In the most recent quarter ending on May 2, 2020, that number stayed flat to 3.4M. They consider a household as one customer - so total customers may have grown but not by a big number.---Based with what I find in their 2019 10K ..They treat each individual person as 1 client..
The more important thing is that we are not so clear about their churn rate...How many clients depart from their business each year???how many active /repeat clients within current 3.4 million user in the past 1Y/2Y/3Y/4Y?etc...This data matters a lot...
In the most recent quarter ending on May 2, 2020, that number stayed flat to 3.4M. They consider a household as one customer - so total customers may have grown but not by a big number.---Based with what I find in their 2019 10K ..They treat each individual person as 1 client..
The more important thing is that we are not so clear about their churn rate...How many clients depart from their business each year???how many active /repeat clients within current 3.4 million user in the past 1Y/2Y/3Y/4Y?etc...This data matters a lot...