Wednesday, 9 March 2022

 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)

Tuesday, 8 March 2022

 Stephan's Tuesday Picks

  • Roger Martin: Corporate vs business unit strategy (Medium)
  • Chewy co-founder Ryan Cohen takes large stake in Bed, Bath & Beyond, pushes for changes (WSJ)
  • Ryan Cohen's letter to the Board (RC Ventures)
  • Uniqlo owner pledges to stay in Russia as wave of companies exit (Bloomberg)
  • The Navy SEAL-ification of Nerf (Intelligencer)

Monday, 7 March 2022

 Stephan's Monday Picks

  • Amazon under investor pressure over tax transparency (FT)
  • Autonomous supply chain planning for consumer goods companies (McKinsey)
  • Why we need to expand our crop menu (BBC)
  • The US is experiencing a food renaissance (Quartz)
  • How the home pantry get cheffy (Eater)

Friday, 4 March 2022

 Stephan's Friday Picks

  • There's not enough extra Canadian wheat to fill global shortfall (Bloomberg)
  • First The Gap, then chain drugstores and branch banks. Now comes the next retail cycle: Nothing (Curbed)
  • Amazon set to close bookstores, other shops in shift to grocery and fashion (WSJ)
  • Grocery prices rise in UK at fastest rate in eight years (The Guardian)
  • From the archives (2017): Customer loyalty is overrated (HBR)

Thursday, 3 March 2022

 Stephan's Thursday Picks

  • Have we reached peak plant milk? Not even close (NYT)
  • Walmart pushes new delivery services for a post-pandemic world (WSJ)
  • Edward Lampert retires as Seritage chair as REIT explores options (Bloomberg)
  • Bank of Canada raises policy interest rate (Bank of Canada)
  • Five ways to adapt pricing to inflation (McKinsey)

Wednesday, 2 March 2022

 Stephan's Wednesday Picks

  • Here comes the full Amazonification of Whole Foods (NYT)
  • How Ikea tricks you into buying more stuff (The Hustle)
  • Albertsons launches strategic review (WSJ)
  • Flashfood raises $12.3 million to scale its app (Tech Crunch)
  • Safeway, FreshCo workers in Manitoba vote in favour of strike (CBC)

Tuesday, 1 March 2022

 Stephan's Tuesday Picks

  • Warren Buffet's 2021 Letter to Shareholders (Berkshire Hathaway)
  • Roger Martin: How to get buy-in for your strategy (Medium)
  • A little noticed reason workers quit: Too little work (WSJ)
  • Pet Valu announces acquisition of Chico, Quebec's largest pet specialty retailer (Newswire)
  • Target is raising its minimum wage to $24 in some markets (WSJ)