CG: Pandemic Pets
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 22 December 2020
⏱️ 22 minutes
🧾️ Download transcript
Summary
It should come as no surprise that the pandemic has accelerated growth in the pet industry. It should come as even less surprise that e-commerce pet retailers, like Chewy, have been natural beneficiaries of this growth. What may come as a surprise, however, is a recent company’s plan to IPO. Should investors be excited about PetCo’s S-1? Join Asit Sharma and Emily Flippen as they talk about Chewy’s latest quarter and if investors should be drooling over PetCo.
Stocks: Chewy (CHWY), PetCo (N/L: WOOF)
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm |
| 0:14.7 | Dylan Lewis. And today we're talking financials. Today we're talking |
| 0:18.2 | consumer goods. Wild-Carp! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.4 | Welcome to Industry Focus. Today is Tuesday, December 22nd and I'm your host Emily Flippin. Today I am again joined by the Fool's |
| 0:34.9 | Osset Sharma to take a walk on the wild side with me as you wrap up 2020 and discuss this insane |
| 0:42.4 | pet craze that has really taken the world by storm. |
| 0:45.5 | As it, as always, thank you for joining. |
| 0:47.8 | Emily, thanks for having me and I love the idea of this being a walk on the wild side. For me, when you look at the pet industry within |
| 0:56.6 | this sleepier consumer goods industry, it is very much so in fact that the melody from the Velvet Underground's famous |
| 1:05.2 | song of the same title is playing in my head as you speak. Well it's always fun |
| 1:09.0 | to kind of focus in what it was traditionally known as a slow growth industry |
| 1:12.7 | on these little pockets that seem to have really |
| 1:15.1 | growthier prospects, especially because I have |
| 1:17.8 | to compete with Dylan's Friday Tech Show. |
| 1:19.7 | Do you know how hard that is? |
| 1:21.3 | You know, you got to throw some exciting growth stories in this |
| 1:23.8 | consumer goods industry here. We need to keep Dylan Lewis on his toes. He |
| 1:28.4 | doesn't have the lock on high-growth stories. We got him here in C.G. too. And we'll talk about definitely one, maybe two. We'll discuss |
| 1:38.3 | whether or not we buy into it on today's show, but before we do so I should clarify that we're actually pre-recording |
| 1:44.4 | today's episode on the 14th since I will be out on the 22nd when this is airing I'm |
| 1:49.5 | keeping my fingers crossed that nothing crazy and the high growth pet industry happens between |
... |
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