All our the-pass news

CAVA Crosses $1B and Beats — Then Q4 Net Income Shows You the Bill

the pass

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4 min read

CAVA Crosses $1B and Beats — Then Q4 Net Income Shows You the Bill

Olo under Thoma Bravo — and what restaurant-tech roll-up math looks like from the inside

the pass

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4 min read

Olo under Thoma Bravo — and what restaurant-tech roll-up math looks like from the inside

DoorDash Q4: Deliveroo and SevenRooms Are Integrated. 2026 EBITDA Guidance Is the Bill.

the pass

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6 min read

DoorDash Q4: Deliveroo and SevenRooms Are Integrated. 2026 EBITDA Guidance Is the Bill.

Wingstop Just Logged Its First Full-Year Domestic SSS Decline in 22 Years. Smart Kitchen Is the Lever That's Actually Working.

the pass

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5 min read

Wingstop Just Logged Its First Full-Year Domestic SSS Decline in 22 Years. Smart Kitchen Is the Lever That's Actually Working.

Brussels Missed a Deadline. Your Voice Agent Has Six Months.

the pass

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5 min read

Brussels Missed a Deadline. Your Voice Agent Has Six Months.

Toast Q4: 30,000 net new locations, and Aman Narang names his AI moat

the pass

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5 min read

Toast Q4: 30,000 net new locations, and Aman Narang names his AI moat

RBI's Q4: Doyle Is Using the Miss to Reposition Burger King Around AI Ops

the pass

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5 min read

RBI's Q4: Doyle Is Using the Miss to Reposition Burger King Around AI Ops

Dutch Bros Just Logged Its 19th Straight Year of Positive Same-Shop Sales. The Loyalty Number Is the One That Matters.

the pass

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5 min read

Dutch Bros Just Logged Its 19th Straight Year of Positive Same-Shop Sales. The Loyalty Number Is the One That Matters.

McDonald's Q4: Value Sold the Quarter. Loyalty Is the Business.

the pass

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5 min read

McDonald's Q4: Value Sold the Quarter. Loyalty Is the Business.

Hilton's Pipeline Hits 520,500 Rooms — and the Brand Stack Keeps Widening

the pass

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4 min read

Hilton's Pipeline Hits 520,500 Rooms — and the Brand Stack Keeps Widening

Wonder Buys Blue Ribbon Fried Chicken. Marc Lore Is Building the Stack DoorDash Thought It Had.

the pass

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5 min read

Wonder Buys Blue Ribbon Fried Chicken. Marc Lore Is Building the Stack DoorDash Thought It Had.

PolyAI hires Gordon Ramsay — voice AI's celebrity-endorsement era arrives

the pass

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4 min read

PolyAI hires Gordon Ramsay — voice AI's celebrity-endorsement era arrives

Featured More

The Voice Agent Maturity Curve

mise

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12 min read

The Four Margins of a Restaurant

mise

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14 min read

The AI Premium in Hospitality M&A: Broker Story or Real Number?

the bottom line

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9 min read

What the DoorDash/SevenRooms Deal Actually Buys

the bottom line

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11 min read

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