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PULSE! Today’s Hotel, Restaurant & Bar Industry News Deep Dive | 09/28/2026 Episode
As capital reallocates across hospitality and middle-market debt structures tighten, operators are shifting from broad expansions to disciplined execution and store-level optimization. In today's episode, we break down the major structural realignments and strategic moves shaping the industry:
🏨 High-Stakes Lodging & Gaming M&A: Caesars shareholders approve Fertitta’s buyout while MGM Resorts evaluates a counter-bid for People Incorporated as capital migrates toward mega-cap balance sheets.
🍔 Operational & Kitchen Streamlining: Starbucks modernizes high-volume stores, while Denny’s tests…
The skinny
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