All posts (494)
the operator
·20 min read
How Yum scaled Byte to 38,000 restaurants — and what it learned at Taco Bell U.S.
the pass
·5 min read
Wingstop loyalty refresh: more free items, less per-redemption friction
the bottom line
·11 min read
The setup into Wingstop Q1: Citi's Buy call, the same-store sales floor, and what Smart Kitchen has to prove
the pass
·5 min read
Toast + Ike's Love & Sandwiches: 100 locations, and a sub-segment win that nobody else is talking about
the pass
·4 min read
EU AI Continent Action Plan delivers; Digital Omnibus still in trilogue
the pass
·5 min read
Paytronix data: Starbucks Rewards isn't a coupon book anymore, and that's the model
the operator
·21 min read
How Shake Shack rewired its tech stack: Project Catalyst, Qu, and the road to 1,500 Shacks
the pass
·4 min read
Starbucks hit with BIPA class action: the AI-surveillance bill comes due
the pass
·5 min read
The reservation wars enter Round 4: setting up OpenTable's April 16 deadline
the bottom line
·11 min read
Q1 2026 valuation reset: why DASH is down 42% and TOST is the new comparable
the pass
·4 min read
DoorDash Robotics Academy: Dot meets the K-12 STEM curriculum
the pass
·6 min read
DoorDash buys into ALSO's Series C: the autonomous-last-mile play gets a balance sheet
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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