Tuesday, 30 September 2025

 Stephan's Tuesday Picks

  • Roger Martin: A primer on strategic choice chartering (Medium)
  • Who still eats sugary cereal (NYT)
  • The mystery of Mamadou, a delivery guy who became a superhero (WSJ)
  • Costco says giving shoppers an extra hour is paying off (WSJ)
  • Forget Labubus: We're collecting semi-cured gel nail strips (NYT)

Monday, 29 September 2025

 Stephan's Monday Picks

  • Zeynep Ton: Costco's Jim Senegal on building a company that will endure (HBR)
  • The science policy behind Brazil's agricultural triumph (Beyond Imitation)
  • Soaring soybean demand pushes farmers deeper into the Amazon (Bloomberg)
  • Meet the migrant workers Canada depends on to harvest their crops (Globe and Mail)
  • Walmart CEO issues wake-up call: AI is going to change literally every job (WSJ)

Friday, 26 September 2025

 Stephan's Friday Picks

  • Cocoa's historic crunch is easing further as harvests pick up (Bloomberg)
  • How Niagara's Pearl Morissette became just the 2nd restaurant in Canada with two Michelin stars (CBC)
  • Nestle is said to tap Morgan Stanley for vitamin business review (Bloomberg)
  • Restaurants under pressure as Canadians dine out less to save more (Globe and Mail)
  • From the archives (2021): Nestle expands in vitamins with $5.75 billion Nature's Bounty deal (WSJ)

Thursday, 25 September 2025

 Stephan's Thursday Picks

  • Walmart adds home delivery for Ozempic, other refrigerated drugs (Bloomberg)
  • Amazon plans to shut UK grocery stores (WSJ)
  • Sushi is bigger than ever in America. Here's the reason (NYT)
  • Population growth slows to near zero, driven by temporary resident outflow (Globe and Mail)
  • U.S. targets Canadian mushroom growers with anti-dumping investigation (Globe and Mail)

Wednesday, 24 September 2025

 Stephan's Wednesday Picks

  • As Ikea's iconic meatball turns 40, the company looks ahead to its plant-based future (Globe and Mail)
  • From potential to performance: Using gen AI to conduct outside-in diligence (McKinsey)
  • Keurig Dr Pepper slumps as deal risk spurs rare sell call (Bloomberg)
  • Saks in talks to sell 49% of Bergdorf Goodman for about $1 billion (WSJ)
  • A city built on Corn Flakes pins hopes on new Kellogg owner (WSJ)

Tuesday, 23 September 2025

 Stephan's Tuesday Picks

  • Roger Martin: Technocrats vs strategists (Medium)
  • How AI agents are transforming consumer goods (BCG)
  • After seedless grapes, now for the pitless cherry (Bloomberg)
  • Is Amazon Prime too hard to cancel? A jury will decide (WSJ)
  • What's behind the endless breakup-merger cycle (Wharton)

Monday, 22 September 2025

Stephan's Monday Picks

  • General Mills cites cautious shopper in reiterating outlook (Bloomberg)
  • Why restaurant diners are paying more everywhere (NYT)
  • Tamgotchis are back as the pocket-sized pets ride a wave of nostalgia (Globe and Mail)
  • Driving successful volume-led growth in consumer markets (BCG)
  • Global economic profit bounces back to an all-time high (McKinsey)

Friday, 19 September 2025

 Stephan's Friday Picks

  • Inter Ikea names new CEO, who pledges to keep price cutting plan (Bloomberg)
  • Nestle's new CEO tries to move past scandal and weak management (Bloomberg)
  • New owner plots comeback for tween retailer Claire's (WSJ)
  • Dollarama named 'Canada's Costco' as Bernstein rates outperform (Bloomberg)
  • From the archives (2016): Ikea forever (NYT)

Thursday, 18 September 2025

 Stephan's Thursday Picks

  • Ditching ultra-processed foods can be hard. Here's where to start (WSJ)
  • One year of agentic AI: Six lessons from the people doing the work (McKinsey)
  • That single use coffee cup could be on the way out (WSJ)
  • You're probably wearing too much deodorant (The Atlantic)
  • Ben & Jerry's co-founder quits after 47 years, cites loss of independence under Unilever (WSJ)

Wednesday, 17 September 2025

 Stephan's Wednesday Picks

  • Son of DavidsTea founder calls for leadership overhaul, accusing company of poor governance (Globe and Mail)
  • August inflation rate ticks up to 1.9%, rising less than expected (Globe and Mail)
  • What's the Lububu craze all about? And how long can it last (Bloomberg)
  • The grilled chicken chain joining the crispy poultry frenzy. Sort of (WSJ)
  • Jack Ma returns with a vengeance to 'Make Alibaba Great Again' (Bloomberg)

