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The market is giving credit to the wrong company
For Petco and Chewy investors, this is why we have a problem when the market favors the latter over the former

Looking at a business foundation, Petco offers more than Chewy currently does or even can offer

Financially, Petco is doing much better and IS profitable!


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Looking at how the companies have performed based on their recent low, the market is more bullish on $CHWY > $WOOF despite Petco having a superior moat, clear path to margin expansion, and customer retention all stemming from their closed ecosystem bet through pet health and wellness.


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We feel that the market consistently underestimates the clear differences in businesses and which is in a better position to drive TSR.

The research below that includes a link to the original deep dive in the first paragraph.

t.co
Petco Vital Care Economics Fueling Growth
Why this service offering from Petco makes sense for any dog or cat owner

Paul Cerro's avatar
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