Consumer EngagementStrong growth in both new and returning users in the U.S., indicating increased consumer engagement with the brand.
Financial PerformanceGDI's transformation since F2021 has resulted in a mid-teen revenue CAGR, top-decile margins, industry-leading inventory turnover, and solid free cash flow performance.
Investment OpportunityThe stock is trading close to the IPO price and below the peer group average, indicating potential upside.