Thursday, 2 April 2026

 Stephan's Thursday Picks

  • Bain & Company unveils its 10th annual Insurgent Brands list (Bain)
  • The brigade systems helps restaurants succeed. Does it also lead to abuse (NYT)
  • The CEO's value test: Think like an activist, deliver like a leader (BCG)
  • How Campbell's is investing in leadership - and driving growth and innovation along the way (McKinsey)
  • From the archives (2025): Insurgent brands steal the spotlight in 2025 (Bain)

Wednesday, 1 April 2026

 Stephan's Wednesday Picks

  • Where might the war with Iran hit your grocery bill? Start with raspberries (NYT)
  • How successful retailers prosper in tough times (HBR)
  • Unilever to combine foods business with McCormick (WSJ)
  • McCain's ownership flaws were identified decades ago - now a second generation is feuding all over again (Globe and Mail)
  • Hershey's growth strategy leans into salty, better for you snacks (WSJ)

Tuesday, 31 March 2026

 Stephan's Tuesday Picks

  • Roger Martin: First mover advantages versus pioneering costs (Substack)
  • Unilever nears deal to create $60 billion food giant with McCormick (WSJ)
  • Food giants were finally starting to cut prices - then the war began (FT)
  • Amazon's rural delivery push slams into Walmart (Bloomberg)
  • Nestle pushes ahead of €5B Perrier and San Pellegrino deal (FT)

Monday, 30 March 2026

 Stephan's Monday Picks

  • He was supposed to break up Kraft and Heinz. Then he changed his mind (NYT)
  • Why Kraft Heinz's CEO decided not to split up the company (WSJ)
  • Food megamergers hardly ever work. Could McCormick-Unilever be different (WSJ)
  • The global food crisis unleashed by the war (FT)
  • Dutch retailer Action targets US market by 100-store rollout by 2028 (Bloomberg)

Friday, 27 March 2026

 Stephan's Friday Picks

  • Larry Fink's annual chairman's letter to investors (BlackRock)
  • Kraft Heinz to invest $250 million in Montreal factory to boost capacity amid increased demand (Globe and Mail)
  • The corporate strategy function in an AI-first world (BCG)
  • Dollar General falls after naming CEO (Bloomberg)
  • From the archives (1996): The science of shopping (The New Yorker)

Thursday, 26 March 2026

 Stephan's Thursday Picks

  • How Amazon is bringing fast delivery to rural America (WSJ)
  • Commerce media at an inflection point (McKinsey)
  • Red Lobster's last gasp (Bloomberg)
  • Danone to buy protein shake maker for $1.2 billion (WSJ)
  • Vertical farming tried to compete with open field farming. It's not going well (NYT)

Wednesday, 25 March 2026

 Stephan's Wednesday Picks

  • Target plans to tighten dress code rules for store employees (Bloomberg)
  • McCormick to go all in on mayo with potential Unilever deal (Bloomberg)
  • Why mayo and soap no longer mix for Unilever (WSJ)
  • Fast food's math problem: Making burgers cheap with beef at records (WSJ)
  • Project 'Buff Baby' transformed a Huggies diaper. Not it could change the way we shop (WSJ)

Tuesday, 24 March 2026

 Stephan's Tuesday Picks

  • Store traffic expected to rise across U.S. Circle K stores despite surging gasoline prices, Couche-Tard CEO says (Globe and Mail)
  • Unilever in talks to separate food business and combine it with McCormick (WSJ)
  • Snack brands jockey to invent the next hit chip (Bloomberg)
  • Blank Street bets on bigger storefronts (Bloomberg)
  • Topo Chico might be hard to get this summer (Texas Monthly)

Monday, 23 March 2026

 Stephan's Monday Picks

  • Walmart wins patents to give algorithms more sway over prices (FT)
  • Unilever, Kraft Heinz held talks over food merger uniting ketchup and mayo (FT)
  • Artificial intelligence is coming for sommeliers (NYT)
  • Canada's first butter bar is coming to Port Credit (Toronto Life)
  • Macy's CEO points to E-shaped economy, signaling consumer shift (WSJ)

