Friday, 31 July 2026

 Stephan's Friday Picks

  • This is your home on GLP-1s (Architectural Digest)
  • Coca-Cola reached for nostalgia. Did it get Marlboro instead (NYT)
  • Apotex emerges as only manufacturer of generic Ozempic for now (Globe and Mail)
  • The unsexy habit that turned a college dropout into a $300 million founder (Forbes)
  • From the archives (2018): The other side of Barry Sherman (Maclean's)

Thursday, 30 July 2026

 Stephan's Thursday Picks

  • How 10 billion pounds of lettuce travel from farms to dinner plates (WSJ)
  • Unilever sales jump on emerging market demand for Dove soap (Bloomberg)
  • Cracker Barrel CEO stepping down after logo redesign, activist pressure (WSJ)
  • This summer's status symbol is a $3.99 bottle of water (WSJ)
  • Mondelez lifts outlook on higher quarterly sales (WSJ)

Wednesday, 29 July 2026

 Stephan's Wednesday Picks

  • A different kind of grocery store magnate (NYT)
  • Shein slumps to loss ahead of planned Hong Kong listing (FT)
  • Sazerac wants another shot at Jack Daniels maker Brown Forman (WSJ)
  • The future of the toy industry isn't toys. It's Magic (WSJ)
  • Retail giants reject report that major brands sell Chinese tomatoes as Aussie-grown (Bloomberg)

Tuesday, 28 July 2026

 Stephan's Tuesday Picks

  • Van Leeuwen's path from a single ice cream truck to a dessert giant (Bloomberg)
  • Utz will go private in $2.9 billion deal with Intersnack (Bloomberg)
  • What corporate functions of the future will look like (BCG)
  • Americans rewire their grocery shopping routines while digesting the biggest price jump in 50 years (AP)
  • US economic anxieties on display in battle over digital shelf labels (FT)

Monday, 27 July 2026

 Stephan's Monday Picks

  • Albertsons plummets on forecast cut amid soft grocery demand (Bloomberg)
  • Inside Taco Bell's rush to contain cyclospora (WSJ)
  • 7-Eleven owner taps ex-Dr Pepper executive to lead business (Bloomberg)
  • India's weak monsoon revives push for millet (Bloomberg)
  • An FDA panel just endorsed these unproven peptides (Wired)

Friday, 24 July 2026

 Stephan's Friday Picks

  • Can Chez Panisse change with the times? Does it need to (NYT)
  • Nestle sells half of waters unit to Platinum Equity for $3.4 billion (WSJ)
  • Nestle shares tumble as coffee, cocoa prices hit profits (FT)
  • McCormick to seek London listing following tie-up with Unilever (WSJ)
  • From the archives (2004): Food fighter (NYT Magazine)

Thursday, 23 July 2026

 Stephan's Thursday Picks

  • Empire plans to drop restrictions on property use amid competition probe (Globe and Mail)
  • Chicken thighs are how much? Here's what's driving the latest grocery sticker shock (CBC)
  • Inside the Amazon tactics that hiked prices across the internet (The Guardian)
  • The fall of America's farm superpower (FT)
  • Nestle nears deal to sell stake in €5B Perrier unit (FT)

Wednesday, 22 July 2026

 Stephan's Wednesday Picks

  • Costco gas pumps are so popular they are building standalone stations (WSJ)
  • Kraft Heinz to tap Disney magic in effort to build brands (WSJ)
  • Rewiring customer experience for the agentic era (McKinsey)
  • Coffee drinkers turning to whole beans as prices soar, says Lavazza (FT)
  • Diageo chair hunts for drinks 'heavyweights' in board revamp (FT)

Tuesday, 21 July 2026

 Stephan's Tuesday Picks

  • Rise of delivery apps takes a bite out of sales for Big Pizza (FT)
  • Domino's leans on delivery apps as pricey launches fall flat (Bloomberg)
  • Jersey Mike's, backers, seek up to $1.09 billion in IPO (Bloomberg)
  • Is this the Louis Vuitton of lamb (FT)
  • Stagnant Germany considers the unthinkable: Sunday shopping (WSJ)

Monday, 20 July 2026

  Stephan's Monday Picks

  • Rise of delivery apps takes a bite out of Big Pizza (FT)
  • Parasitic outbreak puts Big Lettuce in PR mode (WSJ)
  • Conagra's 'show-me' CEO says every product needs to earn its keep (WSJ)
  • How brands sneak in cheaper ingredients to protect their profit margins (Bloomberg)
  • Why protein is suddenly in everything from Pop-Tarts to Cheerios (Bloomberg)

