Operational EfficiencyAnalyst points to margin improvement from lower processing fees, streamlined headcount, and internal use of AI, which can drive operating leverage and improve profitability.
Product ExpansionAnalyst highlights enhancements to Restaurant.com such as online ordering and marketing tools that build a higher-margin platform and are expected to increase transaction volume.
Strategic ShiftAnalyst notes the company's move to a payments-focused model and CardCash's expansion into a gift-card exchange marketplace can create new revenue streams and attract broader transaction flows.