Tuesday, 11 March 2025

 Stephan's Tuesday Picks

  • Roger Martin: Management tasks, responsibilities, practices, and playing to win (Medium)
  • Why Canadian grocery shoppers are seeing discounts, despite tariffs (Globe and Mail)
  • Kroger seeks to shuffle supply chain, sidestep tariffs (WSJ)
  • More CEOs are getting fired. Blame FOMO boards (Bloomberg)
  • Food beyond sustenance: A conversation with Mars' Shaid Shah (McKinsey)

Monday, 10 March 2025

 Stephan's Monday Picks

  • Hudson's Bay granted creditor protection to restructure its business (Globe and Mail)
  • Hudson's Bay anticipates closing about half its 80 stores in restructuring plan (Globe and Mail
  • Walgreens seals $10 billion take private deal with Sycamore (WSJ)
  • Walgreens goes from $100 billion health giant to private equity salvage project (WSJ)
  • Couche-Tard holds talks for US shops sale in Seven & i deal (Bloomberg)

Friday, 7 March 2025

 Stephan's Friday Picks

  • Canadian Tire launches new $2 billion investment plan (Globe and Mail)
  • Kroger gives upbeat outlook while questions swirl around CEO (Bloomberg)
  • Starbucks CEO tells workers to step it up after layoffs (WSJ)
  • Walmart asks Chinese suppliers for major price cuts on Trump tariffs (Bloomberg)
  • From the archives (2022): Canadian Tire spending $3.4 billion over four years to expand products, bolster operations (Globe and Mail)

Thursday, 6 March 2025

 Stephan's Thursday Picks

  • McDonald's gives its restaurants an AI makeover (WSJ)
  • Bain is said to be near a deal to buy Seven & i's supermarket assets (Bloomberg)
  • KKR, Walmart to sell Japan supermarket Seiyu for $2.5 billion (WSJ)
  • Tariffs add a new shock to food supply chains (NYT)
  • How Mondelez will sell America on Sour Patch Kids that glow under a blacklight (WSJ)

Wednesday, 5 March 2025

 Stephan's Wednesday Picks

  • Monster shrugs off Alani Nu popularity, saying it will hit growth cap (Bloomberg)
  • Forget McDonald's. This Chinese fast food chain is now the world's biggest (WSJ)
  • The global matcha boom is driving a shortage in Japan (Bloomberg)
  • Mountain Equipment Co. faces lawsuit over unpaid bills (Globe and Mail)
  • Walmart wants to be something for everyone in a divided America (Bloomberg)

Tuesday, 4 March 2025

 Stephan's Tuesday Picks

  • Trump says 'no room left' for talks, confirms 25% tariffs on Canada, Mexico to take effect Tuesday (Globe and Mail
  • Roger Martin: Starbucks and strategic entropy (Medium)
  • Seven & i shares fall amid report it may reject buyout offer (Bloomberg)
  • Pink gold (Globe and Mail)
  • Sycamore nears acquisition of Walgreens Boots Alliance (Bloomberg)

Monday, 3 March 2025

 Stephan's Monday Picks

  • Couche-Tard eyes friendly takeover talks with Seven & i after white knight bid derailed (Globe and Mail)
  • How much should an egg really cost (The Atlantic)
  • PayPal needs help from its oldest friends - consumers (WSJ)
  • What does it take to quit shopping? Mute, delete, and unsubscribe (NYT)
  • How to escape Trump's trade trap? Put food first (Globe and Mail)