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)

Tuesday, 19 November 2024

 Stephan's Tuesday Picks

  • Roger Martin: Racing to the bottom (Medium)
  • Delivery Hero aims to raise around $1.5 billion in Talabat IPO (WSJ)
  • Jose Andres aims to transform dining. This time, at the airport (NYT)
  • What we can learn from chicken economics (Bloomberg)
  • For decades, installing E.V. chargers didn't pay off for retailers. Now it does (NYT)

Monday, 18 November 2024

 Stephan's Monday Picks

  • 7-Eleven owner considers going private in Japan's biggest $58 billion buyout (Bloomberg)
  • The 25 most influential cookbooks over the last 100 years (NYT)
  • Amazon Haul is an omen (The Atlantic)
  • Returns are a headache. More retailers are saying 'just keep it' (NYT)
  • FedEx's new CEO is charting his own path - in the Smith family's shadow (Bloomberg)

Friday, 15 November 2024

 Stephan's Friday Picks

  • Generative AI: The packaging and paper industry's next frontier (McKinsey)
  • General Mills to acquire cat food, pet treating business for $1.45 billion (WSJ)
  • Ben & Jerry's says parent Unilever silenced it over Gaza stance (Reuters)
  • Marc Lore's startup Wonder to buy Grubhub (WSJ)
  • From the archives (2018): Chinese grocery's age of empires (Oliver Wyman)

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)

Wednesday, 13 November 2024

 Stephan's Wednesday Picks

  • The secret world of Aldi Australia (The Guardian)
  • The state of fashion 2025 (McKinsey)
  • Alcohol brands tap the art world to woo younger drinkers (NYT)
  • Amazon targets delivery operations in bid for bigger grocery business (WSJ)
  • Many retailers offer 'returnless refunds'. Just don't ask them to say for which products (AP)

Tuesday, 12 November 2024

 Stephan's Tuesday Picks

  • Roger Martin: Strategy on rugged landscapes (Medium)
  • Galen Weston on facing his critics and changing Canada's economic narrative (The Logic)
  • Voice of the global farmer 2024 (McKinsey)
  • A food allergy fix hiding in plain sight (The Atlantic)
  • Asda has 'slightly lost the plot', says supermarket's chair Stuart Rose (Bloomberg)