Tuesday, 3 March 2026

 Stephan's Tuesday Picks

  • Jimmy Pattison taps a tax whiz to run his empire (Bloomberg)
  • Consumer packaged goods: Reigniting growth with portfolio realignment (McKinsey)
  • America's love of ube is straining supply in the Philippines (Bloomberg)
  • Strategy's biggest blind spot: Erosion of competitive advantage (McKinsey)
  • American's can't quit steak, no matter the cost (Bloomberg)

Monday, 2 March 2026

 Stephan's Monday Picks

  • Greg Abel's Letter to Shareholders (Berkshire Hathaway)
  • The newest front in America's supermarket wars is ... Kentucky? (WSJ)
  • The third-largest coffee chain in the U.S. sells very little hot coffee (WSJ)
  • Ocado plans to cut 1,000 jobs and restructure technology unit (FT)
  • Meat snack maker Archer gets $100 million loan as demand from women grows (Bloomberg)

Friday, 27 February 2026

 Stephan's Friday Picks

  • Saks owner says he saved department stores. Never mind the bankruptcy (NYT)
  • The protein bar delusion (The Atlantic)
  • The billionaires behind Japan's cultural icons (Bloomberg)
  • Will Americans get over their fear of eating animal blood (NYT)
  • From the archives (2002): Power steer (NYT)

Thursday, 26 February 2026

 Stephan's Thursday Picks

  • Amazon takes the #1 spot on the Fortune 500, ending Walmart's 13-year run (Fortune)
  • Loblaw misses quarterly revenue estimates as Canadians tighten household budgets (Globe and Mail)
  • Made in Canada: Snack attack (Globe and Mail)
  • Keurig Dr Pepper sales rise on higher prices (WSJ)
  • Home Depot profit falls as home improvement downturn continues (WSJ)

Wednesday, 25 February 2026

 Stephan's Wednesday Picks

  • Online shopping could be AI's next victim (Bloomberg)
  • Retailers court Gen Z with splurges that look good on TikTok (Bloomberg)
  • Teens have doused themselves in Axe for decades. Even Axe is over it (WSJ)
  • Starbucks needs you to buy an afternoon refresher (WSJ)
  • Packaged foods producers turn to price cuts as sales stagnate (FT)

Tuesday, 24 February 2026

 Stephan's Tuesday Picks

  • Danone sales rise on high-protein, medical nutrition demand (Bloomberg)
  • How Paris' working class dining experience is reshaping restaurant experiences in France (The Conversation)
  • Egg prices collapse as once-empty shop shelves now overstuffed (Bloomberg)
  • There's a reason American kids are such picky eaters (NYT)
  • Walgreens cuts hundreds of jobs after private equity buyout (Bloomberg)

Monday, 23 February 2026

 Stephan's Monday Picks

  • Nestle unveils ice cream disposals, stresses fast formula recall (Bloomberg)
  • Primark's fast fashion crown slips with shoppers lured to Shein (Bloomberg)
  • The problems piling up at fast fashion giant Shein (FT)
  • Some Reese's treats drop the milk chocolate. Mr. Reese disapproves (NYT)
  • Etsy sells Depop, a secondhand clothing app popular with Gen Z, to eBay (NYT)