Side-by-side comparison of AI visibility scores, market position, and capabilities
America's largest department store with $22B revenue; Bold New Chapter strategy closing underperforming malls and investing in 50 flagship stores while navigating accounting scandal.
Macy's is America's largest department store chain, operating approximately 500 Macy's stores and 60 Bloomingdale's luxury department stores across the United States, generating approximately $22 billion in annual revenue. Founded in 1858 by Rowland Hussey Macy in New York City, Macy's is listed on NYSE and has maintained cultural touchstones — the Macy's Thanksgiving Day Parade (now in its 100th year) and the Herald Square flagship store on 34th Street — that sustain brand awareness even as the department store format faces structural challenges.
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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