Stephan's Thursday Picks

• Why McCormick's $65 billion deal for Unilever might actually work out (WSJ)
• Growth in the era of intentional shoppers: Beyond omnichannel grocery in Latin America (McKinsey)
• Aritzia shares soar as most in nearly a year on strong spring collection sales (Bloomberg)
• Uniqlo is coming for middle America (Bloomberg)
• The next Competition Bureau leader must embrace a Canada Strong mindset (Globe and Mail)

 Stephan's Wednesday Picks

• Doritos at $7 a bag ended up costing PepsiCo billions (Bloomberg)
• Burger King enters next phase of turnaround plan with president Tom Curtis leading the way (Globe and Mail)
• Once Sweden's top company, H&M struggling to sell its rebound story (Bloomberg)
• Food security expert urges Canada to invest in agriculture, not just military capabilities (Globe and Mail)
• A visual guide to the Gulf fertilizer blockade (The Guardian)

 Stephan's Tuesday Picks

• Jamie Dimon's Letter to Shareholders (JP Morgan Chase)
• Red Lobster set to bring back endless shrimp that drove it into bankruptcy (Bloomberg)
• The Walmart billionaires next door (Fortune)
• The dogma of meat (NYT)
• Stefano Pessina vows to regain 'all the value' lost at his Boots empire (FT)

 Stephan's Monday Picks

• Spice maker McCormick's rise from a Baltimore cellar to a global food power (WSJ)
  
• How Nelson Peltz chalked up another break-up at Unilever (FT)
• The retailer that welcomes returns (WSJ)
• Secrets of the 'granny shelf' - a supermarket gold mine (FT)
• Teens sick of their phones are mallmaxxing (Bloomberg)

 Stephan's Thursday Picks

• Bain & Company unveils its 10th annual Insurgent Brands list (Bain)
• The brigade systems helps restaurants succeed. Does it also lead to abuse (NYT)
• The CEO's value test: Think like an activist, deliver like a leader (BCG)
• How Campbell's is investing in leadership - and driving growth and innovation along the way (McKinsey)
• From the archives (2025): Insurgent brands steal the spotlight in 2025 (Bain)

 Stephan's Wednesday Picks

• Where might the war with Iran hit your grocery bill? Start with raspberries (NYT)
• How successful retailers prosper in tough times (HBR)
• Unilever to combine foods business with McCormick (WSJ)
• McCain's ownership flaws were identified decades ago - now a second generation is feuding all over again (Globe and Mail)
• Hershey's growth strategy leans into salty, better for you snacks (WSJ)

 Stephan's Tuesday Picks

• Roger Martin: First mover advantages versus pioneering costs (Substack)
• Unilever nears deal to create $60 billion food giant with McCormick (WSJ)
• Food giants were finally starting to cut prices - then the war began (FT)
• Amazon's rural delivery push slams into Walmart (Bloomberg)
• Nestle pushes ahead of €5B Perrier and San Pellegrino deal (FT)