All posts (494)
the pass
·5 min read
Limehome's €75M Says the Smart Money Is Betting on the Operating System, Not the Lobby
the pass
·4 min read
Burger King UK Posts £408M and a 'Solid Performance' — Which in 2025 UK Hospitality Math Means Survival
the pass
·5 min read
UKHospitality Warns Six Venues a Day Will Close Without a Business Rates Fix
the pass
·4 min read
WTF Is Happening With TGI Fridays UK? Five Months After a Sale, Interpath Is on the Phone
the operator
·16 min read
Marriott's 'Agentic Mesh': Inside the Architecture Bet That Will Outlast the AI Hype Cycle
the pass
·4 min read
Five Tech Predictions for 2026 — And Why Two of Them Are Already Wrong
the pass
·5 min read
A 'Market of Extremes': RFDC Just Made Plain What Q3 Earnings Tried to Hide
the bottom line
·9 min read
The 2025 M&A Scorecard: $7+ Billion in Restaurant Tech Deals, and the Buyer Story Has Officially Changed
the bottom line
·8 min read
Toast's Q3 Print, the Uber Partnership, and the Drive-Thru Question No Analyst Will Ask
the pass
·5 min read
The Starbucks Strike Hits the Empire State Building — and the Fair Workweek Math Just Got More Expensive
vibe check
·16 min read
The Reservation Wars in 30 Seconds: What Operators Are Actually Switching to in Late 2025
the operator
·18 min read
Toast IQ at the Front of the House: How Toast's First Conversational AI Cohort Is Actually Performing
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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