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you mentioned the $50 million gross cost as you look to find relief for those investments
going to some of your points on new verticals, certainly a very nice watermark to achieve gross profit breakeven
Have there been any standout learnings when you think about the loyalty program or the fulfillment network or merchant terms
I'm curious kind of what you've learned thus far and kind of why this moment in time was the right moment to inflect upwards
are you getting into a new area where it's maybe beyond just the website? Just kind of curious on maybe if we should be thinking about a different TAM.
how do you think about kind of making sure that the website ecosystem and app ecosystem remains relevant.
Do you feel like you've kind of got that at a point where this is somewhat of a stable pricing pattern moving forward? Is it still in heavy experimentation.
these third party products is something that you're adding to the -- what is probably already a pretty big array of tests. So anything you can share on where you're looking
how much, you know, penetration, do you see in the years ahead, obviously, you've had tremendous success getting to this point.
It sounds like, you know, you're entering that phase, maybe earlier than you had planned, say, six to twelve months ago. So just kind of curious what triggered that change
how do you kind of think about maybe the next step down in terms of unit costs? And then just quickly on agentic
where maybe the business plan shook out versus your expectation with respect to the lower shipping threshold
I don't expect a specific answer, but I'm curious how much headroom you think you have on this utilization angle
I wanted to ask about the magnitude of short-term margin pressure that you're seeing from the strategic investments in shipping
were you able to achieve the types of utilization levels that you would like to during the 2024 holiday season or is that something that you would maybe more likely see in the 2025 holiday season
How should we think about provision growth? It certainly seems like there is a bit of a maturing of the cohorts that you brought on the last two years