Stephan's Thursday Picks
Pax Westona
Thursday, 9 July 2026
Wednesday, 8 July 2026
Stephan's Wednesday Picks
- Bath & Body Works is on a quest for the next billion dollar scent (NYT)
- Walmart lowers prices of thousands of items, including beef and Coca-Cola (WSJ)
- Seven & i's former supermarket unit may acquire more under Bain (Bloomberg)
- Limited construction of new retail space in Canada is giving landlord RioCan an edge (Globe and Mail)
- Inside the food truck mafia wreaking havoc around the National Mall (Washingtonian)
Tuesday, 7 July 2026
Stephan's Tuesday Picks
- Roger Martin: When less is more (Substack)
- South Africa's grocery war shifts from search to AI conversation (Bloomberg)
- Consumers shun mid-sized packs amid price squeeze, Nestle says (WSJ)
- Liquor stocks are priced for a Big Tobacco moment (WSJ)
- Ocado paves way for exit of CEO Tim Steiner after succession clash (FT)
Monday, 6 July 2026
Stephan's Monday Picks
- The pursuit of hungriness: 250 years of American food innovation (NYT)
- Nestle to change KitKat recipe in Europe to make it crispier (Bloomberg)
- California bans 'sell by' labels, hoping to cut food waste (NYT)
- What Big Food did to ice cream (Medium)
- Big brewers are making outsized bets on tiny cans of beer (WSJ)
Friday, 3 July 2026
Stephan's Friday Picks
Tuesday, 23 June 2026
Stephan's Tuesday Picks
- The art, science, and technology of geopolitical scenario planning (McKinsey)
- In a soft housing market, appliance and home furnishing retailers are collapsing. Customers are paying the price (Globe and Mail)
- Starbucks Korea to close all stores early for history training (Bloomberg)
- China summons Sam's Club over food safety concerns (FT)
- Bath & Body Works' strategy to win more young customers (WSJ)
Monday, 22 June 2026
Stephan's Monday Picks
- Weight-loss drugs cut UK food bills by £780 million, study shows (Bloomberg)
- The latest snack innovations are basically just Creamsicles and Chex Mix (Bloomberg)
- Why your summer tomatoes cost so much (Bloomberg)
- The 70-year-old marriage between McDonald's and Coke has some issues (WSJ)
- Being honest about low inventory can pay off for retailers (WSJ)
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