Tuesday, 11 November 2025

 Stephan's Tuesday Picks

  • Roger Martin: What has changed the most for strategy (Medium)
  • Burger King strikes joint venture to double its presence in China (WSJ)
  • Glass skin and snail mucin: South Korea's journey to global beauty player (NYT)
  • Italian pasta is poised to disappear from American grocery shelves (WSJ)
  • Private label food maker Treehouse to go private in $1.17 billion deal (WSJ)

Monday, 10 November 2025

 Stephan's Monday Picks

  • Target mandates worker smiles, friendliness to boost sales (Bloomberg)
  • Pizza Hut's parent says struggling chain may go up for sale (NYT)
  • Ontario to ban exclusivity deals between insurers, pharmacies (Globe and Mail)
  • Facing Trump's tariffs, Swiss farmers find themselves with too much milk (NYT) 
  • Discount chain takes aim at 7-Eleven in Japan with $2 Tonkatsu (Bloomberg)

Friday, 7 November 2025

 Stephan's Friday Picks

  • Transforming procurement for an AI-driven world (McKinsey)
  • Primark could be split out from AB Foods' other operations, company says (Reuters)
  • Amazon tests Whole Foods store that sells Kraft Mac & Cheese (Bloomberg)
  • Canadian Tire profit falls on restructuring costs amid upbeat discretionary spending (Globe and Mail)
  • From the archives (2015): Primark throws its hat in the U.S. ring (WSJ)

Thursday, 6 November 2025

 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)

Wednesday, 5 November 2025

 Stephan's Wednesday Picks

  • Martha Stewart transformed the dinner party. Was that a good thing (NYT)
  • KFC's plan to catch up in the fried chicken wars (Bloomberg)
  • Thieves in Guelph stole $80,000 worth of whipped cream (Toronto Life)
  • The perfect grocery list-making app doesn't exist (The Verge)
  • Overcoming status quo bias in the age of transformation (McKinsey)

Tuesday, 4 November 2025

 Stephan's Tuesday Picks

  • Roger Martin: Why the 'how-to-win' strategy choice is so hard (Medium)
  • Kimberly-Clark to buy Tylenol maker Kenvue for more than $40 billion (WSJ)
  • Chipotle's big bet on young consumers is unraveling (WSJ)
  • World gone crazy for protein is a boon for dairy (Bloomberg)
  • Why the future of coffee doesn't belong to Starbucks (WSJ)

Monday, 3 November 2025

 Stephan's Monday Picks

  • Tesco meal deal highlights enduring threat to BOE's inflation goal (Bloomberg)
  • The Amazonification of Whole Foods is finally here - bring on the Doritos (WSJ)
  • Colgate-Palmolive boosts promotions to offsite price hikes (WSJ)
  • Why AI is a double-edged sword for retailers (FT)
  • Amazon's big spending reignites an AI stock rally (NYT)