Friday, 20 February 2026

 Stephan's Friday Picks

  • Food companies simply can't get enough of the word 'simply' (Bloomberg)
  • The beef industry has a message for consumers: Get used to high prices (WSJ)
  • Walmart cites worrying economic indicators in cautious forecast (Bloomberg)
  • Amazon is now Amazon's biggest company. It's 17-year journey to surpass Walmart (WSJ)
  • From the archives (1997): Michael Mauboussin: Competitive Advantage Period: The Neglected value driver (First Boston)

Thursday, 19 February 2026

 Stephan's Thursday Picks

  • Food companies sink as executives warn of consumer stress (Bloomberg)
  • General Mills cuts outlook due to weak consumer sentiment (WSJ)
  • Home Depot gets stricter on bonuses amid housing market freeze (Bloomberg)
  • US restaurants downsize meals to counter anti-obesity drugs and affordability crisis (FT)
  • Carrefour drops in disappointing sales, overseas pullback (Bloomberg)

Wednesday, 18 February 2026

 Stephan's Wednesday Picks

  • What CPG companies can learn from disruptor brands (McKinsey)
  • Seattle's gig worker law was supposed to boost wages. It did at first, until orders dropped (NPR)
  • Cocoa's boom and bust is re-writing long-held rules of the market (Bloomberg)
  • Uber targets $1 billion boost with 2026 European expansion (Reuters)
  • How blockbuster films and bingeworthy streaming hits slipped into our showers (WSJ)

Tuesday, 17 February 2026

 Stephan's Tuesday Picks

  • Loblaw introducing ChatGPT integration (Globe and Mail)
  • The challenges of a weight-loss economy (FT)
  • Even Dollar Tree is going after rich customers now (Bloomberg)
  • Farmers made a fortune on durian. Now it is piling up (NYT)
  • Couche-Tard unveils new back-to-basics strategy to boost growth (Globe and Mail)

Friday, 13 February 2026

 Stephan's Friday Picks

  • The booming business of luxury grocery stores (WSJ)
  • How Jeff Bezos brought down the Washington Post (The New Yorker)
  • Canada's food price misery has company south of the border (TD)
  • McDonald's says its value campaign is paying off (WSJ)
  • From the archives (2009): Food fighter (The New Yorker)

Thursday, 12 February 2026

 Stephan's Thursday Picks

  • Kraft Heinz pauses plan to split into two companies (WSJ)
  • Fibermaxxing is a diet trend even nutritionists can love (Bloomberg)
  • Toys 'R' Us filling leaves a slew of creditors in its wake (Globe and Mail)
  • The HBR interview with outgoing Walmart CEO Doug McMillon (HBR)
  • Coca-Cola is sticking with its pricing plan, CEO says (WSJ)

Wednesday, 11 February 2026

Stephan's Wednesday Picks

  • Target to lay off 500 workers as new CEO shakes up leadership team (WSJ)
  • Pizza supreme (Slate)
  • Red Lobster CEO says seafood chain needs to get smaller (WSJ)
  • What fast food's downturn in the US says about the economy (FT)
  • Coca-Cola rises on higher volume, prices (WSJ)