Friday, 20 March 2026

Stephan's Friday Picks

  • Canada reports first annual population decline on record (Globe and Mail)
  • Restaurants are struggling as Americans drink less (NYT)
  • How Danone is reinventing FMCG operations (McKinsey)
  • Looking for rotisserie chicken heaven? It's in Montreal (NYT)
  • From the archives (2020): Nothing compares to yuzu (The New Yorker)

Thursday, 19 March 2026

 Stephan's Thursday Picks

  • Kraft Heinz puts focus on struggling brands after ditching split (Bloomberg)
  • Lululemon scrambles to revive yoga pants empire amid fight with founder (NYT)
  • Unilever considers potential separation of food assets (Bloomberg)
  • Amazon plans drastic cut in packages sent via already struggling postal service (WSJ)
  • General Mills posts lower sales, profit amid turnaround (WSJ)

Wednesday, 18 March 2026

 Stephan's Wednesday Picks

  • Target's tech chief has a big role to play in the retailer's turnaround (WSJ)
  • JD.com's European push pits Chinese retailer against Amazon (Bloomberg)
  • Pop Mart bets on new toys as Labubu mania fades (Bloomberg)
  • Big bargains and 'white knuckle' buying: Inside the rise of TJ Maxx (FT)
  • Amazon launches 1-hour delivery in hundreds of U.S. cities (WSJ)

Tuesday, 17 March 2026

 Stephan's Tuesday Picks

  • Roger Martin: Becoming an EI augmented enterprise (Substack)
  • The dark side of Japan's convenience stores (FT)
  • How Jeff Bezos upended The Washington Post (NYT)
  • South Korea fell hard for this dessert, but that was so last month (NYT)
  • JBS beef plant workers begin industry's largest strike in years (WSJ)

Monday, 16 March 2026

 Stephan's Monday Picks

  • Weston family funding launch of a national digital media startup, sources say (Globe and Mail)
  • Who's really ordering all that DoorDash (The Argument)
  • Empire reports third-quarter loss amid shift in e-commerce strategy (Globe and Mail)
  • Japan loses its thirst for vending machines (FT)
  • The dieting myth that won't die (The Atlantic)

Friday, 13 March 2026

 Stephan's Friday Picks

  • Target boycott over DEI charges winding down (WSJ)
  • Coffee prices stay at record highs despite drop in market for beans (Bloomberg)
  • The highly exclusive way that everyone is shopping now (The Atlantic)
  • Rene Redzepi steps down at Noma amid allegations of past abuse (NYT)
  • From the archives (1997): What price the Snapple debacle (Bloomberg)

Thursday, 12 March 2026

 Stephan's Thursday Picks

  • Amazon wins court order blocking Perplexity AI shopping bots (Bloomberg)
  • The suburb that won't sleep (NYT)
  • In Canada's major cities, fertility rates are in steep decline. What happened? (Globe and Mail)
  • Walmart-backed Flipkart said to plan to invite banks to pitch for IPO in April (Bloomberg)
  • Campbell's cuts outlook as snack sales fall (WSJ)

Wednesday, 11 March 2026

 Stephan's Wednesday Picks

  • A growth formula for the home and hygiene market (McKinsey)
  • A $1,000 dog grooming session? The wellness industry is booming (NYT)
  • The new food fad sweeping Korea (FT)
  • Graza's new mayo is the latest buzzy condiment to launch (Fast Company)
  • Liquor hasn't led to an explosion in alcohol sales, as some feared (Globe and Mail)

Tuesday, 10 March 2026

 Stephan's Tuesday Picks

  • How Swig turned dirty soda into a national obsession (Bloomberg)
  • Luckin coffee backer Centurium is said to be in advanced talks for Blue Bottle (Bloomberg)
  • Iran conflict sparks global rush for critical fertilizers (Bloomberg)
  • Why dinner never gets easier (The Atlantic)
  • War in the Middle East threatens global food production (WSJ)

