The Hard Pivot From Growth to Profitable Growth

Published the Four Horsemen of the Restaurant Apocalypse in 2019. Restaurants told him he was wrong. He kept saying it. Then raised from Sequoia, walked away from the vision, narrowed the business - and put together 17 straight quarters of YoY growth. On what it costs to be right early, and how to sell a painful reversal to a team that believed in the old mission.