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I wonder how much of the uptick could be explained by seasonality (if somebody knows some useful data source, please share). Also the 1.8 Mil new customers could very well be just natural flow and not really incremental due to the ticket. In any case - it's a great initiative.

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My guess is a lot of it. The 25% number is meaningless because they're not comparing to the proper baseline. Anecdotally, I was in Berlin last year, and there was a similar product, and locals said not that many people were taking advantage of it.

It could also be explained by high gas prices, inflation and overall economic adversity.

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