The demand side of this story is easy. As a former dog owner, I can assure you that there is nothing “experiential” about driving to Safeway and lugging 30lb bags of kibble back to the parking lot. Having it delivered to your front door is obviously the way to go. The supply side is more […]
Tag Archives: Zooplus
[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 [...]
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[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. [...]
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[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 [...]
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[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 [...]
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