“We're encouraged with the tracked channel data that we're seeing right now, seeing 40% growth phenomenal. Given that, we do think that our net sales guidance. We'll wait a little bit more towards Q3 versus Q4, if I were modeling that. But I think it's prudent for us not to assume a 40% run rate continues for the balance of the year.”

In context

“higher than that? And then second on EBITDA, you're implying low-single-digit growth for EBITDA in the second half and that compares to roughly 46% year-to-date. So I imagine the marketing investments are the main reason on the EBITDA piece. But for modeling purposes, if you could provide some color on that and the implied slowdown on the top line that would be great? Mandy Fields: Hi, David. Thanks for the question. So from an overall guidance standpoint, again, we feel great about our guidance thing, 22% to 24% on the topline 25%, 27% growth in adjusted EBITDA in this environment is really something that we're quite proud of. In terms of first half versus second half, we always take a balanced approach when it comes to our guidance. And so, never want to get too far ahead of ourselves. We're encouraged with the tracked channel data that we're seeing right now, seeing 40% growth phenomenal. Given that, we do think that our net sales guidance. We'll wait a little bit more towards Q3 versus Q4, if I were modeling that. But I think it's prudent for us not to assume a 40% run rate continues for the balance of the year. And so, I'd love to see it. But at this point, we're taking a balanced approach with our guidance. On the EBITDA side of things, you're right. From a marketing standpoint, we've been at 16% for the first half of the year and to get to the 19% for the full year will require a little bit more investment in Q3 and Q4. So that's why you see the EBITDA margin down on a year-over-year basis versus being up in the first half. Unidentified Analyst: Great. That's very helpful. And then one follow-up question. Considering you utilize the hybrid supply chain model in China, could you provide any color on if there's been an impacts from COVID shutdown with that ramping up again in China? Tarang Amin: Yes. Hi David, it's Tarang. I'm exceptionally proud of our operations team and team in China. I wo”