Stephan's Friday Picks

• Is Quince a good clothing brand (The Cut)
• What do U.S. companies want from e-commerce deliveries (McKinsey)
• Ben & Jerry's founders discuss buying back ice cream brand (Bloomberg)
• The most important person (in Japanese food) you've never heard of (NYT)
• From the archives (2007): Can Galen Weston Jr. save Loblaws (Toronto Life)

 Stephan's Thursday Picks

• Instacart falls on disappointing sales, earnings outlook (Bloomberg)
• TJX expects more growth this year (WSJ)
• Itochu withdraws from Seven & i buyout planned by retailer's founding family (Globe and Mail)
• Is bird flu the only reason egg prices are soaring (NYT)
• Would you pay $34 for shrimp cocktail (NYT)

Stephan's Wednesday Picks

• Unilever ousts chief, elevates CFO in push for faster growth (Bloomberg)
• Mark Carney says he would put a temporary cap on immigration (Globe and Mail)
• I tried to buy Canadian with my grocery list. Here's what it cost me (Globe and Mail)
• Just Eat shares soar 54% after Prosus offers to buy food delivery company for $4.3 billion (CNBC)
• How the internet made in-store shopping miserable (WSJ)

 Stephan's Tuesday Picks

• Roger Martin: Substitutes & strategy (Medium)
• How AI is transforming strategy development (McKinsey)
• Coffee prices are at 50-year highs. Producers aren't celebrating (NYT)
• Celsius to buy rival drink maker Alani Nu for $1.8 billion (WSJ)
• Texas's barbecue schism (The New Yorker)

 Stephan's Monday Picks

• 2024 Letter to Shareholders (Berkshire Hathaway)
• Loblaw expects U.S. tariff threat to boost sales for in-house brands as fourth quarter sales dips, CEO says (Globe and Mail)
• Walmart warns of slower sales gains after a bumper year (WSJ)
• Loblaw to open 80 stores in 2025 as part of $10 billion investment over five years (Globe and Mail)
• Canadian Tire selling Helly Hansen activewear brand for nearly $1.3 billion (Globe and Mail)

 Stephan's Friday Picks

• AI, demographics, and the U.S. economy (Vanguard)
• The $3 billion house that orange chicken bought (NYT)
• A primer on trade and inequality (HKS)
• Michael Mauboussin: (Probabilities and payoffs (Morgan Stanley)
• From the archives (2007): The untold Tim Hortons story (Toronto Life)

Stephan's Thursday Picks

• Heineken CEO aims to tap into thirst for zero-alcohol beer (WSJ)
• How a resurgent Walmart saw off the Amazon threat (FT)
• China's love affair with luxury has cooled (WSJ)
• Walgreens gains after CNBC says Sycamore takeout is 'alive' (Bloomberg)
• 'Gut pop' is injecting new fizz into the beverage aisle (WSJ)

 Stephan's Wednesday Picks

• Saks warns suppliers they will have to wait for payments (WSJ)
• Coke $7 billion bet on milk hits big (Bloomberg)
• With falling U.S. sales, companies are trying to hit the sweet spot for prices (WSJ)
  
• Meet the flavour engineers working to make plant-based food taste more like meat (Globe and Mail)
• The quest to make the perfect toothbrush (WSJ)

 Stephan's Tuesday Picks

• Roger Martin: Tariffs and strategy (Medium)
• Walmart is retail king again. Can it keep the crown (WSJ)
• Japan perfected 7-Eleven. Why can't the U.S. get it right (Bloomberg)
• Uber sues DoorDash over food delivery practices (WSJ)
• Can surf and turf survive a trade war (Globe and Mail)

 Stephan's Friday Picks

• Inside Amazon's messy push to bring everybody back to the office (WSJ)
• Canadian Tire reports sales growth in fourth quarter, misses revenue estimates (Globe and Mail)
• Unilever picks Amsterdam over London for ice cream unit's primary listing (WSJ)
• Nestle posts weakest sales growth in more than two decades as shoppers retreat (WSJ)
• From the archives (2015): Canadian Tire, Target learn home is where the profit is (Globe and Mail)

