Chewy, Inc.

Petco Health and Wellness Company, Inc. Class A Common Stock

Petco $WOOF Vital Care was one factor in our long thesis for the company since its members have 1.5x higher traffic, 1.7x higher spend and generate 3x higher LTV

See our post on the program economics and how it drives recurring sales and retention $CHWY

[https://cedargrovecapital.substack.com/p/petco-vital-care-economics-fueling?s=r#details](https://cedargrovecapital.substack.com/p/petco-vital-care-economics-fueling?s=r#details)

Living in my city, I see sooo many dogs, and the amount that people spend on them is quite evident. Most of them have better wardrobes than me! Haha.

I know WOOF is not apparel, but it does seem that spending on pets is a tailwind industry, generally.

Joey Hirendernath

Why this service offering from Petco makes sense for any dog or cat owner

https://cedargrovecapital.substack.com/p/petco-vital-care-economics-fueling?s=r#details

Petco Vital Care Economics Fueling Growth

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