Thinking
Essays and field notes on food and hospitality.
Distribution, margins, growth architecture, and what's actually working in the market. Written from the middle of it, not above it.
Essays
Margins Who's getting rich off your $16 burger?Restaurants, distributors, and suppliers are running on some of the thinnest margins in the economy. The money is moving somewhere else. Here's where, and what the operators who are holding the line are doing about it.
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Shorter takes, posted first on LinkedIn.
Distribution
Sysco just paid $29B for Restaurant Depot. The most interesting part isn't the price tag.
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Growth
The loneliest feeling in food and hospitality is knowing your product is better than your numbers show.
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Innovation
People are talking about AI the way they talked about robotics. Here's what they're getting wrong.
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Workplace
Every QBR, the same question: what are we actually doing to make people want to be in the building?
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Remembrance
I lost my friend Joe Roy recently. He was the most talented person I knew who never needed you to know it.
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