Monday, 31 August 2026

 Stephan's Monday Picks

  • How chicken conquered the world (FT)
  • Dollar chains give diverging view on pressured retail sector (Bloomberg)
  • How Celsius became the king of normie energy drinks (Bloomberg)
  • How wagyu, Japan's prized beef, took over America (WSJ)
  • Gap is back. Investors are starting to believe (WSJ)

Friday, 28 August 2026

 Stephan's Friday Picks

  • Triggering a Canadian investment supercycle (TD Economics)
  • How healthy are lentils (NYT)
  • Two guys are eating their way around the world - without leaving New York (NYT)
  • New York mayor faces off over Amazon (NYT)
  • From the archives (Helen Rosner): What Le Cirque will be remembered for (The New Yorker)

Thursday, 27 August 2026

 Stephan's Thursday Picks

  • Canada grocer restores labels that helped consumers boycott US products (Bloomberg)
  • Local business group sues over Mamdani's plan to open municipal grocery stores (WSJ)
  • Shein bets on deals to revive its fashion success after $70 billion plunge (Bloomberg)
  • New York mayor faces off against Amazon (NYT)
  • Couche-Tard starts $8.7 billion takeover bid for Poland's Zabka (Bloomberg)

Wednesday, 26 August 2026

 Stephan's Wednesday Picks

  • The box that built globalization (FT)
  • The tech billionaire disrupting restaurants (FT)
  • Roots agrees to go-private transaction led by Marquee Brands (Globe and Mail)
  • Starbucks, Chipotle tweak menus and rewards to win over diners (Bloomberg)
  • Plus-size clothes are disappearing at retailers in GLP-1 era (Bloomberg)

Tuesday, 25 August 2026

 Stephan's Tuesday Picks

  • U.S. to boost beef imports to address high prices, Trump says (WSJ)
  • Pork struggles to gain ground, even in middle of protein craze (Bloomberg)
  • Skyrocketing beef prices finally have Americans reaching their spending limit (Bloomberg)
  • Shein was fast fashion's next big thing. Now it's fighting for a second act (NYT)
  • American shoppers are still spending but they're getting pickier (Bloomberg)

Monday, 24 August 2026

 Stephan's Monday Picks

  • When brands lose their magic (FT)
  • Walmart posts lowest sales growth in over six years (WSJ)
  • US alcoholic beverage consumption stabilizes at historic low (Bloomberg)
  • Albertsons CIO says its shoppers are buying more - thanks to AI (WSJ)
  • Cold water cup noodles sell out in Japan as surprise summer hit (Bloomberg)

Friday, 21 August 2026

 Stephan's Friday Picks

  • Anthony Bourdain's wild summers still echo in Provincetown (NYT)
  • RIP Tony, you would have hated all this discourse (Bon Appetit)
  • Amazon to expand drone delivery to 500 locales (WSJ)
  • The meal kit industry is in disarray after a major supplier went bust (WSJ)
  • Conde Nast CEO explains why Gourmet and not Bon Ap (Eater)

Thursday, 20 August 2026

 Stephan's Thursday Picks

  • Costco sells vacations, gas, and soon, Medicare plans (WSJ)
  • Ice cream: How the big firms innovate to stay ahead (BBC)
  • Udon billionaire bets thick noodles will win over Americans (Bloomberg)
  • Target raises fiscal year forecast as turnaround gains traction with consumers (WSJ)
  • TJX says self-inflicted issues hurt sales (WSJ)

Wednesday, 19 August 2026

 Stephan's Wednesday Picks

  • Home Depot posts higher sales, backs outlook (WSJ)
  • Big Food is fighting to tempt taste buds in the era of weight-loss drugs (WSJ)
  • Target bets shoppers want to buy trendy snacks and drinks in grocery revamp (Bloomberg)
  • A slice of the market: Canada-US tensions over cheese import permits (CD Howe Institute)
  • Top French grocers ease produce rules as heat hits farmers (Bloomberg)

Tuesday, 18 August 2026

 Stephan's Tuesday Picks

  • Olipop Soda CEO to step down with Electrolit head stepping in (Bloomberg)
  • Pickle flavour is taking over the snacks aisle (WSJ)
  • Canadian Tire bets on data to drive future growth (Globe and Mail)
  • Inside the billion-dollar industry that's keeping your beer cold - and saving lives (Texas Monthly)
  • How Burger King revamped its Whopper and overtook Wendy's (WSJ)

