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The Four Margins of a Restaurant
Gross is your chef's number. Operating is your business's number. Brand is the premium your concept commands. Enterprise is the number that decides whether you should own the restaurant at all. Most operators run the wrong one. The frame that anchors every piece of TableTransfers coverage.
David Lee
14 min read
the operator
·15 min read
The McDonald's AI Drive-Thru, From Apprente to Google: A Five-Year Case Study
the operator
·15 min read
Inside Marriott's AI Stack: A Case Study in How the Largest Hotel Chain Is Actually Deploying It
the operator
·15 min read
Sweetgreen's Infinite Kitchen, in Public View: A Case Study
vibe check
·16 min read
Desk Review: Lightspeed Restaurant, the Quiet Half of the Duopoly
vibe check
·17 min read
Desk Review: What Yelp's AI Stack Actually Does for Restaurants
vibe check
·15 min read
Desk Review: SevenRooms vs Tablecheck, Two Reservations Platforms Built on Opposite Bets
the pass
·6 min read
Resy's Real Roadmap: Amex Is Building a Dining Operating System, Not a Booking App
the pass
·6 min read
Burger King's 'Patty' — OpenAI in 500 Headsets, 'Friendliness' Coaching, and the Surveillance Debate
the pass
·4 min read
The Reservation Wars, Mapped: What Each of the Three Stacks Actually Owns
the operator
·17 min read
Inside Slang AI's Series B: how 2,000 restaurants and $68M in funding define hospitality voice's product-market fit
vibe check
·17 min read
Desk Review: SevenRooms vs Tablecheck post-DoorDash — who actually owns the guest data now?
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The Voice Agent Maturity Curve
mise
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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
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What the DoorDash/SevenRooms Deal Actually Buys
the bottom line
·11 min read