Friday, 9 May 2025

 Stephan's Friday Picks

  • 25 years of NYC dining (NYT)
  • Amazon makes 'fundamental leap forward in robotics' with device having sense of touch (The Guardian)
  • Where grocery price inflation is causing the most shopper stress (Bain)
  • Costco in deal with with Affirm giving shoppers monthly payment plans (Bloomberg)
  • From the archives (1999): Don't eat before reading this (The New Yorker)

Thursday, 8 May 2025

 Stephan's Thursday Picks

  • Instacart debuts 'Fizz' alcohol ordering app to target Gen Z users (Bloomberg)
  • When did restaurant salads get so ... unwieldly (NYT)
  • Grubhub owner Wonder gets $7 billion valuation in new funding (Bloomberg)
  • How the best restaurants can make you feel (The Atlantic)
  • Ambani's 12-cent cola erodes Coke, Pepsi dominance in India (Bloomberg)

Wednesday, 7 May 2025

 Stephan's Wednesday Picks

  • Uber to buy a $700 million stake in Turkish delivery app Trendyol (Bloomberg)
  • PepsiCo makes bigger bet on sports with revamped marketing unit (Bloomberg)
  • WK Kellogg cuts outlook over tariffs, softening sales (WSJ)
  • DoorDash buys Deliveroo for $3.86 billion (WSJ)
  • Clorox revenue drops, expects slowdown in shopping to continue (WSJ)

Tuesday, 6 May 2025

 Stephan's Tuesday Picks

  • Roger Martin: Training a novice strategist (Medium)
  • 3G to buy Skechers footwear brand for $9.4 billion (Bloomberg)
  • Temu stops China shipments to U.S. consumers (WSJ)
  • When launching a product during a recession pays off (MIT SMR)
  • High beef costs hurt Tyson Foods (WSJ)

Monday, 5 May 2025

Stephan's Monday Picks

  • Big Farming's big battleground: an English village making a stand (Bloomberg)
  • How Scheel's conquered Middle America (Washington Post)
  • Chef Boyardee sold to private equity for $600 million (WSJ)
  • Kohl's CEO fired for funneling business to romantic partner (WSJ)
  • The MAHA-friendly app that's driving food companies crazy (WSJ)

Friday, 2 May 2025

 Stephan's Friday Picks

  • The end of the 'generic' grocery store brand (The Atlantic)
  • Loblaw has added dozens of new Canadian suppliers, but expects the Buy Canadian movement to taper off (Globe and Mail)
  • E-commerce sellers brace for end of de minimis (WSJ)
  • Couche Tard wins access to 7-Eleven owner's confidential financial information (Globe and Mail)
  • From the archives (2010): Inside The Bay's scheme to steal the fashion crown from Holts (Toronto Life)

Thursday, 1 May 2025

 Stephan's Thursday Picks

  • Is this the end of cheap stuff (Bloomberg)
  • Amazon pressures suppliers to cut pries to limit Trump tariff shock (FT)
  • Healthy sodas are drawing Coca-Cola's and PepsiCo's attention (Bloomberg)
  • How 5 restaurants work wonders with no kitchens (NYT)
  • US shoppers pay for Trump tariffs on Temu, doubling some prices (Bloomberg)