Advertising StrategyCPID is showing encouraging signs early on, suggesting potential success for IBTA in the future.
Long-term GrowthIbotta’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 acceleration is expected to allow the company to benefit from structurally high incremental margins.