We had the pleasure of hosting an investor call this afternoon with the CEO of Shift4, D. Taylor Lauber, and their EVP of Investor Relations & Strategy, Thomas McCrohan.
If you’ve ever been to a restaurant, stayed in a hotel, shopped in a store, or attended a sporting event, then you’ve likely used their platform. Shift4 is #1 in Hospitality in the U.S., #1 in Sports & Entertainment in the U.S., #2 in Restaurants in the U.S., and #1 in Luxury Retail Globally. They continue to gain market share, too, adding 1,300+ locations per month.
Some KEY POINTS:
- Organic Growth is SOLID
- M&A has been extremely effective
- SIGNIFICANT Global OPPORTUNITY
- Management believes stock is cheap / $1B repurchase authorized
We want to extend a sincere “Thank You” to Taylor and Thomas for their time and support. Shift4 has a great story and we appreciated the opportunity to gather a large group of investors to hear that story firsthand.
