
Pet Parents Keep Spending
Chewy’s growth depends on how much we love our furry friends.
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Show Notes
Chewy’s growth depends on how much we love our furry friends.
(00:21) Bill Barker and Deidre Woollard discuss:
- The power of Chewy’s auto-ship service.
- If Chewy’s growth is too dependent on macro trends.
- What factors could lead to a Dollar General turnaround.
(21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care.
Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT
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Host: Deidre Woollard
Guests: Kevin Sayer, Mary Long, Bill Barker
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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