Long $stic.u

12/20/2020

Idea:  LONG STIC.U

Subscription models are the best models in business.  They are recurring, predictable sources of gross profit to manage your expenses and growth.  $CHWY has mastered the pet supplies model with 16m “regulars” ordering last qtr and grew new subs by 1.5m.  $CHWY has 26% gross margins, relatively strong given their mix of products and ser…