Home
Discover
Trends
Leaders
Sign up
Login
Signup
Trending Assets
Top investors this month
Trending Assets
Top investors this month
Paul Cerro
$25.9M
Followers
@paulcerro
05/19/2022
$WOOF
: Banking on the Pet Industry
TL;DR
Petco’s omnichannel push will help it solidify itself as top pet health and wellness company with a strong defensible moat and loyal customer base
Continued push into value-added services creates a closed-ended one-stop-shop ecosystem for all pet owners
Its strategic initiatives will drive top-line growth and significantly improve the company’s profitability and cash flow
Given the company’s strategic growth initiatives, the market is mispricing the potential for Petco to deliver outsized returns over the next few years
Take a look at the rest of our thoughts below and be sure to like and subscribe to continue getting more research on the consumer space.
https://cedargrovecapital.substack.com/p/woof-banking-on-the-pet-industry?s=w#details
cedargrovecapital.substack.com
WOOF: Banking on the Pet Industry
Why we believe Petco has all the makings of delivering outsized shareholder returns
0
1
2
3
4
5
6
7
8
9
Paul Cerro
$25.9M
Followers
@paulcerro
Related
Join Commonstock
Already have an account?
Log in