Wednesday, 31 December 2025

 Stephan's Wednesday Picks

  • How Starbucks came undone (Slate)
  • The year in food (The Atlantic)
  • How we'll eat in 2026: More caution, more crunch (NYT)
  • How an office romance sparked an overhaul at Nestle (WSJ)
  • What it takes to preserve the 355-year-old Hudson's Bay charter (Globe and Mail)

Tuesday, 30 December 2025

 Stephan's Tuesday Picks

  • Strategy & Connoisseurship (Medium)
  • Lululemon founder Chip Wilson launches proxy fight for board changes (Globe and Mail)
  • Soaring coffee prices are forcing roasters, retailers, and consumers to adapt (Globe and Mail)
  • Why a $500 steak dinner only yields a $25 profit (WSJ)
  • The United States of Klarna (Bloomberg)

Monday, 29 December 2025

 Stephan's Monday Picks

  • Why Sears's last great hope was a promise that never materialized (NYT)
  • How Costco won over wine snobs (WSJ)
  • Costco earnings show Executive members driving the economy (Quartz)
  • Sam's Club is beating Costco at its own game - in China (WSJ)
  • Canada's lobster industry caught in a tariff trap (Globe and Mail)

Wednesday, 24 December 2025

 Stephan's Wednesday Picks

  • The battle for The Bay (Toronto Life)
  • You know Panettone. Now meet its rarer, even more difficult cousin (NYT)
  • Target, Walmart, Whole Foods targeted in botulism suits (Bloomberg)
  • Nestle's Nespresso appoints new North American chief executive (Bloomberg)
  • From the archives (1979): The bid to buy Hudson's Bay fought (NYT)

Tuesday, 23 December 2025

 Stephan's Tuesday Picks

  • A $600 suckling pig? Wagyu for all? On menus, it's a new gilded age (NYT)
  • Jim Beam halts production as whiskey market struggles (NYT)
  • Instacart scraps all price tests after customer pushback (WSJ)
  • What does Lululemon need: Discipline or inspiration (WSJ)
  • Cocoa prices are plunging. Why is chocolate still so expensive (Bloomberg)

Monday, 22 December 2025

 Stephan's Monday Picks

  • Tiff Macklem on lessons from the trade war and what risks he sees ahead (Globe and Mail)
  • 14-hour shifts and $1 a delivery - but China's army of gig workers keeps growing (WSJ)
  • The cracks in Crumbl's cookie empire are showing (Bloomberg)
  • Chasing spice and street food in India's pink city (NYT)
  • High coffee prices are changing how consumers take their daily brew (Bloomberg)

Friday, 19 December 2025

 Stephan's Friday Picks

  • Elliott builds over $1 billion stake in Lululemon (WSJ)
  • Walmart's $115 thousand starting pay and better rigs draw women to trucking (Bloomberg)
  • The Big Tobacco playbook comes for your Oreos (The Atlantic)
  • Luckin Coffee is said to consider bidding for Nestle's Blue Bottle (Bloomberg)
  • From the archives (2007): Zen and the art of retailing (Globe and Mail)

Thursday, 18 December 2025

 Stephan's Thursday Picks

  • Canada reports its biggest ever population decline (Globe and Mail)
  • Kraft Heinz picks new CEO ahead of split (WSJ)
  • Pepsi worked to keep prices higher to protect Walmart, FTC found (WSJ)
  • DoorDash brings grocery shopping to ChatGPT, rivaling Instacart (Bloomberg)
  • General Mills says stressed shoppers buying more on sale (Bloomberg)

Wednesday, 17 December 2025

 Stephan's Wednesday Picks

  • Your holiday party food should be a shrimp tower (NYT)
  • Sylvain Charlebois: The quiet transformation of Canada's grocery industry (National Post)
  • The grocery code of conduct takes effect next month. Its first enforcer has a 'big job' ahead (Globe and Mail)
  • The hottest toy of the year is made by a tech startup you've never heard of (WSJ)
  • The cult of Kohl's cash (WSJ)

Tuesday, 16 December 2025

 Stephan's Tuesday Picks

  • Roger Martin: Thinking intelligently about corporate purpose (Medium)
  • How do skincare dupes compare to luxury brands (BBC)
  • Warehouse clubs turn to store brands as shoppers push back on prices (WSJ)
  • Australia to ban supermarket price gouging in sweeping competition reforms (Bloomberg)
  • Chile's powerful cherry industry strives to satisfy Chinse buyers (Bloomberg)

