Breaking
the bottom line
How I'd Price a 12-Unit Cafe Group This Week, Step by Step
A buy-side walk-through. Real comps, real benchmarks, real debt costs. The 12-unit group is a composite — every multiple I use to price it is sourced.
Oliver Grant
13 min read
the bottom line
·10 min read
Don't Pay the AI Premium: A Buy-Side Thesis on Restaurant M&A in 2026
the pass
·6 min read
Toast Quietly Renamed Sous Chef. The Pilot Was the Point.
vibe check
·16 min read
Desk Review: Lightspeed Restaurant, the Quiet Half of the Duopoly
the pass
·7 min read
The EU AI Act Is Already Live for Your Restaurant. Most Operators Don't Know It.
the pass
·6 min read
Burger King's 'Patty' — OpenAI in 500 Headsets, 'Friendliness' Coaching, and the Surveillance Debate
the pass
·5 min read
Sweetgreen guides to negative comps but doubles the Infinite Kitchen footprint — automation is now defense
the pass
·5 min read
AmEx merges Tock into Resy — and quietly flips on a Toast POS integration
the pass
·4 min read
CAVA Crosses $1B and Beats — Then Q4 Net Income Shows You the Bill
the pass
·5 min read
Wonder Buys Blue Ribbon Fried Chicken. Marc Lore Is Building the Stack DoorDash Thought It Had.
the pass
·4 min read
Chipotle's Q4 print is the canary: even AI-fluent fast casual can't out-tech a value recession
the pass
·6 min read
Chipotle Loses Its President — and the AI Bet Just Got Lonelier
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