At the same time, the goods economy has been soft for the past number of years as consumers have shifted dollars to travel and experiences.

Apr 30, 2026 / CEO / receipt, needs a key / Omar Asili, CEO | earnings call 2026-04-30 | transcript 63fe44f3-dfcb-477d-b926-4cddedc2d20e | chars 6024-6163 | segment 6

With travel now becoming significantly more expensive due to fuel price increases, we could see some rebalancing if folks decide to stay home and order more goods.

Apr 30, 2026 / CEO / receipt, needs a key / Omar Asili, CEO | earnings call 2026-04-30 | transcript 63fe44f3-dfcb-477d-b926-4cddedc2d20e | chars 6164-6327 | segment 6