Investor Backing & Capital Strength:
The company closed $450M in February 2026 and secured an additional ~$320M in July 2026, signaling deep funding capacity to fuel expansion and product development. These back‑to‑back financings indicate strong institutional confidence in a capital‑intensive growth model.
Market Expansion:
Partner and user scale is described at 6,000+ restaurants and 4M+ users in early 2026, with reports of 7,700+ restaurants and nearly 5M guests by mid‑2026 and plans to add up to 10,000 more U.S. venues within a year. Expanded distribution via channels like Costco e‑gift listings suggests broader reach beyond owned app traffic.
Strong Revenue Growth:
Third‑party trackers cite roughly $350M in 2025 revenue, consistent with a scaling platform. Company communications also reference multi‑year surges in gross order volume, indicating rapid top‑line momentum.
