Friday, 7 August 2026

 Stephan's Friday Picks

  • Coca-Cola raises guidance, buoyed by World Cup lift (Bloomberg)
  • From plans to bets: Strategy in the age of prediction (Bain)
  • Magnum boosted by heatwave as sales surge in Europe (FT)
  • Vinted wants to bring its Depop-style disruption to the US (Bloomberg)
  • From the archives (2015): The aging of Abercrombie & Fitch (Bloomberg)

Thursday, 6 August 2026

Stephan's Thursday Picks

  • How Eli Lilly got huge by making us thin (Bloomberg)
  • Sales are so low, Californian wineries are burning their vineyards (NYT)
  • Trump's tariffs take aim at Canadian whey protein during global shortage (Globe and Mail)
  • Should multibuys on unhealthy foods be banned (BBC)
  • Sainsbury's strikes deal to sell Argos for £120M to Swift Partners (FT)

Wednesday, 5 August 2026

 Stephan's Wednesday Picks

  • The road forward to value creation in consumer products (Bain)
  • El Nino threat raises the risk of higher blueberry prices (Bloomberg)
  • As Gen Z sips on Yerba Mate, Argentinian farmers are missing out (Bloomberg)
  • A Canadian town will no longer reek of fish sauce (Globe and Mail)
  • The internet suddenly loves Emeril, years after his TV stardom (NYT)

Tuesday, 4 August 2026

 Stephan's Tuesday Picks

  • Couche-Tard to expand European footprint with $8.7 billion acquisition of Polish retailer Zabka (Globe and Mail)
  • Customers turning to frozen produce to avoid high food prices, Loblaw CEO says (Globe and Mail)
  • Danone's sales rise, with boost from Asia's volumes (WSJ)
  • Amazon finds cases of AI causing runaway spending on tech projects (FT)
  • Amazon and Walmart's shopping bots downplay 'Made in America' data, report says (WSJ)

Friday, 31 July 2026

 Stephan's Friday Picks

  • This is your home on GLP-1s (Architectural Digest)
  • Coca-Cola reached for nostalgia. Did it get Marlboro instead (NYT)
  • Apotex emerges as only manufacturer of generic Ozempic for now (Globe and Mail)
  • The unsexy habit that turned a college dropout into a $300 million founder (Forbes)
  • From the archives (2018): The other side of Barry Sherman (Maclean's)

Thursday, 30 July 2026

 Stephan's Thursday Picks

  • How 10 billion pounds of lettuce travel from farms to dinner plates (WSJ)
  • Unilever sales jump on emerging market demand for Dove soap (Bloomberg)
  • Cracker Barrel CEO stepping down after logo redesign, activist pressure (WSJ)
  • This summer's status symbol is a $3.99 bottle of water (WSJ)
  • Mondelez lifts outlook on higher quarterly sales (WSJ)

Wednesday, 29 July 2026

 Stephan's Wednesday Picks

  • A different kind of grocery store magnate (NYT)
  • Shein slumps to loss ahead of planned Hong Kong listing (FT)
  • Sazerac wants another shot at Jack Daniels maker Brown Forman (WSJ)
  • The future of the toy industry isn't toys. It's Magic (WSJ)
  • Retail giants reject report that major brands sell Chinese tomatoes as Aussie-grown (Bloomberg)