Tuesday, 10 November 2026

 Stephan's Tuesday Picks

  • General Mills considering separation of Haagen-Dazs unit outside North America (WSJ)
  • Amazon, Uber partner on food delivery as competition intensifies (WSJ)
  • Future of Wellness 2027 (McKinsey)
  • Sysco is ruining American restaurants. Or saving them (NYT)
  • After the Codfathers (Globe and Mail)

Monday, 9 November 2026

 Stephan's Monday Picks

  • His job is to turn Walmart's customer data into profit (WSJ)
  • How CPG companies win agentic commerce (BCG)
  • CVS to split off its healthcare business, ending its bigger-is-better era (NYT)
  • Kraft Heinz to divest its North American coffee unit amid CEO's turnaround (Globe and Mail)
  • Unilever to cut $1.1 billion in costs after food spin-off (FT)

Friday, 6 November 2026

 Stephan's Friday Picks

  • Is Dollar General charging too much (WSJ)
  • The shopping bots are coming for Amazon (WSJ)
  • Laughing Cow maker targets US households with bitesize snacks (Bloomberg)
  • Asda appoints former Morrisons boss as CEO as sales struggle (The Guardian)
  • From the archives (2017): How Dollar General became rural America's store of choice (WSJ)

Thursday, 5 November 2026

 Stephan's Thursday Picks

  • McDonald's tests out new value deal bundles at select US stores (Bloomberg)
  • Chiquita sees cheap bananas at risk on El Nino supply threat (Bloomberg)
  • Burger King posted the boss's number for feedback. He got 100,000 calls (Bloomberg)
  • Ben & Jerry's founders have been exploring deal to separate company from Magnum (WSJ)
  • Coca-Cola raises outlook as increased volumes, prices boost results (WSJ)

Wednesday, 4 November 2026

 Stephan's Wednesday Picks

  • How Aldi is pushing down grocery prices (NPR)
  • Inside the five-year quest to reinvent Goldfish to be gluten-free (WSJ)
  • 7-Brew, Gen Z's anti-Starbucks, is on an expansion spree (Bloomberg)
  • How do you save the world's chocolate supply? You reinvent chocolate (Bloomberg)
  • The grease hunters of Bengaluru want leftover fryer oil to fuel India's jets (Bloomberg)

Tuesday, 3 November 2026

 Stephan's Tuesday Picks

  • Who wins when agents do the shopping (McKinsey)
  • How retailers can reinvent the digital flywheel for agentic commerce (BCG)
  • Fraud concerns emerge over Loblaw bread price-fixing settlement payments (Globe and Mail)
  • After the codfathers (Globe and Mail)
  • Tesco agrees to sale of Czech and Slovak units to Ahold Delhaize for £1.5 billion (FT)

Monday, 2 November 2026

 Stephan's Monday Picks

  • The winners and losers of the weight-loss economy (FT)
  • Weight-loss pioneer says the food industry needs to listen (FT)
  • DoorDash to buy Instacart for $17 billion (WSJ)
  • How CEO Tony Xu led DoorDash to delivery dominance (WSJ)
  • Japanese seafood giant Umios to buy High Liner Foods for more than $800 billion (Globe and Mail)