Friday, 29 August 2025

 Stephan's Friday Picks

  • Fifteen of the CNE's wacky new foods, ranked from best to worst (Toronto Life)
  • 8 new restaurant memoirs that stir the pot (WSJ)
  • The calculus of value (Oaktree Capital)
  • The forgotten history (and slippery science) of canola oil (Eater)
  • From the archives (2013): Tough turnaround job awaits new Rona CEO Sawyer (Globe and Mail)

Thursday, 28 August 2025

 Stephan's Thursday Picks

  • Why gloomy consumers keep spending (BCG)
  • AB Foods to buy rival Hovis in UK bread combination (Bloomberg)
  • The revenge of millennial cringe (The New Yorker)
  • Spinning textile waste into value (BCG)
  • How product operating model is transforming consumer product companies (Bain)

Wednesday, 27 August 2025

 Stephan's Wednesday Picks

  • Carlsberg falls after CEO warns of weak consumer spending (Bloomberg)
  • Are samosa's unhealthy? Some Indians find official advice hard to swallow (NYT)
  • There's money to be made from 'MAHA'. Food companies want in (NYT)
  • Canola industry asks Ottawa to curtail vegetable oil imports after China imposes new trade restrictions (Globe and Mail)
  • Amazon has tried to crack Walmart's grocery empire for decades, with limited success. A massive same-day grocery expansion could change that (Fortune)

Tuesday, 26 August 2025

 Stephan's Tuesday Picks

  • Inside the automated warehouse where robots are packing your groceries (The Verge)
  • JD.com's revenue climbs after foray into food delivery (Bloomberg)
  • Bag charms selling for $1,000 are retail's next little luxury (Bloomberg)
  • The U.S. alcohol industry is reeling from Canada's booze boycott (WSJ)
  • Ulta Beauty, Target to end partnership (WSJ)

Monday, 25 August 2025

 Stephan's Monday Picks

  • World food prices at two-year high on rising meat and edible oils, FAO says (Reuters)
  • The social media trend machine is spitting out weirder and weirder results (Bloomberg)
  • Data monetization in the age of Gen AI (McKinsey)
  • Trump tariffs and jabs push Canadians to exit Florida enclave (Bloomberg)
  • Simons is a rare success story during tough times for department stores (Globe and Mail)

Friday, 22 August 2025

 Stephan's Friday Picks

  • Corporate divestitures: Considering stranded costs (McKinsey)
  • The innovation edge for retailers (BCG)
  • The top 20 food trends of the past 20 years (Eater)
  • Different kinds of smart (Collaborative Fund)
  • From the archives (2013): Portugal billionaire sells lollipops, champagne in Poland (Bloomberg)

Thursday, 21 August 2025

 Stephan's Thursday Picks

  • The AI-first consumer products company (BCG)
  • Canada's lobster industry is on a roll. But we can't take the good times for granted (Globe and Mail)
  • Can cosmetic acupuncture be the new botox (NYT)
  • How Warby Parker has kept the price of glasses at $95 for 15 years (WSJ)
  • The one feat of leadership Patagonia's founder couldn't pull off (Bloomberg)