Monday, 9 March 2026

Stephan's Monday Picks

  • Parisians have given into the lunch salad (NYT)
  • The allure of 'slop bowls' fades as consumers tighten spending (NYT)
  • A new generation of mall rats has arrived (WSJ)
  • We got hooked on fast, free shipping. Now retailers are taking it away (WSJ)
  • Kroger's new CEO will focus on price, customer experiences (Bloomberg)

Friday, 6 March 2026

Stephan's Friday Picks

  • Pizza Hut takes fans on a trip to its past (NYT)
  • Can Reese's have too many pieces (FT)
  • Target accelerates in-store investments as part of turnaround strategy (WSJ)
  • Inside the unraveling of seafood magnate John Risley's billion dollar empire (Globe and Mail)
  • From the archives (2019): How Target became the model in U.S. retail (Bloomberg)

Thursday, 5 March 2026

 Stephan's Thursday Picks

  • He's Reese's biggest advocate - and Hershey's biggest headache (WSJ)
  • Are European supermarkets actually better and cheaper than American (Washington Post)
  • Target's new CEO has a $6 billion plan to turn the tide (WSJ)
  • B&M tries to win back Britain's discount shoppers (FT)
  • The 13-second video that supercharged the McDonald's - Burger King rivalry (WSJ)

Wednesday, 4 March 2026

 Stephan's Wednesday Picks

  • Another eating craze is straining supplies (Bloomberg)
  • Bosses ditch 'peanut butter pay' in favor of giving big raises to top talent (Bloomberg)
  • Chocolate kept in anti-theft boxes as shops warn it's being stolen to order (BBC)
  • Iconic retailer Roots could be for sale as it launches strategic review (Globe and Mail)
  • State of grocery retail MENA 2026: Managing the growth paradox (McKinsey)

Tuesday, 3 March 2026

 Stephan's Tuesday Picks

  • Jimmy Pattison taps a tax whiz to run his empire (Bloomberg)
  • Consumer packaged goods: Reigniting growth with portfolio realignment (McKinsey)
  • America's love of ube is straining supply in the Philippines (Bloomberg)
  • Strategy's biggest blind spot: Erosion of competitive advantage (McKinsey)
  • American's can't quit steak, no matter the cost (Bloomberg)

Monday, 2 March 2026

 Stephan's Monday Picks

  • Greg Abel's Letter to Shareholders (Berkshire Hathaway)
  • The newest front in America's supermarket wars is ... Kentucky? (WSJ)
  • The third-largest coffee chain in the U.S. sells very little hot coffee (WSJ)
  • Ocado plans to cut 1,000 jobs and restructure technology unit (FT)
  • Meat snack maker Archer gets $100 million loan as demand from women grows (Bloomberg)

Friday, 27 February 2026

 Stephan's Friday Picks

  • Saks owner says he saved department stores. Never mind the bankruptcy (NYT)
  • The protein bar delusion (The Atlantic)
  • The billionaires behind Japan's cultural icons (Bloomberg)
  • Will Americans get over their fear of eating animal blood (NYT)
  • From the archives (2002): Power steer (NYT)

Thursday, 26 February 2026

 Stephan's Thursday Picks

  • Amazon takes the #1 spot on the Fortune 500, ending Walmart's 13-year run (Fortune)
  • Loblaw misses quarterly revenue estimates as Canadians tighten household budgets (Globe and Mail)
  • Made in Canada: Snack attack (Globe and Mail)
  • Keurig Dr Pepper sales rise on higher prices (WSJ)
  • Home Depot profit falls as home improvement downturn continues (WSJ)

Wednesday, 25 February 2026

 Stephan's Wednesday Picks

  • Online shopping could be AI's next victim (Bloomberg)
  • Retailers court Gen Z with splurges that look good on TikTok (Bloomberg)
  • Teens have doused themselves in Axe for decades. Even Axe is over it (WSJ)
  • Starbucks needs you to buy an afternoon refresher (WSJ)
  • Packaged foods producers turn to price cuts as sales stagnate (FT)

Tuesday, 24 February 2026

 Stephan's Tuesday Picks

  • Danone sales rise on high-protein, medical nutrition demand (Bloomberg)
  • How Paris' working class dining experience is reshaping restaurant experiences in France (The Conversation)
  • Egg prices collapse as once-empty shop shelves now overstuffed (Bloomberg)
  • There's a reason American kids are such picky eaters (NYT)
  • Walgreens cuts hundreds of jobs after private equity buyout (Bloomberg)

