All posts (494)
the pass
·5 min read
Sweetgreen guides to negative comps but doubles the Infinite Kitchen footprint — automation is now defense
the pass
·4 min read
The Reservation Wars, Mapped: What Each of the Three Stacks Actually Owns
the operator
·17 min read
Inside Slang AI's Series B: how 2,000 restaurants and $68M in funding define hospitality voice's product-market fit
the pass
·5 min read
AmEx merges Tock into Resy — and quietly flips on a Toast POS integration
the pass
·4 min read
CAVA Crosses $1B and Beats — Then Q4 Net Income Shows You the Bill
the bottom line
·10 min read
M&A Roundup: Wonder Hits Seven, Resy/Tock Chatter, and What's Actually Being Bought Is Guest Data
the pass
·4 min read
Olo under Thoma Bravo — and what restaurant-tech roll-up math looks like from the inside
vibe check
·17 min read
Desk Review: SevenRooms vs Tablecheck post-DoorDash — who actually owns the guest data now?
the pass
·6 min read
DoorDash Q4: Deliveroo and SevenRooms Are Integrated. 2026 EBITDA Guidance Is the Bill.
the pass
·5 min read
Wingstop Just Logged Its First Full-Year Domestic SSS Decline in 22 Years. Smart Kitchen Is the Lever That's Actually Working.
the operator
·18 min read
Inside Byte by Yum: Five Markets, 370M Transactions, and the AI Stack Holding Taco Bell's 7% Comp
the pass
·5 min read
Brussels Missed a Deadline. Your Voice Agent Has Six Months.
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The Voice Agent Maturity Curve
mise
·12 min read
The Four Margins of a Restaurant
mise
·14 min read
The AI Premium in Hospitality M&A: Broker Story or Real Number?
the bottom line
·9 min read
What the DoorDash/SevenRooms Deal Actually Buys
the bottom line
·11 min read