All posts (494)
vibe check
·15 min read
Vibe Check: PE Just Owns Your Stack. What Changes Monday.
the pass
·5 min read
Cracker Barrel's $868M Reset: The AI Roadmap That Wasn't on the Call
the operator
·20 min read
FSTEC Field Report for Operators: 12 Demos, 4 Decisions, 1 Buyer's Regret
the pass
·5 min read
Presto + ElevenLabs: The Brand-Voice Arms Race Comes to the Drive-Thru
the pass
·5 min read
FSTEC Opens With One Question: Who Survives the Voice-AI Bake-Off?
the bottom line
·9 min read
Thoma Bravo Closes Olo: Pricing the Take-Private Discount
the pass
·5 min read
Toast Picks 14 of 20 Bon Appétit Best New Restaurants. The Marketing Flywheel Becomes a Moat.
the pass
·4 min read
Food Away From Home Cools to a 3.7% YoY Climb. The 'AI Premium' Theory Dies a Little.
the pass
·5 min read
RaceTrac Buys Potbelly for $566M. The C-Store-Meets-Fast-Casual Thesis Becomes Real.
the pass
·4 min read
Cracker Barrel's Logo Problem and the September 17 Earnings Call That Has to Land
the operator
·20 min read
Olo Goes Private. Here's the Operator Playbook for the Next 90 Days.
the pass
·4 min read
FSTEC Week: The AI-Demystification Agenda and What the Operator C-Suite Is Actually Buying
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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