I watched this for the first time last night. It is the late and great Anthony Bourdain hanging out in Montréal and Québec City with two of Canada’s most respected chefs and restaurateurs: Dave McMillan and Fred Morin of the famed restaurant Joe Beef. Initially… Read More
All posts filed under “food”
The unit economics of food-delivery apps
Here is another article/report thing from McKinsey talking about the “fast-growing food-delivery ecosystem.” In the US, the top food-delivery players are DoorDash, Uber Eats, and Grubhub (in this order). What is clear is that these platforms are growing very quickly and that COVID-19 was of… Read More
Façadism in Montréal
These are photos from the terrace of a restaurant in Old Montreal called Boris Bistro. It’s not new — it’s been around since 1999 — but that doesn’t change the fact that its outdoor space is absolutely magical. The terrace sits behind an old stone… Read More
A new agricultural frontier in Canada and Russia
Last year over the holidays, I attended a virtual wine tasting event that was put on by one of our partners. It was with a vineyard / winemaker in Spain and so it was evening for us and some ungodly hour for him. At the… Read More
High-rise apartment pavilion turned Japanese izakaya in Zurich
This past spring a new restaurant called Ooki Pavillon opened in the Sihlfeld neighborhood of Zurich. It’s an izakaya-style Japanese restaurant that is housed in a seven-sided pavilion that was initially constructed in the 1950s. The place looks great (see above), but what you may… Read More
A mapping of restaurant “chaininess”
This is an interesting study by Clio Andries (assistant professor at the Georgia Institute of Technology) and Xiaofan Laing (city planning graduate student). It looks at restaurant “chaininess” across the United States. To do this, they mapped over 800,000 restaurants and looked for, among other… Read More
Essential food logistics
Blair Welch, co-founding partner of Slate Asset Management, was recently interviewed by Don Wilcox of RENX about the company’s recent acquisition of the Commercial Real Estate Business of New York-based Annaly Capital Management. As part of the deal, we also acquired $0.4 billion of grocery-anchored… Read More
Voi Cube — the first store in Switzerland without any employees
Swiss supermarket chain, Migros, has just launched what is being called the first store in Switzerland to not have any employees. The concept, called the Voi Cube, is a small container-like outparcel space that is open 24/7 and offers about 500 or so everyday items.… Read More
CloudKitchens has spent more than $130 million on property over the last two years
According to a recent Wall Street Journal review of property and corporate records, Travis Kalanick’s ghost kitchen startup, called CloudKitchens, has spent over $130 million over the past two years buying more than 40 properties in about two dozen cities. Travis is co-founder and the… Read More
Peak meat
There is evidence to suggest, according to this recent Bloomberg Green article as well as many other sources, that we may be hitting “peak meat.” That is, the global production of animal proteins appears to be declining. It declined last year in 2019 and that… Read More