Added to YB: 2026-03-16
Pitch date: 2026-03-13
WOOF [bearish]
Petco Health and Wellness Company, Inc.
Author Info
No bio for this author
Company Info
Petco Health and Wellness Company, Inc., operates as a health and wellness company, focuses on enhancing the lives of pets, pet parents, and its Petco partners in the United States, Mexico, and Puerto Rico.
Market Cap
$675.6M
Pitch Price
N/A
Price Target
3.00 (-17%)
Dividend
N/A
EV/EBITDA
3.73
P/E
80.00
EV/Sales
0.55
Sector
Specialty Retail
Category
turnaround
I am short some $WOOF for a PT < $3/sh
WOOF (short): Est EPS $0.25-$0.35 after stock comp & capex/NWC puts it at 10-11x P/E. Product rev down 16% over 2yrs (~7%/yr decline), gross margins compressed from discounting. Losing share to Chewy/Amazon. FY guide flat-1.5% rev growth despite store closures, back-half weighted. Q1 flat-negative, needs 1.5-2% growth Q2-Q4 to hit. PT <$3.
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