Dylan Cardin

“I'm just trying to square the comments on higher CAC and investments this year in advertising. Can you kind of unpack that a little bit? Is that, I mean, it sounds like two separate things, or is it just that you are still spending on higher CACs and it's more of a margin drag?”

“I was curious on the seasonality of the third and fourth quarter. So of the two historical years we have, it looks like those two trade off as far as contribution for the year.”

“I'm curious if you can help us understand sort of the pet industry stabilization commentary as it relates to pricing units at household formation, and particularly sort of how you're envisioning pricing to trend in your guide into the back half of things.”

“I was curious, kind of looking at the guide for the next two quarters, it looks like you're into that longer term algorithm you speak to, low double digit top line, 150, 200 basis points of margin improvement.”

“In understanding July, I guess two questions kind of immediately arise. One, do you have line of sight into the country music calendar for the balance of the year?”