Tuesday, 30 April 2024

 Stephan's Tuesday Picks

  • Roger Martin: How to be a good board member (Medium)
  • Will Americans ever get sick of cheap junk (The Atlantic)
  • Rising food prices send more shoppers to Aldi (WSJ)
  • How supplement stores are trying to tap into the Ozempic boom (NYT)
  • Billionaire Geiger nears $7 billion L'Occitane buyout sources say (Bloomberg)

Monday, 29 April 2024

 Stephan's Monday Picks

  • California's fast-food chains are now serving sticker shock (WSJ)
  • It introduced Ozempic to the world. Now it must remake itself (NYT)
  • The era of one-stop grocery shopping is over (WSJ)
  • Founder of Freshii suing company that bought his restaurant chain (Globe and Mail)
  • You know LVMH for its bags. It's also a titan of real estate (WSJ)

Friday, 26 April 2024

 Stephan's Friday Picks

  • Unilever boosted by power brands as consumers trade back up (WSJ)
  • Nestle sales growth slows sharply as demand remains weak (WSJ)
  • With new salt and sugar limits, school cafeterias are cringing (NYT)
  • Cocoa's surge is drawing Africa's farmers back to the bean (Bloomberg)
  • From the archives (2014): Sobey's Marc Poulin: The shrewd negotiator at the heart of Canada's grocery wars (Globe and Mail)

Thursday, 25 April 2024

 Stephan's Thursday Picks

  • Metro quarterly profit drops 14.5% (Globe and Mail)
  • Michael Mauboussin: Valuation multiples (Morgan Stanley)
  • Telus Health 2024 Drug Trends Report (Telus)
  • Foxtrot, Dom's Kitchen & Market closing all locations (Eater)
  • How matzo is made (Bloomberg)

Wednesday, 24 April 2024

 Stephan's Wednesday Picks

  • Why you can't get a restaurant reservation (The New Yorker)
  • The Chinese site that rewired online shopping (NYT)
  • Amazon is ending Prime Air drone delivery in California (The Verge)
  • Behind a vegan chef's holistic empire, an ugly reality (NYT)
  • Big Junk Food's campaign to get you eating Doritos and Oreos for dinner (Bloomberg)

Tuesday, 23 April 2024

 Stephan's Tuesday Picks

  • Roger Martin: The Goal and Playing to Win (Medium)
  • China's bubble tea boom creates a half-dozen billionaires (Bloomberg)
  • Kroger, Albertsons to sell more stores, looking to appease regulators (WSJ)
  • The truth about organic milk (The Atlantic)
  • Modern clothing has a plastics problem (Globe and Mail)

Monday, 22 April 2024

 Stephan's Monday Picks

  • Canada targets 12 foreign grocers to lure to food retailing market (WSJ)
  • Nordstrom to evaluate founding family's interest in pursuing take-private deal (Reuters)
  • Experts say Indigo needs a turnaround as privatization nears (Globe and Mail)
  • The unstoppable rise of Shein (The Guardian)
  • How Amazon became the largest private EV charging operator in the US (Bloomberg)