Wednesday, 31 January 2024

 Stephan's Wednesday Picks

  • Sainsbury's update looks set to please investors with simplified strategy (WSJ)
  • Industry minster urges Competition Bureau to conduct follow-up study of grocery prices (CBC)
  • TikTok tests feature that could make all videos shoppable (Bloomberg)
  • Amazon ends $1.7B iRobot acquisition in rare victory for tech regulators (Washington Post)
  • Metro's first quarter sales near $5 billion, but profit slips (Globe and Mail)

Tuesday, 30 January 2024

 Stephan's Tuesday Picks

  • Roger Martin: The strategic leverage of where to play (Medium)
  • Why Walmart pays its truck drivers six figures (Freight Waves)
  • Where Southerners go to fill the tank and feed the family (NYT)
  • Leon's Furniture plans to build new Toronto neighbourhood with nearly 4,000 housing units (Globe and Mail)
  • Hottest job in Corporate America? The executive in charge of A.I. (NYT)

Monday, 29 January 2024

 Stephan's Monday Picks

  • The great freight-train heists of the 21st century (NYT)
  • How Walmart's financial services became a fraud magnet (Propublica)
  • The forgotten genius who changed British food (The Guardian)
  • How Houthi attacks have upended global shipping (NYT)
  • Caffeine's dirty little secret (The Atlantic)

Friday, 26 January 2024

 Stephan's Friday Picks

  • Anthony Albanese announces year-long investigation into Australian supermarket prices (The Guardian)
  • Shein backers offer to sell at 30% discount as IPO prospects dim (Bloomberg)
  • The curious history of Pac-Man snacks (The Guardian)
  • Does negative advertising pay off for consumer brands (WSJ)
  • From the archives (2013): Michael Mauboussin: Measuring the moat (Credit Suisse)

Thursday, 25 January 2024

 Stephan's Thursday Picks

  • Pret a Manger opens first standalone restaurant in Canada with Toronto location (Globe and Mail)
  • The menu trends that define dining right now (NYT)
  • French regulator fines Amazon $35M over its surveillance system of warehouse workers (Tech Crunch)
  • Walmart closes Store No. 8 innovation unit (WSJ)
  • Fighting back against the algorithms (Rita McGrath)

Wednesday, 24 January 2024

 Stephan's Wednesday Picks

  • Where textile mills thrived, remnants battle for survival (NYT)
  • Gummy vitamins are just candy (The Atlantic)
  • Manulife partners with Aeroplan over digital health-care initiative (Globe and Mail)
  • ADM plunges most on record after probe, CFO placed on leave (Bloomberg)
  • LVMH's Arnault set to propose sons Alexandre, Frederic for company's board (Bloomberg)

Tuesday, 23 January 2024

 Stephan's Tuesday Picks

  • Roger Martin: Superstition & strategy (Medium)
  • One city and three retailers tried to fight shoplifting. The stores closed anyway (WSJ)
  • Ex-Louis Vuitton CEO to lead LVMH fashion brands after reshuffle (Bloomberg)
  • EU Commission intends to block Amazon's iRobot acquisition (WSJ)
  • Macy's rejects Arkhouse's $5.8 billion bid, citing financing concerns (Reuters)