• Brett Schafer

Deep Dive: Tim Beyers Discusses Chewy Stock



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Show Notes


To close out 2021, we had Tim Beyers join the show for the second time. Tim is now one of the leaders of the Motley Fool's Rule Breakers investing service and has been a long-time analyst/writer for the company. Here are the questions we asked him:


  1. How’d you find Chewy and can you explain the business model?

  2. Why do you like Chewy as an investment?

  3. From the Q2 CC: “We have increased share of wallet from every cohort we've added to our platform over the past 10 years”.Why do you think the service is so sticky with customers?

  4. What sort of a market opportunity does Chewy have?

  5. Do you think the vet telehealth solution could be a meaningful revenue driver in the long run?

  6. Thoughts on management

  7. Just announced a partnership with Trupanion. What does that entail?

  8. Who are their main competitors? How does Chewy fend off competition from broad-based marketplaces like Amazon or Walmart.com?

  9. Thoughts on valuation? What are your thoughts on the recent earnings?

  10. How profitable do you think they can be at scale? What type of margins could this business have?

  11. The biggest risk to Chewy?


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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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