All posts (494)
the pass
·5 min read
DoorDash's Record Quarter, Hidden Inside a $5B Day
the pass
·4 min read
Marriott Posts a Q1 Win as Asia-Pacific Carries the Company
the operator
·20 min read
Inside DoorDash's Empire Week: What the SevenRooms and Deliveroo Deals Mean for Operators
the pass
·3 min read
Olo's New Sales Chief Was Hiding in Plain Sight
the bottom line
·10 min read
Why Investors Should Stop Treating Toast and Block Like the Same Trade
the pass
·5 min read
Shake Shack's Margin Engine Finally Kicks In
the pass
·4 min read
Hyatt Bets on the Middle: Meet Hyatt Select
the pass
·6 min read
Block's Restaurant Problem
the pass
·6 min read
Wingstop's Smart Kitchen Lands at 200+ Stores — and the In-House AI vs. Vendor AI Debate Just Got Concrete Numbers
the pass
·4 min read
Apex OrderHQ Array Series: Smart Lockers as the Last-Mile Bottleneck
the pass
·4 min read
Pizza Ranch + Branch: Earned Wage Access as a Recruiting AI Proxy
the operator
·18 min read
Hilton's AI Planner, the Anthropic Bet, and What Q1 2025 Says About the Difference Between 'Deploying AI' and 'Owning the AI Agent'
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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