Wednesday, 30 September 2026

 Stephan's Wednesday Picks

  • Amazon wades into India's fast delivery battleground (FT)
  • How America's biggest buffet chain cracked the math on all you can eat (WSJ)
  • Competition Bureau concerned that grocery deals are being kept from Canadians (Competition Bureau)
  • Walmart chief rules out personalized pricing as AI transforms retail (FT)
  • A letter from our CEO (Walmart)

Tuesday, 29 September 2026

Stephan's Tuesday Picks

  • At age 159, Canada is finally a power on the world stage (Globe and Mail)
  • Carney lays out his vision for breaking Canada's reliance on the U.S. (NYT)
  • 'What could possibly go right' review: The rise of a restaurant empire (WSJ)
  • Why is Danny Meyer, the happy face of hospitality, serving up regrets (NYT)
  • Sealing the deal: 10 takeaways from the Canada Investment Summit (RBC)

Monday, 28 September 2026

 Stephan's Monday Picks

  • Small brands are outgrowing big CPG companies (BCG)
  • It's raining boxes: Amazon deliveries overwhelm a Texas suburb (NYT)
  • Japan fights its rivals to stop rivals from copying its flawless fruit (Bloomberg)
  • Jersey Mike's bets hot sandwiches will sell in U.K.'s cold and rain (FT)
  • Prices have skyrocketed in Russia's supermarkets. We have the receipts (NYT)

Friday, 25 September 2026

 Stephan's Friday Picks

  • Inside the Carbone crew's decadent bid for world domination (GQ)
  • 'Sugar Coated' review: The sweetest meal of the day (NYT)
  • Global ube export ban threatens end of purple patch (FT)
  • How do the latest Black Sea attacks affect global food security (CSIS)
  • From the archives (2012): Check, please (The New Yorker)

Thursday, 24 September 2026

 Stephan's Thursday Picks

  • Kraft Heinz looks to replicate success of clean-label ketchup (Bloomberg)
  • Lidl owner among suitors circling Tesco's European business (FT)
  • Red Bull sponsorship surges yields best profit growth in years (Bloomberg)
  • General Mills bets on new products, marketing to drive turnaround (WSJ)
  • McDonald's bets on chicken to win back diners as beef prices soar (FT)

Wednesday, 23 September 2026

 Stephan's Wednesday Picks

  • New weight-loss pills curb snacking less than GLP-1 shots (Bloomberg)
  • US in talks to buy potash from Belarus at lower cost than what Canada charges, Trump says (Globe and Mail)
  • New Zealand opposition vows to boost grocery sector competition (Bloomberg)
  • Amazon drones overwhelm a Texas suburb (NYT)
  • Amazon, Swiggy among firms facing India food regulator's action (Bloomberg)

Tuesday, 22 September 2026

 Stephan's Tuesday Picks

  • Carney promises sweeping economic legislation, fast pace this fall at caucus meeting (Globe and Mail)
  • How to build a customer-back CPG company (BCG)
  • A dozen ingredients show India's mounting food inflation risk (Bloomberg)
  • Hot potatoes mean higher prices and shorter fries in Europe (Bloomberg)
  • Trump seeks 'Made in USA' labels on beef as import rule angers ranchers (NYT)

Monday, 21 September 2026

 Stephan's Monday Picks

  • Mark Carney has become the heir to CD Howe (Globe and Mail)
  • The highest returning stock in the last 45 years is Home Depot (WSJ)
  • Hating on polyester is back in fashion (Bloomberg)
  • Russia seizes control over Nestle and Auchan operations (FT)
  • For food companies, shifts from GLP-1s are hard to digest (NYT)

Friday, 18 September 2026

 Stephan's Friday Picks

  • Amazon boosts minimum pay for U.S. full-time core operations staff to $20 / hour (WSJ)
  • The three dreaded words no one wants to hear: What's for dinner (WSJ)
  • McDonald's is planning on revamping its value strategy to revive US sales (Bloomberg)
  • Senators ask FTC to probe Walmart and Amazon over bots 'Made in America' data (WSJ)
  • From the archives (2015): McDonald's seeks its fast-food soul (NYT)

Thursday, 17 September 2026

 Stephan's Thursday Picks

  • Driscoll's gave China its blueberries - then China swiped the secret to growing them (WSJ)
  • Starbucks Snoopy cup resells for $200, showing the power of merch drops (Bloomberg)
  • New Zealand dairy farmers face profit squeeze as El Nino looms (Bloomberg)
  • Alberta separation could cost up to $170 billion over five years, report estimates (Globe and Mail)
  • Dollarama raises sales-growth forecast as shoppers tighten their wallets (Globe and Mail)