Monday, 23 February 2026

 Stephan's Monday Picks

  • Nestle unveils ice cream disposals, stresses fast formula recall (Bloomberg)
  • Primark's fast fashion crown slips with shoppers lured to Shein (Bloomberg)
  • The problems piling up at fast fashion giant Shein (FT)
  • Some Reese's treats drop the milk chocolate. Mr. Reese disapproves (NYT)
  • Etsy sells Depop, a secondhand clothing app popular with Gen Z, to eBay (NYT)

Friday, 20 February 2026

 Stephan's Friday Picks

  • Food companies simply can't get enough of the word 'simply' (Bloomberg)
  • The beef industry has a message for consumers: Get used to high prices (WSJ)
  • Walmart cites worrying economic indicators in cautious forecast (Bloomberg)
  • Amazon is now Amazon's biggest company. It's 17-year journey to surpass Walmart (WSJ)
  • From the archives (1997): Michael Mauboussin: Competitive Advantage Period: The Neglected value driver (First Boston)

Thursday, 19 February 2026

 Stephan's Thursday Picks

  • Food companies sink as executives warn of consumer stress (Bloomberg)
  • General Mills cuts outlook due to weak consumer sentiment (WSJ)
  • Home Depot gets stricter on bonuses amid housing market freeze (Bloomberg)
  • US restaurants downsize meals to counter anti-obesity drugs and affordability crisis (FT)
  • Carrefour drops in disappointing sales, overseas pullback (Bloomberg)

Wednesday, 18 February 2026

 Stephan's Wednesday Picks

  • What CPG companies can learn from disruptor brands (McKinsey)
  • Seattle's gig worker law was supposed to boost wages. It did at first, until orders dropped (NPR)
  • Cocoa's boom and bust is re-writing long-held rules of the market (Bloomberg)
  • Uber targets $1 billion boost with 2026 European expansion (Reuters)
  • How blockbuster films and bingeworthy streaming hits slipped into our showers (WSJ)

Tuesday, 17 February 2026

 Stephan's Tuesday Picks

  • Loblaw introducing ChatGPT integration (Globe and Mail)
  • The challenges of a weight-loss economy (FT)
  • Even Dollar Tree is going after rich customers now (Bloomberg)
  • Farmers made a fortune on durian. Now it is piling up (NYT)
  • Couche-Tard unveils new back-to-basics strategy to boost growth (Globe and Mail)

Friday, 13 February 2026

 Stephan's Friday Picks

  • The booming business of luxury grocery stores (WSJ)
  • How Jeff Bezos brought down the Washington Post (The New Yorker)
  • Canada's food price misery has company south of the border (TD)
  • McDonald's says its value campaign is paying off (WSJ)
  • From the archives (2009): Food fighter (The New Yorker)

Thursday, 12 February 2026

 Stephan's Thursday Picks

  • Kraft Heinz pauses plan to split into two companies (WSJ)
  • Fibermaxxing is a diet trend even nutritionists can love (Bloomberg)
  • Toys 'R' Us filling leaves a slew of creditors in its wake (Globe and Mail)
  • The HBR interview with outgoing Walmart CEO Doug McMillon (HBR)
  • Coca-Cola is sticking with its pricing plan, CEO says (WSJ)

Wednesday, 11 February 2026

Stephan's Wednesday Picks

  • Target to lay off 500 workers as new CEO shakes up leadership team (WSJ)
  • Pizza supreme (Slate)
  • Red Lobster CEO says seafood chain needs to get smaller (WSJ)
  • What fast food's downturn in the US says about the economy (FT)
  • Coca-Cola rises on higher volume, prices (WSJ)

Tuesday, 10 February 2026

 Stephan's Tuesday Picks

  • The Utah mom who got the world hooked on 'dirty soda' (WSJ)
  • Tainted baby milk hits billionaire clan's empire (Bloomberg)
  • Ferrero wants to conquer America's breakfast tables (Bloomberg)
  • Kroger names Greg Foran as its next CEO (WSJ)
  • Italian olive oil farmers say flood of imports is causing price collapse (FT)

