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)

 Stephan's Friday Picks

• Can Chez Panisse change with the times? Does it need to (NYT)
• Nestle sells half of waters unit to Platinum Equity for $3.4 billion (WSJ)
• Nestle shares tumble as coffee, cocoa prices hit profits (FT)
• McCormick to seek London listing following tie-up with Unilever (WSJ)
• From the archives (2004): Food fighter (NYT Magazine)

 Stephan's Thursday Picks

• Empire plans to drop restrictions on property use amid competition probe (Globe and Mail)
• Chicken thighs are how much? Here's what's driving the latest grocery sticker shock (CBC)
• Inside the Amazon tactics that hiked prices across the internet (The Guardian)
• The fall of America's farm superpower (FT)
• Nestle nears deal to sell stake in €5B Perrier unit (FT)

 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)

 Stephan's Monday Picks

• The pursuit of hungriness: 250 years of American food innovation (NYT)
• Nestle to change KitKat recipe in Europe to make it crispier (Bloomberg)
• California bans 'sell by' labels, hoping to cut food waste (NYT)
• What Big Food did to ice cream (Medium)
• Big brewers are making outsized bets on tiny cans of beer (WSJ)

 Stephan's Tuesday Picks

• Chinese buyers will wait five hours for this conveyor belt sushi (Bloomberg)
• Nestle's longtime PE partner drops out of bidding for Perrier (Bloomberg)
• Amazon to raise $14 billion in record-setting Canadian corporate bond offering (Globe and Mail)
• Australian pharmacy group pulls out of $10B talks to buy Boots (FT)
• Amazon's trucking push sparks new slide in transport stocks (Bloomberg)

 Stephan's Friday Picks

• Why Amazon has struggled to crack India (Bloomberg)
• Walmart CEO points to high fuel prices as 'stress point' (Bloomberg)
  
• America's 'other economy' tells a different growth story (FT)
• Nestle buys out Yfood in new CEO's first purchase (Bloomberg)
• From the archives (2006): The hermit kings (Globe and Mail)

 Stephan's Friday Picks

• Metro delays raising food prices as customers turn to discount stores (Globe and Mail)
• How Chobani turned Greek yogurt into an American staple (Bloomberg)
• AB Foods to spin off Primark (FT)
• How Nestle's pioneering China businesses fell into disarray (FT)
• From the archives (2000): Can Amazon make it (Bloomberg)

 Stephan's Tuesday Picks

• Roger Martin: First mover advantages versus pioneering costs (Substack)
• Unilever nears deal to create $60 billion food giant with McCormick (WSJ)
• Food giants were finally starting to cut prices - then the war began (FT)
• Amazon's rural delivery push slams into Walmart (Bloomberg)
• Nestle pushes ahead of €5B Perrier and San Pellegrino deal (FT)

 Stephan's Monday Picks

• Nestle unveils ice cream disposals, stresses fast formula recall (Bloomberg)
• Primark's fast fashion crown slips with shoppers lured to Shein (Bloomberg)
• The problems piling up at fast fashion giant Shein (FT)
• Some Reese's treats drop the milk chocolate. Mr. Reese disapproves (NYT)
• Etsy sells Depop, a secondhand clothing app popular with Gen Z, to eBay (NYT)

 Stephan's Monday Picks

• 3G Capital: Built to own (Colossus)
• America has reached peak sauce, and some people won't leave home without it (Washington Post)
• New Nestle boss plots overhaul to reignite growth (FT)
• Hershey's outlook tops estimates on price hikes, new items (Bloomberg)
• Snack inflation is biting Canadians harder than Americans (Globe and Mail)

 Stephan's Thursday Picks

• Let them eat goo (NYT)
• Food and drink companies suffer as US shopper sentiment sinks (FT)
• Nestle adds Deutsche Bank for water business stake sale (Bloomberg)
• Walmart's new CEO asks workers to air paint points in first memo (Bloomberg)
• Target's new CEO acknowledges 'lack of trust' with shoppers (Bloomberg)

 Stephan's Tuesday Picks

• Roger Martin: Fixing strategy (Medium)
• Lululemon blames customers again after see-through leggings fiasco (Bloomberg)
• America's convenience store conundrum (The Atlantic)
• With generic Ozempic coming to Canada, the race is on (Globe and Mail)
• Nestle's chief is in turnaround mode. He drinks eight cups of coffee a day (NYT)

 Stephan's Tuesday Picks

• Roger Martin: Becoming an effective strategy-led CEO advisor (Medium)
• As grocery prices soar, this German grocery store is conquering America (Washington Post)
• How grocery giants control who can sell food in your neighbourhood (CBC)
• Nestle's new baby formula woes challenge CEO's revamp plan (Bloomberg)
• AI tries product development (WSJ)

 Stephan's Wednesday Picks

• How Starbucks came undone (Slate)
• The year in food (The Atlantic)
• How we'll eat in 2026: More caution, more crunch (NYT)
• How an office romance sparked an overhaul at Nestle (WSJ)
• What it takes to preserve the 355-year-old Hudson's Bay charter (Globe and Mail)

 Stephan's Friday Picks

• Mondelez trims outlook as high cocoa prices erode performance (Bloomberg)
• The innovation that's killing restaurant culture (The Atlantic)
• How Nestle's CFO sharpens focus across a global portfolio (McKinsey)
• Hershey warns of weak Halloween sales, nudges up outlook (Bloomberg)
• From the archives (2019): Hershey's CEO knows how to get Americans to indulge (NYT)

 Stephan's Friday Picks

• How CPGs can rethink costs to regain performance (McKinsey)
• Nestle to slash 16,000 jobs in price-cutting push (NYT)
• Canadian Tire to bring back the Hudson's Bay blanket (Globe and Mail)
• IKEA's yearslong price-cutting bonanza is coming to an end (WSJ)
• From the archives (2017): How big business got Brazil hooked on junk food (NYT)

 Stephan's Thursday Picks

• Why everyone is talking about food inflation (FT)
• Canadian companies serve growing appetites for eating local (Globe and Mail)
• Nestle bows out of imitative to reduce dairy's climate impact (Bloomberg)
• Amazon Pharmacy to launch electronic kiosks for prescriptions at One Medical locations (Reuters)
• N.B. seafood processor fined record $1 million for breaking temporary worker program rules (Globe and Mail)

 Stephan's Friday Picks

• Cocoa's historic crunch is easing further as harvests pick up (Bloomberg)
• How Niagara's Pearl Morissette became just the 2nd restaurant in Canada with two Michelin stars (CBC)
• Nestle is said to tap Morgan Stanley for vitamin business review (Bloomberg)
• Restaurants under pressure as Canadians dine out less to save more (Globe and Mail)
• From the archives (2021): Nestle expands in vitamins with $5.75 billion Nature's Bounty deal (WSJ)

 Stephan's Friday Picks

• Inter Ikea names new CEO, who pledges to keep price cutting plan (Bloomberg)
• Nestle's new CEO tries to move past scandal and weak management (Bloomberg)
• New owner plots comeback for tween retailer Claire's (WSJ)
• Dollarama named 'Canada's Costco' as Bernstein rates outperform (Bloomberg)
• From the archives (2016): Ikea forever (NYT)