Stephan's Tuesday Picks

• Roger Martin: The logic of strategy arguments (Substack)
• Mark Carney seeks $1 trillion in investment amid US trade strains (Bloomberg)
• They built the world's biggest fast food chain with the Dollar General playbook (WSJ)
• Canadian agri-food industry gets $1B federal funding boost for domestic production projects (CBC)
• Inflation holds steady at 3% in August as gas and food price-growth slows (Globe and Mail)

 Stephan's Monday Picks

• Primark to start home delivery as sales fall ahead of split (Bloomberg)
• The perfect saleswomen behind Aritzia's success (WSJ)
• Kroger cuts sales forecast as grocery competition intensifies (Bloomberg)
• How to lure the spendy and the thrifty? Bring on the barbell (NYT)
• From Campbell's to Conagra, food makers warn of inflation (Bloomberg)

 Stephan's Friday Picks

• Walmart extends restaurant delivery with Papa John's deal (Bloomberg)
• The rise of organized crime at retail stores (Bloomberg)
• It's getting harder to return things - and it's making shoppers mad (WSJ)
• Macy's bets on pricier products to win wealthy shoppers (WSJ)
• From the archives (2021): San Francisco's shoplifting surge (NYT)

 Stephan's Thursday Picks

• Inside PepsiCo's battle to remake Gatorade for the Kennedy era (FT)
• New Lululemon CEO faces compounding pressures as she takes over top job (Globe and Mail)
• France champagne output set to halve on heat waves and drought (Bloomberg)
• The scourge of A.1 (The New Yorker)
• Inside John Lewis' secret turnaround plan (FT)

 Stephan's Wednesday Picks

• Two provinces seek a billion-dollar investment to make Canadian food easier to move, cheaper to access (Globe and Mail)
• A crisis of authenticity: The truth about food influencers (The Guardian)
• Major food companies allege US sugar producers colluded on price (Bloomberg)
• Trump signs order to ban some Canadian products from U.S. market (WSJ)
• Aperol's maker bets Americans are ready for a pinker, sweeter, spritz (WSJ)

 Stephan's Tuesday Picks

• It's the hottest brand of the summer - and it's popping up everywhere (WSJ)
• The next generation of drinkers is breaking up with bubbly booze (Bloomberg)
• France's sacred food culture faces existential crisis (Bloomberg)
• Schwartz's deli in Montreal opts for local black cherry soda as US tariffs bite (Globe and Mail)
• Starbucks refreshed its menu. Chai fans are losing their minds (WSJ)

 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)