Chewy – Demand Environment & Post-pandemic Outlook – 4 August 2021

  • Public Equity
  • Consumer
  • North America


Former senior executive at Chewy Inc


  • Competitive landscape – e-commerce vs bricks-and-mortar dynamics
  • Demand pull-forward and impact of medium-term sales expansion
  • Chewy's (NYSE: CHWY) Autoship subscription programme, platform stickiness and churn outlook
  • Near-term risks and long-term growth outlook, including distribution expansion


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