When private equity or strategic investors evaluate a franchise brand, they aren’t starting with the brand story, marketing campaigns or the latest tech integrations. Those matter, but they’re ...

When Software as a Service (SaaS) products scale, it might be tempting to think that traditional unit economics rules no longer apply. Expectations of economies of scale further fuel this notion. Yet, ...

Even the most promising product can fail if its unit economics are off. Of course, all founders can make their own mistakes, but some missteps are more frequent — and dangerous — than others.

The first time my team shipped an agent into a real SaaS workflow, the product demo looked perfect. The production bill did not. A small percentage of sessions hit messy edge cases, and our agent ...

While we don't quite foresee Wingstop achieving management's target of becoming a top-10 restaurant brand within a decade, we do see an enviable development runway for the chicken chain, with our ...

Serve Robotics SERV is betting that its third-generation (Gen-3) delivery robots will materially accelerate unit-level economics as the company scales nationally. Early operational data suggests this ...

We surmise Wingstop is making prudent investments to enhance the guest experience and defend its best-in-class unit-level economics amid a steep, industrywide consumer pullback. That said, we remain ...