Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes
View from Seed
JUNE 13, 2019
Chewy sells tens of thousands of products from many 3rd party brands, as well as its own private label brands (though latter remains <10% of sales). 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. Annual Net Sales By Customer Cohort.
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