All posts (494)

Olo is not a SaaS company anymore. Here's the multiple the math actually works at.

the bottom line

·

10 min read

Olo is not a SaaS company anymore. Here's the multiple the math actually works at.

Sweetgreen Sold the Robot. Now What?

the pass

·

7 min read

Sweetgreen Sold the Robot. Now What?

Cracker Barrel's Q2 was bad. The tariff line was worse.

the pass

·

5 min read

Cracker Barrel's Q2 was bad. The tariff line was worse.

Desk Review: Toast AI Suite — the agentic platform we were promised, with caveats

vibe check

·

16 min read

Desk Review: Toast AI Suite — the agentic platform we were promised, with caveats

Brussels Just Told Voice Agents to Wear Name Tags

the pass

·

6 min read

Brussels Just Told Voice Agents to Wear Name Tags

Burrito Season is Ava Cado's stress test

the operator

·

17 min read

Burrito Season is Ava Cado's stress test

The largest Freddy's franchisee just got larger — JRI buys HCI

the pass

·

5 min read

The largest Freddy's franchisee just got larger — JRI buys HCI

Olo built the back end. Now it wants the front door.

the pass

·

5 min read

Olo built the back end. Now it wants the front door.

Block's Q4: workforce cut by more than 40% — Jack Dorsey's 'intelligence-native' bet lands on Square sellers

the bottom line

·

10 min read

Block's Q4: workforce cut by more than 40% — Jack Dorsey's 'intelligence-native' bet lands on Square sellers

The 12-Unit Cafe Valuation Primer: What Wingstop's Smart Kitchen Comp Means for Independents

the bottom line

·

10 min read

The 12-Unit Cafe Valuation Primer: What Wingstop's Smart Kitchen Comp Means for Independents

The Four Margins, Refined: An AI ROI Framework for Hospitality After the February 2026 Print Cycle

mise

·

27 min read

The Four Margins, Refined: An AI ROI Framework for Hospitality After the February 2026 Print Cycle

Burger King's 'Patty' — OpenAI in 500 Headsets, 'Friendliness' Coaching, and the Surveillance Debate

the pass

·

6 min read

Burger King's 'Patty' — OpenAI in 500 Headsets, 'Friendliness' Coaching, and the Surveillance Debate

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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