everyone. good Thank morning, you and
are review and our to highlights. happy performance today be and a QX providing We of to look with forward you operational
this to provide unveil importantly, also three number strategic our Until More A senior see to tomorrow. we provide the opportunity strategy Day next look at as business many outlook me a leaders am thrilled at of in years. Apron’s the path join our I our in-depth me today. for including and into future, of Adjusted priorities and Investor where will the an XXXX. We’ll results profitability you have for our our EBITDA stands look dive at QX and let business our the to then, Blue
the continued the make in we progress build against work fourth to year. execute we foundational During on, quarter last of accelerated the quarter, and
helped over years driving the the engagement our As work strong business has XXXX last is that our we and we on to QX on scaling of customer focus have metrics. improvements on our few course, comes This, the growth. call, top customer drive in in emphasized of done
X.X% grew clearly seeing in our to Notably, of from the last XXX,XXX. results of the up show efforts strategic quarter are fourth We customers our year KPIs.
of seasonality, Beyond the a at initiatives. XX.X% also of marketing to be customer awareness brand $XX.XX seasonally our was Order Average period that per X helped straight a $XXX. the per and even engagement strong to result rose greater prior revenue growth quarter. quarter. have continued also new X of customer per X.X above by orders from revenue Orders Strong from we growth customer as above Value driven acquisition. drive the $XXX sequential to top line during high our in and This average customer marks QX, from last revenue improved per recorded Xth customer average $XXX quarter
last comes time completed of debt with move debt payments obligations, While week. Randy new rates. with a rising This We successfully also will debt. and also as we our of this Allianz smart, refinancing The Blue interest prior replaces years including greater lower warrant with view our service strategic a coverage, ESG a overall no three provide in and an detail, during and refinancing debt the Apron’s strategy first covenant aligns contains that brand. interest-only
potential all, transactions but of busy few equity we I a private I particularly further and it am has the both team’s more to both as purpose-driven see detail, by have in because comment balance evidence round this let and invested moves company our our long-term Randy another these of such taking I’ll root. months announced been placements. strategic execution. strategies on has sheet also We great from personally believe am excited deal in In pleased I perspective. a
been pressure due first delivering in inflation. experience margin our continued progress, as quarter did we’ve we unfolded, While the to part on
to on, moving costs rising do Before I address food want specifically.
to of the producer. our of the we’ve said XX% chain, are supply insulated before, from almost as relationships direct As are with nature supplier costs somewhat we our food rising unique due
not immune. However, we are entirely
serving wine recently price month, rolling out we For our kit per increase earlier this small a started reason, this and for meal products.
to in online be now these customers. high price our real, increases industry there more with four-serving Moreover, delivered. the more The allow line would As if to greater puts is much value, us this increase and often this the Day. is committed impact quality, The our of have Randy our offering. and compared we argument us power, tomorrow’s pricing margins. inflation that product. changes recipes kits recreate of trying and we for to of to proactively believe a the our than even service food continuing Taking a our one stay bar store more we per-serving managing more the sentiment consider entire impact about to this cost a detail found while at price while are competitors, maintaining savings on at a QX go We’ll that recipe retailers to meal of to consumer the leveraging and will ingredient. and even economically share all when are maintain recent chose pricing, can quality for option value be you viable that quality of new similar purchasing that you with a in made Overall, into if with in of price grocery seeing the shop selection the and other our decide main even cost further grocery pressures, to data Investor a we close of shopping. details growing and increase, account into
and our seeing to seen We temporary and implementing per efficiencies our also to forward pass of experience, attendance improvements minimum QX, retention greater $XX improve and on in our are hour to employee seeing at wage number we fulfillment look these to other We reliance Since have decline workers centers. significantly, improve a our forward. raising initiatives improvements substantially. through moving
and in product are Our progress. innovation both making investments marketing
seasonal strong drop quarter by a often always is in the years, start quarter in seasonally end and active QX in into the previous customers have we While see our second. to the the a of industry, of first started
to higher they QX, our were and see our at sequentially typical definitely this in the numbers engagement. grow our base second continue bucking customer At growth customer this different. seasonal in However, we trends the of than year we quarter, are point, customer of business. the to is Today, end expect
to and X% accounts quarter to a we also reactivated fourth in a trying few According believe XXXX us. left actually made our over after customers another the more improvements offerings. who their needs our other customers quarter we’ve return are of of then first Apron We to the of try back than XXXX is of data, customer years. brand meal We the past kit, sign to meet decided and Blue clear this to believe to little seeing come
We improvements help momentum. also the will marketing we feel that are to infrastructure making this us on our build
due was As in we to our QX. spend anticipated, XX% scale. a awareness drive mainly larger was to on efforts brand marketing spend This up year-over-year
have plans that year is contribution initial new data While continue to costs accelerate well a to there payback internal business, are upfront a our and our customers our margin perspective, we to high from shows over time period fairly under paybacks. to attract
longer average Randy has see detail prior improvements at with to expected, dynamic take impact customers have to their tracking to Investor more over respect months, industry, coming the starting we as cash well this did down that will the more Similar the value found frequency see data, cost are you new on continue we that We’ll others importantly, come to usage, per they few it customer. with order quarters. are are acquisition past spending the and More offer we in moment. increases in on in believe year. and in quarter however, through acquired our a Based the already increased in this the us we prior QX this quarter tomorrow. the same during Day our versus already will order we and and This insights a our
