Thursday, 18 December 2025

 Stephan's Thursday Picks

  • Canada reports its biggest ever population decline (Globe and Mail)
  • Kraft Heinz picks new CEO ahead of split (WSJ)
  • Pepsi worked to keep prices higher to protect Walmart, FTC found (WSJ)
  • DoorDash brings grocery shopping to ChatGPT, rivaling Instacart (Bloomberg)
  • General Mills says stressed shoppers buying more on sale (Bloomberg)

Wednesday, 17 December 2025

 Stephan's Wednesday Picks

  • Your holiday party food should be a shrimp tower (NYT)
  • Sylvain Charlebois: The quiet transformation of Canada's grocery industry (National Post)
  • The grocery code of conduct takes effect next month. Its first enforcer has a 'big job' ahead (Globe and Mail)
  • The hottest toy of the year is made by a tech startup you've never heard of (WSJ)
  • The cult of Kohl's cash (WSJ)

Tuesday, 16 December 2025

 Stephan's Tuesday Picks

  • Roger Martin: Thinking intelligently about corporate purpose (Medium)
  • How do skincare dupes compare to luxury brands (BBC)
  • Warehouse clubs turn to store brands as shoppers push back on prices (WSJ)
  • Australia to ban supermarket price gouging in sweeping competition reforms (Bloomberg)
  • Chile's powerful cherry industry strives to satisfy Chinse buyers (Bloomberg)

Monday, 15 December 2025

 Stephan's Monday Picks

  • Coca-Cola names next CEO (WSJ)
  • Lululemon chief executive Calvin McDonald to depart next month (WSJ)
  • As the price of beef soars, restaurants are in 'code red' mode (NYT)
  • Canada records surprise trade surplus after seven months of deficits (Globe and Mail)
  • Shoppers' treasure hunt is on at TJ Maxx (Bloomberg)

Friday, 12 December 2025

 Stephan's Friday Picks

Thursday, 11 December 2025

 Stephan's Thursday Picks

  • Tariffs dent Campbell's soup sales (WSJ)
  • Can Jollibee beat American fast food at its own game (The Atlantic)
  • Why Costco is the only big retailer to challenge Trump on tariff refunds (Washington Post)
  • Home Depot warns that housing pressures will persist next year (Bloomberg)
  • Canada's US envoy to step down, Mark Wiseman seen as likely successor (Bloomberg)

Wednesday, 10 December 2025

 Stephan's Wednesday Picks

  • Kroger's CEO wants to cut prices by cutting costs (WSJ)
  • PepsiCo plans layoffs as it looks to wrap up Elliott talks (Bloomberg)
  • Beauty has never been more cutthroat. Here's how Sephora plans to stay on top (WSJ)
  • Magnum Ice Cream hits $9 billion market cap on trading debut (WSJ)
  • Same product, same store, but on Instacart, the prices might differ (NYT)