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)

 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)

 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 Thursday Picks

• Budget 2025: Carney earmarks $89.7 billion in new spending to counter U.S. protectionism (Globe and Mail)
• Coca-Cola injects 'holidays are coming' ads with an upgraded dose of AI (WSJ)
• Shein's Paris store debut triggers explosive backlash (Globe and Mail)
• The real reason food prices jump every November and February (Agri-Food Analytics Lab)
• Burger King braces for the demise of the penny (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 Tuesday Picks

• Ontario judge approves $500 million settlement in Loblaw, George Weston bread price-fixing case (Globe and Mail)
• At Amazon, some coders say their jobs now resemble warehouse workers (NYT)
• Shein breaking EU consumer protection rules, watchdog says (WSJ)
• PepsiCo is pushing back its climate goals. The company wants to talk about it (WSJ)
• How chilly Winnipeg turned the humble Slurpee into a religion (Globe and Mail)

 Stephan's Monday Picks

• Nestle chided over lack of transparency in Perrier filtering (Bloomberg)
• Inside Home Depot's $20 billion secret garden (WSJ)
• Pepsi vs. Coke: How the soda rivals are faring in the tariff war (WSJ)
• Temu and Shein will raise prices for US customers due to Trump's tariffs (AP)
• Americans are obsessed with protein and it's driving nutrition experts nuts (WSJ)

 Stephan's Monday Picks

• Andy Jassy's 2024 Letter to Shareholders (Amazon)
• Will the U.S.-China tariff war drive up online shopping prices for Canadians (CBC)
• How Costco's CEO went from forklift driver to Kirkland's final signoff (WSJ)
• Are you paying more than before to buy Canadian? Experts say it's complicated (CBC)
• Shein's bargain-app formula crumbles under Trump (WSJ)

 Stephan's Wednesday Picks

• The Swiss sneaker brand outrunning Nike and Adidas (Bloomberg)
• Inside the Chinese factories fueling Shein's success (BBC)
• Aritzia is facing a daunting task: Living up to investor expectations (Globe and Mail)
• Aritzia, Canadian Tire, Lululemon among Canadian retailers shifting production outside China (CBC)
• The alcohol industry is hooked on its heaviest drinkers (WSJ)

 Stephan's Thursday Picks

• Dinner is terrible (The Atlantic)
• Harnessing revenue growth management for sustainable success (McKinsey)
• Owners of Canadian clothing brands Frank + Oak, Ricki's file for creditor protection (Globe and Mail)
• Shein's lack of answers on China forced-labour concerns angers U.K. lawmakers (WSJ)
• Robotic technology automating mushroom harvest as industry facing labour challenges (Globe and Mail)

 Stephan's Wednesday Picks

• Geoffrey Hinton, who warned of AI's dangers, co-wins the Nobel Prize in Physics (Globe and Mail)
• Shein's founder heads to U.S. to meet with investors ahead of London IPO (WSJ)
• Rotting rice in India fuels discontent over Modi's food policy (Bloomberg)
• How e-commerce is making China's deflation worse (NYT)
• The battle over robots at U.S. ports is on (WSJ)

 Stephan's Thursday Picks

• Restaurant portions are about to get smaller. Are Americans ready? (NYT)
• Shein faces Italian antitrust scrutiny over environmental claims (WSJ)
• One bright spot amid the industry's gloom: Natural wine (NYT)
• How Hello Kitty took over the world (WSJ)
• Statistics Canada says the population grew 0.6% in the second quarter to 41,288,599 (Globe and Mail)

 Stephan's Wednesday Picks

• Norway's high-stakes gamble on sustainable salmon farming (Globe and Mail)
• How food critic Keith Lee reviews restaurants (NYT)
• Grocery chains are bigger than ever. See who runs the stores near you (Washington Post)
• The magic behind Shein's rise comes under threat: duty-free shipping (WSJ)
• China to investigate U.S. retailer, sending message over Xinjiang (NYT)

 Stephan's Thursday Picks

• How Costco hacked the American shopping psyche (NYT)
• 7-Eleven deal talk reflects allure of Japanese convenience stores (Bloomberg)
• Shein sues Temu over copyright infringement, alleges rival loses money on every sale (CNBC)
• Businesses prepare for turmoil ahead of possible Canadian rail shutdown (Globe and Mail)
• Can plastic waste be transformed into food for humans (Undark)

 Stephan's Tuesday Picks

• Roger Martin: The five deadliest strategy myths (Medium)
• Shein and Temu are swamping air freight capacity, sending rates soaring (WSJ)
• Carlsberg to buy soft drink maker Britvic for $4.2 billion (WSJ)
• The un-branding of Abercrombie (The Cut)
• The House of Arnault (Bloomberg)

 Stephan's Monday Picks

• Canada targets 12 foreign grocers to lure to food retailing market (WSJ)
• Nordstrom to evaluate founding family's interest in pursuing take-private deal (Reuters)
• Experts say Indigo needs a turnaround as privatization nears (Globe and Mail)
• The unstoppable rise of Shein (The Guardian)
• How Amazon became the largest private EV charging operator in the US (Bloomberg)

 Stephan's Friday Picks

• Discount grocers smell opportunity amid rising prices (Washington Post)
• Amazon's new focus: Fending off rivals Temu and Shein (WSJ)
• Canada's population shock drives most of recent productivity declines (Globe and Mail)
• Unilever approaches private equity for its ice cream business (FT)
• From the archives (2000): Ben & Jerry's to Unilever, with attitude (NYT)

 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 Friday Picks

• Anthony Albanese announces year-long investigation into Australian supermarket prices (The Guardian)
• Shein backers offer to sell at 30% discount as IPO prospects dim (Bloomberg)
• The curious history of Pac-Man snacks (The Guardian)
• Does negative advertising pay off for consumer brands (WSJ)
• From the archives (2013): Michael Mauboussin: Measuring the moat (Credit Suisse)