Thursday, 3 September 2026

 Stephan's Friday Picks

  • Mac and cheese disruptor Goodles to be acquired by Barilla (WSJ)
  • America's next major grocery shock is coming (Axios)
  • Food security under pressure (JP Morgan)
  • The online shopping trend where you buy nothing (Rest of World)
  • From the archives (2024): Ina Garten and the age of abundance (The New Yorker)

 Stephan's Thursday Picks

  • How Amazon's 'secret' ad pricing system worked, according to the FTC (WSJ)
  • Matt Levine: Amazon charged the first price (Bloomberg)
  • Ikea cuts prices in Europe by $1.2 billion to counter cost of living crisis (FT)
  • Norway vs the world's favourite chicken (FT)
  • Canadian Tire, Tim Hortons launch loyalty partnership allow Triangle members to earn points on select purchases (Globe and Mail)

Wednesday, 2 September 2026

 Stephan's Wednesday Picks

  • GLP-1 sales in Canada on pace to set a new record this year (Globe and Mail)
  • How Aperol built a $900 million global brand around the spritz (WSJ)
  • Don't count Shein out just yet (WSJ)
  • Chobani plans milk expansion with $1.2 billion investment (Bloomberg)
  • The man who built Europe's chicken factory (FT)

Tuesday, 1 September 2026

 Stephan's Tuesday Picks

  • The cult $4.99 chicken defying inflation (FT)
  • The church of Raising Cane's (Slate)
  • Retailers want AI to solve online shopping's biggest problem (Bloomberg)
  • Asda recovery remains elusive with ninth straight quarterly sales drop (Bloomberg)
  • Companies including Walmart plow tariff refunds into price cuts, appealing to stretched customers (WSJ)

Monday, 31 August 2026

 Stephan's Monday Picks

  • How chicken conquered the world (FT)
  • Dollar chains give diverging view on pressured retail sector (Bloomberg)
  • How Celsius became the king of normie energy drinks (Bloomberg)
  • How wagyu, Japan's prized beef, took over America (WSJ)
  • Gap is back. Investors are starting to believe (WSJ)

Friday, 28 August 2026

 Stephan's Friday Picks

  • Triggering a Canadian investment supercycle (TD Economics)
  • How healthy are lentils (NYT)
  • Two guys are eating their way around the world - without leaving New York (NYT)
  • New York mayor faces off over Amazon (NYT)
  • From the archives (Helen Rosner): What Le Cirque will be remembered for (The New Yorker)

Thursday, 27 August 2026

 Stephan's Thursday Picks

  • Canada grocer restores labels that helped consumers boycott US products (Bloomberg)
  • Local business group sues over Mamdani's plan to open municipal grocery stores (WSJ)
  • Shein bets on deals to revive its fashion success after $70 billion plunge (Bloomberg)
  • New York mayor faces off against Amazon (NYT)
  • Couche-Tard starts $8.7 billion takeover bid for Poland's Zabka (Bloomberg)