Wednesday, 29 April 2026

 Stephan's Wednesday Picks

  • Roger Martin: Strategic stuckness (Substack)
  • Home Depot courts contractors as US economy weighs on DIY set (FT)
  • AB Foods to spin off Primark (FT)
  • Starbucks says its sales rebound is gaining momentum (WSJ)
  • Mondelez reports developing market growth offsetting U.S, Europe weakness (WSJ)

Tuesday, 28 April 2026

 Stephan's Tuesday Picks

  • How agentic AI is transforming retail merchandising (BCG)
  • IHOP, Cracker Barrel, and Red Lobster cash in on catering (NYT)
  • The humble bean gets a high-end glow-up (Bloomberg)
  • Why it's time for Canada to consider a national fertilizer strategy (Globe and Mail)
  • What happens when AI runs a store in San Francisco (NYT)

Monday, 27 April 2026

 Stephan's Monday Picks

  • Sam's Club launches one-hour US delivery with shoppers in on-demand phase (FT)
  • Best Buy CEO Corrie Barry steps down after years of tepid growth (WSJ)
  • Danone sales rise as yogurt, water outweigh formula recalls (Bloomberg)
  • Wagyu used to signify quality beef. What are you paying for today (NYT)
  • Who killed the Florida orange (Slate)

Friday, 24 April 2026

 Stephan's Friday Picks

  • Metro delays raising food prices as customers turn to discount stores (Globe and Mail)
  • How Chobani turned Greek yogurt into an American staple (Bloomberg)
  • AB Foods to spin off Primark (FT)
  • How Nestle's pioneering China businesses fell into disarray (FT)
  • From the archives (2000): Can Amazon make it (Bloomberg)

Thursday, 23 April 2026

 Stephan's Thursday Picks

  • Why McCormick thinks flavouring food is better than making it (WSJ)
  • How big brands can spot the next big thing (BCG)
  • Protein is hotter than ever. So why is the owner of Quest and Atkins on a cold streak (WSJ)
  • Pistachio prices hit eight-year high on war in major grower Iran (Bloomberg)
  • Walmart challenges Amazon on same-day delivery using stores as warehouses (FT)

Wednesday, 22 April 2026

 Stephan's Wednesday Picks

  • The coming global food crisis (FT)
  • Gwyneth Paltrow is bringing her takeout business to New York City (WSJ)
  • How retailers can improve operating margins to drive shareholder returns (BCG)
  • OpenTable won over the wrong customers, then changed course (Bloomberg)
  • Skimp on yogurt, splurge on skydiving: The rise of the frugal rich (WSJ)

Tuesday, 21 April 2026

 Stephan's Tuesday Picks

  • Unilever hikes prices of Hellmann's mayonnaise as suppliers try to offset rising fuel costs (Globe and Mail)
  • Chocolate makers look to cut down on cocoa after price volatility (WSJ)
  • Teen's death prompts push to ban energy drink sales in Quebec to youths under 16 (CBC)
  • Weight-loss drugs and Mars bars: Novo Nordisk's comeback bid (FT)
  • IMF sees Canada's fiscal position as strongest in G7 (Bloomberg)