Stephan's Tuesday Picks
Tuesday, 30 September 2025
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)
Labels:
agriculture,
artificial intelligence,
Costco,
Walmart
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)
Labels:
** From the  Archives **,
inflation,
M&A,
Nestle,
restaurants
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)
Labels:
amazon,
food trends,
population growth,
trade,
Walmart
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)
Labels:
artificial intelligence,
department stores,
Ikea,
M&A
Tuesday, 23 September 2025
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)
Labels:
General Mills,
inflation,
quarterly earnings,
restaurants,
toys
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
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
Labels:
** From the  Archives **,
Europe,
food trends,
health care,
Kraft Heinz,
liquor,
M&A
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)
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