Company

Pets.com

TL;DR

Dot-com era pet supplies company cited as extreme cautionary example of 120% Allocation.

E-commerce / Pet Supplies

Dot-com era pet supplies company cited as extreme cautionary example of 120% Allocation. Spent $11.8M on Super Bowl ad with only $619K revenue per quarter. Bankrupt 9 months after Super Bowl ad. Classic case of allocation exceeding 100 units funded by investor capital that eventually dried up.

Cautionary Notes on Pets.com

  • Marketing spend vastly exceeded revenue
  • No path to unit economics
  • Capital markets closure caused immediate death

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