Monday, 9 February 2026

 Stephan's Monday Picks

  • 3G Capital: Built to own (Colossus)
  • America has reached peak sauce, and some people won't leave home without it (Washington Post)
  • New Nestle boss plots overhaul to reignite growth (FT)
  • Hershey's outlook tops estimates on price hikes, new items (Bloomberg)
  • Snack inflation is biting Canadians harder than Americans (Globe and Mail)

Friday, 6 February 2026

 Stephan's Friday Picks

  • The expensive decision Walmart's CEO made that changed everything (WSJ)
  • Why is there a martini on every menu right now (Bloomberg)
  • How food delivery is reshaping mealtime (NYT)
  • How specialty retail is getting its groove back (BCG)
  • From the archives (2019): Uber Eats opens up about the future of food delivery in Canada (Globe and Mail)

Thursday, 5 February 2026

 Stephan's Thursday Picks

  • Let them eat goo (NYT)
  • Food and drink companies suffer as US shopper sentiment sinks (FT)
  • Nestle adds Deutsche Bank for water business stake sale (Bloomberg)
  • Walmart's new CEO asks workers to air paint points in first memo (Bloomberg)
  • Target's new CEO acknowledges 'lack of trust' with shoppers (Bloomberg)

Wednesday, 4 February 2026

 Stephan's Wednesday Picks

  • The new key to restaurant success? A simple but clever model (NYT)
  • MPs agree to fast-track GST credit bill through Commons (Globe and Mail)
  • PepsiCo to cut prices for Doritos and other snacks (WSJ)
  • What happened to hype brands (FT)
  • Walmart joins tech giants with $1 trillion market valuation (NYT)

Tuesday, 3 February 2026

 Stephan's Tuesday Picks

  • Roger Martin: Fixing strategy (Medium)
  • Lululemon blames customers again after see-through leggings fiasco (Bloomberg)
  • America's convenience store conundrum (The Atlantic)
  • With generic Ozempic coming to Canada, the race is on (Globe and Mail)
  • Nestle's chief is in turnaround mode. He drinks eight cups of coffee a day (NYT)

Monday, 2 February 2026

 Stephan's Monday Picks

  • Can department stores be fun again (NYT)
  • Saks has to look luxury to sell luxury (Bloomberg)
  • How chatbots might reshape retail (FT)
  • Walmart's new CEO takes over with $1 trillion valuation within reach (Bloomberg)
  • So long, frozen juice from concentrate. The once-popular canned drink leaves shelves this year (CBC)

Friday, 30 January 2026

 Stephan's Friday Picks

  • Amazon to lay off around 16,000 corporate employees (WSJ)
  • Amazon still doesn't understand brick-and-mortar retail (Bloomberg)
  • Ocado's Canadian partner closes warehouse in fresh setback (Bloomberg)
  • Costco is sued over preservatives in its $5 rotisserie chicken (NYT)
  • From the archives (2018): The British future of grocery e-commerce is coming to Canada (Globe and Mail)

Thursday, 29 January 2026

 Stephan's Thursday Picks

  • Goodwill thrives as Americans stretch their wallets (NYT)
  • Americans travel the world only to end up at Costco (WSJ)
  • How food inflation is making Canadians miserable (Globe and Mail)
  • How the world's largest franchise restaurant operator uses AI (McKinsey)
  • Starbucks says turnaround 'ahead of schedule' as sales rebound (NYT)

Wednesday, 28 January 2026

 Stephan's Wednesday Picks

  • Amazon to shut down all Amazon Go and Amazon Frsh stores (WSJ)
  • Carney unveils hike to GST credit, other measures targeting affordability (Globe and Mail)
  • Daniel Kretinsky launches 'friendly' takeover bid for Fnac Darty (FT)
  • BMO to replace Air Miles with Blue Rewards as Shell leaves program for Scene+ (Globe and Mail)
  • What Starbucks CEO says has changed, and what he says is next on his list (WSJ)

