Showing posts with label private equity. Show all posts
Showing posts with label private equity. Show all posts

Tuesday, 24 February 2026

 Stephan's Tuesday Picks

  • Danone sales rise on high-protein, medical nutrition demand (Bloomberg)
  • How Paris' working class dining experience is reshaping restaurant experiences in France (The Conversation)
  • Egg prices collapse as once-empty shop shelves now overstuffed (Bloomberg)
  • There's a reason American kids are such picky eaters (NYT)
  • Walgreens cuts hundreds of jobs after private equity buyout (Bloomberg)

Wednesday, 18 June 2025

 Stephan's Wednesday Picks

  • The aisle-prowling Albertsons CEO taking on Kroger (WSJ)
  • Can Lububu, this ugly elf, make China cool (NYT)
  • Kraft Heinz is ditching artificial dyes (WSJ)
  • Swiss chocolate dynasty doubles down on private equity (Bloomberg)
  • Chobani CEO says food system needs immigration to function (WSJ)

Monday, 5 May 2025

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)

Thursday, 20 February 2025

Stephan's Thursday Picks

  • Heineken CEO aims to tap into thirst for zero-alcohol beer (WSJ)
  • How a resurgent Walmart saw off the Amazon threat (FT)
  • China's love affair with luxury has cooled (WSJ)
  • Walgreens gains after CNBC says Sycamore takeout is 'alive' (Bloomberg)
  • 'Gut pop' is injecting new fizz into the beverage aisle (WSJ)

Wednesday, 20 November 2024

 Stephan's Wednesday Picks

  • Robots struggle to match workers on 'really hard' jobs (NYT)
  • Walmart raises outlook on strong spending from value-seekers (Bloomberg)
  • Blackstone strikes deal for Jersey Mike's subs (WSJ)
  • CVS strikes deal with activist Glenview Capital for four board seats (CNBC)
  • The case against deli meat (Grub Street)

Monday, 7 October 2024

 Stephan's Monday Picks

  • Can a neon-blue gummy worm cocktail save the movies (NYT)
  • How far would you go for a single bite (NYT)
  • We're drowning in reusable bags. Are bag profits preventing big grocers from adopting sustainable solutions (CBC)
  • The price of private equity may be too high for Asda (FT)
  • The airline retailing opportunity (McKinsey)

Monday, 5 February 2024

 Stephan's Monday Picks

  • Loblaw CEO Per Bank isn't here to be famous (Globe and Mail)
  • How Emily Weiss if fixing Glossier (FT)
  • Made in Bangladesh (CBC)
  • Indigo's controlling shareholder looks to take the company private (Globe and Mail)
  • Big Milk's supply management sank yet another trade deal - it holds too much influence (Globe and Mail)

Thursday, 5 October 2023

 Stephan's Thursday Picks

  • Carlyle is dismantling US consumer team in buyout shift (Bloomberg)
  • Amazon used secret 'Project Nessie' algorithm to raise prices (WSJ)
  • For U.S. consumers, it's a matter of 'and', not 'or' (WSJ)
  • Cargill's pandemic-era chicken-bet is finally ready to pay off (Bloomberg)
  • How firms set prices during periods of inflation (Bank of Canada)

Tuesday, 26 September 2023

 Stephan's Tuesday Picks

  • Roger Martin: Measuring, managing, and mattering (Medium)
  • What Big Tech knows about your body (The Atlantic)
  • Can private equity be .... nice (Slate)
  • Amazon's new challenge: Bargain retailers that are playing a new game (WSJ)
  • Amazon to invest up to $4 billion in AI startup Anthropic (Bloomberg)

Wednesday, 12 April 2023

 Stephan's Wednesday Picks

  • How ice (and slurpees) made life worth living (WSJ)
  • The brutal math of DoorDash and Uber Eats (NYT)
  • Whole Foods explores building off-site kitchens to supply food bars (WSJ)
  • Social commerce is remaking online shopping (BCG)
  • Private equity's food binge goes sour (WSJ)

