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the pass
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CAVA Crosses $1B and Beats — Then Q4 Net Income Shows You the Bill
the pass
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Olo under Thoma Bravo — and what restaurant-tech roll-up math looks like from the inside
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·6 min read
DoorDash Q4: Deliveroo and SevenRooms Are Integrated. 2026 EBITDA Guidance Is the Bill.
the pass
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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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Brussels Missed a Deadline. Your Voice Agent Has Six Months.
the pass
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Toast Q4: 30,000 net new locations, and Aman Narang names his AI moat
the pass
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RBI's Q4: Doyle Is Using the Miss to Reposition Burger King Around AI Ops
the pass
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Dutch Bros Just Logged Its 19th Straight Year of Positive Same-Shop Sales. The Loyalty Number Is the One That Matters.
the pass
·5 min read
McDonald's Q4: Value Sold the Quarter. Loyalty Is the Business.
the pass
·4 min read
Hilton's Pipeline Hits 520,500 Rooms — and the Brand Stack Keeps Widening
the pass
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Wonder Buys Blue Ribbon Fried Chicken. Marc Lore Is Building the Stack DoorDash Thought It Had.
the pass
·4 min read
PolyAI hires Gordon Ramsay — voice AI's celebrity-endorsement era arrives
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The Voice Agent Maturity Curve
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The Four Margins of a Restaurant
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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
the bottom line
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