Likefolio’s Landon Swan brings their data on Chewy (CHWY), which has earnings Wednesday premarket. He notes strong web visits and contrasts their report of lower customers but higher revenue. He also looks at Chewy’s autoship feature, which he calls “sticky.” Overall, he says that while Chewy does a great job of keeping existing customers, it needs to grow its user base.
Fast Market
25 Mar 2025
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