Earnings in 4d
WOOF · NASDAQ · Specialty Retail

Petco

Runs an integrated retail, services, and veterinary ecosystem across roughly 1,400 U.S. pet care centers.

$2.71
After-hours close+0.02 (+0.56%)
At close$2.70(−0.55%)
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Profile

Petco Health and Wellness Company, Inc.WOOFConsumer Discretionary

Operates about 1,400 pet care centers in the U.S. and Puerto Rico, selling pet food, supplies, and companion animals alongside grooming, training, and veterinary services. Revenue comes from in-store sales, services, digital channels, and owned brands; controlling private-equity sponsors hold the company through a dual-class share structure.

Pet food, supplies, and companion animals anchor the merchandise mix alongside owned brands like WholeHearted, Reddy, So Phresh, and Well & Good. Grooming, training, roughly 300 full-service veterinary hospitals, and about 1,600 weekly Vetco mobile clinics make Petco one of the largest U.S. veterinary providers.

About 1,382 pet care centers operate across the U.S. and Puerto Rico; roughly 150 more in Mexico and two in Chile run through joint ventures.

Physical stores connect to Petco.com, mobile apps, and repeat-delivery options, forming an omnichannel ecosystem the company calls its health and wellness platform.

CVC Capital Partners and Canada Pension Plan Investment Board hold controlling Class B shares, leaving Class A holders without governance majority. Long-term debt was refinanced in early 2026 with maturities pushed to 2031; management is unwinding parts of the 2018–2023 wellness-only pivot that lost value-oriented customers.

Company facts

CEOJoel D. Anderson
ListedJan 14, 2021
ExchangeNASDAQ
HeadquartersSan Diego, CA
CountryUnited States
Employees29,000
CIK0001826470
ISINUS71601V1052

Key statistics

Market cap$771.0M
EPS (ttm)$0.0187
P/E (ttm)144.39
ROE0.5%
P/B0.6630
P/S0.1293
Dividend yield
Beta0.89vs XLY 0.63

Year to date −5.4% · Average volume (30d) 1.5M

Analysts

Price target, next 12 months$3.75+38.9%Median of 25 analysts · vs the Aug 28 close
ConsensusHold10 of 25 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Jun 5, 2026Goldman SachsTarget$4.53$4.14
Mar 16, 2026UBSReiterateNeutral$3.50$4
Mar 12, 2026BNP ParibasTarget$2.18
Mar 12, 2026Evercore ISITarget$3$3.50
Mar 12, 2026JefferiesUpgradeHoldBuy

Earnings

EPS

Estimate$0.07
ReportedDue Sep 2, 2026

Revenue

Estimate$1.49B
ReportedDue Sep 2, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jun 3, 2026Q1 FY26−$0.02$0.01+150.0%$1.49B$1.50B+0.7%−5.90%
Mar 11, 2026Q4 FY25$0.02$0.01−50.0%$1.51B$1.52B+0.2%+34.58%
Nov 25, 2025Q3 FY25$0.02$0.05+204.5%$1.47B$1.46B−0.3%+14.48%
Aug 28, 2025Q2 FY25$0.01$0.08+700.0%$1.47B$1.49B+1.3%+23.53%
View details

Financial highlights

12 quartersQ4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26
Revenue$1.55B$1.49B$1.49B$1.46B$1.52B$1.50B
Gross profit$538.9M$570.0M$585.3M$569.0M$580.8M$574.4M
Operating income$24.9M$16.4M$43.0M$29.2M$31.9M$24.6M
Net income−$13.8M−$11.7M$14.0M$9.3M−$2.6M−$15.1M
Diluted EPS−$0.05−$0.04$0.05$0.03−$0.01−$0.05
Gross margin34.7%38.2%39.3%38.9%38.3%38.4%
Operating margin1.6%1.1%2.9%2.0%2.1%1.6%

Fiscal years (4-quarter sums)FY21 $5.81B · FY22 $6.04B · FY23 $6.26B · FY24 $6.12B · FY25 $5.96B

Revenue by product · Q1 FY26

Consumables$746.8M · 50%
Supplies And Companion Animals$481.3M · 32%
Services And Other$268.6M · 18%

Balance sheet, May 2, 2026Cash & short-term investments $166.8M · Total debt $2.78B · Total assets $5.08B · Shareholders' equity $1.16B

Dividends

No dividends on record.

Ownership

Institutions 104.30%Insiders 2.85%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 285.57M · Float 149.26M · 52.3% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
CVC Management Holdings Ii Ltd.145.92M51.10%13FMay 14, 2026
Canada Pension Plan Investment Board59.77M20.93%13FMay 15, 2026
Dimensional Fund Advisors LP10.11M3.54%13FMay 7, 2026
BlackRock, Inc.8.21M2.88%13FMay 13, 2026
Long Focus Capital Management, LLC8.01M2.80%13FMay 15, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jul 9, 2026Holly Mayofficer: Chief Human Resources Officer−200,000$2.54
Jul 8, 2026Holly Mayofficer: Chief Human Resources Officer−150,000$2.55
Jul 7, 2026Holly Mayofficer: Chief Human Resources Officer−100,000$2.55
Mar 13, 2026Patrick J. Veneziaofficer: Chief Revenue Officer−102,029$3.42
Dec 1, 2025Patrick J. Veneziaofficer: Chief Revenue Officer−74,192$3.08
View details

Peers

  • Chewy

    Principal online-only head-to-head across food, autoship, and pet pharmacy

  • Amazon

    Largest e-commerce platform for pet products; Prime and pharmacy overlap

  • Walmart

    Largest mass-channel pet food and supply seller; in-store plus Walmart.com

  • Tractor Supply

    Closest brick-and-mortar specialty parallel; Petsense plus PetVet clinics

  • Costco

    Bulk pet food and supplies anchored by Kirkland Signature private label

  • Target

    Mass merchant pet aisle with private-label and design-led accessories

  • Kroger

    Grocery-channel pet aisle and private-label pet food drain consumable trips

CompareAfter-hours close

CompanyPriceChange
Petco$2.71+0.56%$771.0M144.411.20.1+0.2%
Chewy$23.28+0.04%$9.63B50.626.50.8+7.7%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Walmart$103.07−0.03%$820.40B37.234.51.1+5.9%
Tractor Supply$35.10+1.04%$18.21B18.117.51.2+2.3%
Costco$945.47−0.03%$419.30B47.643.01.4+11.6%
Target$163.23+0.05%$74.10B16.917.60.7+5.3%
Kroger$57.69−0.06%$35.36B33.811.10.2+2.2%
Median33.826.51.1+5.9%