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u/LoL_Journal
REDDIT_SCRAPED
WOOF is trading at $2.40-$2.50 with a $700M market cap despite $6B revenue, down 90%+ from IPO highs, presenting a speculative recovery play on improving FCF, debt reduction, and operational execution. Key risks include continued competitive pressure from Chewy and Amazon, execution risk on management's turnaround strategy, and high-beta volatility requiring lottery-ticket position sizing.