Tuesday, 27 January 2026

 Stephan's Tuesday Picks

  • Roger Martin: Becoming an effective strategy-led CEO advisor (Medium)
  • As grocery prices soar, this German grocery store is conquering America (Washington Post)
  • How grocery giants control who can sell food in your neighbourhood (CBC)
  • Nestle's new baby formula woes challenge CEO's revamp plan (Bloomberg)
  • AI tries product development (WSJ)

Monday, 26 January 2026

 Stephan's Monday Picks

  • Gen Z rejects 'radioactive' diet sodas for zero sugar ones (Bloomberg)
  • The government wants you to kick your diet soda habit (WSJ)
  • Berkshire Hathaway considers selling $7.7B stake in Kraft Heinz (FT)
  • Multiple Toys 'R' Us locations are closing, landlords say they are owed unpaid rent (Globe and Mail)
  • P&G rises following assurances U.S. sales are bouncing back (Bloomberg)

Friday, 23 January 2026

 Stephan's Friday Picks

  • McKinsey challenges graduates to use AI chatbot in recruitment overhaul (FT)
  • The Americans who are going a whole month without buying anything (WSJ)
  • P&G rises following assurances US sales are bouncing back (Bloomberg)
  • Smithfield Foods to buy Nathan's Famous (WSJ)
  • From the archives (2009): Closing the book on Gourmet (NYT)

Thursday, 22 January 2026

 Stephan's Thursday Picks

  • Can a $1,699 Espresso machine help Walmart challenge Amazon (WSJ)
  • Grocery prices are high, and economic morale is low (CBC)
  • Amazon joins the big-box league with its largest-ever store (WSJ)
  • Red Bull boosts can sales at fastest pace since pandemic (Bloomberg)
  • Can water sommeliers convince us to pay more for premium H2O (Bloomberg)

Wednesday, 21 January 2026

 Stephan's Wednesday Picks

  • The grocery store at the center of San Francisco's latest housing battle (WSJ)
  • Why the world has started stockpiling food again (FT)
  • Drinks maker left with lake of unsold spirits as demand drops (FT)
  • After Saks's collapse - a bitter rift with Amazon (WSJ)
  • Walmart expands its gear selection in bid to lure musicians (Bloomberg)

Tuesday, 20 January 2026

 Stephan's Tuesday Picks

  • Roger Martin: Heroic modes and strategy (Medium)
  • Humble Hershey's gets a marketing makeover (WSJ)
  • There are 29,000 people on a waitlist for beans - and it's not for the fiber (WSJ)
  • Florida heads for smallest orange crop in nearly a century (Bloomberg)
  • Cocoa gets cheaper but chocolate makers still holding back (Bloomberg)

Monday, 19 January 2026

 Stephan's Monday Picks

  • The impact of AI in retail merchandising (McKinsey)
  • Walmart names new U.S. chief, group heads ahead of CEO change (Bloomberg)
  • Beyond Meat tests protein beverage in bid for much-needed growth (WSJ)
  • Consumers are feeling squeezed. Here's how CPG companies can adapt (BCG)
  • Sauce of deals? Century-old Japanese brand gets taste for M&A (FT)

Friday, 16 January 2026

 Stephan's Friday Picks

  • Inside the mad dash to save Saks, America's last luxury retailer (WSJ)
  • What does the Saks bankruptcy mean for customers (NYT)
  • Bargain grocer Aldi seizes the moment in an era of higher prices (Washington Post)
  • Manitoba won't increase the price of 1L cartons of milk: premier (CBC)
  • From the archives (2004): Consider the lobster (Gourmet)

Thursday, 15 January 2026

 Stephan's Thursday Picks

  • The reinvention of America's shopping malls (FT)
  • How the MAHA era is changing grocery aisles (WSJ)
  • Saks files for bankruptcy as department stores fight for survival (NYT)
  • McDonald's lowering value meal prices as cash-strapped customers cut back (Globe and Mail)
  • Google bets on AI-based shopping with new AI agents for retailers (WSJ)

