Thursday, 21 May 2026

 Stephan's Thursday Picks

  • Trump cuts to grocery subsidies bite US food companies (FT)
  • Target reports largest sales gain in years (WSJ)
  • Calls for 'no seed oil' push companies to order up on butter and beef tallow (NYT)
  • UK Treasury pushes supermarkets to cap prices (FT)
  • Celebrating 50 years of great American wines (NYT)

Wednesday, 20 May 2026

 Stephan's Wednesday Picks

  • How Walmart is taking over empty drugstores to speed up deliveries (FT)
  • Nestle's CHF 2.5 billion transform to boost efficiency, cut costs, and fuel growth (BCG)
  • Why Gen Z's love 'boy kibble' and these other food trends (WSJ)
  • Andy Jassy is rewriting Amazon's playbook for the AI age (Bloomberg)
  • Court rules Coles misled shoppers with its Down Down discount campaign (The Guardian)

Tuesday, 19 May 2026

 Stephan's Tuesday Picks

  • GLP-1 users are taking a bite out of restaurants (WSJ)
  • Why are life is now on subscriptions (NYT)
  • The shoppers redefining how to save money on groceries (NPR)
  • The world is awash in bourbon. That's a problem for big booze (WSJ)
  • Do you have a mango dealer (FT)

Friday, 15 May 2026

 Stephan's Friday Picks

  • I want to live like Costco people (Taste)
  • Why Spirit Airlines failed where European budget carriers thrived (The New Yorker)
  • The slopification of lunch (Esquire)
  • From the archives (2016): How Americans pretend to love 'ethnic food' (Washington Post)

Thursday, 14 May 2026

 Stephan's Thursday Picks

  • Ambani's cola war with Coke, Pepsi spurs fridge bonanza in India (Bloomberg)
  • Potato chip bags are going black and white because of the Iran war (WSJ)
  • Retailers are making expensive bets that shoppers still want to go to stores (NYT)
  • Dunkin' returns to Canada after ten years, with plans for hundreds of locations (Globe and Mail)
  • Walmart lays off or relocates 1,000 workers (WSJ)

Wednesday, 13 May 2026

 Stephan's Wednesday Picks

  • The race to automate the last mile of grocery deliveries (BCG)
  • Resetting expectations: Canada's economy in a lower-immigration era (CD Howe Institute)
  • Salmon farms on land take aim at a $19 billion industry (Bloomberg)
  • Food prices rise to highest in three years on Iran war costs (Bloomberg)
  • Italian gelato is getting weird and not everyone likes it (Bloomberg)

Tuesday, 12 May 2026

 Stephan's Tuesday Picks

  • Why beef prices won't drop anytime soon (Bloomberg)
  • As AI upends shopping, retailers tailor their pitches to chatbots (Globe and Mail)
  • Frozen TV dinners get a high-protein makeover for the GLP-1 era (Bloomberg)
  • No whey, a cottage cheese shortage! Demand surges amid protein craze (CBC)
  • What India's Diet Coke shortage means for the U.S. (The Atlantic)