Counter Service: 12x revenue growth — then +23% more without a dollar of new spend
Counter Service, launched by Chipotle founder Steve Ells, scaled from 1 ghost kitchen to 4 brick-and-mortars. Results: 12x revenue growth, 44% MoM growth, +23% sales on flat spend, net payout 76% → 87%.
Background
Counter Service, launched in 2025 by Chipotle founder Steve Ells, redefines fast-casual with bold, hearty breakfast and signature sandwiches. Spice stepped in January 2025 to manage delivery platforms and paid media, helping them scale from 1 ghost kitchen to 4 brick and mortars by end of 2025.
Results
12x revenue growth within 7 months. 44% month-over-month growth through the scale-up. Top-performing Uber Eats restaurant in New York City.
2026 update
+23% sales from a spend reallocation experiment with total spend held flat. Net payout rose from 76% to 87% in roughly eight weeks via targeted promo experiments. 369 new customers acquired on ~$3,500 in spend against ~$42K in sales.