- Wal-Mart launches new front in U.S. price war, targets Aldi in grocery aisle (Reuters)
- Dealmaker Michael Klein helped kill Kraft Heinz bid for Unilever (Financial Times)
- Concerns grow that loyalty programs may have fallen miles behind customer needs (Canadian Business)
- The new battleground for marketing led growth (MQ)
- CPG now spends more on digital than traditional ads, but shoppers doubt they work (AdAge)
Tuesday, 28 February 2017
Stephan's Tuesday Picks
Monday, 27 February 2017
Stephan's Monday Picks
- Warren Buffett's Letter to Shareholders (Berkshire Hathaway)
- Inside the brutal transformation of Tim Hortons (Globe and Mail)
- The supermarket food gamble may be up (The Guardian)
- Giant Tiger and other discounters in expansion mode (CBC)
- Sworn to secrecy, drugstores stay silent as customers overpay (Bloomberg)
Labels:
3G,
agriculture,
M&A,
pharmaceutical industry,
pricing,
strategy
Friday, 24 February 2017
Stephan's Friday Picks
- Consumers don't want Amazon or Google to help them shop (Bloomberg)
- TJ Maxx shouldn't discount department store lessons (Gadfly)
- Turning rewards into loyalty (Bain)
- Hudson's Bay Co. misled consumers on mattress prices, says Competition Bureau (CBC)
- Inside the 'treasure hunt': The five keys to Costco Canada's success (Financial Post)
Thursday, 23 February 2017
Stephan's Thursday Picks
- At Kroger, technology is changing the grocery-store shopping experience (WSJ)
- How to save a dying mall (Bloomberg)
- Raising the steaks: the Seattle startup crowd-funding sustainable beef (The Guardian)
- Are your employees putting the company's interests first (Kellogg Insight)
- Unilever to review strategy after rejecting $143-billion Kraft bid (Globe and Mail)
Wednesday, 22 February 2017
Stephan's Wednesday Picks
- Rollback: Wal-Mart to focus more on everyday low pricing initiative (Globe and Mail)
- How the cookie fortune crumbles: Dare family embroiled in lawsuit over company's fate (National Post)
- Hedge funds' next big short: U.S. malls (Value Walk)
- Here's how on-demand detergent could help P&G deal with 'crappy' metrics (L2)
- Burger King owner to buy Popeyes for $1.8 Billion (Bloomberg)
Labels:
advertising,
department stores,
family business,
hedge funds,
M&A,
pricing,
Walmart
Tuesday, 21 February 2017
Stephan's Tuesday Picks
- Unilever-Colgate? Unilever-Nestle? (Gadfly)
- Shop or drop. The inevitable path for growth in beauty (AT Kearney)
- Questions investors should be asking low-wage employers (Zeynep Ton)
- Organic food sales soar as shoppers put quality before price (The Guardian)
- These animals live better than you do. Which is why they taste so great (Bloomberg)
Labels:
agriculture,
beauty,
CPG,
M&A,
minimum wage,
operations
Friday, 17 February 2017
Stephan's Friday Picks
- Is corporate short-terminism really a problem? The jury's still out (HBR)
- Nestle's flavorless new CEO (Gadfly)
- Cereal aims for better bowls (Progressive Grocer)
- Dean wants to move beyond milk with juice, ice cream (Bloomberg)
- Top 10 home care brands in digital (L2)
- Kraft Heinz makes approach to Unilever on possible merger (Bloomberg)
Labels:
brands,
e-commerce,
food trends,
M&A,
quarterly earnings,
strategy
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