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the pass
·6 min read
DoorDash Q4: Deliveroo and SevenRooms Are Integrated. 2026 EBITDA Guidance Is the Bill.
the operator
·18 min read
Inside Byte by Yum: Five Markets, 370M Transactions, and the AI Stack Holding Taco Bell's 7% Comp
the pass
·5 min read
Toast Q4: 30,000 net new locations, and Aman Narang names his AI moat
the pass
·5 min read
McDonald's Q4: Value Sold the Quarter. Loyalty Is the Business.
the operator
·19 min read
Inside Marriott's Bonvoy AI overhaul: how 271M loyalty members became a co-branded card royalty machine
vibe check
·18 min read
Desk Review: Toast IQ at One Hundred Days — What the Four-Month Mark Actually Looks Like From the Outside
the pass
·6 min read
Accor Drops the ALL App Into ChatGPT — Hospitality's First Direct OAI Integration
the operator
·17 min read
Sysco's AI360 Hits 95% Weekly Active — A Field Operator's Read on the Sales-Tech That Actually Works
the pass
·5 min read
Toast IQ Goes Multi-Unit — The Real Toast IQ Story Was Always Chains
vibe check
·18 min read
Desk Review: SevenRooms After Six Months Inside DoorDash
the operator
·19 min read
Sweetgreen's Infinite Kitchen Reckoning: The Operator Math When Same-Store Falls 9.5%
the operator
·15 min read
IHG Hires Its First SVP of AI — And Why It Picked a McDonald's, Google Cloud Veteran
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The Voice Agent Maturity Curve
mise
·12 min read
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
·9 min read
What the DoorDash/SevenRooms Deal Actually Buys
the bottom line
·11 min read