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"Toast's Uber Partnership: The Next Big Thing in Restaurant Tech!"

Wesley ParkSaturday, Mar 8, 2025 5:00 am ET
4min read

Ladies and gentlemen, buckle up! We're diving into the world of restaurant technology, and there's one company that's just made a power move that could send its stock soaring. I'm talking about toast, the little-known tech company that's just doubled down on its partnership with uber technologies. And let me tell you, this is a game-changer!

You might be thinking, "Why should I care about Toast? It's just a restaurant tech company." Well, let me tell you, this isn't your average tech company. Toast provides payment-processing hardware and a software platform that manages everything from in-restaurant ordering to guest loyalty and back-of-house operations. And now, with its expanded partnership with Uber Direct, Toast is poised to take the restaurant tech world by storm!

Let's break it down. In July 2023, Domino's Pizza signed a deal with Uber Technologies, and the results were nothing short of spectacular. Domino's sales surpassed $19 billion in 2024, a 6% year-over-year increase, thanks in part to its partnership with Uber. And now, Toast is following in Domino's footsteps, expanding its partnership with Uber Direct to help restaurants using its software expand their reach with Uber's delivery services.

But why is this such a big deal? Well, Uber is often called a "demand aggregator," and as of the end of 2024, it had 171 million monthly active consumers on its platform. That's a lot of potential customers! And with Toast's integration with Uber Direct, restaurants using Toast's software can tap into that massive user base, increasing their reach and potential sales.



But that's not all! Toast's partnership with Uber could also help it win business with larger restaurant companies. Smaller businesses might not want the hassle of incorporating takeout and delivery, but almost all larger chains have delivery options. And with Toast's integration with Uber Direct, it's now better positioned to compete for those larger customers.

In fact, Toast just signed its largest restaurant deal to date on Feb. 18 with Ascent Hospitality Management, which owns hundreds of restaurant locations, including the Perkins and Huddle House brands. That's 500 restaurant locations in one fell swoop! And with Toast's integration with Uber Direct, it's only a matter of time before we see more deals like this.

So, what does this mean for Toast investors? It's simple: BUY NOW! Toast is already growing at a record pace, with 28,000 new restaurant locations using its platform in 2024. And with its integration with Uber Direct, it's poised to grow even faster. So, don't miss out on this opportunity to get in on the ground floor of the next big thing in restaurant tech!

But remember, this is a high-growth company, and with growth comes risk. Toast is still a relatively small player in the restaurant tech world, with just 15% U.S. market share. And with larger competitors like Square and PayPal also vying for market share, Toast will need to continue innovating and expanding its partnerships to stay ahead of the competition.

So, what's the bottom line? Toast's partnership with Uber is a game-changer, and it's poised to take the restaurant tech world by storm. But with growth comes risk, and Toast will need to continue innovating and expanding its partnerships to stay ahead of the competition. So, do your due diligence, and if you're bullish on the future of restaurant tech, then Toast is a stock you need to own!
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