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). Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis. Annual Net Sales By Customer Cohort.
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