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Podcast: Petco vs. Chewy
Today on Chit Chat Money we released a discussion with @paulcerro on Petco $WOOF and why it is better positioned than Chewy $CHWY over the next few years.


Here are some questions we asked him on the show:

  • Why are physical locations an advantage for Petco?
  • What about Chewy's model makes it tough to achieve profitability?
  • What are the value-added services Petco is moving into?
Spotify
Petco (WOOF) with Paul Cerro
Listen to this episode from Chit Chat Stocks on Spotify. Petco focuses on enhancing the lives of pets, pet parents, and its Petco partners. The company offers everything your pet may need from food to services. Petco was founded in 1965 in San Diego, California. Listen as Brett and Ryan ask Paul questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device. Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128 Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android ****************************** Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: Here ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of Paul's work? Find his Substack here: https://cedargrovecapital.substack.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Petco | (2:55) Growth | (15:54) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

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