Stephan's Monday Picks
Monday, 31 August 2026
Labels:
apparel,
dollar channel,
food trends,
meat,
quarterly earnings,
The Gap
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)
Labels:
** From the Archives **,
amazon,
celebrity chefs,
content,
meal kits
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)
Labels:
Costco,
food trends,
quarterly earnings,
Target,
TJX
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)
Labels:
Home Depot,
public policy,
quarterly earnings,
Target
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
- Summer of the slush (Toronto Life)
- Why so many CEOs are getting a chief of staff (NYT)
- China's hunger games (Foreign Affairs)
- What happened to Talenti (NYT)
- From the archives (1985): When Ben & Jerry's sued Haagen Dazs (The New Yorker)
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)
Labels:
amazon,
artificial intelligence,
Couche-Tard,
Danone,
Loblaw,
quarterly earnings,
Walmart
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