giant Parkland Corp. to be broken up (Globe and Mail)
- How companies can build an institutional capability to achieve competitive advantage (McKinsey)
- Starbucks new CEO trained as barista to prepare for role (WSJ)
Labels:
activist investors,
bankruptcy,
Bed Bath & Beyond,
CEO transition,
convenience stores,
gas stations,
pizza,
Starbucks
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