Wednesday, 14 January 2026

 Stephan's Wednesday Picks

  • Gourmet Magazine is back It's not exactly sanctioned (NYT)
  • Former Neiman Marcus chief is picked to lead Saks through bankruptcy (WSJ)
  • Shopify embraces agentic AI with Google, Microsoft partnerships (Globe and Mail)
  • Daily Bread to cut off Scarborough food bank after reporting financial concerns to police (CBC)
  • Ozempic users actually spend more dining out. Smart restaurants are adapting (Bloomberg)

Tuesday, 13 January 2026

 Stephan's Tuesday Picks

  • Roger Martin: Strategy and opportunistic holdup (Medium)
  • Target's stores become an ICE battleground in hometown Minneapolis (WSJ)
  • Amazon is planning Walmart-style big-box store near Chicago (Bloomberg)
  • Lululemon sees quarterly profit at high end after strong holiday sales (WSJ)
  • Walmart expanding drone delivery to hundreds more stores (WSJ)

Monday, 12 January 2026

 Stephan's Monday Picks

  • Eric Schlosser: We still live in a fast food nation (The Guardian)
  • Do you want your food made by an AI robot (Bloomberg)
  • Saks closes in on bankruptcy financing package (WSJ)
  • Singapore opens world's tallest vertical farm (WSJ)
  • Rise of AI chatbots for online shopping boosts analyst hopes for Shopify's growth (Globe and Mail)

Friday, 9 January 2026

 Stephan's Friday Picks

  • The curious cult of Aldi (Bloomberg)
  • Amazon AI tool blindsides merchants by offering products without their knowledge (Bloomberg)
  • Can we save wine from wildfires (The New Yorker)
  • Morgan Housel: A few things I'm pretty sure about (Collaborative Fund)
  • From the archives (2012): The $1.6 billion grocery flop: Tesco poised to quit the U.S. (WSJ)

Thursday, 8 January 2026

Stephan's Thursday Picks

  • Top US egg producer says avian flu still 'extremely strong' (Bloomberg)
  • Albertsons narrows full year forecast as Medicare pricing changes take effect (WSJ)
  • Ikea to close seven stores in China as part of new focus on smaller outlets (WSJ)
  • Why every decent restaurant has a product in the grocery store now (Bloomberg)
  • RFK-Jr backed dietary guidelines say to avoid processed food, double protein (WSJ)

Wednesday, 7 January 2026

 Stephan's Wednesday Picks

  • Ikea battles Amazon and Temu as market shifts bring pain (Bloomberg)
  • America is falling out of love with pizza (WSJ)
  • Claire's enters UK insolvency as Modella blames high street pain (Bloomberg)
  • AB InBev buys back $3 billion stake in U.S. metal container facility to boost supply security(WSJ)
  • Ford vows to ban Crown Royal from LCBO after plant shutdown (Globe and Mail)

Tuesday, 6 January 2026

 Stephan's Tuesday Picks

  • Roger Martin: The hidden where-to-play element in strategy (Medium)
  • Green toothpaste tubes and the new antitrust battleground (Bloomberg)
  • Luxury discounting on the rise after years of price increases bite (FT)
  • How a $3 grocery bag become an international status symbol (WSJ)
  • Dutch Bros is out-Starbucksing its rivals with the sugariest drinks (Bloomberg)

Monday, 5 January 2026

 Stephan's Monday Picks

  • The cult of Costco (The Atlantic)
  • 2025 was the year of the rotisserie chicken (NYT)
  • How Japanese scallops became a pawn in diplomatic tensions with China (NYT)
  • How Kraft Heinz lost its lock on mac and cheese - and American shoppers (WSJ)
  • Saks CEO steps down ahead of expected bankruptcy filing (WSJ)

Friday, 2 January 2026

 Stephan's Friday Picks

  • The Nordic diet can help you sleep better and live longer (National Geographic)
  • How a good old-fashioned boycott got Canadians to trade Kentucky bourbon for Canadian whisky (CBC)
  • Ocado ends exclusivity terms after setbacks to Kroger deal (Bloomberg)
  • Fast fashion, delivery apps tap India's next billion customers (Bloomberg)
  • From the archives (1993): Starbucks to taste New York at last (NYT)