Tuesday, 8 April 2025

 Stephan's Wednesday Picks

  • Walmart confident about tariff resilience despite sales volatility (WSJ)
  • Apparel brands grappling with 'tariff hell' (CBC)
  • Hershey strikes $750 million deal for LesserEvil popcorn brand (WSJ)
  • Leaders in Latin American CPG: A commercial excellence revolution (McKinsey)
  • Walgreens sales rise on U.S. retail pharmacy segment growth (WSJ)

 Stephan's Tuesday Picks

  • Roger Martin: Personality and strategy (Medium)
  • The journey of an Ontario-grown cucumber into U.S. cities offers a glimpse into a delicate supply chain (Globe and Mail)
  • Beef is expensive. Meatpackers are scraping every morsel from bones (WSJ)
  • More grocery stores that are also great restaurants (NYT)
  • Loyalty points aren't worth what they used to be (Bloomberg)

Monday, 7 April 2025

 Stephan's Monday Picks

  • Carrefour raises offer to take Brazilian grocery unit private (Bloomberg)
  • As it seeks sale, Hudson's Bay mulls fate of trove of art, artifacts, including 1670 charter (Globe and Mail)
  • Dollarama CEO expects trade war with U.S. to hit discount stores (Globe and Mail)
  • Where will we eat when the middle class restaurant is gone (NYT)
  • A Danish supermarket hits back against U.S. tariffs (Bloomberg)

Friday, 4 April 2025

 Stephan's Friday Picks

  • The new Pepsi challenge: Saving Pepsi from years of decline (WSJ)
  • Hudson's Bay pitches plan to save six stores and e-commerce business (Globe and Mail)
  • Steak fries: Deservedly reviled or underappreciated edible spoons (NYT)
  • Eating your way through Europe. Or anywhere really (NYT)
  • From the archives (2003): Kmart's Eddie Lampert struggles to bring profit to retailer (Bloomberg)

Thursday, 3 April 2025

 Stephan's Thursday Picks

  • Amazon's new AI agent is designed to do your shopping (The Verge)
  • Chipotle went on a seven-year quest to find avocados outside of Mexico (WSJ)
  • Walmart keeps price pressure on suppliers after Beijing pushback (Bloomberg)
  • Ben & Jerry's co-founder calls on Unilever to 'set it free' (WSJ)
  • Amazon's new movie strategy starts with theatres (NYT)

Wednesday, 2 April 2025

 Stephan's Wednesday Picks

  • Walmart bets $6 billion on Mexico even as economy slows (Bloomberg)
  • That H&M model showing off a new look might be a digital clone (NYT)
  • How Costco's Kirkland Signature brand became a powerhouse (WSJ)
  • Ultra luxe food supplier thrives on cravings for snow crab and wagyu (WSJ)
  • With Shake Shack in first class, airline food is no longer a joke (Bloomberg)

Tuesday, 1 April 2025

 Stephan's Tuesday Picks

  • Roger Martin: Playing to win & regional strategy (Medium)
  • Why is it so hard to find a good nonalcoholic wine (NYT)
  • New Zealand mulls interventions to break supermarket duopoly (Bloomberg)
  • Is Ozempic really the reason Americans are snacking less (WSJ)
  • Is the doggy bag dead (NYT)