A Denim Moat

This podcast episode discusses various topics including Chewy's recent earnings report and expansion into veterinary care, Sport Radar's role in the sports betting industry, the acquisition of Rag & Bone by GES, and the challenges faced by Gap as a retailer. It explores the factors contributing to Chewy's growth and profitability, the potential of Chewy Vet Care and the challenges it may face, the benefits and challenges of establishing veterinary clinics within Chewy stores, Sport Radar's revenue sources and the risks it faces in the US, the strategic acquisition of Rag & Bone by GES, and the struggles Gap has faced in adapting to the changing retail landscape. The episode also examines the potential of Zach Posen to revitalize the brands within Gap Inc.