All posts (494)
the bottom line
·10 min read
The DoorDash/SevenRooms Re-Rating Thesis Is Now an Integration Cost Story
the pass
·5 min read
Toast Q4: 30,000 net new locations, and Aman Narang names his AI moat
the pass
·5 min read
RBI's Q4: Doyle Is Using the Miss to Reposition Burger King Around AI Ops
the pass
·5 min read
Dutch Bros Just Logged Its 19th Straight Year of Positive Same-Shop Sales. The Loyalty Number Is the One That Matters.
the pass
·5 min read
McDonald's Q4: Value Sold the Quarter. Loyalty Is the Business.
the pass
·4 min read
Hilton's Pipeline Hits 520,500 Rooms — and the Brand Stack Keeps Widening
the operator
·19 min read
Inside Marriott's Bonvoy AI overhaul: how 271M loyalty members became a co-branded card royalty machine
the pass
·5 min read
Wonder Buys Blue Ribbon Fried Chicken. Marc Lore Is Building the Stack DoorDash Thought It Had.
the pass
·4 min read
PolyAI hires Gordon Ramsay — voice AI's celebrity-endorsement era arrives
the bottom line
·10 min read
Against the AI Premium: Why Toast's Q4 Won't Justify a Re-rating
the pass
·5 min read
The Spyce sale wasn't a Sweetgreen story. It was a Wonder story.
the pass
·5 min read
Byte by Yum at 60% Digital Mix: Why Taco Bell's Tech Stack Is Now the Moat, Not the Menu
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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