Chewy (CHWY) Corporate presentation summary

Market opportunity and strategic positioning

• Addresses a $160B U.S. pet market, with $40B in-clinic products and vet services TAM for 2026.

• Clinics are positioned as natural extensions to capture both retail and health segments.

• Site selection leverages customer concentration, building density in high-value MSAs for operational leverage.

Integrated health ecosystem and customer experience

• Offers seamless connectivity across pharmacy, telehealth, insurance, and in-clinic services.

• Digital experience includes easy booking, transparent pricing, and integrated records via the app.

• 94%+ of surveyed customers are extremely or very likely to recommend the clinics.

• Telemedicine extends care, optimizes clinic case mix, and enables asset-light scaling.

Operational excellence and technology

• Attracts top veterinary talent with strong support, innovation, and clear career pathways.

• Average DVM time-to-hire is under 4 months, with 87% annual DVM retention.

• AI tools streamline care delivery, automate medical history summarization, and enhance efficiency.