Yum! Brands, Inc.’s YUM next growth phase appears increasingly tied to a single, deliberate priority: improving franchise-level economics. Management has made it clear that unit expansion, margin ...

Nu Holdings has nearly doubled since my December 2023 article, and shares are up 80% YTD. The company's hyper-growth trajectory and still undemanding valuation make it a compelling investment ...

Rivian reported mixed Q2 results last week, but is seeing improving unit economics compared to last year. Gross losses per vehicle narrowed significantly, giving Rivian a cost advantage over Lucid and ...

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 burrito chain's unit development narrative remains compelling, with strong returns on investment driving our high-single-digit annual unit growth estimates. New-format stores (Chipotlanes, digital ...

Strong unit-level economics can paint a good picture for restaurant brands, but shouldn’t be the only consideration when calculating long-term success. This was the message from John Weiss, a senior ...

Starbucks Corporation SBUX is strategically reshaping its store base in North America, with management positioning strategic closures and portfolio pruning as a lever to improve underlying unit ...

When Liz Williams was named chief executive officer of El Pollo Loco in early 2024, one of her strategic pillars was to focus on new unit growth with a goal of eventually becoming a national brand. It ...

Portillo's is a fast-casual restaurant location for Chicago-style street food. It does unit volumes similar to Chick-fil-A, giving it fantastic profit margins for each restaurant. The stock looks ...

Chipotle's digital investments have seen the firm build a loyalty program 29 million members deep in less than three years, accounting for 70% of digital orders, while online sales of $1.1 million per ...

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 ...