It has been a full month now with no announcement, just as announced it would be in the last monthly update on the 10/8/21. I have missed the monthly update more than i thought i would, however I can't help but feel as though the new format is going to blow us away.
I wonder what this new format will have? I am excited to see what the Investor Briefing will look like, hopefully it will start to split out the performance of each of the areas of the business that little bit more, eg how is Direct going vs Marketplace vs logistics. At the moment all we haven't had that level of visibility from the updates, more just a cases # and order # from the logistics.
What would you all hope to see in this next update? (other than a huge surprise DT special)
After a month or two of SP treading water it will be great to see the immediate impact Partons makes on the profitability of the Logistics network for me, along with metrics on how well Marketplace is actually fairing, along with updated timelines on rollout to other states.
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