Thursday, 11 September 2025

 Stephan's Thursday Picks

  • Is America ready for Japanese-style 7-Eleven's (NYT)
  • Why 7-Eleven and other convenience stores in Japan are so special (NYT)
  • AB Foods slumps as Primark owner bemoans challenging environment (Bloomberg)
  • The Starbucks turnaround that has baristas and customers steamed (NYT)
  • Soon, even your Starbucks latte can come with protein. Is this trend healthy, or just good business (CBC)

Wednesday, 10 September 2025

 Stephan's Wednesday Picks

  • Woolworths, Coles face $511 million hit after underpaying staff (Bloomberg)
  • Patagonia changed the apparel business. Can it change food too (NYT)
  • PepsiCo CEO's tall order: Win over investor calling for strategy reset (WSJ)
  • New 'Got Milk' campaign tries to build on dairy milk comeback (WSJ)
  • Walmart to open shops in in South Africa in push to win locals (Bloomberg)

Tuesday, 9 September 2025

 Stephan's Tuesday Picks

  • Roger Martin: Strategic nihilism (Medium)
  • The Kelce brothers' Garage Beer company is now worth $200 million (WSJ)
  • Carlos Abrams-Rivera, the Kraft Heinz CEO dealing with America's lost appetite (FT)
  • Amazon pares back free shipping perk on Prime membership (NYT)
  • It's not just you: Household product scents are getting stronger (Bloomberg)

Monday, 8 September 2025

 Stephan's Monday Picks

  • Restaurants near you are struggling - with one red-hot, surprising exception (Slate)
  • Why is everything spicy now (The Atlantic)
  • Strawberry picking is thankless work. That's what makes it worth watching (NYT)
  • J. Crew survived bankruptcy. Next up: Cultural relevance (Bloomberg)
  • Amazon's big bet on groceries isn't a knockout blow for rivals (WSJ)

Friday, 5 September 2025

 Stephan's Friday Picks

  • M&A in consumer health has its own formula (BCG)
  • Krispy Kreme bets on big box stores to stay fresh (NYT)
  • Taco Bell's not so secret sauce: An endless stream of new stuff (Bloomberg)
  • How pubs won Gen Z over (FT)
  • From the archives (2015): Kraft, Heinz to merge, forming food giant (WSJ)

Thursday, 4 September 2025

 Stephan's Thursday Picks

  • What declining cardboard box sales tells us about the U.S. economy (Bloomberg)
  • Online shopping may never be the same (The Atlantic)
  • Here's what happens when you round up farmworkers (NYT)
  • Woolworths struggles to win back 'price trust' from customers (The Guardian)
  • Keurig Dr Pepper to acquire Peet's in $18 billion deal (WSJ)

Wednesday, 3 September 2025

 Stephan's Wednesday Picks

  • Roger Martin: The future of the middle class depends on frontline service jobs (Medium)
  • Aldi wants to conquer the American grocery store landscape (WSJ)
  • Kraft Heinz is splitting into two companies (WSJ)
  • A flurry of deals is changing who owns your breakfast (Bloomberg)
  • Luxury fashion seller Ssense to seek protection after clash with creditors (Bloomberg)