What were the action items from our last call, and are we tracking to them?
From the Feb 12 recap: (1) shift 15% of TikTok budget to the Tan-Luxe line, done, spend moved Feb 18. (2) watch Ulta sell-through for the new SKU, up 22% since launch, ahead of the 15% target discussed.
Where are we underspending relative to retail demand?
Walmart sell-through for EcoTools is up 31% quarter over quarter with flat paid spend, that's the clearest underinvested channel right now.
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