Ad Revenue GrowthAd revenue decent, CPG pressures linger. 12% Y/Y growth was not as robust as Q1, but was in-line with Street.
Advertising ChallengesOne of the company's largest brand partners pulled back from advertising due to macro uncertainty and business-specific reasons.
Market Share ConcernsDespite belief that CART is not sustaining category share, the company rides a secular tailwind gaining momentum each quarter.