1Año
Puhh no moat, all companies can make pet food from food scraps. So if there were returns here, big food manufacturers would make the sales themselves. Definitely not InVeSt
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@Smudeo justified doubts, but is also a little too short thought and not every investment must have a moat . is not only about pet food, but in the future also about drugs, insurance, animal accessories, veterinarians, etc. yes the margin is very low here, but it creates chewy by the small automated warehouse to work profitably and has higher margins than other providers. In my opinion, one or the other competitor will soon disappear from the market and Chewy has a very good customer loyalty / satisfaction and will benefit from it. The market should also continue to grow very strongly here. I believe in the long term in chewy, the platform is good and it is not only about dog or cat from the supermarket but also larger and smaller animals 😊
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1Año
@BamBam84 if you believe in it, research the figures correctly and also have no doubts about the other businesses (Medi, Insurance, etc --> no maverick here either) then invest. For me, due to the business model and price trend (falling 🗡️) no InVeSt.
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11
•@Smudeo I already am and I have, since it is not a hype stock and the situation is currently difficult, I wanted to find people who cite other aspects for a purchase / against a purchase except the common arguments , no barrier to entry, no moat etc, (which is not entirely true ) one has not without reason 25% market share growing and taking market share from Petco, because of automation and own logistics, can offer better prices and still has the best margins / margins increased. 😊
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