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Cava: One Brand, Many Channels

Published 3 years, 2 months ago
Description
This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week.
  • (00:00) - Cava: One Brand, Many Channels
  • (07:41) - AI and Incumbents
  • (08:51) - Buying Reputation
  • (09:40) - Restaurant Pricing
  • (10:35) - Debt, Prices, and the Pull-Forward Effect
  • (11:46) - Assets and Distribution
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