I believe he has used this saying of "profitable growth" a few times. Profitable growth as opposed to the large growth of locations last year that was not profitable. So I believe he is saying they will expand in areas where they say a profit being made, not just expand for expansion sake.
Second quote,
If you have profitable growth, then that will impact the overall profitability. The timeline is 12 months I imagine is the time he expects the full impact of that expansion to happen. So IMO this has nothing to do whether or not they are cash flow positive which I feel will be either Q3 or the latest now during Q4, but just saying this will only help the bottom line.