Dec. 1 at 5:22 PM
$NCLH The network effect is real here, every new company that runs virtual lunches, onboarding meals or client dinners through the platform adds behavior data on which restaurants convert, which cuisines lift attendance, which time slots hit 70–80% show rates, and over time that flywheel means smarter automation, higher retention, lower CAC and the kind of recurring revenue profile the market usually rerates from 1–2x sales to 4–6x 🔁
