Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/UjJLmPhcxp4.

Is CHWY stock a buy? Our Chewy stock analysis looks at how this company's valuation has plummeted since their IPO. Still, it remains rich when compared to competitors like Petco (WOOF). Our CHWY stock review looks at how profitable the company is (increasing gross margin over time is very promising) and how much future growth remains (future growth requires capturing market share from competitors). Concerns lie in how resilient the company will be during recessions, though we're told he 2008-2010 recession actually had a positive impact on pet spending. Metrics to watch here include total users on the platform (declined year over year) and the amount of money they're spending (increasing over time). Customer subscriptions account for 3/4 of Chewy's revenues which is a good thing. We wouldn't invest in this stock as it doesn't align with our two strategies - disruptive growth and dividend growth. Arguably, all the easy market share has already been captured.

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