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How I'd Price a 12-Unit Cafe Group This Week, Step by Step
A buy-side walk-through. Real comps, real benchmarks, real debt costs. The 12-unit group is a composite — every multiple I use to price it is sourced.
Oliver Grant
13 min read
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·10 min read
Don't Pay the AI Premium: A Buy-Side Thesis on Restaurant M&A in 2026
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·9 min read
The AI Premium in Hospitality M&A: Broker Story or Real Number?
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·11 min read
What the DoorDash/SevenRooms Deal Actually Buys
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·12 min read
Yelp's local-ad engine is cracking. The AI pivot won't save Q2.
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·13 min read
Yelp's Local-Ad Engine Is Cracking. The AI Pivot Won't Save Q2.
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·10 min read
The Hilton-Marriott-Hyatt AI Premium, Triangulated From One Week of Earnings
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·11 min read
The Hilton-Marriott-Hyatt AI Premium, Triangulated From One Week of Earnings
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·9 min read
Hilton + Hyatt + Lightspeed: the 'C-shaped economy' and a quiet $81M restaurant-tech divestiture
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·9 min read
Chipotle Q1: comps positive, AI talk modest, and the 32% loyalty number that should worry every fast casual
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·11 min read
Inspire Brands picks its IPO bankers. Every franchised-QSR multiple gets re-anchored if this prices.
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·11 min read
The setup into Wingstop Q1: Citi's Buy call, the same-store sales floor, and what Smart Kitchen has to prove
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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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·11 min read