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, ...

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 ...

Analysts have consistently underestimated Carnival's profitability, and I believe consensus 2025 earnings expectations may be 9% to 20% too low. Muted global capacity growth in 2026 and 2027 as a ...

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 ...

How Zomato and Swiggy use AI-driven pricing, commissions and platform fees to turn food delivery into a scalable revenue ...