Stephan's Friday Picks

• Elliott builds over $1 billion stake in Lululemon (WSJ)
• Walmart's $115 thousand starting pay and better rigs draw women to trucking (Bloomberg)
• The Big Tobacco playbook comes for your Oreos (The Atlantic)
• Luckin Coffee is said to consider bidding for Nestle's Blue Bottle (Bloomberg)
• From the archives (2007): Zen and the art of retailing (Globe and Mail)

 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)

 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)

 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)

 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)

 Stephan's Friday Picks

• Daniel Debow: An AI strategy to build Canadian prosperity (Build Canada)
• Howard Marks: Is it a bubble (Oaktree Capital)
• The AI reckoning. How boards can evolve (McKinsey)
• The 25 most important ideas for 2026 (Derek Thompson)
• From the archives (2011): Roger Martin: Canada's innovation imperative (Institute for Competitiveness and Prosperity)

 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)