CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2024	Sep. 30, 2023
Cash flows from operating activities:
Net income	$ 835	$ 12,637
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization expense	4,848	2,128
Deferred income taxes	421	(1,841)
Non-cash operating lease cost	6,211	2,138
Stock-based compensation	32,618	34,305
Accretion of discount on available-for-sale securities	(4,335)	(897)
Changes in operating assets and liabilities:
Accrued interest	(385)	0
Accounts receivable	(3,030)	550
Inventory	(4,356)	34,793
Prepaid expenses and other current assets	(7,965)	(1,563)
Other assets	(824)	18
Accounts payable	10,828	(4,092)
Accrued expenses	21,231	(9,496)
Accrued compensation and benefits	(1,905)	3,266
Sales tax payable	1,101	674
Gift card liability	(296)	807
Deferred revenue	1,723	551
Returns reserve	1,643	(818)
Income tax payable	(2,212)	9,670
Operating lease liabilities	(5,405)	(2,183)
Net cash provided by operating activities	50,746	80,647
Cash flows from investing activities:
Purchases of property and equipment	(13,658)	(9,733)
Purchases of available-for-sale securities	(191,379)	(65,805)
Maturities of available-for-sale securities	141,230	17,550
Net cash used in investing activities	(63,807)	(57,988)
Cash flows from financing activities:
Repurchases of Class A common stock	(7,277)	0
Proceeds from stock option exercises and employee stock purchases	268	763
Tax payments related to net share settlements on restricted stock units	0	(246)
Net cash (used in) provided by financing activities	(7,009)	517
Net change in cash and cash equivalents	(20,070)	23,176
Cash and cash equivalents, beginning of period	144,173	159,775
Cash and cash equivalents, end of period	124,103	182,951
Supplemental disclosures:
Property and equipment included in accounts payable and accrued expenses	2,174	2,304
Lease assets obtained in exchange for new operating lease liabilities	$ 15,921	$ 3,206