Thursday, 16 July 2026

 Stephan's Thursday Picks

  • In the Hamptons, even the chicken tenders are living fancy (NYT)
  • The one thing everyone in America can agree on? Costco (WSJ)
  • Danone's $1.2 billion Huel deal faces UK competition probe (WSJ)
  • Why some restaurants are increasing the price of fish and chips (CBC)
  • Conagra swings to loss, cuts dividend under new CEO (WSJ)

Wednesday, 15 July 2026

 Stephan's Wednesday Picks

  • The future of fierce English mustard is in American hands (Bloomberg)
  • FTC says Henkel deal would merge 'Coke and Pepsi' of adhesives (Bloomberg)
  • Uber, Delivery Hero in advanced talks over potential takeover (WSJ)
  • Credit card holders are using 'friendly fraud' to get back at retailers (Bloomberg)
  • Chipotle to sell its Mexican-inspired fast food in Mexico (NYT)

Tuesday, 14 July 2026

 Stephan's Tuesday Picks

  • The anti-Amazon (Phenomenal World)
  • Grocery stores lower prices as consumers pare spending (NYT)
  • CoverGirl stops chasing Gen Z to focus on middle-aged women (Bloomberg)
  • Shein is said to move ahead with preparations for Hong Kong IPO (Bloomberg)
  • Maxed-out shoppers embrace 'mini-effect' (Bloomberg)

Monday, 13 July 2026

 Stephan's Monday Picks

  • Dates are suddenly on track to become a $55 billion market (Inc)
  • Big box retailers have a new strategy of breaking into urban markets (NYT)
  • How Aldi is taking on US supermarkets with its $4 almond butter (BBC)
  • Why are berries everywhere, in every season? Driscoll's (NYT)
  • Michael's goes form 'grandma's store' to unlikely success under Apollo (Bloomberg)

Friday, 10 July 2026

 Stephan's Friday Picks

  • Tesco explores sale of European business (FT)
  • Why Smucker's $5 billion bet on the Twinkie flopped (WSJ)
  • Sven Smit: In an AI world, the fastest learner will win (McKinsey)
  • Germans don't love Budweiser. It won't take no for an answer (NYT)
  • From the archives (2012): The $1.6 billion flop. Tesco poised to exit the U.S. (WSJ)

Thursday, 9 July 2026

 Stephan's Thursday Picks

  • More Americans than ever are taking weight-loss drugs (NYT)
  • Food and beverages have gone bananas (NYT)
  • Wild coffee swings usher in new era of market volatility (Bloomberg)
  • Walmart announced price cuts. Trump tried to take credit (NYT)
  • White House pressures top US grocers on beef prices (WSJ)

Wednesday, 8 July 2026

 Stephan's Wednesday Picks

  • Bath & Body Works is on a quest for the next billion dollar scent (NYT)
  • Walmart lowers prices of thousands of items, including beef and Coca-Cola (WSJ)
  • Seven & i's former supermarket unit may acquire more under Bain (Bloomberg)
  • Limited construction of new retail space in Canada is giving landlord RioCan an edge (Globe and Mail)
  • Inside the food truck mafia wreaking havoc around the National Mall (Washingtonian)