What are the consumption patterns of college students and how does Duffl fit into the choices they make when deciding what and where to eat or shop?

We've done a lot of services about this. I think for our existing markets, their alternatives are obviously going to the grocery store, eating on campus, cooking, or Uber Eats / DoorDash. They’re not really of the quick commerce model. And GoPuff just landed in LA, and it's going to take them some time, I think, to educate the market and the general populace about quick commerce. 

But at least for our college students in our schools, they see us as a more convenient and a quicker UberEats. And this serves a totally different purpose. So what we're really replacing in their share of wallet is not restaurant food and ordering takeout. You'll still do that. It's fewer trips to 7-Eleven, fewer trips to Ralphs, and more on-demand purchasing.