PetSmart

company on 10 shows · 6 statements across 5 episodes · said 27 times in 17 episodes since 2018

How I Built This 11 Lenny's Podcast 4 Acquired 3 Capital Allocators 3 Startup Acquisition Stories 1 the Knowledge Project 1 the a16z Podcast 1 All-In 1 TBPN 1 20VC 1

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How I Built This 11Lenny's Podcast 4Capital Allocators 3Acquired 320VC 1the a16z Podcast 1Startup Acquisition Stories 1the Knowledge Project 12 more shows

2026 1 mention in 1 episode
2025 3 mentions in 3 episodes 1 per episode
2024 8 mentions in 4 episodes 2 per episode
2023 10 mentions in 4 episodes 3 per episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode
2019 1 mention in 1 episode
2018 2 mentions in 2 episodes 1 per episode

every mention on every show, scene by scene, with the transcript →

6 statements about PetSmart, every show

Meeker Found Mainstream Pet Retailers Failed to Accommodate Large Dogs
“I was just disappointed with the offerings, and tried the local pet codes and pet smarts as well, and it was all the same.”
Matt Meeker Nov 4, 2024 ▶ 21:49 BARK: Matt Meeker
LENNY'S PODCAST Assertion Supported
Conrad: PetSmart's $3B Chewy acquisition was the largest e-commerce buyout ever
“Chewy is a online pet store worth nine billion dollars today. They were a private company and bought by PetSmart and then spun back out. But when they were bought by PetSmart, they were acquired for three billion dollars. You know biggest e-commerce acquisitio…”
Tom Conrad Nov 26, 2023 ▶ 16:39 Billion dollar failures, and billion dollar success | Tom Conrad (Quibi, Pandora, Pets.com, Zero)
HOW I BUILT THIS Assertion Supported
Retailers Refused Equipment, Forcing Freshpet to Buy In-Store Refrigerators
“Yeah, we, and that was us kind of starting to launch into owning all of our refrigerators, but it was, we not only ended up in the pet food business, but we ended up in the refrigerator business.”
Scott Morris Oct 9, 2023 ▶ 34:07 Freshpet: Scott Morris
HOW I BUILT THIS Assertion Not checkable as stated
Morris: Retailers resisted Freshpet's refrigerated pet aisles despite PetSmart progress
“Even after We had made a little bit of progress with PetSmart and Petco, and we started talking to other retailers. It was back to the, you want me to do what? And I don't care if you were successful there. I don't think that's going to work in my store. And i…”
Scott Morris Oct 9, 2023 ▶ 45:13 Freshpet: Scott Morris
PE Sponsors Strip Distressed Bondholder Collateral via Restricted Payment Baskets
“What, I mean, you can see it in what they did with J.Crew, where they can, and now they're, I think they might be doing it in PetSmart as well, where they're able to have a restricted payment basket, move parts of companies out, and the bond guys get held, sit…”
Peter Troob Jul 2, 2018 ▶ 22:28 Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
20VC Assertion Supported
Eurie Kim: Consumer E-Commerce Acquisitions Fetch 4x to 7x Revenue Multiples
“Dollar Shave Club being acquired by Unilever for five X revenue and Shoei's acquisition of by PetSmart, which are four X and even more traditional commerce deals that you see, which are as high as six or seven X for some beauty deals that L'Oreal and Unilever …”
Eurie Kim Jan 22, 2018 ▶ 5:54 20VC: Why Brands Can Have The Same Revenue Multiples As Enterprise Companies & The Right Way To Think About Amazon In Today's World of Commerce with Eurie Kim, General Partner @ Forerunner Ventures

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