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Q1 2026 valuation reset: why DASH is down 42% and TOST is the new comparable
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FAT Brands has to sell. Here's what the AI premium does (and doesn't) buy a multi-brand QSR.
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Applebee's just became its own franchisee. The territory math is the trade.
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Darden trades like a tech company. It shouldn't.
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Brussels Is Making the AI Act Easier. That's a Buy Signal for EU Restaurant Voice AI.
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Olo is not a SaaS company anymore. Here's the multiple the math actually works at.
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Block's Q4: workforce cut by more than 40% — Jack Dorsey's 'intelligence-native' bet lands on Square sellers
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The 12-Unit Cafe Valuation Primer: What Wingstop's Smart Kitchen Comp Means for Independents
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M&A Roundup: Wonder Hits Seven, Resy/Tock Chatter, and What's Actually Being Bought Is Guest Data
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The DoorDash/SevenRooms Re-Rating Thesis Is Now an Integration Cost Story
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Against the AI Premium: Why Toast's Q4 Won't Justify a Re-rating
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Six Months to August 2: The Deal-Desk Read on the AI Act and the Omnibus
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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
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