Tuesday, 11 June 2024

 Stephan's Tuesday Picks

  • Roger Martin: The downside of scaling strategies (Medium)
  • How the fridge changed flavor (The New Yorker)
  • The ballad of Birkenstock (Bloomberg)
  • Food companies are still paying the price for years of inflation (WSJ)
  • The food fight for Swiss Chalet is a lesson for all family owned companies (Globe and Mail)

Monday, 10 June 2024

 Stephan's Monday Picks

  • Why are Target and Walgreens slashing prices (The Cut)
  • Ultra-cheap meals from China's delivery giant are hugely popular. Deliver drivers are bearing the cost (Rest of World)
  • Canadian agri-tech tackles food insecurity with AI and automation (Globe and Mail)
  • Canadian retailer Simons is expanding. Can it succeed where its peers couldn't (CBC)
  • Japan runs on vending machines. It's about to break millions of them (NYT)

Friday, 7 June 2024

 Stephan's Friday Picks

  • Harnessing analytics and AI to shape the future of mobility retail (McKinsey)
  • This is peak subscription (The Atlantic)
  • Mindshare matters. Now markets can measure it (BCG)
  • Why Lululemon's stock is going out of fashion (WSJ)
  • From the archives (2015): Lululemon combines Ayn Rand and yoga (NYT)

Thursday, 6 June 2024

 Stephan's Thursday Picks

  • Best Buy catches AI fever (WSJ)
  • Walmart CEO Doug McMillon's success story (Fortune)
  • Retailers hate when you buy big things on your laptop (WSJ)
  • How Beyond Meat is trying to get its sizzle back (LA Times)
  • Dollar Tree explores sale of Family Dollar (WSJ)

Wednesday, 5 June 2024

 Stephan's Wednesday Picks

  • Why US grocers must play to their strengths (BCG)
  • Canada's first full-scale free grocery store to open in Regina (CBC)
  • Generative AI is now scanning your Amazon packages for defects before they get shipped out (Fast Company)
  • Companies are getting smarter about raising their prices (Bloomberg)
  • Nestle CEO says feeding ageing populations a priority as birth rates fall (FT)

Tuesday, 4 June 2024

 Stephan's Tuesday Picks

  • Strategy & Scale: Lessons from architecture (Medium)
  • Are loyalty card discounts a good deal for UK consumers (The Guardian)
  • Walmart Canada CEO sees growth in groceries as $3.5 billion revamp plan unfolds (Globe and Mail)
  • Waitrose committed to paying more for cocoa. Chocolate bar sales skyrocketed (WSJ)
  • Feeling consumers' pain, retailers bring back discounts (NYT)

Monday, 3 June 2024

 Stephan's Monday Picks

  • Dr. Pepper ties Pepsi as America's #2 soda (WSJ)
  • Amazon to expand drone delivery service after clearing FAA hurdle (CNBC)
  • Costco and BJ's, usually go-to's for everyday foods, now gobbling up discretionary market share (WSJ)
  • Why Canadians pay different prices for the same groceries (CBC)
  • Asics stock catches fire along with its dad shoes (WSJ)