Shift4 Payments — May 7, 2026 release
Fiscal 2026 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001794669-26-000018
Showing in the filing
Shift4 One international expansion goal
“live in 15 countries by year end”
Period
FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 5
Shift4 One international expansion goal for FY2026
“live in 15 countries by year end”
Adj. FCF Conversion for FY2026
“42%”
Effective tax rate assumption for FY2026
“26%”
Shift4 Dine Australia launch for FY2026
“general release planned for July”
Share repurchase authorization remaining for the long term
“$400mm remaining”
Exhibit 99.1 · the passage around this item
… earlier in the release
Our integration of Global Blue is also on track and we have launched our combined payments + currency conversion + tax free shopping product, named Shift4 One, in multiple countries during the quarter. We have seen early success across multiple categories of luxury, including watches, fashion and cosmetics. Our goal of being live in 15 countries by year end is well within reach. I was also excited to announce several Global Blue employees to key management roles during the quarter.
I don’t say this with an intended tilt towards unreasonable optimism; or pessimism for that matter. We have every reason to be cautious about the macro environment and vigilant in the operation of our business. As I’ve said before though, we do our best work during times of uncertainty… and today is no different. I will reiterate a phrase our shareholders have heard many times: We can grow substantially without finding a new customer and we can drive meaningful margin and free cash flow improvement by simply continuing to do what we do well, which is integrate our business and delete the parts. This is the result of a platform effect whereby we have best in class software, integrations, gift, loyalty and tax free shopping solutions and a substantial data asset from our significant presence in the experience economy. Our acquisition strategy also affords us a over $1 trillion funnel of merchants to deliver this platform to. I encourage you all to read through our prepared materials and join us for our webcast later today. In each you will fi
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.