01 · Flagship Quarterly
China Restaurant Empire Quarterly
Edition No. 1 establishes the inaugural public-company baseline. Edition No. 2 and Edition No. 3 will continue the recurring comparative research sequence.
Read CRE Quarterly →AI-Native Equity Research
Research grounded in operating reality.
GII connects financial analysis with operating systems, unit economics, capital allocation, technology adoption, management execution, competitive positioning, and valuation across restaurant, consumer, grocery, hospitality, and physical commerce.
Primary Research Sequence
Six research platforms, ordered by priority.
02 · Portfolio Research
CRE Model Portfolio™
The Construction Paper establishes the simulated portfolio methodology, followed by future quarterly portfolio updates and disclosed revisions.
Explore the Model Portfolio →03 · Book and Frameworks
China Restaurant Empire™
The forthcoming book and its CRE™, REEF™, TCM™, and Thousand-Store Gene frameworks provide the intellectual foundation for GII restaurant research.
Explore the book platform →04 · Industry Benchmark
CRE Asia Restaurant 100™
Founding 2026 U.S. system-sales benchmark of the 100 leading Asian restaurant systems, covering approximately $20.1 billion in estimated U.S. system sales, 9,185 locations, ownership architecture, unit economics, REEF™, and TCM™.
05 · Selective Company Research
Initial Coverage
Selective, in-depth company research using primary-source evidence, financial analysis, CRE™, REEF™, and TCM™.
View current coverage pipeline →06 · Supporting Series
GII Research Notes
Focused supporting analysis connecting company evidence with operating-system, industry, and investment questions.
Browse Research Notes →Research Standards and Resources
Methods, definitions, releases, and accountability.
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Subscribe for CRE Quarterly, Model Portfolio updates, CRE Asia Restaurant 100™, Initial Coverage, and selected research announcements.
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