Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes
Agile VC
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). Annual Net Sales By Customer Cohort. If you look at Chewy’s financials you’ll see a line item for Net Sales and a line item for COGS which includes #2, 3, and 4 above.
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