Jan. 9 at 6:38 PM
$ET Dec’s rev/volume combo kills the “just pricing” bear case:
$8.01M on 2.53M gallons ≈
$3.17/gal (fees included) while volume still +14% MoM. Now sprinkle B2C stickiness:
$14.99/mo unlimited deliveries vs
$6.99 per drop shifts behavior to repeat usage. Frequency + route density = leverage, and leverage moves tape 🔥