Side-by-side comparison of AI visibility scores, market position, and capabilities
Gen Z skincare brand raised $105M minority round in Mar 2026; ~$150M 2026 revenue projected; profitable since 2023; 1B+ star-shaped acne patch units sold; strong brand equity converts stigmatized skincare into a visible, playful accessory.
Starface is a Gen Z-first skincare brand best known for its star-shaped acne patches that turned a product category associated with stigma into a playful, visible accessory. Founded in 2019 by Julie Schott and Brian Bordainick, Starface has sold over 1 billion units and achieved profitability by 2023 — a rare milestone for a DTC brand in the post-2021 era of rising customer acquisition costs.
Q2 2025: Gross profit $2.5B (+14% YoY), adjusted operating income $550M (+38% YoY); raised full year guidance to $10.17B gross profit (+14% YoY); mid-market merchants 45% of GPV with 20% annual growth
Square was founded in 2009 by Jack Dorsey and Jim McKelvey to enable any business owner to accept card payments with a smartphone and simple dongle, democratizing point-of-sale infrastructure that had been gated behind expensive hardware and merchant account applications. The founding insight — that payment acceptance was a software problem, not a financial services gatekeeping function — transformed the merchant services market. Square's core technology evolved from a card reader into a full commerce operating system covering payments, POS software, inventory, scheduling, and loyalty.\n\nSquare's platform serves businesses from sole-proprietor food stalls to multi-location retailers with Square POS, Square Online for e-commerce, Square Payroll, Square Loans, Square Marketing, and hardware including terminals and kitchen display systems. It is designed to provide enterprise-grade commerce functionality without enterprise-grade implementation complexity. Square is a subsidiary of Block, Inc. — renamed from Square, Inc. in 2021 — alongside Cash App and Afterpay.\n\nSquare generated $2.5 billion in gross profit in Q2 2025, up 14% year-over-year, with Block raising full-year 2025 guidance to $10.17 billion. It competes with Shopify, Toast, and Stripe, differentiating through hardware-to-software integration, SMB focus, and embedded financial services including Square Loans and Afterpay. Its combination of payment processing scale, business management software, and embedded financial products positions it as the most comprehensive commerce platform for US SMBs.
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