Toast: Setback as Opportunity on the Path to Revenue Doubling
The revenue forecast for 2025 has been raised from 28 to 29% to 32%
With a sales-to-value ratio (PSR) of 3.5, the valuation for the market leader is attractive
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Toast (TOST) is the clear market leader in the USA as an all-in-one software provider for the restaurant industry, which recently raised new competitive concerns due to allegedly mistakenly high discounts placed on the website for small restaurant customers. However, I see the setback more as a buying opportunity. The 3rd quarter impresses with a milestone of $2 billion in annual recurring revenues (ARR). A doubling of market share and gross payment volume in the USA, as well as a revenue doubling to $10 billion over the next 10 years, is planned....
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