A lot of what Chooee's does is very measured. And one of the things that has changed over the past year for your business, which surprised me happily as a shareholder, is you're getting into more pet health, insurance and telehealth offerings. Why is pet health care such an important growth area for Chooee right now? Well, so let's come at it from two sides. One, pet health care is just a really large opportunity. The 10 total available market size for pet health exceeds $40 billion. It's growing at two times the rate as a food and supplies vertical might.
If a huge week of retail earnings told us anything, it's that not everyone is ready for the holidays. (0:30) Emily Flippen and Jason Moser discuss: - Walmart beating expectations and raising guidance - Home Depot and Lowe's delivering the goods (without a boost in share prices) - Target's self-inflicted problems continuing - Former Domino's CEO Patrick Doyle taking his talents to Restaurant Brands International - The latest from Williams-Sonoma, Berkshire Hathaway, and Taiwan Semiconductor (19:15) Emily talks with Sumit Singh, CEO of Chewy, about the pet products industry, when it's ok to lose money on customer acquisition, and why his company is expanding into pet healthcare. (32:20) Emily and Jason discuss: - Sam's Club's new pricing strategy - Two stocks on their radar: Chart Industries and Zoom Video Stocks mentioned: WMT, HD, LOW, TGT, WSM, NVDA, BRK.A, BRK.B, TSM QSR, DPZ, CHWY, ROVR, GTLS, ZM Host: Chris Hill Guests: Jason Moser, Emily Flippen, Sumit Singh Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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