Toast to Present at Goldman Sachs Communacopia & Technology Conference

Toast Inc. (TOST) will present at the Goldman Sachs Communacopia & Technology Conference on September 9, 2025. The presentation will be available via webcast on the company's Investor Relations website. Toast, a digital platform for restaurants, aims to streamline operations and enhance guest experiences through its software as a service (SaaS) products and financial technology solutions.

Toast Inc. (TOST), a leading digital platform for restaurants, will present at the Goldman Sachs Communacopia & Technology Conference on September 9, 2025. The presentation will be available via webcast on the company's Investor Relations website. Toast aims to streamline operations and enhance guest experiences through its software as a service (SaaS) products and financial technology solutions.

At the heart of Toast's strategy is its AI-powered intelligence engine, ToastIQ, which automates workflows and personalizes guest experiences. ToastIQ's Menu Upsells feature uses real-time data to suggest tailored pairing recommendations during order-taking, boosting average ticket sizes without disrupting the guest experience. Digital Chits digitizes guest preferences and historical data, ensuring front-of-house (FOH) and back-of-house (BOH) teams are aligned and reducing errors. Internally, ToastIQ streamlines product development through AI agents that automate tasks like generating Product Requirements Documents (PRDs) and drafting release notes.

Toast's financial performance in Q2 2025 underscores its scalability and market traction. The company added 8,500 net new restaurant locations, bringing its total to 148,000, and reported a 31% year-over-year increase in Annualized Recurring Run-Rate (ARR) to $1.9 billion. Subscription ARR grew 30% to $950 million, while Payments ARR surged 32% to $978 million. This growth is driven by a dual monetization model: subscription-based SaaS pricing and transaction fees from its financial technology (fintech) solutions.

Toast's profitability is also strengthening. In Q2 2025, it reported GAAP income from operations of $80 million and Adjusted EBITDA of $161 million, up from $5 million and $92 million, respectively, in Q2 2024. Free Cash Flow reached $208 million, reflecting disciplined cost management and operational efficiency.

The company's strategic partnership with American Express signals its intent to expand personalized guest experiences. By leveraging Amex's data and Toast's AI-driven insights, restaurants can offer hyper-targeted promotions and loyalty rewards, further enhancing customer retention.

Toast's participation in the Goldman Sachs 2025 Conference is a pivotal moment for the company. The presentation will likely highlight its fintech-restaurant tech convergence strategy and international expansion plans. A key focus will be the Toast Go® 3, a new handheld POS device with cellular connectivity and a 24-hour battery, which addresses connectivity challenges for restaurants in areas with unreliable internet.

Market Leadership in a $100B+ Industry: The global restaurant tech market is projected to exceed $100 billion by 2030, with Toast capturing a growing share through its all-in-one platform. Its 15% market share in the U.S. point-of-sale (POS) segment positions it as a clear leader, outpacing competitors like Square and Lightspeed.

Investment Recommendation: Buy TOST with a 12-month price target of $150, based on 15x 2025 EBITDA estimates. Monitor Q3 2025 guidance and the impact of Toast Go 3 adoption on customer retention metrics.

References:
[1] https://www.ainvest.com/news/toast-strategic-position-restaurant-tech-goldman-sachs-conference-participation-2508/