Friday, 12 June 2026

 Stephan's Friday Picks

  • Campbell's sales fall on continued weak demand for snacks (WSJ)
  • Plan to tighten healthy food rules provokes backlash from UK industry (FT)
  • Walmart tells workers that AI will improve their jobs, not steal them (FT)
  • Daughter of Mrs. Fields starts her own bakery brand (NYT)
  • From the archives (1999): Campbell's devises new strategy in hopes of reheating soup sales (WSJ)

Thursday, 11 June 2026

 Stephan's Thursday Picks

  • Asda chair on how his turnaround will hold off Aldi threat (The Guardian)
  • Canned, frozen juice from concentrate coming back to Canadian shelves (CBC)
  • McDonald's bets on fancier chicken, airier restaurants to keep luring customers (Bloomberg)
  • Boots in talks with Weston family over $10bn sale as owners look to ditch IPO plan (FT)
  • US races to contain deadly screwworm threat to cattle supply (Bloomberg)

Wednesday, 10 June 2026

 Stephan's Wednesday Picks

  • Why your next great meal may be at a gas station (WSJ)
  • The hottest snacks on the market are ... dates (NYT)
  • What are dot cakes, the internet's latest obsession (NYT)
  • Why Canadians are paying more for chicken at the checkout lane (Globe and Mail)
  • Why protein is running out as food companies put it in everything (Bloomberg)

Tuesday, 9 June 2026

 Stephan's Tuesday Picks

  • Americans on GLP-1s are overwhelming retailers with their nonstop returns (WSJ)
  • Now you can get a Subway sandwich with your Walmart delivery (WSJ)
  • Bernstein sours on packaged food stocks as inflation, GLP-1 bite (Bloomberg)
  • The wellness industry finds its next target: New moms (Bloomberg)
  • G7 fertilizers seek joint fertilizer action as war roils supplies (Bloomberg)

Monday, 8 June 2026

 Stephan's Monday Picks

  • How ADEO is preparing for retail's next wave (McKinsey)
  • PEI fisheries brace for hardship as two diseases devastate the province's oyster industry (Globe and Mail)
  • Competition for soon-to-expire food has Montreal food banks struggling (CBC)
  • Why Berkshire Hathaway went window shopping with Macy's (WSJ)
  • America's farms depend more than ever on troubled visa programs (NYT)

Friday, 5 June 2026

 Stephan's Friday Picks

  • Why Amazon has struggled to crack India (Bloomberg)
  • Walmart CEO points to high fuel prices as 'stress point' (Bloomberg)
  • America's 'other economy' tells a different growth story (FT)
  • Nestle buys out Yfood in new CEO's first purchase (Bloomberg)
  • From the archives (2006): The hermit kings (Globe and Mail)

Thursday, 4 June 2026

 Stephan's Thursday Picks

  • Whey protein is running out as food companies put it in everything (Bloomberg)
  • Unilever CFO defends food deal saying staff 'not paying to be lazy' (FT)
  • Dollar General says pinched customers are buying less food (Bloomberg)
  • General Mills sells Haagen-Dazs stores in China (FT)
  • What Trump delivered for Amazon (Bloomberg)