Monday, 11 March 2024

 Stephan's Monday Picks

  • How restaurants defied the doomers (The Atlantic)
  • Why cabbage is the coolest menu item (NYT)
  • Why you can't get a table for six at a restaurant (WSJ)
  • Consumer goods: A changing landscape for successful M&A (McKinsey)
  • New York-style bagels are making it big in London (NYT)

Friday, 8 March 2024

 Stephan's Friday Picks

  • Analyzing the CEO-CMO relationship and its effect on growth (McKinsey)
  • Amazon is launching a smaller version of Whole Foods (Quartz)
  • Aldi to add 800 new U.S. grocery stores by 2028 (CNBC)
  • Europe is wargaming a food crisis (Bloomberg)
  • From the archives (1997): The forgotten benefactor of humanity (The Atlantic)

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)

Wednesday, 6 March 2024

 Stephan's Wednesday Picks

  • Enshrining structural presumptions governing mergers in the Competition Act is not good for Canada's competitiveness (CD Howe Institute)
  • Grocery prices are higher than ever - could chains like Walmart help (Vox)
  • Ozempic may blow the federal budget (NYT)
  • The battle over the trillion dollar weight-loss bonanza (The Economist)
  • Investors raise Macy's buyout bid (WSJ)

Tuesday, 5 March 2024

 Stephan's Tuesday Picks

  • Roger Martin: The magnificent seven stocks (Medium)
  • The economics of smaller groceries (NYT)
  • The skyrocketing costs driving cheeseburger prices up - and restaurant owners out (WSJ)
  • The Body Shop to cut more than 200 jobs in Canada (Globe and Mail)
  • Macy's stores aren't fun places to shop. It's new CEO wants to fix that (WSJ)

Monday, 4 March 2024

 Stephan's Monday Picks

  • Cost of capital and capital allocation (Morgan Stanley)
  • The zombie CVS, a late-capitalism horror story (Washington Post)
  • The Body Shop Canada to close 33 stores, end online sales (CBC)
  • Here's a reason why people may be gloomy about the economy: the cost of money (NPR)
  • Why Costco is so loved (The Economist)

Friday, 1 March 2024

 Stephan's Friday Picks

  • Corporate pressure led Shoppers Drug Mart staff to bill for unnecessary medication reviews, pharmacists say (CBC)
  • Amazon's big secret (The Atlantic)
  • Grocery prices, inflation, and 'bad vibes' (NYT)
  • Pharmacy association lodges Competition Bureau complaint over Express Scripts fees (Globe and Mail)
  • From the archives (2016): Rexall takeover shakes up pharmacy industry (Globe and Mail)