[Edison Trust Arbitrage] Is Running Against Every Operating Surface In Your Restaurant
There is a specific commercial pattern running against restaurant operators right now at industry scale. It is not…
The Automation Industry Is Running [Edison Trust Arbitrage] Against Your Labor Line
There is a piece of industry commentary circulating right now that reads like analysis of the restaurant labor…
The Class That Cannot Defend What it Sells
Opening Beat Ask any restaurant industry vendor, consultant, trade press editor, platform sales rep, association executive, or podcast…
Every Loyalty Program Redesign In QSR Is A Guest Contract Violation
There is a category of restaurant industry writing that gets produced with the confidence of pricing analysis and…
The Five Trades An Operator Runs When They Can’t Compete On What Matters
In the last post I named [Transactional Arbitrage] as the operating trade running underneath most restaurants — the…
The Trade That Made Your Restaurant Look Profitable
In finance, arbitrage is simple. Buy low in one market. Sell high in another. Keep the spread. You…
Story Arbitrage: The Version Of The Trade Running At The Deal Timescale, Not The Shift Timescale
Push the story the deal sits on. Let the operating floor pay for it. [Story Arbitrage] is the…
Inside The P&L: The Four Specific Cuts That Make A Restaurant Look Profitable While It’s Failing
Every operator who runs P&L Arbitrage runs one or more of four specific plays. Named, prosecuted, and separated…
The Chipotle Of X Is Framework Arbitrage
There is a pitch that has been running in the restaurant industry for twenty years. It is the…