Sure.
to the So was let Brad, things. so of the on the inorganic that, it vaccination first the elevated begun then rates respect a and demand. of little me impact start lower, because to a driving there QX of question couple reopen, compound guidance, were – was markets you bit consumer had all call checks just have of These let's to saying, with by stimulus
QX. to elevated And an so that will add
As we half embedded the our the things. what’s of in look into two really guidance year second is and
call, The seasonality. first where ordinary I course summer is, of
pace improves. during and lower simply going general, because we weather the a in rates consumer So little of bit are the QX, the order slows out summer acquisition consumers see because have you in
that's aspect. So one
at in baking and because even we're The the so like is terms level the in of are It's effects uncertainty long-term world unclear second looks year are. whether second is what of this markets of reopening. half continue out in we a of there pandemic point conservatism the what the as
And your we On so half the embed here across there's second upside think gross of make plenty result as sure that a is invest uncertainty question, of profit we wanted the to way into to unknowns our we flexibility which it about outlook. P&L.
can should prices take that the of acquisition. lower several provide in but guidance available We One actions take on because guidance through one growth. we and to to of and order the not can do the opportunities EBITDA drive depending we are of provide instead GOV terms well revenue as to that invest sales guidance drive quality. reasons in invest us, our in impact on We or impacts rate then of further or customer up have then invest through as sales. acquisition We downstream Dasher can incentives we cost rate on will take pricing in can marketing
having because that revenue exact depending So to we the we're want retained on be about guide. worry in, on strategy able the without and challenges, environment flexibility right the to we deploy to depending
that factors people through network on the reminder we future, for as of have the is the continue logistics and to just as look efficiency first will rate, go to you take positive a I'll as improve impact Now the a that'll improve rate. take those
quality that the experience, positive on and the credits refunds consumer take As our impact we a have rate. improve of will lower and
intended. As more as we we pun drive – no do drive orders, more
do in impact As orders, more take we drive have rate. positive that'll a
In headwinds to really take terms it's three of rate, things.
increased remind as that lower the we happy revenue, As folks mix orders, a higher DashPass but to we have orders, engagement result which make. drive unit off of that's trade a we're I'll of significantly DashPass
rate the we with of in and a our as Because of investments. the so effect evolution lower a investment as early these third, they international. as investments, investment of take increase Second, increase in categories, rate, take you're of we our new seeing stages our in usually and blending come result these the the