Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes
View from Seed
JUNE 13, 2019
Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis. The first is most salient, as it tells us how much revenue Chewy generates from a particular cohort as it ages… it basically nets out effects of some customers dropping out with those that stick around buying more stuff.
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