Stack & scale: AI, M&A and the restaurant tech consolidation wave - webinar highlights

Restaurant Tech Spot On

Following rapid growth, the global restaurant technology market is now worth around US$6.9 billion, driven by an increasing reliance on an expanding digital stack covering every facet of the business. As we report in our latest Spot On, featuring key takeaways from our recent restaurant tech webinar, AI is driving this shift in what is a highly fragmented sector, where independent operators struggle to make significant profit.

The next wave of value in restaurant tech won’t come from novelty — it will come from platforms that turn AI into measurable margin for operators and a meaningfully better experience for guests. That’s what’s driving the consolidation we’re seeing today, as strategics and PE race to assemble the operating system of modern hospitality. JOANNA STONE, PARTNER, OAKLINS DESILVA+PHILLIPS

During the webinar, our expert panel discussed how tech can support these restaurant owners, the importance of offering them real solutions rather than unwieldy platforms and the chance to recover margins using available data, and the opportunities for investment and consolidation across the ecosystem.

Hear from Jordan Boesch (7shifts), Jimmy Frischling (Branded Hospitality Ventures) and Bryan Solar (SpotOn), along with our TMT specialist, Joanna Stone, as they explore how the real AI story is back, not front, of house, the importance of differentiated business models, and why tech has to support restaurant staff whatever their level in the company.

Watch the full recording and read the transcript here. And stay tuned for details of the next session in our TMT-focused webinar series.

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Joanna Stone New York, United States
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