Petco Health and Wellness Company, Inc. (WOOF) Q4 2025 Earnings Call Transcript
Shares of Petco Health & Wellness jumped after hours on Wednesday after the pet-supplies retailer said it expects sales to rebound this year, as efforts to overhaul its store selections and lean more into services like dog grooming and training are starting to pay off.
The company expects sales in 2026 to be flat to up 1.5%, a turnaround from a 2.5% decrease in revenue last year.
Petco (WOOF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Petco Health And Wellness Company, Inc. (WOOF) Q3 2025 Earnings Call Transcript
Petco is prioritizing margin growth over revenue, driving profitability despite ongoing top-line declines. WOOF's strategic focus for 2026 is leveraging in-store services, especially veterinary clinics, to boost merchandise sales and differentiate from online and grocery competitors. Valuation remains attractive: WOOF trades at a price-to-book of 0.71 and an EV/EBITDA of 8.97, with a 2026 price target of $3.79 per share—29% upside.
Petco has reported that a setting within one of its software applications made customers' personal information accessible online. The retailer filed data breach reports in California, Massachusetts and Texas.
Pet products and services giant Petco disclosed a data breach on Wednesday in a filing with California's attorney general, which the company says involves the personal information of its customers.
Petco Health and Wellness Company, Inc. ( WOOF ) Q3 2026 Earnings Call November 25, 2025 4:30 PM EST Company Participants Tina Romani - Head of Investor Relations & Treasury Joel Anderson - CEO & Director Sabrina Simmons - Chief Financial Officer Conference Call Participants Simeon Gutman - Morgan Stanley, Research Division Oliver Wintermantel - Evercore ISI Institutional Equities, Research Division Michael Lasser - UBS Investment Bank, Research Division Kendall Toscano - BofA Securities, Research Division Katharine McShane - Goldman Sachs Group, Inc., Research Division Christopher Bottiglieri - BNP Paribas, Research Division Steven Forbes - Guggenheim Securities, LLC, Research Division Zachary Fadem - Wells Fargo Securities, LLC, Research Division Presentation Operator Good afternoon, and welcome to the Petco Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.
Petco Health & Wellness (WOOF) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to a loss of $0.02 per share a year ago.
Petco (WOOF) is executing a turnaround plan focused on operational efficiency, debt reduction, and strategic store closures to improve profitability. WOOF's physical stores provide omnichannel advantages over online competitors, and management is optimizing store locations rather than exiting markets. Despite short-term headwinds from tariffs and revenue declines, WOOF trades at a significant discount to sector multiples and book value.
Petco Health and Wellness Company, Inc. (NASDAQ:WOOF ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 1:50 PM EDT Company Participants Joel Anderson - CEO & Director Sabrina Simmons - Chief Financial Officer Conference Call Participants Katharine McShane - Goldman Sachs Group, Inc., