Momentum Across Key Metrics

Momentum Across Key Metrics (In thousands, except CAC metrics and Average Order Value) Q4'20211 Subscription Shipments 3,463 YoY Growth FY20211 YoY Growth 70.3% 11,619 52.5% Average Monthly 5.40% 5.90% Subscription Churn Active Subscriptions 1,826 51.3% 1,826 51.3% New Subscriptions 264 72.5% 1,200 91.4% CAC LTV: CAC² Average Order Value 51.47 6.6x 47.55 6.3x $29.25 5.3% $28.74 7.2% Note: ¹Preliminary results. 2 See definition and illustrative calculation in the Appendix. 33 33

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