The Expert Network for Finding Expertise | Guidepoint (original) (raw)

November 7th 2024 1:00 PM (ET)

Pet Care: Assessing 4Q24 Demand Trends and Competitive Dynamics Among Chewy, Walmart, and Amazon

Tickers: CHWY, WOOF, AMZN, WMT, TGT, PetSmart LLC, "Pet Supplies Plus, LLC"

Sector: Consumer

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Agenda

• How are 4Q24 sales trending? Will the industry return to normalized pet ownership trends in 2025? Will next year's cohort exhibit any meaningful differences in retention and spend trends versus prior cohorts?
• How might the demand for consumables change over the next few quarters? Could hardgoods experience a meaningful rebound in 2025? How are Chewy, Amazon, and other players positioned to take advantage of renewed hardgoods spending?
• With Walmart announcing an expansion of its pet services centers, what advantage might it have over Chewy and Petco's vet and grooming services?
• How could the launch of Pawp benefits through Walmart+ affect industry telehealth dynamics? Could this impact how pet owners think about the Chewy Plus offering or Amazon Prime?
• For Chewy, is it reasonable to expect a return to active customer growth in 2025? Is there still a significant NSPAC runway in the current environment? Do Chewy's improved traffic trends indicate an ongoing secular shift toward e-commerce?

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Former President and CEO, Pet Supplies Plus

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