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)

Wednesday, 26 August 2026

 Stephan's Wednesday Picks

  • The box that built globalization (FT)
  • The tech billionaire disrupting restaurants (FT)
  • Roots agrees to go-private transaction led by Marquee Brands (Globe and Mail)
  • Starbucks, Chipotle tweak menus and rewards to win over diners (Bloomberg)
  • Plus-size clothes are disappearing at retailers in GLP-1 era (Bloomberg)

Tuesday, 25 August 2026

 Stephan's Tuesday Picks

  • U.S. to boost beef imports to address high prices, Trump says (WSJ)
  • Pork struggles to gain ground, even in middle of protein craze (Bloomberg)
  • Skyrocketing beef prices finally have Americans reaching their spending limit (Bloomberg)
  • Shein was fast fashion's next big thing. Now it's fighting for a second act (NYT)
  • American shoppers are still spending but they're getting pickier (Bloomberg)