All posts (494)
the operator
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How Toast Won Applebee's: The Enterprise Playbook
the pass
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PAR Technology's Quiet $282M ARR Moment
the bottom line
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Earnings Week Unpacked: Where the AI-and-Hospitality Multiples Expand From Here
the pass
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Toast Lands Applebee's — the Biggest Deal in Its History
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Chipotle Picks Olo for Catering Plus — and Validates the Open-SaaS Thesis
the pass
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US Foods Just Had a Quietly Excellent Quarter
the pass
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Sweetgreen's Traffic Problem
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Bloomin' Brands Hits Guidance, Barely
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Dutch Bros Is the Only Growth Story Wall Street Still Believes
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The 2025 Voice-AI Buyer's Guide for Restaurant Operators
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DoorDash Buys Deliveroo for £2.9B and a UK Foothold
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The Hospitality Acquisition Nobody Predicted: SevenRooms Goes to DoorDash for $1.2B
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The Voice Agent Maturity Curve
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The Four Margins of a Restaurant
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The AI Premium in Hospitality M&A: Broker Story or Real Number?
the bottom line
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What the DoorDash/SevenRooms Deal Actually Buys
the bottom line
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