All posts (494)
the operator
·17 min read
Sysco AI360: The Distributor Side of the AI Story
the pass
·5 min read
The Week of Earnings: What to Watch from Chipotle, Starbucks, Sysco and Brinker
the bottom line
·12 min read
September CPI Prints +3.0% YoY — Restaurant Pricing Power vs. the BLS Data Crater
the pass
·5 min read
Marriott Goes All-In on AI in Loyalty — 50% of EMEA Travelers Now Plan Trips with AI
the pass
·6 min read
Hilton Q3: Revenue Beat, RevPAR -1.1%, Pipeline a Record 515,400 Rooms
the pass
·6 min read
Hilton's 41 AI Use Cases: The Most Specific Count Yet from a Major Chain
the operator
·20 min read
Yelp Host vs. Toast IQ vs. SevenRooms: The Operator's AI-Phone Buying Guide
the pass
·5 min read
Hotel Earnings Preview: Hyatt Layoffs and What to Listen For
the bottom line
·12 min read
Yelp's AI Bet Is a Real Call Option Investors Are Mispricing
the pass
·4 min read
Hilton Just Hit 9,000 Properties. The Press Release Buried It.
vibe check
·15 min read
Nobody Actually Uses OpenTable Concierge — and That's Fine
the operator
·17 min read
Domino's Q3 Playbook: How +6.2% Revenue Was Built on Boring Digital, Not AI
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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