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Lightspeed to Outline Three Year Strategy at 2025 Capital Markets Day
LSPDLightspeed(LSPD) Prnewswire·2025-03-26 11:00

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 700millionbyFiscal2028[1][7]AdjustedEBITDAisanticipatedtogrowtoapproximately20700 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 130millionandhasauthorizedanadditionalrepurchaseofupto130 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]