All posts (494)
the pass
·5 min read
Olo Prints a Beat Into a Thoma Bravo Blackout
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·9 min read
The August Earnings Gauntlet: What Restaurant-Tech Investors Are Actually Watching
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Toast Go 3 Lands: Cellular, AI Upsells, and a Clear ToastIQ Bet
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·3 min read
Hilton Grand Vacations' Q2 Quietly Proves the Timeshare-AI Thesis
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·5 min read
Wingstop's Digital Mix Hits 72.2% — What That Means for Everybody Else
the operator
·20 min read
The Hospitality Operator's EU AI Act Compliance Playbook
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Starbucks Earnings Eve: The Data That Will Decide Brian Niccol's AI Thesis
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·12 min read
Earnings Week Debrief: What Hilton, Wyndham, Chipotle and LVS Told You About AI Capex
mise
·20 min read
The Month Restaurant Tech Grew Up
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·6 min read
Chipotle's Vision System, Brisket, and the Worst Comp Since 2020
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Hilton's 41 AI Experiments Meet a Flat RevPAR Quarter
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Wyndham's Ancillary Line Is the AI Story Nobody's Covering
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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