Motley Fool Money What’s Cooking at Toast
12 snips
Feb 20, 2025 Tim Beyers, an investment analyst at The Motley Fool with a focus on restaurant tech, and Kirsten Guerra, a gamer expert specializing in Roblox, join the discussion. They dive into Toast's impressive year-over-year growth and its innovative point-of-sale systems boosting restaurant revenue. Tim explains why Toast's stock is undervalued, while Kirsten addresses Roblox's position against competitors and user safety concerns. Additionally, they explore Microsoft's advances in quantum computing and its implications for the tech industry.
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High Conviction
- Tim Beyers considers Toast his highest-conviction stock.
- He appreciates how Toast simplifies complex restaurant operations, a major selling point.
Migraine-Level Problems
- Toast addresses the "migraine-level problems" of restaurant management.
- They handle inventory, staffing, menus, delivery, and system integration, easing the burden on restaurateurs.
Toast's Profitability
- Toast achieved GAAP profitability for the first time, earning $19 million.
- They also added 28,000 net new locations, demonstrating growth.