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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

View from Seed

The company launched in 2011 and then was acquired by PetSmart for over $3 billion in 2017 (PetSmart itself owned by PE firm BC Partners), but Chewy is now preparing for life as a standalone public company. Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis.

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2011 Consumer Internet Predictions

Lightspeed Venture Partners

Before I try gazing into my crystal ball to see what 2011 will bring for the consumer internet industry, let me first see how I did on last years predictions: 1. I think we’ll see more from the online lending space in 2011, so I may just have been too early on that part of the prediction! Now, on to my predictions for 2011: __.

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A New Era For Entrepreneurs And Startups Has Begun

Startup Professionals Musings

is already well above the dot.com bubble of 15 years ago, although we have slipped a bit this year from the high point of 320 new entrepreneurs out of 100,000 adults in 2011. in 2013, with aggregate proceeds of over $38 billion. Cost of entry for a startup is at an all-time low.

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COVID-19 – Accelerating The Destruction Of Corporate Arrogance

YoungUpstarts

They found that while in 1958, the average lifespan of a company listed on the S&P 500 was sixty-one years, in 2011 it was less than eighteen. I then suggested that they work with factories in the interior of China to reduce those costs, but again their compliance teams took too long to approve these new factories for it to help.

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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

Agile VC

The company launched in 2011 and then was acquired by PetSmart for over $3 billion in 2017 (PetSmart itself owned by PE firm BC Partners), but Chewy is now preparing for life as a standalone public company. Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis.

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Groupon Getting Pummeled Daily in the Israeli Deal Market, BUY2 Leads

VC Cafe

Back in January 2011, Groupon bought out Grouper.co.il , Israel’s first to market daily deal site for an estimated $8-15 million US dollars. On August 3rd, 2011, BUY2 bought out competitor Deal Hayom for 2 million shekels ($568,000, 08/06/11, Hebrew article). and BUY2 is succeeding. 90,000, and Groupon.co.il made a palsy ?

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Groupon's S-1: From Zero to Like? Billions in 30 Months ? AGILEVC

Agile VC

June 5, 2011. Filing Date: initial filing June 2, 2011. Run Rate Revenue: $2.6B (Q1 2011 annualized). Revenue Growth: 2241% YoY (2010 vs 2009), 1357% YOY (Q1 2011 vs Q1 2010). Run Rate Gross Profit: $1.1B (Q1 2011 annualized). Featured merchants (may not have tipped): 56.8K (Q1 2011), 66.3K (2010), 2.7K (2009).