Track the brands gaining momentum, understand what consumers truly value and identify growth opportunities across more than 23,000 emerging restaurant concepts.
Third Party Cooked?
Google just handed restaurants a switch to turn off DoorDash and Uber Eats links on their own Business Profiles. That lands in the same week Olo's new marketplace showed that cheaper menu prices don't always mean a cheaper order, DoorDash admitted AI agents have sent it only "several hundred" orders, and Applebee's app exposed rewards members' personal data. The fight over who owns the guest has moved to the order button, the loyalty login and the data behind both. Members get the full breakdown of what operators should switch on, switch off and lock down, plus this week's Savor Brand Price Watch.
The Loyalty Land Grab
The restaurant business is getting new owners at every layer. DoorDash is buying Instacart for about $17 billion, Trian and Wendy's biggest franchisee want to take Wendy's private, and Chipotle now runs a third of its sales through loyalty. The message for operators is the same at every level: whoever holds the guest relationship sets the terms. The marketplaces are consolidating, and the brands growing traffic are the ones pulling guests into their own app, their own rewards and their own marketing voice. Members get the full playbook and this week's Savor Brand Price Watch.
Rent the Courier, Own the Guest
One company may soon control most of the money Americans spend on restaurant and grocery delivery. DoorDash is in advanced talks to buy Instacart for about $17 billion, and a deal could land as soon as Wednesday. Meanwhile, McDonald's, Chipotle and Fogo de Chão are all launching November value plays within days of each other, beef supply is getting tighter, and Sweetgreen just set a new pay benchmark for general managers. The lesson for operators: use the delivery companies' couriers, but keep the customer relationship for yourself. Members get the full breakdown.