Chewy Fetches Growth

分组1: Dollar Tree and Family Dollar - Dollar Tree is selling the Family Dollar chain for $1 billion, a significant drop from the$9 billion acquisition price in 2015 [3] - The sale may allow Dollar Tree to pay down debt and potentially improve its business performance [4] - Despite the economic environment favoring discount retailers, Dollar Tree reported a loss in 2023 and has negative net income for the trailing 12 months [6][9] 分组2: Chewy's Performance - Chewy added over 430,000 active net customers in the past year, with overall sales up about 15% and Autoship sales increasing by more than 21% [12][13] - Autoship now accounts for 80.6% of all sales, indicating deeper customer relationships [13] - Chewy's expansion into vet care clinics is seen as a potential catalyst for future growth [16][19] 分组3: Sezzle's Business Model - Sezzle operates as a buy now, pay later service, allowing customers to make purchases upfront and pay in four interest-free installments [22][23] - The company targets mid to low-income younger customers who prefer budgeting over credit card use [23] - Sezzle has introduced subscription models that allow customers to shop at a wider range of merchants, enhancing its appeal [28][34]