All posts (494)

DoorDash + Empire Company: Canada grocery just doubled and the unit economics are the story

the pass

·

5 min read

DoorDash + Empire Company: Canada grocery just doubled and the unit economics are the story

The Four Tables: Why the reservation system is the most contested square foot in hospitality

mise

·

26 min read

The Four Tables: Why the reservation system is the most contested square foot in hospitality

Toast sets May 7 earnings date; the Q1 setup nobody is writing is Toast Go 3 going international April 28

the pass

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5 min read

Toast sets May 7 earnings date; the Q1 setup nobody is writing is Toast Go 3 going international April 28

The share-of-stomach piece: c-stores and grocery are coming for the lunch daypart

the pass

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4 min read

The share-of-stomach piece: c-stores and grocery are coming for the lunch daypart

How Ike's Love & Sandwiches picked Toast for its national-expansion stack

the operator

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16 min read

How Ike's Love & Sandwiches picked Toast for its national-expansion stack

Inspire Brands picks its IPO bankers. Every franchised-QSR multiple gets re-anchored if this prices.

the bottom line

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11 min read

Inspire Brands picks its IPO bankers. Every franchised-QSR multiple gets re-anchored if this prices.

Bloomberg Businessweek covers OpenTable: Debby Soo's Q&A and why 'restaurants hated us'

the pass

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5 min read

Bloomberg Businessweek covers OpenTable: Debby Soo's Q&A and why 'restaurants hated us'

OpenTable's 'system of record' takes effect — and the WA AG is already looking

the pass

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6 min read

OpenTable's 'system of record' takes effect — and the WA AG is already looking

ConverseNow × Deliverect: voice AI gets wired into the order-management plumbing

the pass

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5 min read

ConverseNow × Deliverect: voice AI gets wired into the order-management plumbing

Desk Review: Toast Drive-Thru — the bundle, the moat, and the 15-unit floor

vibe check

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18 min read

Desk Review: Toast Drive-Thru — the bundle, the moat, and the 15-unit floor

Starbucks ChatGPT beta: prompt-driven discovery, but the order still completes inside Starbucks

the pass

·

4 min read

Starbucks ChatGPT beta: prompt-driven discovery, but the order still completes inside Starbucks

Toast Drive-Thru ships: Delphi hardware + Incept AI + 55" confirmation screens, gated to 15+ unit chains

the pass

·

6 min read

Toast Drive-Thru ships: Delphi hardware + Incept AI + 55" confirmation screens, gated to 15+ unit chains

Featured More

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

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