Wolfe Research's Khajuria on Bumble Downgrade

The transcript discusses the challenges faced by Bumble, including industry-wide trends and company-specific issues like execution risk and management changes. It also covers Chewy's growth opportunities, highlighting its customer service and product differentiation strategies.

In what ways does Chewy differentiate itself from competitors like Amazon and Walmart?

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What role does customer service play in Chewy's business strategy?

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