Thursday, 20 November 2025

 Stephan's Thursday Picks

  • What will it take to get retailers to kill the music (WSJ)
  • Kroger to close delivery centers, take $2.6 billion hit (Bloomberg)
  • Panera plans to spend millions on better sandwiches and better stores (WSJ)
  • AB InBev nears $700 million deal for party punch maker BeatBox (WSJ)
  • Jeff Bezos creates AI startup where he will be co-chief executive (NYT)

Wednesday, 19 November 2025

 Stephan's Wednesday Picks

  • Thomson and Weston families submit $18 billion joint bid for Hudson's Bay charter (Globe and Mail)
  • Kroger expands partnership with DoorDash, Instacart, Uber Eats (WSJ)
  • Aldi effect sweeps supermarkets as US embraces private label (FT)
  • Pop Mart's Labubu risks Beanie Baby-style collapse, analyst says (Bloomberg)
  • Protein has gone mainstream. But how much do you actually need (Globe and Mail)

Tuesday, 18 November 2025

 Stephan's Tuesday Picks

  • Roger Martin: How strategy choice can make something out of very little (Medium)
  • Americans just can't get enough beef (Bloomberg)
  • The fast-food industry is trying to lure in Gen Z customers. Is the meal deal helping (CBC)
  • Walgreens cuts pay for store workers after $10 billion buyout (Bloomberg)
  • Michael Mauboussin: Capital Allocation (Morgan Stanley)

Monday, 17 November 2025

 Stephan's Monday Picks

  • Walmart CEO Doug McMillon, who parried Amazon, will retire (NYT)
  • Walmart's CEO makes way for fellow he guided for new tech era (Bloomberg)
  • Who is John Furner? Meet the Walmart insider named new CEO (WSJ)
  • How Ruby Liu's contentious play for Hudson's Bay stores fell apart (Globe and Mail)
  • Ikea's first non-Swedish CEO vows to preserve its Swedish roots (Bloomberg)

Friday, 14 November 2025

 Stephan's Friday Picks

  • How Dyson went from fancy vacuum maker to beauty titan (Bloomberg)
  • As beef prices skyrocket across North America, stakeholders uncertain about future (Globe and Mail)
  • Red Bull faces EU antitrust probe (WSJ)
  • Federal investigation probes grocery store investigation in Halifax (CBC)
  • From the archives (2021): 'Invention' review: James Dyson's dilemma (WSJ)

Wednesday, 12 November 2025

 Stephan's Thursday Picks

  • How an $11 billion beauty company built a suburban empire (Bloomberg)
  • Discount grocery stores gaining momentum in Quebec (CBC)
  • Some Canadian shoppers have switched back to U.S products, Loblaw CEO says (Globe and Mail)
  • Why Build-a-Bear has been on a Nvidia-like run (Bloomberg)
  • Amazon's new Echo show design is overshadowed by need for more video (Bloomberg)

 Stephan's Wednesday Picks

  • Fermented Foods: A $61 billion gut-health boom lures entrepreneurs, 'kimchi-curious' (WSJ)
  • Dave Lewis gets another turnaround challenge at Diageo (Bloomberg)
  • Will retailers really deny premium credit cards (Bloomberg)
  • Agenda for growth: Turning AI promise into impact (McKinsey)
  • A crescent-shaped dessert that's a symbol of hospitality (NYT)