AcquisitionsAnalysts expect that additional mergers and acquisitions will enhance the platform strategy, addressing a more complex retail supply chain and driving more durable organic growth.
Market ExpansionThe company provided an updated market analysis, effectively doubling the initial IPO TAM from 2010 to more than $11 billion, due to both market and platform expansion.
Revenue GrowthThe platform-driven cross sell motion and new European opportunities make analysts optimistic about achieving double-digit organic revenue growth.