WOOF · NASDAQ · Specialty Retail

Petco (WOOF)

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

$2.41
vs last close+0.04 (+1.69%)
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Petco Health and Wellness Company, Inc.WOOF
Consumer 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

Market cap$676.8M
EPS (ttm)$0.0998
P/E (ttm)23.75
ROE2.6%
P/B0.5608
P/S0.1135
Dividend yieldDiv yield
Beta0.88vs XLY 0.58

Price target$4.00+68.8%Average of 25 analysts
ConsensusHold13 of 25 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 3, 2026Robert W. BairdTarget
Target: $4
Target: $3.25
Sep 1, 2026Evercore ISITarget
Target: $3.50
Target: $4
Jun 5, 2026Goldman SachsTarget
Target: $4.53
Target: $4.14
Mar 16, 2026UBSReiterate
Rating: Target: $3.50
Rating: NeutralTarget: $4
Mar 12, 2026BNP ParibasTarget
Target:
Target: $2.18

Next report
Nov 24, 26
in 63 days
EPS estimate
$0.04
Revenue estimate
$1.48B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25Jun '25Aug '25Nov '25Mar '26Jun '26Sep '26Nov '26
Reported$0.02−$0.01$0.08$0.05$0.01$0.01$0.08Pending
Estimate$0.02−$0.02$0.01$0.02$0.02$0.02$0.07$0.04
Surprise−20.8%+50.0%+700.0%+204.5%−50.0%−35.1%+18.5%

RevenueReportedEstimate

Mar '25Jun '25Aug '25Nov '25Mar '26Jun '26Sep '26Nov '26
Reported$1.55B$1.49B$1.49B$1.46B$1.52B$1.50B$1.49BPending
Estimate$1.56B$1.49B$1.47B$1.47B$1.51B$1.49B$1.49B$1.48B
Surprise−0.3%+0.1%+1.3%−0.3%+0.2%+0.7%−0.2%
Estimate$0.04
ReportedDue Nov 24, 2026
Estimate$1.48B
ReportedDue Nov 24, 2026
View details

Debt to equity122.20%
Current ratio90.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.51B$1.55B$1.49B$1.49B$1.46B$1.52B$1.50B$1.49B
Net income−$16.7M−$13.8M−$11.7M$14.0M$9.3M−$2.6M−$15.1M$38.7M
Net margin0.0%0.0%0.0%0.9%0.6%0.0%0.0%2.6%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$9.8M$24.9M$16.4M$43.0M$29.2M$31.9M$24.6M$47.8M
YoY growthTurned profit+14,917.5%Turned profit+1,643.2%+198.3%+27.8%+50.5%+11.1%

Balance sheet, Aug 1, 2026Cash & short-term investments $293.5M · Total debt $1.48B · Total assets $5.17B · Shareholders' equity $1.21B

Revenue
$1.49B
Operating income
$47.8M
Net income
$38.7M
View details

No dividends on record.

Institutions93.45%302.96M shares
204 holders · as of Jun 30, 2026
Insiders2.13%6.92M shares
12 holders · as of Sep 9, 2026
Other4.42%14.33M shares
remainder

324.21M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (324.21M in the company's Sep 22, 2026 report, 285.57M elsewhere); stakes use the report.

This company has 3 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
CVC Management Holdings Ii Ltd.Institution
45.01%145.92M Aas of Jun 30, 2026
Canada Pension Plan Investment BoardInstitution
18.43%59.77M Aas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
3.42%11.07M Aas of Jun 30, 2026
Long Focus Capital Management, LLCInstitution
2.58%8.37M Aas of Jun 30, 2026
BlackRock, Inc.Institution
2.49%8.08M Aas of Jun 30, 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

  • 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

Compare

CompanyPriceChange
Petco$2.41+1.69%$676.8M23.710.30.1+0.1%
Chewy$20.15−1.78%$8.49B39.417.90.7+7.3%
Amazon$254.23−1.63%$2.78T20.827.23.6+19.6%
Walmart$109.71+2.11%$855.02B38.836.61.2+5.9%
Tractor Supply$33.04+2.18%$16.96B16.816.81.1+2.3%
Costco$899.82+0.15%$398.46B45.241.01.4+11.6%
Target$159.13+0.90%$71.63B16.417.20.7+5.3%
Kroger$59.11−0.97%$36.57B32.311.80.2+2.0%
Median32.317.91.1+5.9%