No. of Recommendations: 0
Hi, Manlobbi:
How about a Chewy (CHWY) board?
I was paying my Visa card yesterday, and it occurred to me what sticky customers my family has become over the years. First dog food, then vet meds, then (ahem) chicken feed. From a consumer standpoint, that feels reminiscent of Costco in 1995 or Amazon ten years later. Convenient, quality, progressive vertical integration and (as I said), sticky.
Turns out Seeking Alpha reviewed it yesterday, in the wake of a strong earnings report the week before. They like it.
At first look at their financials, I'm not at all convinced I want to be any more than a customer. But the weather may have me stuck inside the next few afternoons, so I will probably take a deeper look then.
-- sutton
