Wednesday, 30 April 2025

 Stephan's Wednesday Picks

  • Move over quinoa. There's a new 'it' crop in town (WSJ)
  • Deliveroo shares jump after $3.6 billion DoorDash offer (Bloomberg)
  • Colgate-Palmolive cuts outlook as economic uncertainty spooks shoppers (WSJ)
  • Sweetgreen's CEO on robots, 'MAHA', and why salads are so expensive (NYT)
  • Costco switched its Kirkland diapers and parents aren't happy (Bloomberg)

Tuesday, 29 April 2025

 Stephan's Tuesday Picks

  • Roger Martin: Dealing with intuitive, non-strategists (Medium)
  • A sign that consumers are anxious: They're cutting back on snacks (NYT)
  • P&G CEO says price hikes are likely (CNBC)
  • How Chili's won when America raged over fast food prices (WSJ)
  • Protein is in everything these days. Even popcorn (NYT)

Monday, 28 April 2025

 Stephan's Monday Picks

  • The fall of Hudson's Bay: How Richard Baker presided over the failure of a retail icon (Globe and Mail)
  • Empire CEO Michael Medline to retire in May 2026 (Globe and Mail)
  • Once shunned by Japanese customers, Korean rice now flies off the shelves (NYT)
  • My matcha-dusted, lemon-scented, tahini-drizzled adventures in flavormaxxing (NYT)
  • Mountain Equipment Co. finds buyer with textile executive set to gain control (Globe and Mail)

Friday, 25 April 2025

 Stephan's Friday Picks

  • Hudson's Bay to begin clearance at six stores originally left out of liquidation (Globe and Mail)
  • Nestle sales get boost from coffee, chocolate price hikes (WSJ)
  • Starbucks opens its first 3D-printed store. Is it cheaper than the real thing (Fast Company)
  • Unilever confident for 2025 amid turnaround plan, ice cream spinoff (WSJ)
  • From the archives (2008): Woolworths: The rise and fall of a department store empire (The Guardian)

Thursday, 24 April 2025

 Stephan's Thursday Picks

  • Amazon and Walmart sellers hoard goods in Canada to avoid tariffs (FT)
  • Could strawberries grow in Canada year-round? An Ontario greenhouse is trying (Globe and Mail)
  • Danone sales rise as consumers seek healthier products (Bloomberg)
  • Hudson's Bay leases draw interest from bidders (Globe and Mail)
  • Frank and Oak to close all stores, sell intellectual property (Globe and Mail)

Wednesday, 23 April 2025

 Stephan's Wednesday Picks

  • Value retailers have been waiting for the higher-income consumer. They've arrived (WSJ)
  • Three factories, $355,000, and the maddening quest to make a clear can (WSJ)
  • Trump's tariffs threats chill Italy's cheese makers (NYT)
  • Premium chocolatiers thrive as consumers develop taste for luxury (FT)
  • Chobani plans to invest over $1 billion in new New York factory (NYT)

Tuesday, 22 April 2025

 Stephan's Tuesday Picks

  • Roger Martin: The myth of objectivity and strategy (Medium)
  • Snack makers are removing fake colors from processed foods (Bloomberg)
  • How organ meat got into smoothies (The Atlantic)
  • Supermarket price war looms as Sainsbury's joins fight (BBC)
  • Amazon is better prepared for the trade war than investors think (WSJ)