Stephan's Thursday Picks

• The tequila boom is over. The tequila price war has begun (WSJ)
• Tim Hortons looks to switch to Canadian suppliers for U.S.-sourced items amid tariff threat (Globe and Mail)
• How protein muscled its way into American grocery (Grub Street)
• Eggs over easy? Not these days (NYT)
• Why does it feel like there's listeria in everything (Eater)

 Stephan's Wednesday Picks

• Shirley temple king, Leo Kelly, has the power to change menus (NYT)
• Blended 7-Eleven and supermarket concept proves a tough sell (Bloomberg)
• How Dave's Hot Chicken beat rising labour costs (WSJ)
• Chrystia Freeland announces plan to gap grocery prices and increase competition (Globe and Mail)
• Shopify profit doubles after revenue surges during holidays (WSJ)

 Stephan's Tuesday Picks

• Roger Martin: Beyond network economics (Medium)
• US shoppers face fees of up to $50 or more to get packages from China (Wired)
• Amazon plans to spend $100 billion this year to capture 'once in a lifetime' opportunity in AI (CNBC)
• Milk takes center stage in 2025 (NYT)
• How interprovincial trade barriers impact your daily life (CBC)

 Stephan's Monday Picks

• The breaking point for eggs (The Atlantic)
• How to combat surveillance pricing (The Cut)
• When is a deal really a deal? We tracked prices at Old Navy and Canadian Tire to find out (CBC)
• Surge in cocoa prices show why Hershey bets on derivatives (WSJ)
• Orange juice makers are desperate for a comeback (Bloomberg)

 Stephan's Friday Picks

• The trade war is running hot in the Costco frozen food section (Globe and Mail)
• Why Amazon is betting on 'automated reasoning' to reduce AI's hallucinations (WSJ)
• The world's first lab grown meat for pets goes on sale (The Verge)
• How Canadian restaurants are remaking their menus with a focus on fare grown at home (Globe and Mail)
• From the archives (2007): Kroger moves into the sights of private equity shops (WSJ)

 Stephan's Thursday Picks

• PepsiCo adding healthier snacks as consumers shun salt and fat (NYT)
• The last days of American orange juice (The Atlantic)
• As big retailers like Target pull back from DEI, what happens to Black sellers (NYT)
• Why Canada is safe, for now, from very high egg prices (CBC)
• A hot new brand for luxury brands to consider: Made in America (WSJ)

 Stephan's Wednesday Picks

• Big Food wants to feed our protein obsession (Bloomberg)
• Amazon, king of online retail, can't seem to make its physical stores work (WSJ)
• What does 'made in Canada' mean (Globe and Mail)
• Albertsons shouldn't make the same mistake as Walmart (Bloomberg)
• Leblanc planning 2025 federal budget, asks ministers for plans to respond to U.S. protectionism (Globe and Mail)

 Stephan's Tuesday Picks

• Tariffs on Canada paused for 30 days, Trudeau says after Trump phone call (Globe and Mail)
• A U.S-Canada trade shock is now in play: first economic takeaways (RBC)
• What puts the 'New York' in New York cheesecake (NYT)
• Unlocking the next frontier of personalized marketing (McKinsey)
• Amazon and Ottawa at odds over proposed meeting with its CEO Andy Jassy (Globe and Mail)

 Stephan's Monday Picks

• Trudeau says Canada will retaliate for Trump's tariffs with 25 per cent levies on billions of dollars of goods (Globe and Mail)
• Inside Chick-fil-A's quest to make fast food faster (WSJ)
• MEC seeks cash infusion as inventory clearout batters bottom line (Globe and Mail)
• Walgreens tumbles after suspending steady dividend to save cash (Bloomberg)
• Canadian food companies plan to expand production U.S. as tariffs loom (Globe and Mail)