Wednesday, 17 June 2026

 Stephan's Wednesday Picks

  • Starbucks can double its store count outside of the US, CEO says (Bloomberg)
  • UK turns to chicken as demand surges (FT)
  • Innovating human-centered luxury experiences in the luxury age (McKinsey)
  • Beef prices hit record in May as screwworm impact looms (Bloomberg)
  • Artificial chocolate will show what really shapes global trade (FT)

Tuesday, 16 June 2026

 Stephan's Tuesday Picks

  • Chinese buyers will wait five hours for this conveyor belt sushi (Bloomberg)
  • Nestle's longtime PE partner drops out of bidding for Perrier (Bloomberg)
  • Amazon to raise $14 billion in record-setting Canadian corporate bond offering (Globe and Mail)
  • Australian pharmacy group pulls out of $10B talks to buy Boots (FT)
  • Amazon's trucking push sparks new slide in transport stocks (Bloomberg)

Monday, 15 June 2026

Stephan's Monday Picks

  • Your budget is killing your strategy - and four ways to fix it (McKinsey)
  • This restaurant stopped charging for food. Profits went up (NYT)
  • J.M. Smucker expects sales to fall this year (WSJ)
  • Driverless trucks are here - and they're delivering bags of Doritos (WSJ)
  • Extreme heat risks losses for Indian suppliers to Uniqlo, Tesco (Bloomberg

Friday, 12 June 2026

 Stephan's Friday Picks

  • Campbell's sales fall on continued weak demand for snacks (WSJ)
  • Plan to tighten healthy food rules provokes backlash from UK industry (FT)
  • Walmart tells workers that AI will improve their jobs, not steal them (FT)
  • Daughter of Mrs. Fields starts her own bakery brand (NYT)
  • From the archives (1999): Campbell's devises new strategy in hopes of reheating soup sales (WSJ)

Thursday, 11 June 2026

 Stephan's Thursday Picks

  • Asda chair on how his turnaround will hold off Aldi threat (The Guardian)
  • Canned, frozen juice from concentrate coming back to Canadian shelves (CBC)
  • McDonald's bets on fancier chicken, airier restaurants to keep luring customers (Bloomberg)
  • Boots in talks with Weston family over $10bn sale as owners look to ditch IPO plan (FT)
  • US races to contain deadly screwworm threat to cattle supply (Bloomberg)

Wednesday, 10 June 2026

 Stephan's Wednesday Picks

  • Why your next great meal may be at a gas station (WSJ)
  • The hottest snacks on the market are ... dates (NYT)
  • What are dot cakes, the internet's latest obsession (NYT)
  • Why Canadians are paying more for chicken at the checkout lane (Globe and Mail)
  • Why protein is running out as food companies put it in everything (Bloomberg)

Tuesday, 9 June 2026

 Stephan's Tuesday Picks

  • Americans on GLP-1s are overwhelming retailers with their nonstop returns (WSJ)
  • Now you can get a Subway sandwich with your Walmart delivery (WSJ)
  • Bernstein sours on packaged food stocks as inflation, GLP-1 bite (Bloomberg)
  • The wellness industry finds its next target: New moms (Bloomberg)
  • G7 fertilizers seek joint fertilizer action as war roils supplies (Bloomberg)