Thursday, 5 February 2026

 Stephan's Thursday Picks

  • Let them eat goo (NYT)
  • Food and drink companies suffer as US shopper sentiment sinks (FT)
  • Nestle adds Deutsche Bank for water business stake sale (Bloomberg)
  • Walmart's new CEO asks workers to air paint points in first memo (Bloomberg)
  • Target's new CEO acknowledges 'lack of trust' with shoppers (Bloomberg)

Wednesday, 4 February 2026

 Stephan's Wednesday Picks

  • The new key to restaurant success? A simple but clever model (NYT)
  • MPs agree to fast-track GST credit bill through Commons (Globe and Mail)
  • PepsiCo to cut prices for Doritos and other snacks (WSJ)
  • What happened to hype brands (FT)
  • Walmart joins tech giants with $1 trillion market valuation (NYT)

Tuesday, 3 February 2026

 Stephan's Tuesday Picks

  • Roger Martin: Fixing strategy (Medium)
  • Lululemon blames customers again after see-through leggings fiasco (Bloomberg)
  • America's convenience store conundrum (The Atlantic)
  • With generic Ozempic coming to Canada, the race is on (Globe and Mail)
  • Nestle's chief is in turnaround mode. He drinks eight cups of coffee a day (NYT)

Monday, 2 February 2026

 Stephan's Monday Picks

  • Can department stores be fun again (NYT)
  • Saks has to look luxury to sell luxury (Bloomberg)
  • How chatbots might reshape retail (FT)
  • Walmart's new CEO takes over with $1 trillion valuation within reach (Bloomberg)
  • So long, frozen juice from concentrate. The once-popular canned drink leaves shelves this year (CBC)

Friday, 30 January 2026

 Stephan's Friday Picks

  • Amazon to lay off around 16,000 corporate employees (WSJ)
  • Amazon still doesn't understand brick-and-mortar retail (Bloomberg)
  • Ocado's Canadian partner closes warehouse in fresh setback (Bloomberg)
  • Costco is sued over preservatives in its $5 rotisserie chicken (NYT)
  • From the archives (2018): The British future of grocery e-commerce is coming to Canada (Globe and Mail)

Thursday, 29 January 2026

 Stephan's Thursday Picks

  • Goodwill thrives as Americans stretch their wallets (NYT)
  • Americans travel the world only to end up at Costco (WSJ)
  • How food inflation is making Canadians miserable (Globe and Mail)
  • How the world's largest franchise restaurant operator uses AI (McKinsey)
  • Starbucks says turnaround 'ahead of schedule' as sales rebound (NYT)

Wednesday, 28 January 2026

 Stephan's Wednesday Picks

  • Amazon to shut down all Amazon Go and Amazon Frsh stores (WSJ)
  • Carney unveils hike to GST credit, other measures targeting affordability (Globe and Mail)
  • Daniel Kretinsky launches 'friendly' takeover bid for Fnac Darty (FT)
  • BMO to replace Air Miles with Blue Rewards as Shell leaves program for Scene+ (Globe and Mail)
  • What Starbucks CEO says has changed, and what he says is next on his list (WSJ)