Tuesday, 16 September 2025

Stephan's Tuesday Picks

  • Faux science in strategy (Medium)
  • Aldi to invest £1.6 billion to fuel UK expansion (Bloomberg)
  • It's not you. It's the food (NYT)
  • UK food makers seek relief from inflation seen nearing 6% (Bloomberg)
  • Sainsbury's ends talks with JD.com over selling Argos unit (Bloomberg)

Monday, 15 September 2025

 Stephan's Monday Picks

  • If Pepsi wants to win, it has to play Coke's game (WSJ)
  • This startup turns almond waste into organic fertilizer (Bloomberg)
  • California wants to ban 'forever chemicals' in pans. These chefs say don't do it (NYT)
  • Jaba Juice made from khat takes off in Kenya (Bloomberg)
  • Beef prices are at a record high. The winner: cattle ranchers (WSJ)

Friday, 12 September 2025

 Stephan's Friday Picks

  • RH CEO says furniture sellers will 'go bankrupt' without discounts (Bloomberg)
  • Costco denies it sold knockoffs of Lululemon's trademarked clothes (Globe and Mail)
  • Kroger rises after lifting outlook on healthy grocery demand (Bloomberg)
  • Crispr offers new hope of treating diabetes (Wired)
  • From the archives (2009): Bonnie of The Bay (Maclean's)

Thursday, 11 September 2025

 Stephan's Thursday Picks

  • Is America ready for Japanese-style 7-Eleven's (NYT)
  • Why 7-Eleven and other convenience stores in Japan are so special (NYT)
  • AB Foods slumps as Primark owner bemoans challenging environment (Bloomberg)
  • The Starbucks turnaround that has baristas and customers steamed (NYT)
  • Soon, even your Starbucks latte can come with protein. Is this trend healthy, or just good business (CBC)

Wednesday, 10 September 2025

 Stephan's Wednesday Picks

  • Woolworths, Coles face $511 million hit after underpaying staff (Bloomberg)
  • Patagonia changed the apparel business. Can it change food too (NYT)
  • PepsiCo CEO's tall order: Win over investor calling for strategy reset (WSJ)
  • New 'Got Milk' campaign tries to build on dairy milk comeback (WSJ)
  • Walmart to open shops in in South Africa in push to win locals (Bloomberg)

Tuesday, 9 September 2025

 Stephan's Tuesday Picks

  • Roger Martin: Strategic nihilism (Medium)
  • The Kelce brothers' Garage Beer company is now worth $200 million (WSJ)
  • Carlos Abrams-Rivera, the Kraft Heinz CEO dealing with America's lost appetite (FT)
  • Amazon pares back free shipping perk on Prime membership (NYT)
  • It's not just you: Household product scents are getting stronger (Bloomberg)

Monday, 8 September 2025

 Stephan's Monday Picks

  • Restaurants near you are struggling - with one red-hot, surprising exception (Slate)
  • Why is everything spicy now (The Atlantic)
  • Strawberry picking is thankless work. That's what makes it worth watching (NYT)
  • J. Crew survived bankruptcy. Next up: Cultural relevance (Bloomberg)
  • Amazon's big bet on groceries isn't a knockout blow for rivals (WSJ)

Friday, 5 September 2025

 Stephan's Friday Picks

  • M&A in consumer health has its own formula (BCG)
  • Krispy Kreme bets on big box stores to stay fresh (NYT)
  • Taco Bell's not so secret sauce: An endless stream of new stuff (Bloomberg)
  • How pubs won Gen Z over (FT)
  • From the archives (2015): Kraft, Heinz to merge, forming food giant (WSJ)

Thursday, 4 September 2025

 Stephan's Thursday Picks

  • What declining cardboard box sales tells us about the U.S. economy (Bloomberg)
  • Online shopping may never be the same (The Atlantic)
  • Here's what happens when you round up farmworkers (NYT)
  • Woolworths struggles to win back 'price trust' from customers (The Guardian)
  • Keurig Dr Pepper to acquire Peet's in $18 billion deal (WSJ)

Wednesday, 3 September 2025

 Stephan's Wednesday Picks

  • Roger Martin: The future of the middle class depends on frontline service jobs (Medium)
  • Aldi wants to conquer the American grocery store landscape (WSJ)
  • Kraft Heinz is splitting into two companies (WSJ)
  • A flurry of deals is changing who owns your breakfast (Bloomberg)
  • Luxury fashion seller Ssense to seek protection after clash with creditors (Bloomberg)

Tuesday, 2 September 2025

 Stephan's Tuesday Picks

  • The global lobster rush might break the industry (Bloomberg)
  • The self-importance of luxury dining (The Atlantic)
  • Welcome to the fast food industry's crispy chicken summer (WSJ)
  • If you'll pay $800 for a credit card, you're in demand (NYT)
  • A2 Milk to buy New Zealand formula plant to target China growth (Bloomberg)