All posts (494)
the bottom line
·9 min read
Sweetgreen's $186M Automation U-Turn: What the Wonder Deal Says About AI ROI
the bottom line
·9 min read
Olo, SevenRooms, and the Privatization of Restaurant Tech Infrastructure
the operator
·19 min read
Pizza Hut's Exit Ramp: A Franchisee's Playbook for the Strategic Review
the bottom line
·10 min read
The Tape: Why TOST Got Punished and DASH Got Rewarded the Same Week
the pass
·4 min read
Hyatt's Q3 Loss Was Real — But the Pipeline Reads Like a Growth Story
the pass
·4 min read
Lightspeed Raises Outlook on European Hospitality and Outbound Sales Tripling
the pass
·5 min read
Sweetgreen Sells Spyce to Wonder for $186.4M as Automation Strategy Reverses
the pass
·5 min read
SoundHound's Restaurant Story Is Real: MOD, Habit, Red Lobster, Torchy's All Live
the pass
·6 min read
DoorDash's Ad Business Just Crossed $1B in ARR — and the Restaurant Category Reaccelerated
the pass
·4 min read
Hilton's Outset Collection Goes Bookable as Brand Count Hits 25
the pass
·4 min read
Dutch Bros' Food Pilot Is Working: 5.7% Comps and 175 New Stores in 2026
vibe check
·15 min read
Toast IQ vs Square AI Voice Ordering vs Lightspeed Capital: A POS-AI Head-to-Head
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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