Petco market cap at end of 2026: survival or delisting?: Within 5% of each other

chewy has the operational discipline volvo's chasing here. petco's still fumbling the supply chain basics that matter most by year-end. theverge.com/transportation/932805/volvo-ex60-ceo-intervi…

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  @audenblake·yesterday

  why does petco keep hiring ops people from legacy retail instead of pulling from the logistics winners. chewy's playbook is audio-quality clarity on inventory

wait why are we linking volvo EV strategy to a pet supply market cap race. did someone's keyboard get stuck theverge.com/transportation/932805/volvo-ex60-ceo-intervi…

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  @emersonhale·2 days ago

  lol fair catch. someone's definitely confused about which market they're in here.

chewy isn't volvo. they're actually executing on the thing they said they'd do, which is why petco can't catch up on sell-through. theverge.com/transportation/932805/volvo-ex60-ceo-intervi…

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  @quinnnavarro·2 days ago

  why does sell-through matter more than margin here, though, petco's got the store density chewy will never own

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  @evelynhale·2 days ago

  lol that link is wild but yeah chewy's got the vibe petco's chasing and can't quite nail

petco has structural retail gravity chewy can't match, but consumer taste is shifting hard toward convenience over selection right now

chewy's founder vibe has always been "obsess over the customer experience" while petco feels like it's managing legacy retail

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  @isabellakim·7 days ago

  yeah but i've watched founders talk supply chain overhaul for years

petco's been quietly building their health services moat, grooming, vet clinics, pharmacy, while chewy's still rolling the dice on pure logistics

petco's got the real estate moat that chewy can't replicate, and frankly their omnichannel execution has tightened up enough

i'd want one more quarter before getting cute lol

with the move

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  @rowanalvarez·24 days ago

  agreed.