Tuesday, 30 September 2025

 Stephan's Tuesday Picks

  • Roger Martin: A primer on strategic choice chartering (Medium)
  • Who still eats sugary cereal (NYT)
  • The mystery of Mamadou, a delivery guy who became a superhero (WSJ)
  • Costco says giving shoppers an extra hour is paying off (WSJ)
  • Forget Labubus: We're collecting semi-cured gel nail strips (NYT)

Monday, 29 September 2025

 Stephan's Monday Picks

  • Zeynep Ton: Costco's Jim Senegal on building a company that will endure (HBR)
  • The science policy behind Brazil's agricultural triumph (Beyond Imitation)
  • Soaring soybean demand pushes farmers deeper into the Amazon (Bloomberg)
  • Meet the migrant workers Canada depends on to harvest their crops (Globe and Mail)
  • Walmart CEO issues wake-up call: AI is going to change literally every job (WSJ)

Friday, 26 September 2025

 Stephan's Friday Picks

  • Cocoa's historic crunch is easing further as harvests pick up (Bloomberg)
  • How Niagara's Pearl Morissette became just the 2nd restaurant in Canada with two Michelin stars (CBC)
  • Nestle is said to tap Morgan Stanley for vitamin business review (Bloomberg)
  • Restaurants under pressure as Canadians dine out less to save more (Globe and Mail)
  • From the archives (2021): Nestle expands in vitamins with $5.75 billion Nature's Bounty deal (WSJ)

Thursday, 25 September 2025

 Stephan's Thursday Picks

  • Walmart adds home delivery for Ozempic, other refrigerated drugs (Bloomberg)
  • Amazon plans to shut UK grocery stores (WSJ)
  • Sushi is bigger than ever in America. Here's the reason (NYT)
  • Population growth slows to near zero, driven by temporary resident outflow (Globe and Mail)
  • U.S. targets Canadian mushroom growers with anti-dumping investigation (Globe and Mail)

Wednesday, 24 September 2025

 Stephan's Wednesday Picks

  • As Ikea's iconic meatball turns 40, the company looks ahead to its plant-based future (Globe and Mail)
  • From potential to performance: Using gen AI to conduct outside-in diligence (McKinsey)
  • Keurig Dr Pepper slumps as deal risk spurs rare sell call (Bloomberg)
  • Saks in talks to sell 49% of Bergdorf Goodman for about $1 billion (WSJ)
  • A city built on Corn Flakes pins hopes on new Kellogg owner (WSJ)

Tuesday, 23 September 2025

 Stephan's Tuesday Picks

  • Roger Martin: Technocrats vs strategists (Medium)
  • How AI agents are transforming consumer goods (BCG)
  • After seedless grapes, now for the pitless cherry (Bloomberg)
  • Is Amazon Prime too hard to cancel? A jury will decide (WSJ)
  • What's behind the endless breakup-merger cycle (Wharton)

Monday, 22 September 2025

Stephan's Monday Picks

  • General Mills cites cautious shopper in reiterating outlook (Bloomberg)
  • Why restaurant diners are paying more everywhere (NYT)
  • Tamgotchis are back as the pocket-sized pets ride a wave of nostalgia (Globe and Mail)
  • Driving successful volume-led growth in consumer markets (BCG)
  • Global economic profit bounces back to an all-time high (McKinsey)