Stephan's Tuesday Picks
Tuesday, 30 September 2025
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)
Labels:
agriculture,
artificial intelligence,
Costco,
Walmart
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)
Labels:
** From the Archives **,
inflation,
M&A,
Nestle,
restaurants
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)
Labels:
amazon,
food trends,
population growth,
trade,
Walmart
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)
Labels:
artificial intelligence,
department stores,
Ikea,
M&A
Tuesday, 23 September 2025
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)
Labels:
General Mills,
inflation,
quarterly earnings,
restaurants,
toys
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