Stephan's Wednesday Picks
Pax Westona
Wednesday, 29 April 2026
Labels:
Home Depot,
M&A,
Mondelez,
Primark,
quarterly earnings,
Starbucks
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)
Labels:
** From the Archives **,
amazon,
M&A,
Metro,
Nestle,
quarterly earnings
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)
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