01
May
2026
April 2026: The Great Simplification
April 2026 was the month big operators stopped trying to be “everything under one roof” and started cutting their models down to the parts that actually make money. That happened in hotels (where restaurants got quietly put on the chopping block), in casual dining (where leases got re-traded again), and in QSR (where the winners doubled down on speed, tech and repeat custom).
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