Tuesday, 22 September 2026

 Stephan's Tuesday Picks

  • Carney promises sweeping economic legislation, fast pace this fall at caucus meeting (Globe and Mail)
  • How to build a customer-back CPG company (BCG)
  • A dozen ingredients show India's mounting food inflation risk (Bloomberg)
  • Hot potatoes mean higher prices and shorter fries in Europe (Bloomberg)
  • Trump seeks 'Made in USA' labels on beef as import rule angers ranchers (NYT)

Monday, 21 September 2026

 Stephan's Monday Picks

  • Mark Carney has become the heir to CD Howe (Globe and Mail)
  • The highest returning stock in the last 45 years is Home Depot (WSJ)
  • Hating on polyester is back in fashion (Bloomberg)
  • Russia seizes control over Nestle and Auchan operations (FT)
  • For food companies, shifts from GLP-1s are hard to digest (NYT)

Friday, 18 September 2026

 Stephan's Friday Picks

  • Amazon boosts minimum pay for U.S. full-time core operations staff to $20 / hour (WSJ)
  • The three dreaded words no one wants to hear: What's for dinner (WSJ)
  • McDonald's is planning on revamping its value strategy to revive US sales (Bloomberg)
  • Senators ask FTC to probe Walmart and Amazon over bots 'Made in America' data (WSJ)
  • From the archives (2015): McDonald's seeks its fast-food soul (NYT)

Thursday, 17 September 2026

 Stephan's Thursday Picks

  • Driscoll's gave China its blueberries - then China swiped the secret to growing them (WSJ)
  • Starbucks Snoopy cup resells for $200, showing the power of merch drops (Bloomberg)
  • New Zealand dairy farmers face profit squeeze as El Nino looms (Bloomberg)
  • Alberta separation could cost up to $170 billion over five years, report estimates (Globe and Mail)
  • Dollarama raises sales-growth forecast as shoppers tighten their wallets (Globe and Mail)

Wednesday, 16 September 2026

 Stephan's Wednesday Picks

  • Canada Investment Summit Prospectus (Government of Canada)
  • Carney government introduces mega-deduction tax measure to spur more investment (CBC)
  • The prices of diesel is skyrocketing. Here's why Canadians may soon feel it in the grocery store (CBC)
  • Want a Gucci handbag? Head to TJ Maxx (Bloomberg)
  • Cereal has strayed too far (The Atlantic)

Tuesday, 15 September 2026

 Stephan's Tuesday Picks

  • Roger Martin: The logic of strategy arguments (Substack)
  • Mark Carney seeks $1 trillion in investment amid US trade strains (Bloomberg)
  • They built the world's biggest fast food chain with the Dollar General playbook (WSJ)
  • Canadian agri-food industry gets $1B federal funding boost for domestic production projects (CBC)
  • Inflation holds steady at 3% in August as gas and food price-growth slows (Globe and Mail)

Monday, 14 September 2026

 Stephan's Monday Picks

  • Primark to start home delivery as sales fall ahead of split (Bloomberg)
  • The perfect saleswomen behind Aritzia's success (WSJ)
  • Kroger cuts sales forecast as grocery competition intensifies (Bloomberg)
  • How to lure the spendy and the thrifty? Bring on the barbell (NYT)
  • From Campbell's to Conagra, food makers warn of inflation (Bloomberg)