Wednesday, 16 September 2026

 Stephan's Wednesday Picks

  • Canada Investment Summit Prospectus (Government of Canada)
  • Carney government introduces mega-deduction tax measure to spur more investment (CBC)
  • The prices of diesel is skyrocketing. Here's why Canadians may soon feel it in the grocery store (CBC)
  • Want a Gucci handbag? Head to TJ Maxx (Bloomberg)
  • Cereal has strayed too far (The Atlantic)

Tuesday, 15 September 2026

 Stephan's Tuesday Picks

  • Roger Martin: The logic of strategy arguments (Substack)
  • Mark Carney seeks $1 trillion in investment amid US trade strains (Bloomberg)
  • They built the world's biggest fast food chain with the Dollar General playbook (WSJ)
  • Canadian agri-food industry gets $1B federal funding boost for domestic production projects (CBC)
  • Inflation holds steady at 3% in August as gas and food price-growth slows (Globe and Mail)

Monday, 14 September 2026

 Stephan's Monday Picks

  • Primark to start home delivery as sales fall ahead of split (Bloomberg)
  • The perfect saleswomen behind Aritzia's success (WSJ)
  • Kroger cuts sales forecast as grocery competition intensifies (Bloomberg)
  • How to lure the spendy and the thrifty? Bring on the barbell (NYT)
  • From Campbell's to Conagra, food makers warn of inflation (Bloomberg)

Friday, 11 September 2026

 Stephan's Friday Picks

  • Walmart extends restaurant delivery with Papa John's deal (Bloomberg)
  • The rise of organized crime at retail stores (Bloomberg)
  • It's getting harder to return things - and it's making shoppers mad (WSJ)
  • Macy's bets on pricier products to win wealthy shoppers (WSJ)
  • From the archives (2021): San Francisco's shoplifting surge (NYT)

Thursday, 10 September 2026

 Stephan's Thursday Picks

  • Inside PepsiCo's battle to remake Gatorade for the Kennedy era (FT)
  • New Lululemon CEO faces compounding pressures as she takes over top job (Globe and Mail)
  • France champagne output set to halve on heat waves and drought (Bloomberg)
  • The scourge of A.1 (The New Yorker)
  • Inside John Lewis' secret turnaround plan (FT)

Wednesday, 9 September 2026

 Stephan's Wednesday Picks

  • Two provinces seek a billion-dollar investment to make Canadian food easier to move, cheaper to access (Globe and Mail)
  • A crisis of authenticity: The truth about food influencers (The Guardian)
  • Major food companies allege US sugar producers colluded on price (Bloomberg)
  • Trump signs order to ban some Canadian products from U.S. market (WSJ)
  • Aperol's maker bets Americans are ready for a pinker, sweeter, spritz (WSJ)

Tuesday, 8 September 2026

 Stephan's Tuesday Picks

  • It's the hottest brand of the summer - and it's popping up everywhere (WSJ)
  • The next generation of drinkers is breaking up with bubbly booze (Bloomberg)
  • France's sacred food culture faces existential crisis (Bloomberg)
  • Schwartz's deli in Montreal opts for local black cherry soda as US tariffs bite (Globe and Mail)
  • Starbucks refreshed its menu. Chai fans are losing their minds (WSJ)

Thursday, 3 September 2026

 Stephan's Friday Picks

  • Mac and cheese disruptor Goodles to be acquired by Barilla (WSJ)
  • America's next major grocery shock is coming (Axios)
  • Food security under pressure (JP Morgan)
  • The online shopping trend where you buy nothing (Rest of World)
  • From the archives (2024): Ina Garten and the age of abundance (The New Yorker)

 Stephan's Thursday Picks

  • How Amazon's 'secret' ad pricing system worked, according to the FTC (WSJ)
  • Matt Levine: Amazon charged the first price (Bloomberg)
  • Ikea cuts prices in Europe by $1.2 billion to counter cost of living crisis (FT)
  • Norway vs the world's favourite chicken (FT)
  • Canadian Tire, Tim Hortons launch loyalty partnership allow Triangle members to earn points on select purchases (Globe and Mail)

Wednesday, 2 September 2026

 Stephan's Wednesday Picks

  • GLP-1 sales in Canada on pace to set a new record this year (Globe and Mail)
  • How Aperol built a $900 million global brand around the spritz (WSJ)
  • Don't count Shein out just yet (WSJ)
  • Chobani plans milk expansion with $1.2 billion investment (Bloomberg)
  • The man who built Europe's chicken factory (FT)

Tuesday, 1 September 2026

 Stephan's Tuesday Picks

  • The cult $4.99 chicken defying inflation (FT)
  • The church of Raising Cane's (Slate)
  • Retailers want AI to solve online shopping's biggest problem (Bloomberg)
  • Asda recovery remains elusive with ninth straight quarterly sales drop (Bloomberg)
  • Companies including Walmart plow tariff refunds into price cuts, appealing to stretched customers (WSJ)