Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes
View from Seed
JUNE 13, 2019
I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis. spent by new customers in 2015, that same group (in aggregate) bought $1.65
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