COVERING: Clean Food & Beverage, F&B Industry, Restaurant/Hospitality Industry, F&B Products, Industry Tech + Living in Space

Los Angeles, CA
Joined May 2018
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Is this one to keep an eye on @McFranchisee ?
JUST IN: McDonald's announces its first-ever reservation-only "fine dining experience" in New York City on October 29.
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WEDNESDAY: Franchise & multi-unit 🏬 🍔 Freddy's hits 600 restaurants 🥤 Tropical Smoothie signs 40-unit NY deal 🍍 Hawaiian Bros inks 52-store Florida deal 🧀 Smalls Sliders stacks Florida Cans we publish one vertical every day, follow to catch them all 📲
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When discussing how this used case could be really great for restaurants and others to help hedge Be great if it could be applied towards high-level ingredients as well
An LA hospitality group runs 25 bars, many of them right by Dodger Stadium. Every extra playoff game means packed bars. An early exit means lost revenue they were counting on. So they hedged it. They put $60,000 on Kalshi on the Dodgers *not* making the World Series. The Dodgers lost the NLCS to the Brewers. The position returned nearly 2x, helping cover the playoff business that *never* came. A Columbia law professor told Fortune it works like “a form of bespoke insurance.” Read the full story here: fortune.com/2026/10/19/predi…
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TUESDAY: Food tech + robotics 🤖 🤖 Uber Eats scales up delivery robots 🎙️ Square's kiosk talks back and upsells 🍗 Chick-fil-A bets on humans, not AI ⏸️ Glendale pauses delivery robots we publish one vertical every day, follow to catch them all 📲
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Brilliant. Lawyer should be an advisor who adds value to the deal or the business. The billable hour should go away. Just like we move from tokens to outcome pricing We should be moving from billable hour to outcome pricing for anything legal
Spellbook is saving a Fortune 100 company $21 m in outside counsel legal fees with autonomous contracting. Want to save wasted $$$ on legal costs instead of buying software? spellbook.com/reduce-outside…
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SUNDAY: Convenience & vending 🏪 🏬 Loop Neighborhood c-stores go big on delivery with Lula Commerce 🤖 AI micro-stores are vending's third wave, says SmartMarket we publish one vertical every day, follow to catch them all 📲
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Gonna be huge! Can’t wait to hear more about the economics of Seinfeld
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This is not surprising at all. So few consider what it costs to get that top line revenue #
Poppi isn't meeting expecations for Pepsi after buying it for $2 bn: "Poppi is underwhelming: Pepsi now expects to pay almost none of the $300 million bonus it promised the sellers if the brand hit its targets" wsj.com/business/its-too-lat…
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LAeats 🍔🥟🍩☕️🚀 retweeted
Carbonated soft drinks (CSDs) remain the largest non-alcoholic beverage segment, and innovation continues to drive category dollar growth. (Image courtesy of Keurig Dr Pepper) #Tradeshows #EnergyDrinks #BeverageInnovation brnw.ch/21x6u0F
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It’s great for the brand in Vegas and a few key markets even if it’s not scalable system wide. I imagine RTD cocktails, and other alcoholic beverages making their way into more QSR and fast casual concepts as drone delivery increases. Drone delivery makes those an interesting option for on-premise places for off-premise sales.
Vegas seems a natural market for these drinks. Generally, it’s very hard for QSRs to be successful selling alcohol and it usually only accounts for (on average) 1 to maybe 4-5-% of total sales.
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Ehweron competitor incoming from Major Food Group
Major Food Group takes first step into grocery with launch of Wilder in Miami dlvr.​it/TVxTsc #EmergingBrands Read more ⬇️
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FRIDAY: Chefs & menu trends 🍳 🍽️ Tar & Roses closes after 15 years on Santa Monica Blvd 📉 True Food Kitchen files Chapter 11, shutters 12 locations 🌱 Goop Kitchen opens its first sit-down in Del Mar we publish one vertical every day — follow to catch them all 📲
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