Like many online retailers, Zooplus converts incremental profits from its growing scale into growth through investments in price and Google keywords. But cutting prices is a blunt tool as it reduces profits from all existing customers, and spending 80% of your marketing budget on Google eventually hits a limit. There are no volume discounts on […]
Category Archives: [CHWY] Chewy
[ZTS] Zoetis
[ZTS] Zoetis could use a booster shot
June 29, 2026
MBI and I recorded an episode of Never Sell recently (Scuttleslops, OpenAI valuation, Ryan Specialty) (Spotify, YouTube) Upcoming posts [...]
Continue reading →scuttleslops
[scuttleslops] E-commerce: SHOP, WMT, TGT, DASH, UBER, Tik-Tok, Shein, Waymo
June 25, 2026
What are scuttleslops? The Jason & Scot Show: The Non-Agentic Episode; June 18, 2026 The [...]
Continue reading →[APO] Apollo
Apollo and what even is private credit?
June 19, 2026
The term “private credit” labors under the weight of negative connotations, yet remains poorly defined. [...]
Continue reading →scuttleslops
[scuttleslops] AAPL, NVDA, TYL, FISV, APO, ROL
June 17, 2026
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and CCC [...]
Continue reading →scuttleslops
[scuttleslops] AMZN, CME, IQV, WIX, SNOW, VEEV, GWRE
June 10, 2026
What are scuttleslops? [scuttleslops] AMZN, CME, IQV, WIX, SNOW, VEEV, GWRE Mobile Dev Memo Podcast [...]
Continue reading →