Real households grew 1.3×, but visits grew 4.8×.
If only the race condition were fixed, both numbers would have grown in lockstep. They didn’t. The gap between household growth and visit growth is real users’ in-session navigation — every click through the app that used to leave no trace at all.
That gap is where the SPA refire lives, and it’s the entire reason the top-line number is 4.8× and not 1.3×.
Growth by dimension
3.7×ratio gap