Friday, 17 July 2026

 Stephan's Friday Picks

  • Reinventing a giant: Galen Weston uses the founder mindset in a family empire (YouTube)
  • Consumer spending is up, but that signal no longer means what it once did (BCG)
  • Adult happy meals lure even high-earning American diners (NYT)
  • Metro and FGF enter into a strategic partnership for Premiere Moisson's commercial bakery manufacturing operations (Metro)
  • From the archives (2007): Can Galen Weston Jr. save Loblaws (Toronto Life)

Thursday, 16 July 2026

 Stephan's Thursday Picks

  • In the Hamptons, even the chicken tenders are living fancy (NYT)
  • The one thing everyone in America can agree on? Costco (WSJ)
  • Danone's $1.2 billion Huel deal faces UK competition probe (WSJ)
  • Why some restaurants are increasing the price of fish and chips (CBC)
  • Conagra swings to loss, cuts dividend under new CEO (WSJ)

Wednesday, 15 July 2026

 Stephan's Wednesday Picks

  • The future of fierce English mustard is in American hands (Bloomberg)
  • FTC says Henkel deal would merge 'Coke and Pepsi' of adhesives (Bloomberg)
  • Uber, Delivery Hero in advanced talks over potential takeover (WSJ)
  • Credit card holders are using 'friendly fraud' to get back at retailers (Bloomberg)
  • Chipotle to sell its Mexican-inspired fast food in Mexico (NYT)

Tuesday, 14 July 2026

 Stephan's Tuesday Picks

  • The anti-Amazon (Phenomenal World)
  • Grocery stores lower prices as consumers pare spending (NYT)
  • CoverGirl stops chasing Gen Z to focus on middle-aged women (Bloomberg)
  • Shein is said to move ahead with preparations for Hong Kong IPO (Bloomberg)
  • Maxed-out shoppers embrace 'mini-effect' (Bloomberg)

Monday, 13 July 2026

 Stephan's Monday Picks

  • Dates are suddenly on track to become a $55 billion market (Inc)
  • Big box retailers have a new strategy of breaking into urban markets (NYT)
  • How Aldi is taking on US supermarkets with its $4 almond butter (BBC)
  • Why are berries everywhere, in every season? Driscoll's (NYT)
  • Michael's goes form 'grandma's store' to unlikely success under Apollo (Bloomberg)

Friday, 10 July 2026

 Stephan's Friday Picks

  • Tesco explores sale of European business (FT)
  • Why Smucker's $5 billion bet on the Twinkie flopped (WSJ)
  • Sven Smit: In an AI world, the fastest learner will win (McKinsey)
  • Germans don't love Budweiser. It won't take no for an answer (NYT)
  • From the archives (2012): The $1.6 billion flop. Tesco poised to exit the U.S. (WSJ)

Thursday, 9 July 2026

 Stephan's Thursday Picks

  • More Americans than ever are taking weight-loss drugs (NYT)
  • Food and beverages have gone bananas (NYT)
  • Wild coffee swings usher in new era of market volatility (Bloomberg)
  • Walmart announced price cuts. Trump tried to take credit (NYT)
  • White House pressures top US grocers on beef prices (WSJ)

Wednesday, 8 July 2026

 Stephan's Wednesday Picks

  • Bath & Body Works is on a quest for the next billion dollar scent (NYT)
  • Walmart lowers prices of thousands of items, including beef and Coca-Cola (WSJ)
  • Seven & i's former supermarket unit may acquire more under Bain (Bloomberg)
  • Limited construction of new retail space in Canada is giving landlord RioCan an edge (Globe and Mail)
  • Inside the food truck mafia wreaking havoc around the National Mall (Washingtonian)

Tuesday, 7 July 2026

 Stephan's Tuesday Picks

  • Roger Martin: When less is more (Substack)
  • South Africa's grocery war shifts from search to AI conversation (Bloomberg)
  • Consumers shun mid-sized packs amid price squeeze, Nestle says (WSJ)
  • Liquor stocks are priced for a Big Tobacco moment (WSJ)
  • Ocado paves way for exit of CEO Tim Steiner after succession clash (FT)

Monday, 6 July 2026

 Stephan's Monday Picks

  • The pursuit of hungriness: 250 years of American food innovation (NYT)
  • Nestle to change KitKat recipe in Europe to make it crispier (Bloomberg)
  • California bans 'sell by' labels, hoping to cut food waste (NYT)
  • What Big Food did to ice cream (Medium)
  • Big brewers are making outsized bets on tiny cans of beer (WSJ)

Friday, 3 July 2026

 Stephan's Friday Picks

  • America's most talented nepo baby has two Michelin stars to prove it (GQ)
  • The State of Grocery in North America (McKinsey)
  • Tom Colicchio's final service (Esquire)
  • In new luxury kitchens, everything is hidden (NYT)
  • From the archives (2018): Paul Bocuse, celebrated French chef, dies at 91 (NYT)