Chewy Is Best In Class To Capitalize On The Rise Of Pet E-Commerce

The pet industry benefits from three powerful tailwinds. First, more households are welcoming pets into their family. Second, these households are increasingly treating their pets like a human family member ("the humanization of pets"). Third, pet spending is moving online. Reed this interesting report!

Summary

  • The humanization of pets is an important theme in the 21st Century.
  • Chewy is positioned to capitalize from this emerging trend.
  • Chewy has 70% upside to my estimate of fair value.
  • Chewy is a conviction buy and is my top pick for 2020.

Reed to full analizes of the US market, plus figures, click here

Source
Seeking Alpha