Chewy

3 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 23, 2026 by Ryan Cohen · said 26 times in 3 episodes since 2021 · across every show →

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brought up most by Ryan Cohen (6), David Sacks (3), David Friedberg (1)

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Everything said about Chewy, oldest first

Jun 23, 2026
What-if
Ryan Cohen: Chewy could have been profitable sooner with less marketing spend
“It could have been a five hundred million dollar business. It could have been a hundred million dollar business. It could have been profitable if we would have spent a lot less money on marketing, but life is too short to do it small.”
Ryan Cohen Jun 23, 2026 ▶ 27:45 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Jun 23, 2026 negative
Disclosure
Cohen: Applying Chewy's playbook to GameStop was a 'really stupid' mistake
“I went in and I had this bias from Chewy, which is basically like everything that I learned at Chewy, I was going to apply to GameStop. And it took me about, I don't know, maybe Just over a year to realize that was really, really stupid.”
Ryan Cohen Jun 23, 2026 ▶ 19:44 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Jun 23, 2026
Assertion Supported
Ryan Cohen: Chewy reached billions in revenue with negative working capital
“And we had negative working capital, and so it was a business that was able to get billions of dollars in revenue and not consume a lot of capital.”
Ryan Cohen Jun 23, 2026 ▶ 3:58 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
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