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)