Toast, Inc.
"Launched new features for its digital storefront and marketing suite."
Business LinesRestaurant Tech Platform
Key Metrics
Gross Payment Volume (GPV), Annualized Recurring Run-Rate (ARR)
Growth Driver
Integrated Restaurant Platform Adoption
Advantage
Deep Vertical Integration
Use Case Solved
Restaurant Point-of-Sale & Management
Market Position
Leader in Restaurant Tech
Quantified Position
120,000+ restaurant locations
Subscription Services
Key Metrics
ARR, Net Retention Rate
Growth Driver
Cross-selling software modules
Advantage
High-margin, recurring revenue
Use Case Solved
Payroll, marketing, online ordering
Market Position
Key to improving profitability
Quantified Position
TBD
Financial Technology Solutions
Key Metrics
GPV, Take Rate
Growth Driver
Payment processing
Advantage
Captures a share of every transaction
Use Case Solved
Integrated payments
Market Position
Core revenue driver
Quantified Position
TBD
Fcf Yield Pct
0.9
Next Year Revenue Growth Pct
19
Subscription Revenue Pct
>85%
Marketing And Sales Pct
~30%
Capex Pct
~5-10%
Single Point Of Failure
A major shift in the restaurant industry.
Insider Ownership Pct
1.20%
Gross Margin Pct T T M
26.60%