All posts (494)
the pass
·5 min read
Texas Roadhouse Hands the Keys to a CKE Finance Lifer — and That Tells You Something About Where Steakhouse Margins Go Next
the pass
·6 min read
The EU Just Quietly Proposed Pushing the AI Act's High-Risk Deadline 16 Months — Here's What It Means for Hospitality Operators
mise
·20 min read
The Q3 2025 Hospitality-AI Ledger: Reading the Four Margins, Six Months In
the pass
·4 min read
Thanksgiving 2025: OpenTable Reservations +13% YoY as Diners Skip Home Cooking
the pass
·5 min read
UK Autumn Budget Hits Hospitality with 76% Rateable-Value Jump for Hotels
the operator
·16 min read
UK Operators Face £1.4B Labor Bill: A Pre-Budget Playbook
the pass
·5 min read
US Foods and PFG Walk Away — and US Foods Adds $1.25B Buyback Cover
the bottom line
·9 min read
Casual Dining's Private-Equity Reset: From Denny's to 'Who's Next'
the bottom line
·9 min read
Three Hotel Tapes, One Trade: MAR Up, HLT Down, H Sideways
vibe check
·17 min read
The Voice-AI Scorecard: What SoundHound's 14,000-Location Footprint Tells Us
the pass
·4 min read
OpenTable's 2026 Dining Trends Report: U.S. Dining +8%, 10× Per Month Planned
the operator
·20 min read
The Reservations Wars Enter Their Endgame: Operator Decisions Before Q1 2026
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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