Toast
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 27, 2025 by Adam Guild · said 2 times in 2 episodes since 2024 · across every show →
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Mar 27, 2025 bullish
Guild predicts Owner's CAC will match Shopify while LTV will exceed Toast
“Which ends up giving us customer acquisition costs in the future that look more like Squarespace or Shopify with lifetime values that are even greater than toasts over time because the attach rate is so high once you earn the trust on free products.”