Monday, 15 December 2025

 Stephan's Monday Picks

  • Coca-Cola names next CEO (WSJ)
  • Lululemon chief executive Calvin McDonald to depart next month (WSJ)
  • As the price of beef soars, restaurants are in 'code red' mode (NYT)
  • Canada records surprise trade surplus after seven months of deficits (Globe and Mail)
  • Shoppers' treasure hunt is on at TJ Maxx (Bloomberg)

Friday, 12 December 2025

 Stephan's Friday Picks

Thursday, 11 December 2025

 Stephan's Thursday Picks

  • Tariffs dent Campbell's soup sales (WSJ)
  • Can Jollibee beat American fast food at its own game (The Atlantic)
  • Why Costco is the only big retailer to challenge Trump on tariff refunds (Washington Post)
  • Home Depot warns that housing pressures will persist next year (Bloomberg)
  • Canada's US envoy to step down, Mark Wiseman seen as likely successor (Bloomberg)

Wednesday, 10 December 2025

 Stephan's Wednesday Picks

  • Kroger's CEO wants to cut prices by cutting costs (WSJ)
  • PepsiCo plans layoffs as it looks to wrap up Elliott talks (Bloomberg)
  • Beauty has never been more cutthroat. Here's how Sephora plans to stay on top (WSJ)
  • Magnum Ice Cream hits $9 billion market cap on trading debut (WSJ)
  • Same product, same store, but on Instacart, the prices might differ (NYT)

Tuesday, 9 December 2025

 Stephan's Tuesday Picks

  • Roger Martin: A leader's role in fostering AI superpowers (Medium)
  • American breakfast cereals are becoming less healthy, study finds (NYT)
  • How the dollar-store industry overcharges cash-strapped customers while promising low prices (The Guardian)
  • Game theory explains how algorithms can drive up prices (Wired)
  • The heist of its culinary crown jewels rocks French village (NYT)

Monday, 8 December 2025

Stephan's Monday Picks

  • The end of the lunch bowl era (Bloomberg)
  • New York law could set stage for AI regulation's next big battleground (NYT)
  • Goodbye price tags, hello dynamic pricing (NYT)
  • Why you may not want lower prices as much as you think (Washington Post)
  • Economy was on stronger footing heading into trade war, Statscan revisions show (Globe and Mail)

Thursday, 4 December 2025

 Stephan's Friday Picks

  • EQ Bank to buy PC Financial from Loblaw for $800 million (Globe and Mail)
  • Thomson, Weston families win bid for Hudson's Bay charter (Globe and Mail)
  • You're on Ozempic? How quaint (The Atlantic)
  • Ozempic is changing the way we spend money on time, and the way we eat (Washington Post)
  • From the archives (2002): Thomson legacy likely to endure (Globe and Mail)

 Stephan's Thursday Picks

  • People are ordering smaller pizzas and fewer toppings. What does that tell us (NYT)
  • San Francisco sues food makers over ultra-processed products (WSJ)
  • Past forward: The modern rethinking of marketing's core (McKinsey)
  • Get ready America, here come China's food and drink stores (NYT)
  • Costco joins companies suing for refunds if Trump's tariffs fail (Bloomberg)

Wednesday, 3 December 2025

 Stephan's Wednesday Picks

  • Roger Martin: Diversification can't disappear a strategy problem (Medium)
  • Trump's beef price battle meets America's insatiable demand (Bloomberg)
  • Does New York need another luxury grocery store (NYT)
  • The future of retail: Six disruptions that could shape the next decade (Bain)
  • H&M caught in the middle of a fast fashion battle (FT)

Tuesday, 2 December 2025

 Stephan's Tuesday Picks

  • Gen X-ers have money to spend. Why are retailers ignoring them (NYT)
  • Here's what's really in a can of chicken soup (WSJ)
  • Billionaire Zara heir bets fast fashion empire on upmarket push (Bloomberg)
  • Inside Atlanta's first government-funded supermarket (WSJ)
  • How Pepsi trounced Coca-Cola in the Middle East (The Economist)

Monday, 1 December 2025

 Stephan's Monday Picks

  • Molson Coors accuses former Canadian staff of 'complex' embezzlement scheme (Globe and Mail)
  • Michelin honoured the cheesesteak. Not all Philadelphians cheered (NYT)
  • Ontario grocers could avoid taking back wine and beer empties under new deal (CBC)
  • Shaking up the British sugar tax (Bloomberg)
  • Lululemon is having an identity crisis. Its founder blames its CEO (WSJ)