Advertising StrategyInvestments in newer measurement tools like the Cost-per-Incremental-Dollar approach are delivering incremental budget wins among CPGs.
Competitive AdvantageIbotta’s closed-loop attribution model for its CPG partners and its IPN distribution across Walmart, Instacart, and DoorDash is seen as differentiated and should deliver long-term growth.
Revenue GrowthRevenue growth and EBITDA Margin are expected to accelerate and expand as offer supply increases and new partnerships ramp up.