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Olo, SevenRooms, and the Privatization of Restaurant Tech Infrastructure
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The Tape: Why TOST Got Punished and DASH Got Rewarded the Same Week
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September CPI Prints +3.0% YoY — Restaurant Pricing Power vs. the BLS Data Crater
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Yelp's AI Bet Is a Real Call Option Investors Are Mispricing
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Block/Square's Restaurant Pivot Is Bullish, Contrarian and Possibly Underpriced
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The October Data Blackout: What Restaurant Investors Can't See This Month
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Darden Raises FY26 Guidance. The Casual-Dining Bull Case Gets Re-rated.
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Sachem Head's PFG/USFD Push: The Math Actually Works
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Thoma Bravo Closes Olo: Pricing the Take-Private Discount
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Olo's Last Public Friday: The $2B Thoma Bravo Case Study
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DoorDash's $1B Ad Business Is the Trade Most Missed
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Sweetgreen vs. Cava: The Unit-Economics Divergence
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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?
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What the DoorDash/SevenRooms Deal Actually Buys
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