Monday, 17 August 2026

 Stephan's Monday Picks

  • A chicken glut is dragging down meatpackers - and lowering your grocery bill (WSJ)
  • The haskap berry is poised to be the next 'it' berry (CBC)
  • The quest to find the world's best honey (FT)
  • The secret ingredient farmers add to their cows' diet for richer milk (Bloomberg)
  • These products go colourless as natural dyes prove tricky and expensive (Bloomberg)

Friday, 14 August 2026

 Stephan's Friday Picks

Thursday, 13 August 2026

 Stephan's Thursday Picks

  • How to disappear: Shopping online (Mozilla Foundation)
  • Danny Meyer finally tells us what went wrong (Food Time with Matt Rodbard)
  • Why the regenerative agriculture label is everywhere (Bloomberg)
  • JBS heir to become CEO of world's largest meatpacker (FT)
  • Target hires first Chief AI Officer in retail's latest tech push (WSJ)

Wednesday, 12 August 2026

 Stephan's Wednesday Picks

  • Ozempic era gives Brazil's grocery aisles a pro-protein makeover (Bloomberg)
  • Wonder takes a gamble on robots, drones, and AI menus (WSJ)
  • Chinese tea chains brew a new US obsession (Bloomberg)
  • Canada adds 75,000 jobs in July, unemployment rate hits two year low (Globe and Mail)
  • Shopping app Whatnot valued at $20 billion in new funding (WSJ)

Tuesday, 11 August 2026

 Stephan's Tuesday Picks

  • Celsius share slump as namesake brand sales tumble (Bloomberg)
  • Monster Beverage sales rise on international growth (WSJ)
  • Inside the long, AI-powered quest to perfect Pringle-making (WSJ)
  • US alcohol industry rightly fears a nasty hangover from Trump's trade war with Canada (Globe and Mail)
  • Burger King's new Whopper strikes a blow in fast food burger wars (WSJ)

Monday, 10 August 2026

 Stephan's Monday Picks

  • Americans lose their main reason to get out of bed: Dannon coffee yogurt (WSJ)
  • The most powerful men in America are eating only meat and sauerkraut. Could I? (NYT Magazine)
  • Lululemon is at war with itself (Bloomberg)
  • Kraft Heinz's turnaround bid leaves investors wanting more (Bloomberg)
  • P&G agrees to buy supplement maker for $3.8 million (WSJ)

Friday, 7 August 2026

 Stephan's Friday Picks

  • Coca-Cola raises guidance, buoyed by World Cup lift (Bloomberg)
  • From plans to bets: Strategy in the age of prediction (Bain)
  • Magnum boosted by heatwave as sales surge in Europe (FT)
  • Vinted wants to bring its Depop-style disruption to the US (Bloomberg)
  • From the archives (2015): The aging of Abercrombie & Fitch (Bloomberg)

Thursday, 6 August 2026

Stephan's Thursday Picks

  • How Eli Lilly got huge by making us thin (Bloomberg)
  • Sales are so low, Californian wineries are burning their vineyards (NYT)
  • Trump's tariffs take aim at Canadian whey protein during global shortage (Globe and Mail)
  • Should multibuys on unhealthy foods be banned (BBC)
  • Sainsbury's strikes deal to sell Argos for £120M to Swift Partners (FT)

Wednesday, 5 August 2026

 Stephan's Wednesday Picks

  • The road forward to value creation in consumer products (Bain)
  • El Nino threat raises the risk of higher blueberry prices (Bloomberg)
  • As Gen Z sips on Yerba Mate, Argentinian farmers are missing out (Bloomberg)
  • A Canadian town will no longer reek of fish sauce (Globe and Mail)
  • The internet suddenly loves Emeril, years after his TV stardom (NYT)

Tuesday, 4 August 2026

 Stephan's Tuesday Picks

  • Couche-Tard to expand European footprint with $8.7 billion acquisition of Polish retailer Zabka (Globe and Mail)
  • Customers turning to frozen produce to avoid high food prices, Loblaw CEO says (Globe and Mail)
  • Danone's sales rise, with boost from Asia's volumes (WSJ)
  • Amazon finds cases of AI causing runaway spending on tech projects (FT)
  • Amazon and Walmart's shopping bots downplay 'Made in America' data, report says (WSJ)