Stephan's Thursday Picks

• Amazon wins court order blocking Perplexity AI shopping bots (Bloomberg)
• The suburb that won't sleep (NYT)
• In Canada's major cities, fertility rates are in steep decline. What happened? (Globe and Mail)
• Walmart-backed Flipkart said to plan to invite banks to pitch for IPO in April (Bloomberg)
• Campbell's cuts outlook as snack sales fall (WSJ)

 Stephan's Thursday Picks

• How brands are taking back social media from influencers (NYT)
• How Clorox learned to love AI (WSJ)
• Increasingly acidic seas threaten oyster farming (NYT)
• Kennedy's battle against food dyes hits a roadblock: M&Ms (NYT)
• Shein files for Hong Kong listing (Reuters)

 Stephan's Thursday Picks

• 7-Eleven shareholders back management as Japanese owner fights Couche-Tard takeover bid (Globe and Mail)
• JBS minority shareholders approve dual US-Brazil listing (Reuters)
• DoorDash seeks $2 billion in convertible bond after deal spree (Bloomberg)
• Inside the arms race to create a better lactose intolerance pill (NYT)
• Shein working towards Hong Kong listing after London IPO stalls (Reuters)

 Stephan's Wednesday Picks

• World's biggest pork producer Smithfield raises $522 million in IPO (Bloomberg)
• Metro reports higher first-quarter profit, boosts dividend after 'transition' year (Globe and Mail)
• Asheville's big attraction, its food scene, tries to hit reset (NYT)
• CVS wants to help you spend less time in CVS (WSJ)
• Metro CEO says weak loonie is putting pressure on food costs (Globe and Mail)

 Stephan's Tuesday Picks

• Prime Minister Justin Trudeau resigns as leader (Globe and Mail)
• Roger Martin: Risk management and strategy (Medium)
• Inside the biggest police takedown ever at Shoppers Drug Mart (The Star)
• Coffee's grip on America (The Atlantic)
• Smithfield Foods first to publicly file in 2025 for big US IPO (Globe and Mail)

 Stephan's Wednesday Picks

• The customized drink is out of control (NYT)
• What's ahead for food (WSJ)
• Amazon tells employees to return to office five days a week (NYT)
• Couche-Tard tests Japan's foreign investment reforms with 7-Eleven bid (Globe and Mail)
• Softbank-backed Swiggy said to eye India IPO filing this week (Bloomberg)

 Stephan's Wednesday Picks

• I spent a week rescuing food from the trash. Here's what I ate (NYT)
• This ruinous grocery store merger must be stopped (The New Republic)
• 30 chefs open up about tipping, Gen Z cooks, and you, the customer (NYT)
• Shein said to weigh London IPO amid U.S. resistance to listing (Bloomberg)
• Macy's will close 150 stores but expand Bloomingdale's, Bluemercury (NYT)

 Stephan's Wednesday Picks

• The state of grocery in North America (McKinsey)
• Lululemon's secret power - even moms can't make it uncool (WSJ)
• Many of today's unhealthy foods were brought to you by Big Tobacco (Washington Post)
• Instacart IPO is latest stop of Fidji Simo's Silicon Valley ascent (FT)
• Rite Aid plans to shut down hundreds of stores in bankruptcy (WSJ)

 Stephan's Wednesday Picks

• Why the Twinkie is now worth billions (WSJ)
• Insiders reveal major problems at lab-grown-meat startup Upside Foods (Wired)
• Instacart IPO is an expensive lesson for venture firms (WSJ)
• The long, slow return to normal of food inflation in Canada (Globe and Mail)
• Publix, Florida's favourite grocery store, explained (Vox)

 Stephan's Thursday Picks

• Instacart to target much-diminished valuation range of under $10 billion (WSJ)
• TikTok popularizes products. Can it sell them too (NYT)
• Walmart goes all in on Africa (WSJ)
• Unionized Loblaw workers in Manitoba vote in favour of strike (CBC)
• Instacart is hard to value (FT)

