It's the right question to be asking, especially at this time. The fact that so many retailers are investing in ads clearly demonstrates the power in building a media business that's directly tied to a retail business.
But the more we spent time with our advertisers and the more we thought about what makes Gopuff different in the market, we realized how important it was that we took control of our ad capabilities.
We're at an interesting point where we validated the need or interest for this from an advertiser perspective. Shareholders, meanwhile, are happy because media is a high-margin business that's good for the bottom line.
I don't believe it's sustainable for us to have hundreds of retail media networks.
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