Friday, 28 February 2025

 Stephan's Friday Picks

  • Is Quince a good clothing brand (The Cut)
  • What do U.S. companies want from e-commerce deliveries (McKinsey)
  • Ben & Jerry's founders discuss buying back ice cream brand (Bloomberg)
  • The most important person (in Japanese food) you've never heard of (NYT)
  • From the archives (2007): Can Galen Weston Jr. save Loblaws (Toronto Life)

Thursday, 27 February 2025

 Stephan's Thursday Picks

  • Instacart falls on disappointing sales, earnings outlook (Bloomberg)
  • TJX expects more growth this year (WSJ)
  • Itochu withdraws from Seven & i buyout planned by retailer's founding family (Globe and Mail)
  • Is bird flu the only reason egg prices are soaring (NYT)
  • Would you pay $34 for shrimp cocktail (NYT)

Wednesday, 26 February 2025

Stephan's Wednesday Picks

  • Unilever ousts chief, elevates CFO in push for faster growth (Bloomberg)
  • Mark Carney says he would put a temporary cap on immigration (Globe and Mail)
  • I tried to buy Canadian with my grocery list. Here's what it cost me (Globe and Mail)
  • Just Eat shares soar 54% after Prosus offers to buy food delivery company for $4.3 billion (CNBC)
  • How the internet made in-store shopping miserable (WSJ)

Tuesday, 25 February 2025

 Stephan's Tuesday Picks

  • Roger Martin: Substitutes & strategy (Medium)
  • How AI is transforming strategy development (McKinsey)
  • Coffee prices are at 50-year highs. Producers aren't celebrating (NYT)
  • Celsius to buy rival drink maker Alani Nu for $1.8 billion (WSJ)
  • Texas's barbecue schism (The New Yorker)

Monday, 24 February 2025

 Stephan's Monday Picks

  • 2024 Letter to Shareholders (Berkshire Hathaway)
  • Loblaw expects U.S. tariff threat to boost sales for in-house brands as fourth quarter sales dips, CEO says (Globe and Mail)
  • Walmart warns of slower sales gains after a bumper year (WSJ)
  • Loblaw to open 80 stores in 2025 as part of $10 billion investment over five years (Globe and Mail)
  • Canadian Tire selling Helly Hansen activewear brand for nearly $1.3 billion (Globe and Mail)

Friday, 21 February 2025

 Stephan's Friday Picks

  • AI, demographics, and the U.S. economy (Vanguard)
  • The $3 billion house that orange chicken bought (NYT)
  • A primer on trade and inequality (HKS)
  • Michael Mauboussin: (Probabilities and payoffs (Morgan Stanley)
  • From the archives (2007): The untold Tim Hortons story (Toronto Life)

Thursday, 20 February 2025

Stephan's Thursday Picks

  • Heineken CEO aims to tap into thirst for zero-alcohol beer (WSJ)
  • How a resurgent Walmart saw off the Amazon threat (FT)
  • China's love affair with luxury has cooled (WSJ)
  • Walgreens gains after CNBC says Sycamore takeout is 'alive' (Bloomberg)
  • 'Gut pop' is injecting new fizz into the beverage aisle (WSJ)