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)

Friday, 20 February 2026

 Stephan's Friday Picks

  • Food companies simply can't get enough of the word 'simply' (Bloomberg)
  • The beef industry has a message for consumers: Get used to high prices (WSJ)
  • Walmart cites worrying economic indicators in cautious forecast (Bloomberg)
  • Amazon is now Amazon's biggest company. It's 17-year journey to surpass Walmart (WSJ)
  • From the archives (1997): Michael Mauboussin: Competitive Advantage Period: The Neglected value driver (First Boston)

Thursday, 19 February 2026

 Stephan's Thursday Picks

  • Food companies sink as executives warn of consumer stress (Bloomberg)
  • General Mills cuts outlook due to weak consumer sentiment (WSJ)
  • Home Depot gets stricter on bonuses amid housing market freeze (Bloomberg)
  • US restaurants downsize meals to counter anti-obesity drugs and affordability crisis (FT)
  • Carrefour drops in disappointing sales, overseas pullback (Bloomberg)

Wednesday, 18 February 2026

 Stephan's Wednesday Picks

  • What CPG companies can learn from disruptor brands (McKinsey)
  • Seattle's gig worker law was supposed to boost wages. It did at first, until orders dropped (NPR)
  • Cocoa's boom and bust is re-writing long-held rules of the market (Bloomberg)
  • Uber targets $1 billion boost with 2026 European expansion (Reuters)
  • How blockbuster films and bingeworthy streaming hits slipped into our showers (WSJ)

Tuesday, 17 February 2026

 Stephan's Tuesday Picks

  • Loblaw introducing ChatGPT integration (Globe and Mail)
  • The challenges of a weight-loss economy (FT)
  • Even Dollar Tree is going after rich customers now (Bloomberg)
  • Farmers made a fortune on durian. Now it is piling up (NYT)
  • Couche-Tard unveils new back-to-basics strategy to boost growth (Globe and Mail)

Friday, 13 February 2026

 Stephan's Friday Picks

  • The booming business of luxury grocery stores (WSJ)
  • How Jeff Bezos brought down the Washington Post (The New Yorker)
  • Canada's food price misery has company south of the border (TD)
  • McDonald's says its value campaign is paying off (WSJ)
  • From the archives (2009): Food fighter (The New Yorker)