"Lightspeed just entered its 20th year in business, and we wouldn't be where we are today without a dedicated commitment to providing product innovation that supports our customers' growth ambitions," said Dax Dasilva, Founder and Chief Executive Officer of Lightspeed. "Retailers and restaurants around the globe are facing complex challenges to their business, and it's our goal to help those customers better understand their operations, their customers and their opportunities for growth." Lightspeed's Q4 in ...

Lightspeed Commerce Inc. (LSPD) ended the recent trading session at $9.72, demonstrating a -0.82% swing from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily gain of 0.63%. On the other hand, the Dow registered a gain of 0.21%, and the technology-centric Nasdaq increased by 1.52%.Shares of the company witnessed a gain of 8.29% over the previous month, beating the performance of the Computer and Technology sector with its gain of 1.66% and the S&P 500's loss of 0.7%. ...

Core Insights - Lightspeed Commerce Inc. has announced that its Lightspeed Retail SuiteApp has achieved 'Built for NetSuite' status, indicating compliance with Oracle NetSuite SuiteCloud Platform development standards [1][3] - The SuiteApp aims to simplify retail operations, enhance business efficiency, and allow retailers to focus on customer engagement rather than backend processes [2][3] Company Overview - Lightspeed Commerce is a comprehensive commerce platform that empowers merchants to deliver exceptional omnichannel experiences, integrating online and physical operations [7][8] - Founded in 2005 in Montréal, Canada, Lightspeed is dual-listed on the NYSE and TSX, serving businesses in over 100 countries across retail, hospitality, and golf sectors [8] Product Features - The Lightspeed Retail SuiteApp integrates and automates data flows between NetSuite and Lightspeed Retail POS, improving data synchronization across products, inventory, and customer history [2] - It simplifies transaction reporting, optimizes inventory management, and centralizes data visibility for multi-location retailers [2] Industry Context - The complexity of retail operations necessitates integrated data solutions to ensure consistent customer experiences across various channels [3] - The 'Built for NetSuite' program provides assurance to customers that SuiteApps meet high standards and best practices, enhancing confidence in the integration of business operations and POS systems [3]

The latest trading session saw Lightspeed Commerce Inc. (LSPD) ending at $9.13, denoting a +0.22% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.79%. At the same time, the Dow added 0.78%, and the tech-heavy Nasdaq gained 0.64%.Prior to today's trading, shares of the company had lost 15.49% over the past month. This has lagged the Computer and Technology sector's loss of 4.81% and the S&P 500's loss of 3.56% in that time.Market participants will be cl ...

Core Insights - Lightspeed has introduced a Seasonality Forecasting model that enhances demand prediction for retailers by analyzing year-over-year trends, allowing for smarter purchasing decisions and reducing stockouts during peak periods [1][3] - The new model has reportedly led to an increase of approximately $13,000 in gross profit for merchants utilizing Lightspeed Insights, based on typical inventory values [1][7] - Lightspeed's Seasonality Forecasting is integrated directly into its POS platform, eliminating the need for third-party integrations or manual data analysis, thus positioning Lightspeed as a leader in retail innovation [2][5] Inventory Management Enhancements - Retailers face significant challenges in inventory planning, with Lightspeed's tools addressing issues such as inaccurate forecasting, stockouts, and overstocking [3][7] - The implementation of Sales Visualizations allows merchants to dynamically view sales trends through interactive graphs, simplifying complex data and enabling better performance tracking [3][5] - Merchants using Lightspeed Insights experience approximately 26% fewer days out of stock for top-selling items, which can enhance sales by ensuring high-demand products are restocked more quickly [7][10] Product Visibility and Insights - Lightspeed is enhancing the NuORDER's Order Trends feature, providing retail buyers with insights into top-performing products, categories, sizes, and colors, which is now available to U.S.-based NuORDER customers [4][5] - The overall enhancements empower buyers with trend-based insights, helping them stock in-demand products effectively, thereby driving sales and reducing waste [5][6] Geographic Availability - The new Lightspeed Insights features are now available to all Lightspeed Retail merchants across North America, Europe, and beyond, facilitating better inventory planning and increased profitability [5][11]

