$SHF

Shift4 dining POS revenue grew from $70M (2021) to $400M run rate (mid-2026); this is a real organic growth story supported by proprietary tech and surcharging adoption.

BullishHe framed it in years
“$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital”
Yet Another Value PodcastPublished Sep 22 · 10 passages

Jump to any passage

10 passages
25:1537:03

Shift in 2021 4 Dining POS Before starting, Their Harbortouch POS system From nominal 40 million One dollar The line item was . Yearly If you calculate Seen: 2021 70 million in 2018 Dollar, in 2022 110 million, 180 in 2023 Million, 2024 In 250 Million, 2025 In 340 Million.

Now In 2026 In the middle We are 400. Million dollars I am at a run rate.

Simply put, 4 each shift Dine POS System Behind shift 4 It costs 2,000 Dollar. I know. Each Workstation Annual volume From about 300 350 thousand dollars . Your Favorite Spread Choose the number.

Take it. I am 80. Basis points Hold on. And every At the workstation $29 per month. The rest I am the one who calculated.

2021 At the beginning of the year 70 million From now on 400 Millions At speed To reach this Progress, That is, a little In time Four times Growth, Too much Economic Creating opportunities Doing.

Shift after time- In its hands now Really a Strong, Own Invented product There is; This is now. And only the old ones POS system Purchase and payment Worth adding Not a common thing . This is really A real one Organic Growth Story.

Question This is success. Where is it coming from? I think so. What people understand Failing That is, Currently Shiftfour Dining POS ( Shift4 Dining POS) approx. In 50,000 locations Being used .

Shift4 For one Important Positive aspects. And one of them Because I will say that , whom you Credit card Surcharging Says it is very It is common and Too much Becoming popular Rising.

And Shift4's Like Companies Its scope What to take What it did was, They are now their Distribution Channel and Internal Sale Representatives Basically through Shiftfour dine- Who is 0% payment?

Processing fee As a solution Present or Promoting. Where they are Say, you are 0%. Payment Processing fee Can you give? Because we Solution Through, we Your credit Card Surcharging I will set it up.

So that it Automatically On the customer It goes away. Oh, and Yes, ours. Hardware For us any I don't charge. You do it. Free Drink.

I Why is it a Big positives I'm saying this because now You are one of a kind. Friendly Mediator Benefits You get it, right? ? For example, if you Chateau Cafe owner Be and one year This credit before Card Surcharge Process Turns on, And Andrew Walker's mother If every day Come for coffee.

And if you See that your Number of subscribers Not decreased, but Your payment Processing Shift 4 with expenses With Bargaining Any need Is there? Basically Any of you There will be interest.

No. R Square If you have Come and say, "I Your payment 10 in processing Basis points "I can save you," But your What is interest? Will there be? "Well, What's the point? I am whole.

The cost On the customer "I'm giving it." So, I think I give credit. Card This surcharge The advantage Really a big one Positive aspects.

A topic To mention It is necessary that this Not legal in all countries. Shift 4 Payments Now Working, like They recently Spain and In Australia Activities Started. They United Kingdom and Also in Germany For some time now Working.

Of relief Another reason Hello, shift 4. Payments For POS I am the total Resources Deployment I have calculated, That's basically American United States Data; International For the market You are like you.

By number You can take it, but There they are. Just finished work. Started.

What this channel has said about $SHF

Yet Another Value Podcast has only this one call on this stock.

2026-09-22BullishThis one
Shift in 2021 4 Dining POS Before starting, Their Harbortouch POS system From nominal 40 million One dollar The line item was . Yearly If you calculate Seen: 2021 70 million in 2018 Dollar, in 2022 110 million, 180 in 2023 Million, 2024 In 250 Million, 2025 In 340 Million. Now In 2026 In the middle We are 400. Million dollars I am at a run rate.
See full history ›
KOL Says