All posts (494)
the operator
·18 min read
Cava's 1,000-Store Math: AUVs Above $3M and the Unit-Economic Case for a Path No One's Walked
the pass
·5 min read
Dutch Bros Raised Guidance Again. The Drinks Category Is the One Bright Spot.
the pass
·5 min read
Sysco's Exit Velocity: The Foodservice Giant Says Traffic Turned in June
the bottom line
·11 min read
The Olo Take-Private Template: What Restaurant SaaS Founders Should Learn from $10.25
the pass
·6 min read
Sweetgreen's 25% Selloff and the Infinite Kitchen Math Problem
the pass
·6 min read
US Foods Made an Offer. Performance Food Group Said No.
the pass
·4 min read
RBI's Burger King Turnaround Is Mostly Happening Overseas
the pass
·5 min read
Yelp's Quiet AI Year Is Suddenly Loud: Yelp Host Enters Live Tests
vibe check
·18 min read
The EU AI Act Just Turned On — Here's What Changes for Restaurants and Hotels Using GPAI
the pass
·5 min read
DoorDash Crosses 10 Billion Lifetime Orders — and an Inflection in Ad Revenue
the operator
·17 min read
Toast Just Bought the Front Door: Inside the Amex Deal, Toast Go 3, and Sydney
the pass
·5 min read
Marriott's Leisure Cushion, Government-Travel Air Pocket
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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