Chewy is America's largest online pet retailer — an e-commerce hub that buys pet food, supplies and medicine from thousands of brands and ships them to ~20.5M pet parents, with ~79% of sales on auto-replenishing Autoship. It never makes the food; it wins on selection, logistics and a subscription-like recurring order, and is bolting a health arm (pharmacy, insurance, vet clinics) onto the top of the funnel.
What Chewy, Inc. really sells
Chewy is America's largest online pet retailer — an e-commerce hub that buys pet food, supplies and medicine from thousands of brands and ships them to ~20.5M pet parents, with ~79% of sales on auto-replenishing Autoship. It never makes the food; it wins on selection, logistics and a subscription-like recurring order, and is bolting a health arm (pharmacy, insurance, vet clinics) onto the top of the funnel.