Toast Inc (TOST) - Tuesday, Jul 22, 2025

Key points (machine generated)

• Toast faces concerns over overestimated unit economics as it expands into new verticals, particularly with Enterprise customers like Applebee's.
• Projections for fiscal year 2026 appear unrealistic given Toast's high valuation of approximately 45x forward EBITDA, risking market re-evaluation.
• Despite challenges with some software modules, Toast has significantly increased its market share among U.S. restaurants from under 5% to over 15%.

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