long-term robust hear marketing growth. modern, focused will the Day more Investor our on you our for about and team of As with sustainable a aim foundation building rebuilding marketing our during is infrastructure and tomorrow,
We holistic customer balances approach our the that are marketing through a to also to journey. entire spending committed
and During implementing our will us strategy that the selecting execute our marketing goals. quarter, vendors parts we began help of
to customer we are enhancing efficiently example, customer platform every existing our touchpoint track more help to data conversion. improve For
multiple traffic in marketing both and of conversion the initiatives improvement. on We are number also content to second quarter. platforms plan management organic content our implementing to to system for continue a work across better to this related We manage a
also technology partners with to and simplify at media We scale. of a programs number of are social our brought in-house larger integration additional paid allow to all implementing us
our our Day. Dani Chief Our detail tomorrow Marketing Simpson will at provide Officer, on Investor greater partnerships
campaign kit we campaign The highlight brand national easing videos new of category. a aimed and brand incredible that to the about cooking recipes for excited from the launched The particularly high-quality Apron, our broader is awareness April. in at the ingredients, connected raising fully of with first off kicked Blue benefits focused our are burden this building advertisements brand creating with We for XXXX. recipe XXXX from an for marketing major creating through and These strategy, a and holistic national on is brand and we touchpoint, recipe is our as sign-up moment exciting marketing planning. selection. experience are menu us campaign since where customers, first the This meal
To from more our positive Late will as our and Dani to We more add are tomorrow. recipes, breakfast meaningfully launched seeing offering. in to selection even into offer innovative dive the details first well our marketing results a new complement more efforts, and enhance quarter, we initial continue as campaign variety. menu choice we
minutes All XX less an twist. in start. of is just recipes the ingredients elevated with breakfast feature are This designed and classic be the ready to or
team based on feedback. on iterate and options culinary to Our plans the to continue expand customer
positive, early Add-ons we since been most is introduced extremely and them So popular options far, our feedback our in April. breakfast have the
from to We per strategic add-ons out twelve existing acquiring comes with to three and we Beyond plan to customers, the customers, week, when increase breakfast, unlocking selection to starting efficiencies and new new engagement X-serving nine, families, available through one partnerships weekly expect recipes of greater plans and to keys June. we our believe roll and collaborations. for in it is the to driving
partnering We success companies, Disney and Alexa, existing Content, on Studios the Amazon our with world-class continue WW of and such as by to work Express. build American collaborating
Disney celebrate again the following to their with example, year successful movie, LUCA menu. & designed teaming are last collaboration a all-new we specially Pixar on of with and For Lightyear, up SOUL, the release
channels new the to distribution We efficiencies of while a maintaining are expanding DTC model. partnerships through also
Consumers Alexa work I able excited way Blue month. with storefront will today, to Amazon Apron be that who to not a may Blue us groups without announce on will a and very kit We this customers buy excellent new to offering Walmart.com we a This be to continue launching to am meal before. boxes considered an have is introduce direct-to-consumer Apron of subscription. for later
service, seamless initiative with for to in excited the a agreement we look are In this get recently similar select delivery with the the adding provide customers last-mile off to markets. coming in ground order forward signed to We Veho with and experience best to months. support delivery partnerships an
continue supply truck for and chains, delivery messaging, in select the our diversify customers. ability servicing Blue volatility to as to shortages, partners of prices real-time our and and as best customers is last-mile start and Mid-Atlantic their with mix service. labor get the then to regionally the rate possible the will driver Veho we optimize delivery rising and and gas of global With Apron service value markets to provide overall well
to offer looking in as search to are for constantly experience. We features invest improve in the we similar and nationwide future the ways customer
taking of the network of California. Northeast and regions outside and expand capacity capabilities advantage production Monday also delivery are increased We to to
longer We distances, increases by to are in additional while ways doing fuel mitigating so actively transportation ship and costs. identifying
the our end and lower we to week intend delivery to Florida, increase of rapidly offer Monday X the Midwest, QX, upper of to XX% Lakes. United the We continental footprint States. have days the per over Great plans By include to
we met sourcing, goal emissions upstream XXst, and estimated carbon Turning from transporting by Scope purchasing products. our and downstream cover carbon achieved packaging offsetting to our by to We commitment to offsets range X neutral ESG, become this emissions. X successfully our and March that X,
look are integral carbon of existing on Becoming Better to implementing to a now and working is we build on progress. and Zero. products systematic commitments neutral We Roadmap. on sustain, structured an being of focus our our goal sustainability part as The longer-term people, reductions Net is plan with preserve Living achieve our
this proxy Impact, Burton, statement of our the roadmap in end creating growth. and feel strongly strategy we business dive Kelly Sustainability we of confident on tomorrow’s included into Head in sustainable this deeper provide that a to our long-term our during more ESG at detail have filed and We path Day. April Investor that on and the remain Social are We right will
to we With that, more you of review finally, we me Linden of And or us Randy a work tomorrow the virtually in of look things the for will seeing us join Day. ahead We over for numbers. have you forward and journey. this Investor hope on us joining let to Randy? many turn
