Conversion Rate ImprovementThere is a huge improvement in conversion rate, with the estimated hire rate up nearly 10% year over year, and average pro win rate up nearly 30%.
EBITDA Margin ExpansionLTV to CAC is improving on both sides of the equation, and fixed cost leverage should still drive EBITDA margin expansion.
Product EnhancementsImprovements to the product with the launch of homeowner choice and additional initiatives underway to improve both the user and the pro's experience bode well for the company's prospects.