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 ...

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 ...

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 ...

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 ...

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 ...