The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Padelford: At $100M revenue, Slice prioritizes growth over gross margin optimization
“We're too early to run the business on a margin profile. When there's so much growth opportunity.”
Padelford: US independent pizzerias generate $50B in annual order flow
“In those pizzerias is fifty billion dollars a year worth of order flow and spend. So when people are like, oh, pizza can't be that big of a market, that's fifty billion dollars worth of TAM in a single vertical in the United States alone.”
Lemkin: Slice Grows Over $100M ARR by In-Person Pizzeria Sales
“And he's even at a hundred and something million at Slice, it's all going into the pizzerias. It's all walking in and building relationships with these single owner establishments”
Padelford: Slice exceeds $100M revenue across tens of thousands of pizzerias
“We're over a hundred million dollars in revenue. We're growing. We've got tens of thousands of customers in the platform and we're extremely early.”
Padelford: Vertical SaaS must sequence products by customer problems over short-term revenue
“We are led by the customer's problem set is the kind of only way I've ever seen it really work. You can lead by what makes you money. I think the challenge with that sometimes is that can run out on you. It's like eventually It's if it's not a valuable enough …”
Padelford: US independent pizzerias outnumber major pizza chains 2 to 1
“There are somewhere between 30 and 40,000 independent pizza shops in the United States. If you combine Domino's, Pizza Hut, Papa John's together, there's about 20,000 shops. So independent pizza is a larger market than like big pizza.”