At first glance, $ANGI monthly metrics look really bad. When you dig into it and see what they are being compared to, they had extremely tough comps and this report seems fine. Wish $ANGI reported numbers instead of percentages to make their reports more transparent.

@borrowed_ideas shared this chart on Twitter illustrating their tough comps.

Also, Angi's management team guided this in their Q4 earnings call. Nothing to panic about in this month's monthly metrics imo.

My original Angi thesis is here.