Chewy Inc at Barclays Global Technology, Media and Telecommunications Conference Transcript
Great. Good morning, everyone. My name is Deepak Mathivanan, and I cover SMID cap e-commerce and also online travel space here. So we're super excited to have the Chewy team here. Sumit, Mario, thanks for joining us.
Good morning. Happy to be here.
Questions & Answers
Great. So I thought I'd start with a few big-picture questions, given your story is relatively new for a lot of folks here. So I mean online penetration in the pet category has been low for the longest time, only in the last 4 to 5 years, businesses like you and competitors like Amazon have done a good job in driving penetration. So what do you think were constraints that kept online penetration grow for the longest time?
I think the inputs have dramatically
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