CMG

"Complexity As A Moat"

An update on Portillo's (PTLO)

Aug 26 •

The Science of Hitting

CAVA: Running The Playbook

From “CAVA: The Next Chipotle?”: “The main takeaway is that the unit economics at the CAVA-bannered locations have been attractive (at a minimum…

Jun 17 •

The Science of Hitting

"We Had Lines Out The Door"

“Growing the core McDonald’s business is our number one priority. At the same time, we know customers want - and are spending their eating-out dollars…

Mar 21, 2022 •

The Science of Hitting

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