Chewy

5 statements across 3 episodes · 3 bullish · 2 bearish · 2 people on the record · first statement Feb 12, 2025 by John Coogan · said 21 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by Ryan Cohen (8), John Coogan (1)

tap a year for its mentions
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2026 3 mentions in 1 episode
2025 18 mentions in 2 episodes 9 per episode

every mention, scene by scene, with the transcript →

Everything said about Chewy, oldest first

Feb 12, 2025 bullish
Opinion
Coogan: Hims Might Be Most Successful DTC Company Beside Chewy
“At ten billion dollars, it might be literally the most successful DTC company other than maybe Chewy to come out, but even that's more of an e-commerce platform.”
John Coogan Feb 12, 2025 ▶ 3:36 REVIEW: HIMS Super Bowl Ad (Controversy)
Oct 21, 2025 negative
Assertion Not checkable as stated
Cohen: High audit fees hurt Chewy and GameStop
“So it costs a lot of money to be a public company. We spend a lot of money on audit fees. So that hurt me at Chewy, that hurts me at GameStop. They charge us a lot of money.”
Ryan Cohen Oct 21, 2025 ▶ 16:00 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 negative
Assertion Not checkable as stated
Cohen: Copying Chewy's expanded catalog failed and cost GameStop shareholders heavily
“I hired a bunch of fancy people from both Amazon and Chewy, and we expanded the catalog, and we added a bunch of product, and most of that product didn't sell, and we ended up marking it down and taking a big hit, and it cost shareholders a lot of money, becau…”
Ryan Cohen Oct 21, 2025 ▶ 9:47 GameStop CEO Ryan Cohen live on TBPN
Oct 21, 2025 positive
Insight
Cohen: Vertical category focus beats broad tech giants without first-mover advantage
“You don't necessarily have to be first to the game in order to be successful. Amazon was first to the game, but we focused on the category, and we were successful, and so it's kind of what's interesting in technology in general, is like, you have these technol…”
Ryan Cohen Oct 21, 2025 ▶ 20:32 GameStop CEO Ryan Cohen live on TBPN
May 5, 2026 bullish
Opinion
Cohen: eBay has more runway than Chewy and is 'Chewy on steroids'
“EBay is like Chewy on steroids. And so there's so much more runway, and it's global.”
Ryan Cohen May 5, 2026 ▶ 11:33 FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
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