Company Performance - Lightspeed Commerce Inc. (LSPD) ended the latest trading session at $7.97, reflecting a +1.4% change from the previous close, outperforming the S&P 500's daily loss of 0.23% [1] - Over the past month, shares of Lightspeed have decreased by 31.11%, which is significantly worse than the Computer and Technology sector's loss of 16.18% and the S&P 500's loss of 12.13% [1] Upcoming Earnings - Lightspeed Commerce Inc. is projected to report earnings of $0.10 per share, indicating a year-over-year growth of 66.67% [2] - The consensus estimate for revenue is $253.66 million, representing a 10.18% increase compared to the same quarter last year [2] Analyst Estimates - Recent changes to analyst estimates for Lightspeed Commerce Inc. are important as they reflect the evolving nature of near-term business trends, with positive revisions seen as a favorable sign for the company's outlook [3] Valuation Metrics - Lightspeed Commerce Inc. has a Forward P/E ratio of 14.47, which is lower than the industry average of 23.71, suggesting that the company is trading at a discount [6] - The company currently has a PEG ratio of 0.26, compared to the Internet - Software industry's average PEG ratio of 1.77, indicating a more favorable growth valuation [7] Industry Ranking - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 82, placing it in the top 34% of over 250 industries [7] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks within the industry, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Core Insights - Lightspeed has introduced PO Sync, an enhancement within Lightspeed NuORDER, allowing retailers to automate order replenishments directly from their POS platform, streamlining a traditionally manual process [1][3] - The Lightspeed NuORDER network connects over 4,000 brands with more than 100,000 retailers, transforming wholesale commerce into a more efficient, data-driven partnership [2][11] - The integration of PO Sync with Lightspeed's POS system enables real-time inventory tracking and automated ordering, reducing errors and improving stock management [7][9] Retailer Benefits - Retailers utilizing Order Recommendations have experienced a 26% reduction in days out of stock, with PO Sync facilitating direct application of these insights to replenishment orders [5][4] - The new brand partner types, Connect and Catalog, allow retailers to manage catalogs and ordering more effectively, leading to increased brand consistency and faster reorders [6][11] - Retailers like Treadz Shoes have reported significant efficiency gains, with about 50% of their suppliers on Lightspeed NuORDER, reducing human error in order processing [9][8] Operational Efficiency - The integration of wholesale purchasing and inventory management into a single system allows businesses to focus on growth rather than back-end operations, enhancing overall workflow efficiency [7][10] - Accurate catalog management ensures retailers have access to the latest product information, improving product and brand discovery [16] - Insight-driven reorders leverage smart analytics to optimize restocking decisions based on sales trends and inventory performance [16]

Core Insights - Lightspeed Commerce Inc. projects a gross profit CAGR of approximately 20-25% and a customer location CAGR of approximately 10-15% over the next three years, focusing on retail in North America and hospitality in Europe [1][4][7] - The consolidated gross profit is expected to grow at a CAGR of approximately 15-18%, reaching around $700 million by Fiscal 2028 [1][7] - Adjusted EBITDA is anticipated to grow to approximately 20% of gross profit in Fiscal 2028, with an expected CAGR of about 35% [1][7] Financial Outlook - The company aims for a free cash flow of approximately $100 million in Fiscal 2028 [1][7] - Lightspeed has completed share repurchases of over $130 million and has authorized an additional repurchase of up to $300 million, totaling $430 million [1][10][11] Strategic Focus - The management emphasizes a renewed strategy targeting investments in sales, marketing, and product development, alongside cost optimization efforts [5][4] - The company is doubling down on its primary growth engines, which are retail in North America and hospitality in Europe, to accelerate growth [4][5] Capital Markets Day - Lightspeed hosted its Capital Markets Day on March 26, 2025, to present its three-year strategy and financial outlook to investors and analysts [2][3]

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Core Insights - Lightspeed Commerce Inc. has revised its Fiscal 2025 revenue outlook to approximately 18% year-over-year growth, down from the previously expected 20% due to macroeconomic challenges impacting transaction-based revenue [2][3] - The company anticipates Adjusted EBITDA of over $53 million for Fiscal 2025, emphasizing a focus on profitable growth and cost management despite economic headwinds [3] Financial Outlook - The updated revenue growth forecast reflects a decline in same-store sales and transaction-based revenue, influenced by inflation, job insecurity, and weakened consumer confidence [2][3] - The company expects subscription revenue growth of approximately 7-8% in the fourth quarter of Fiscal 2025 [6] Strategic Initiatives - Lightspeed plans to present its three-year strategy and transformational journey during its Capital Markets Day on March 26, 2025 [4] - The company is committed to delivering innovative commerce solutions and empowering merchants while navigating the evolving economic landscape [3][9]