Nikhil Devnani

Could you elaborate a bit on the deceleration there? Is that just weather, or are there other things you want to call out

is your mental model for headcount growth and even organizational structure for DoorDash, Inc. changing at all

how do you think about positioning DoorDash for that future as consumer behavior evolves

which categories of the retail or local commerce opportunity, do you feel, are showing the most promise

Is the bulk of the spend fixed cost investment that you get leverage on as you compound the top line?

how durable do you think this trend is? And are you able to also break down how much growth this business gets from new customers versus pre-existing cohorts

The net revenue margin expanded as promised. How are you thinking about that for the back half of the year?

does this change any of that in terms of the earnings algorithm?

how much repeat buying behavior do you see with these newer categories?

how should we think about the scale that you need to get there?

I was hoping you could help bridge the gap between that 6% U.S. buyer growth number and the GMV number, which was much higher than that

How do we think about the puts and takes on COGS over the long term for the business? And any offsets that you might have elsewhere

how much contribution are you embedding from some of the newer emerging vectors like Caramel and eBay Live

what's changed? Are you seeing -- have you seen step-ups in conversion rates

Do some of the investment this year ease the burden on next year

If this business is now growing low single digits to mid-single digits consistently, you just get the natural benefit of positive operating leverage

are you seeing any impact from tariffs on that portion of the business, particularly from your China-based merchants

What does the successful payback look like for Uber at the aggregate level?

What has that broader conversation been like with those partners? And how do you think about integrating those partners

did the upside primarily come from the moderation in insurance pressure or were there other network improvements

can you speak a little bit about the scale and quality of real-world data that you are able to contribute

Do you think the frequency opportunity in these markets is the same as your larger cities