Tuesday, 10 February 2026

 Stephan's Tuesday Picks

  • The Utah mom who got the world hooked on 'dirty soda' (WSJ)
  • Tainted baby milk hits billionaire clan's empire (Bloomberg)
  • Ferrero wants to conquer America's breakfast tables (Bloomberg)
  • Kroger names Greg Foran as its next CEO (WSJ)
  • Italian olive oil farmers say flood of imports is causing price collapse (FT)

Monday, 9 February 2026

 Stephan's Monday Picks

  • 3G Capital: Built to own (Colossus)
  • America has reached peak sauce, and some people won't leave home without it (Washington Post)
  • New Nestle boss plots overhaul to reignite growth (FT)
  • Hershey's outlook tops estimates on price hikes, new items (Bloomberg)
  • Snack inflation is biting Canadians harder than Americans (Globe and Mail)

Friday, 6 February 2026

 Stephan's Friday Picks

  • The expensive decision Walmart's CEO made that changed everything (WSJ)
  • Why is there a martini on every menu right now (Bloomberg)
  • How food delivery is reshaping mealtime (NYT)
  • How specialty retail is getting its groove back (BCG)
  • From the archives (2019): Uber Eats opens up about the future of food delivery in Canada (Globe and Mail)

Thursday, 5 February 2026

 Stephan's Thursday Picks

  • Let them eat goo (NYT)
  • Food and drink companies suffer as US shopper sentiment sinks (FT)
  • Nestle adds Deutsche Bank for water business stake sale (Bloomberg)
  • Walmart's new CEO asks workers to air paint points in first memo (Bloomberg)
  • Target's new CEO acknowledges 'lack of trust' with shoppers (Bloomberg)

Wednesday, 4 February 2026

 Stephan's Wednesday Picks

  • The new key to restaurant success? A simple but clever model (NYT)
  • MPs agree to fast-track GST credit bill through Commons (Globe and Mail)
  • PepsiCo to cut prices for Doritos and other snacks (WSJ)
  • What happened to hype brands (FT)
  • Walmart joins tech giants with $1 trillion market valuation (NYT)

Tuesday, 3 February 2026

 Stephan's Tuesday Picks

  • Roger Martin: Fixing strategy (Medium)
  • Lululemon blames customers again after see-through leggings fiasco (Bloomberg)
  • America's convenience store conundrum (The Atlantic)
  • With generic Ozempic coming to Canada, the race is on (Globe and Mail)
  • Nestle's chief is in turnaround mode. He drinks eight cups of coffee a day (NYT)

Monday, 2 February 2026

 Stephan's Monday Picks

  • Can department stores be fun again (NYT)
  • Saks has to look luxury to sell luxury (Bloomberg)
  • How chatbots might reshape retail (FT)
  • Walmart's new CEO takes over with $1 trillion valuation within reach (Bloomberg)
  • So long, frozen juice from concentrate. The once-popular canned drink leaves shelves this year (CBC)