All our the-bottom-line news

Yum/Nvidia and the Restaurant-Tech Multiple Reset

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12 min read

Yum/Nvidia and the Restaurant-Tech Multiple Reset

Chipotle's AI Hiring Machine Is the Year's Most Under-Priced Labor Story

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9 min read

Chipotle's AI Hiring Machine Is the Year's Most Under-Priced Labor Story

Voice AI's Funding Lull Is Over — Track These Eight Names Into GTC Week

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9 min read

Voice AI's Funding Lull Is Over — Track These Eight Names Into GTC Week

Wendy's FreshAI Math: Why Investors Should Care About the Next 500 Stores

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11 min read

Wendy's FreshAI Math: Why Investors Should Care About the Next 500 Stores

Presto's Wienerschnitzel Coup: A Small Deal With Big Strategic Implications

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9 min read

Presto's Wienerschnitzel Coup: A Small Deal With Big Strategic Implications

Against the AI Premium: What Operators Should Pay

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12 min read

Against the AI Premium: What Operators Should Pay

DoorDash Without SevenRooms: What the Commerce Platform Is Worth in January 2025

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10 min read

DoorDash Without SevenRooms: What the Commerce Platform Is Worth in January 2025

M&A Tracker: PAR Sets the Tape for Restaurant Tech 2025

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12 min read

M&A Tracker: PAR Sets the Tape for Restaurant Tech 2025

Voice AI's Pre-Money Math: What Operators Should Underwrite

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10 min read

Voice AI's Pre-Money Math: What Operators Should Underwrite

Reading the Delaget Premium: What PAR Paid For

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10 min read

Reading the Delaget Premium: What PAR Paid For

Featured More

The Voice Agent Maturity Curve

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12 min read

The Four Margins of a Restaurant

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14 min read

The AI Premium in Hospitality M&A: Broker Story or Real Number?

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9 min read

What the DoorDash/SevenRooms Deal Actually Buys

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11 min read

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