Wednesday, 1 March 2023

 Stephan's Wednesday Picks

  • Is private equity tearing the soul out of Morrisons (The Guardian)
  • Why retailers fail to adopt advanced data analytics (HBR)
  • British growers warn of leek shortage amid 'challenging weather' (Bloomberg)
  • Sake is booming in America (NYT)
  • Ozempic is changing the definition of being thin (The Cut)

Thursday, 12 January 2023

 Stephan's Thursday Picks

  • Noma, rated the world's best restaurant, is closing its doors (NYT)
  • The pandemic was good for retailers. What happens next (Bloomberg)
  • The price of pasta is surging, but discounts could be next (Globe and Mail)
  • UPS and the package wars (The New Yorker)
  • Vitamin Shoppe owner Franchise Group considers going private (WSJ)

Tuesday, 15 November 2022

 Stephan's Tuesday Picks

  • Coffee market goes cold as Brazilian weather normalizes (WSJ)
  • Have Canadian policymakers made Shopify untouchable (Globe and Mail)
  • This farmer says he reluctantly throws out enough cauliflower to feed a province (CBC)
  • The private equity guys trying to shoplift a supermarket chain before they sell it (Slate)
  • How to make corn more like cactus (Knowable Magazine)
  • Amazon is said to plan to lay off thousands of employees (NYT)

Thursday, 10 November 2022

 Stephan's Thursday Picks

  • Leger polling company acquires U.S. market research firm to expand into consumer goods (Globe and Mail)
  • Inside the underground market for fake Amazon reviews (Wired)
  • Empire tight-lipped about IT issues impacting its pharmacies (CBC)
  • Crunch time as crisp makers adopt plastic-free packets (BBC)
  • Chief performance officers can be a secret ingredient for private equity success. Here's why (McKinsey)

Friday, 6 May 2022

 Stephan's Friday Picks

  • Fast, cheap, and out of control. Inside Shein's rise (Wired)
  • When you live in remote Alaska, your Doordash order comes by plane (Food & Wine)
  • Makers of Dawn dish soap, Heinz Ketchup, Clorox, boost defenses against store brand rivals (Reuters)
  • Quebec maple syrup company Bernard & Fils aims to tap into global market with Bain Capital's takeover (Globe and Mail)
  • From the archives (2000): The tire queen gets a flat (Globe and Mail)

Friday, 1 April 2022

 Stephan's Friday Picks

  • Dollarama set to hike prices up to $5 (Globe and Mail)
  • Brand loyalty takes a hit due to inflation, shortages (WSJ)
  • Consortium to buy Nielsen for $10 billion (WSJ)
  • Power Corp of Canada buys Lios Partners to create new agri-food private equity fund (Globe and Mail)
  • From the archives (2019): L'Express, the beloved Montreal bistro where so much began (NYT)

Monday, 21 March 2022

 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)

Monday, 10 January 2022

 Stephan's Monday Picks

  • Court gives go-ahead to class action lawsuit over price fixing (Globe and Mail)
  • Private equity firms will bend for a $21 billion grocery deal (Bloomberg)
  • Hidden markups, missed sales on Instacart leaves customers feeling 'ripped off' (CBC)
  • How many bagels does it take to keep a place in business (NYT)
  • Interview: Ryan Peterson, founder and CEO of Flexport (Noahpinion)

Tuesday, 23 November 2021

 Stephan's Tuesday Picks

  • Bottlenecks: Causes and macroeconomic implications (BIS)
  • Mattress maker Casper to be taken private by private equity firm (CNBC)
  • Net promoter 3.0 (HBR)
  • Unilever to sell Lipton Tea owner to CVC Capital for $5 billion (Bloomberg)
  • Starbucks and Amazon team up on first store (Fast Company)

Wednesday, 1 September 2021

 Stephan's Wednesday Picks

  • Yandex buys Uber out of food delivery, self-driving venture (Bloomberg)
  • Private equity companies all want the same thing: British companies (NYT)
  • Starbucks workers in Buffalo seek union vote (NYT)
  • Allbirds files for IPO, reveals losses (CNBC)
  • Online bed enthusiasts are making DIY mattresses (Vice)