 Stephan's Monday Picks

• Eater. Resy. Blackbird? (Grub Street)
• Instacart IPO filing arrives with red flags (Bloomberg)
• Kleenex pulling out of Canadian market (CBC)
• The company that created a return-to-office plan that employees actually like (WSJ)
• A centuries-old bean is making a comeback in the form of vegan ice cream (CBC)

 Stephan's Tuesday Picks

• Roger Martin: The downside of go-to-market strategy (Medium)
• Instacart plans for US IPO as early as September (Bloomberg)
• Parmesan producers fight fakes with microtransponders (The Guardian)
• Retailers are fleeing downtown San Francisco. IKEA is moving in (WSJ)
• Inside Quebec's crumbling pork empire (Globe and Mail)

 Stephan's Wednesday Picks

• Rocks and bugs: A week of recalls for Trader Joe's (WSJ)
• Birkenstock owner plans September IPO at $8 billion value (Bloomberg)
• TikTok pivots towards shoppable content (The Atlantic)
• Fast fashion aims to mend its image with repairs (WSJ)
• Avion rewards program expands to customers that don't bank with RBC (Globe and Mail)

 Stephan's Thursday Picks

• Joe Mimran and partners buy retailer Kit & Ace (Globe and Mail)
• Companies with 'flat' structures rarely work. Is there a solution (NYT)
• Ontario quietly moving ahead with plan to sell beer in corner stores (Globe and Mail)
• Shein in talks with banks and exchanges about U.S. IPO (Reuters)
• Cineplex says Competition Bureau movie ticket price-dripping case should be dismissed (Globe and Mail)

 Stephan's Tuesday Picks

• Roger Martin: What strategy questions are you asking (Medium)
• Restaurant chain Cava set to launch IPO (WSJ)
• How the best CEOs continually improve performance (McKinsey)
• This tale of two British buyouts gets a twist (Washington Post)
• Why your steak is getting pricier (WSJ)

 Stephan's Wednesday Picks

• Too many Americans are missing out on the best kitchen gadget (The Atlantic)
• J&J consumer health IPO process to kick off key test for moribund new issue market (WSJ)
• When did mass layoffs become so common (Vox)
• Port of Vancouver gears up to build $3.5 billion container terminal (Globe and Mail)
• What remote workers miss without the 'power of proximity' (NYT)

 Stephan's Wednesday Picks

• Beyond Meat hires marketing executive, revamps retail strategy (WSJ)
• The link between food, our gut microbiome, and depression (Washington Post)
• Panera among restaurant companies look to test IPO demand (WSJ)
• Bernard Arnault is trying to head off a succession battle at LVMH (Bloomberg)
• Amazon is shutting down Fresh and Go stores as company cuts costs (CNBC)

 Stephan's Tuesday Picks

• Roger Martin: Becoming a better strategist (Medium)
• It's one more way to save at the grocery store - so why isn't unit pricing mandatory (CBC)
• In the city that never sleeps, some doors now close at 10pm (NYT)
• Grocery delivery startups with low margins might drop IPO dreams for M&A reality (Tech Crunch)
• Why bananas have avoided inflation - so far (Globe and Mail)

Stephan's Wednesday Picks

• Roger Martin: Strategy for generating trial (Medium)
• Yeti coolers are luxury goods for bros (The Atlantic)
• Chobani withdraws IPO plans after yogurt maker filed in November to go public (CNBC)
• The unlikely rise of Slim Pickens, the first Black-owned outdoors retailer in the country (Texas Monthly)
• Starbucks is rethinking almost everything, including how to make frappuccinos (WSJ)

 Stephan's Wednesday Picks

• Instacart revenue growth accelerates ahead of planned IPO (WSJ)
• Ben & Jerry's loses bid to halt sales in West Bank (Reuters)
• Meme stock's big bet on Bed Bath & Beyond (The Atlantic)
• Tip-flation has some restaurants asking for up to 30% in tips (CBC)
• Pizza? Bagels? Nope - you need Banh Mi to get employees back into the office (WSJ)