Side-by-side comparison of AI visibility scores, market position, and capabilities
Philadelphia-based instant delivery from owned dark stores in 600+ cities; $3.4B raised at peak $15B valuation, restructured to core US markets after sector consolidation, partnered with Uber Eats.
Gopuff is a Philadelphia-based instant delivery company operating a network of micro-fulfillment centers (MFCs) positioned within residential neighborhoods to deliver convenience store items, snacks, beverages, household essentials, baby products, over-the-counter medications, and alcohol in under 30 minutes — at flat delivery fees without the inflated prices that traditional grocery delivery platforms charge. Founded in 2013 by Yakir Gola and Rafael Ilishayev and backed by SoftBank, Accel, and other investors with $3.4+ billion raised, Gopuff expanded to 600+ cities across the US, UK, and Europe at its peak before significant restructuring in 2022-2023.
Q3 2025 $1.63B revenue (+25.1% YoY); 156K locations powered globally; $2.0B+ ARR (+30% YoY); $159.1B GPV FY2024 (+26% YoY); 97.36% customers from US; restaurant POS leader
Toast was founded in 2011 in Boston with the mission of building an all-in-one technology platform purpose-built for the restaurant industry. Unlike generic point-of-sale vendors that adapted retail software for food service, Toast designed its hardware, software, and payments stack from the ground up around restaurant workflows — table management, kitchen display systems, online ordering, payroll, and inventory unified in a single cloud platform.\n\nToast's product suite covers the full restaurant operating stack: POS terminals and handheld order devices, kitchen display screens, Toast Go handhelds for tableside payments, online ordering and delivery integrations, catering management, payroll and scheduling, and xtraCHEF for back-of-house food cost analytics. The platform serves independent restaurants, multi-location chains, quick-service concepts, and enterprise groups. Its open API allows integrations with hundreds of third-party tools, and the Toast for Enterprise tier serves national brands with centralized menu and reporting management.\n\nAs of Q3 2025, Toast reported $1.63 billion in quarterly revenue, up 25.1% year-over-year, with annualized recurring revenue exceeding $2 billion and gross payment volume of $159.1 billion for fiscal 2024. The company serves more than 156,000 restaurant locations globally and trades on the NYSE under the ticker TOST. Toast's vertical focus and deep restaurant-specific functionality give it a durable competitive moat against horizontal POS vendors.
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