Friday, 23 October 2026

 Stephan's Friday Picks

  • George McNally's brasserie inheritance (The New Yorker)
  • For CPG companies, agentic AI's real payoff is growth (McKinsey)
  • You haven't done Toronto if you haven't had a Jamaican beef patty (Bloomberg)
  • How climate change is causing the gentrification of seafood (NYT)
  • From the archives (2006): Paradise sold: What are you buying when you buy organic (The New Yorker)

Thursday, 22 October 2026

 Stephan's Thursday Picks

  • The judgment bottleneck: Balancing AI and human speeds in strategy (McKinsey)
  • The chocolate conspiracy (Grub Street)
  • Albertsons and Kroger to call ex-CEOs to testify over failed deal (Bloomberg)
  • It's sliced cheese on bread. And it's rocking Copenhagen's world (NYT)
  • Unilever agrees to sell Welly bandage business to private equity firm (WSJ)

Wednesday, 21 October 2026

 Stephan's Wednesday Picks

  • UK startups seize on wellness boom (FT)
  • Kroger unveils strategic overhaul and plans to grow membership program (WSJ)
  • Annual inflation rate edges up to 3.1% in September on surging energy costs (Globe and Mail)
  • New store plans face Tesco problem, says Lidl boss (BBC)
  • Strategic maple syrup reserve close to empty, producers say (Globe and Mail)

Tuesday, 20 October 2026

 Stephan's Tuesday Picks

  • How Lego is getting more adults to tinker with its toy bricks (WSJ)
  • Everyone wants a bite of China's egg tart economy (Bloomberg)
  • California's wine slump is fueling a risky agave bet (Bloomberg)
  • Farmed salmon now being raised on chicken (FT)
  • Chocolate demand comes roaring back as cocoa grindings beat forecast (Bloomberg)

Monday, 19 October 2026

 Stephan's Monday Picks

  • PepsiCo cuts estimates for Poppi while soda sales slump (Bloomberg)
  • How Coke loosened Pepsi's grip on KFC's fountains (WSJ)
  • If is too late for small fixes at Pepsi (WSJ)
  • Buzzballz and bourbon: Sazerac shakes up the spirits industry (FT)
  • Why Saskatchewan potash is taking a 4,300km detour on its way to market (Be Giant)

Friday, 16 October 2026

 Stephan's Friday Picks

  • US avocado giant looks beyond Mexico as cartels meddle with supply (FT)
  • The fish farming industry's dirty secrets (NYT)
  • Kroger plans to slash 37% of corporate jobs in the next three years (Bloomberg)
  • Albertsons wants $8 billion from Kroger after failed merger (WSJ)
  • From the archives (2020): How Dave Lewis saved Tesco (FT)

Thursday, 15 October 2026

 Stephan's Thursday Picks

  • How protein took over the world (FT)
  • Record El Nino is roiling industries months before its peak (Bloomberg)
  • 'Insane' deals waiting for premium wine drinkers in private-label brands (Bloomberg)
  • PepsiCo seeks to bolster soda business, speed snacks recovery (Bloomberg)
  • Can America's most glamorous department store return to its golden age (NYT)