COVERING: Clean Food & Beverage, F&B Industry, Restaurant/Hospitality Industry, F&B Products, Industry Tech + Living in Space
Los Angeles, CA
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Wow, real growth in YouTube.
Not surprising as I’ve been watching less Netflix and way more YouTube over last 24 months.
YouTube is pulling further away from Netflix in latest Nielsen Gauge report, luring 15.8% of viewing (vs. 13.1% last August) compared to 7.7% for Netflix (8.7% last August)...
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Seinfeld has a larger share of audience than any main stream or new steaming sitcoms produced today
72 million Americans have watched 'Seinfeld' so far this year. In 2026! Nearly three decades after it went of the air. Why?
Full video episode on @netflix.
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Is this one to keep an eye on @McFranchisee ?
JUST IN: McDonald's announces its first-ever reservation-only "fine dining experience" in New York City on October 29.
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When discussing how this used case could be really great for restaurants and others to help hedge
Be great if it could be applied towards high-level ingredients as well
An LA hospitality group runs 25 bars, many of them right by Dodger Stadium. Every extra playoff game means packed bars. An early exit means lost revenue they were counting on.
So they hedged it. They put $60,000 on Kalshi on the Dodgers *not* making the World Series.
The Dodgers lost the NLCS to the Brewers. The position returned nearly 2x, helping cover the playoff business that *never* came.
A Columbia law professor told Fortune it works like “a form of bespoke insurance.”
Read the full story here: fortune.com/2026/10/19/predi…
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Brilliant. Lawyer should be an advisor who adds value to the deal or the business.
The billable hour should go away.
Just like we move from tokens to outcome pricing
We should be moving from billable hour to outcome pricing for anything legal
Spellbook is saving a Fortune 100 company $21 m in outside counsel legal fees with autonomous contracting. Want to save wasted $$$ on legal costs instead of buying software? spellbook.com/reduce-outside…
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This is not surprising at all.
So few consider what it costs to get that top line revenue #
Poppi isn't meeting expecations for Pepsi after buying it for $2 bn: "Poppi is underwhelming: Pepsi now expects to pay almost none of the $300 million bonus it promised the sellers if the brand hit its targets" wsj.com/business/its-too-lat…
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LAeats 🍔🥟🍩☕️🚀 retweeted
Carbonated soft drinks (CSDs) remain the largest non-alcoholic beverage segment, and innovation continues to drive category dollar growth.
(Image courtesy of Keurig Dr Pepper)
#Tradeshows #EnergyDrinks #BeverageInnovation
brnw.ch/21x6u0F
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SATURDAY: Food in retail 🛍️
🏪 Whole Foods flagship opens across from The Grove, Nov 11
🍣 A former Big Lots becomes an Asian market + arcade in Medford
we publish one vertical every day, follow to catch them all 📲
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It’s great for the brand in Vegas and a few key markets even if it’s not scalable system wide.
I imagine RTD cocktails, and other alcoholic beverages making their way into more QSR and fast casual concepts as drone delivery increases.
Drone delivery makes those an interesting option for on-premise places for off-premise sales.
Vegas seems a natural market for these drinks. Generally, it’s very hard for QSRs to be successful selling alcohol and it usually only accounts for (on average) 1 to maybe 4-5-% of total sales.
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