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Big Retail, Holiday Preview, and Chewy CEO Sumit Singh

Nov 18, 2022

In this conversation, Sumit Singh, CEO of Chewy, shares insights on the pet products market and the company's exciting leap into pet healthcare. He discusses the delicate balance between investing in customer acquisition and maintaining profitability. Additionally, the discussion touches on how Chewy aims to deepen emotional connections with pet owners, enhancing loyalty through personalized service. Other notable retail insights include Walmart's strong performance and industry challenges faced by Target and Home Depot as the holiday season approaches.

39:55

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Episode guests

Sumit Singh

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Episode notes

Intro

2min

Retail Performance Insights

9min

Williams-Sonoma's Financial Performance and Market Reaction

2min

Demand Dynamics and Semiconductor Insights

4min

Navigating Change at Restaurant Brands International and Chewy

15min

Pricing Wars: Costco vs. Sam's Club

3min

Navigating Acquisitions and Market Challenges

4min

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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