Investor Backing & Capital Strength:
Recent announcements cite a $450M raise in February 2026 to fund up to 10,000 additional U.S. restaurants, with multiple trackers reflecting the facility. Statements also note over $600M deployed to date, indicating a larger funding base.
Strong Revenue Growth:
Third-party trackers report 2025 revenue around $350M and company materials highlight multi-year increases in gross order volume. These signals reinforce a larger operating scale than prior years.
Market Expansion:
Disclosures reference thousands of partner restaurants, 4M+ users, and broader distribution through channels like Costco. Plans to add 10,000 restaurants and ongoing hiring point to accelerating reach.
