Ibotta Inc（IBTA.US）2Q24 EPS Recap~Clean up on aisle two

Global Research and Evidence Lab 14 August 2024 lbotta Inc 2Q24 EPS Recap - Clean up on aisle two Key Takeaways The silver lining here is the Instacart partnership (we est'ed ~6% upside to our FY25 rev ests from CART here) should catalyze other potential 3P partners to work with IBTA as well as new brands. And in a nutshell, more/better 3P retail partnerships is why we've been constructive on IBTA from the start. So while softer ad revenue limits upside to our headline FY25 rev/EBITDA ests, looking further ...