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Voice AI's Capital Floor Got Raised: VoiceRun's $5.5M Is the Small End of a Loud Quarter

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9 min read

Voice AI's Capital Floor Got Raised: VoiceRun's $5.5M Is the Small End of a Loud Quarter

Restaurant Stocks Open 2026 Down: Reading the Tape Before Q4 Earnings

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10 min read

Restaurant Stocks Open 2026 Down: Reading the Tape Before Q4 Earnings

Why The Reservation Wars Are Now Three-Front: DoorDash vs Amex vs Booking

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12 min read

Why The Reservation Wars Are Now Three-Front: DoorDash vs Amex vs Booking

The Olo Aftermath: What's Left of Public Restaurant SaaS

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10 min read

The Olo Aftermath: What's Left of Public Restaurant SaaS

The 2025 Restaurant Ticker Scoreboard: Chili's, Toast, Hilton — and the Spread That Should Worry Vendor CFOs

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11 min read

The 2025 Restaurant Ticker Scoreboard: Chili's, Toast, Hilton — and the Spread That Should Worry Vendor CFOs

Starbucks Is Discounting Strike Math the Market Hasn't Priced — Yet

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9 min read

Starbucks Is Discounting Strike Math the Market Hasn't Priced — Yet

Limehome's €75M Is a 90-Day Funding Window Opening — Here's the Math on Why Hotel-Tech Is Hot Again

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9 min read

Limehome's €75M Is a 90-Day Funding Window Opening — Here's the Math on Why Hotel-Tech Is Hot Again

The 2025 M&A Scorecard: $7+ Billion in Restaurant Tech Deals, and the Buyer Story Has Officially Changed

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9 min read

The 2025 M&A Scorecard: $7+ Billion in Restaurant Tech Deals, and the Buyer Story Has Officially Changed

Toast's Q3 Print, the Uber Partnership, and the Drive-Thru Question No Analyst Will Ask

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8 min read

Toast's Q3 Print, the Uber Partnership, and the Drive-Thru Question No Analyst Will Ask

Casual Dining's Private-Equity Reset: From Denny's to 'Who's Next'

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9 min read

Casual Dining's Private-Equity Reset: From Denny's to 'Who's Next'

Three Hotel Tapes, One Trade: MAR Up, HLT Down, H Sideways

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9 min read

Three Hotel Tapes, One Trade: MAR Up, HLT Down, H Sideways

Sweetgreen's $186M Automation U-Turn: What the Wonder Deal Says About AI ROI

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9 min read

Sweetgreen's $186M Automation U-Turn: What the Wonder Deal Says About AI ROI

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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