The Budget Just Created a Strategic Trap for Hospitality…

The latest Budget didn’t just raise costs for hospitality, it quietly rewired the strategic landscape. Operators now face a three-way squeeze: soaring premises costs, rising labour costs and delivery economics that no longer add up. The old categories of “restaurant,” “dark kitchen,” and “retail” have collapsed, but government policy hasn’t noticed.

In this week’s issue, I explain why many operators are now stuck in a strategic trap.  The real risk isn’t choosing the wrong model, but not understanding your unit economics at a channel-by-channel level.

It’s a critical moment for the sector.

Read the full story here.