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Why Petco $WOOF Is A Better ROI Than Chewy $CHWY
We outlined why on a business level, Petco $WOOF makes more sense than Chewy $CHWY

The latter is inherently limited to what business goods/services it can offer.

"Retailers are not dead, they just had to evolve. Petco has done this and has executed very well so far. Chewy, on the other hand, has barely been able to generate adjusted profitability while generating almost $10 billion in sales. And honestly, if you can’t generate profitability, and I mean true profitability, during PEAK times (aka COVID) then you most likely never will."

cedargrovecapital.substack.com
Why Petco Is A Better ROI Than Chewy
1 space. 2 different business models. 1 clear winner.

Paul Cerro's avatar
$25.9MFollowers
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