Conversations with Jaguars – June 12
June 12, 2020 | 1:35 PM
BY: Fahad Khalid | fkhalid@jaguaranalytics.com
High level market thoughts after big sell off yesterday. Covid-19 hospitalizations up +20% since June 1st in 14 key states. $TRUP Q2 trends show retention improving and net pet additions up +29% YoY in May and vet channel conversations of 1 in 4 pets in the US. $FISV checks show highest relative increase in spend looking at 2020 IT budgets.