Wednesday, 6 May 2026

 Stephan's Wednesday Picks

  • Magnum's mini ice creams ease fears of weight-loss drugs (FT)
  • ACCC vs Woolworths may have exposed the 'magic' of supermarket discounts - but how will it change the way we shop (The Guardian)
  • Lululemon's new CEO is already on the hot seat - and she hasn't even started yet (WSJ)
  • Two NJ malls separated by just four miles - and very different fates (Bloomberg)
  • Tesco argues equal pay claim disregards 'economic reality' (FT)

Tuesday, 5 May 2026

 Stephan's Tuesday Picks

  • Unilever sales lifted by Dove soap, rebound in Brazil (Bloomberg)
  • Hershey beats expectations, buoyed by charging higher prices (Bloomberg)
  • Hershey CEO on making luxury chocolate accessible - and battling Ozempic breath (WSJ)
  • Walmart expands local products in bid to boost sales, traffic (Bloomberg)
  • Colgate-Palmolive sales rise on international growth (WSJ)

Monday, 4 May 2026

 Stephan's Monday Picks

  • The State of Grocery Retail Europe 2025 (McKinsey)
  • Ottawa announces $6 billion to boost skilled trades, smaller deficit projection of $66.9 billion (Globe and Mail)
  • Health Canada approves generic Ozempic from Apotex as patients and insurers seek savings (Globe and Mail)
  • The day the food noise died (NYT)
  • New weight loss drugs like Ozempic can also erase people's love of food (Globe and Mail)

Friday, 1 May 2026

 Stephan's Friday Picks

  • What I learned about billionaires at Jeff Bezos' private retreat (The Atlantic)
  • The Japanese designers changing menswear (NYT)
  • How the Walkman, Game Boy, Liquid Death, and Pokemon became surprise hits (HBR)
  • Why do the top sushi restaurants leave us so bored, and so broke (NYT)
  • From the archives (2025): The great French Fry mystery (Toronto Life)

Thursday, 30 April 2026

 Stephan's Thursday Picks

  • Skinny sodas and mini cans: How Coke's new CEO is sizing up customers (WSJ)
  • Lululemon says its founder has advised rivals Alo and Vuori (Bloomberg)
  • Target mandates relocation for 150 office workers (Bloomberg)
  • Brands look beyond search engines as customer habits shift (FT)
  • Kimberley-Clark sees $170 million hit with oil at $100 a barrel (Bloomberg)

Wednesday, 29 April 2026

 Stephan's Wednesday Picks

  • Roger Martin: Strategic stuckness (Substack)
  • Home Depot courts contractors as US economy weighs on DIY set (FT)
  • AB Foods to spin off Primark (FT)
  • Starbucks says its sales rebound is gaining momentum (WSJ)
  • Mondelez reports developing market growth offsetting U.S, Europe weakness (WSJ)

Tuesday, 28 April 2026

 Stephan's Tuesday Picks

  • How agentic AI is transforming retail merchandising (BCG)
  • IHOP, Cracker Barrel, and Red Lobster cash in on catering (NYT)
  • The humble bean gets a high-end glow-up (Bloomberg)
  • Why it's time for Canada to consider a national fertilizer strategy (Globe and Mail)
  • What happens when AI runs a store in San Francisco (NYT)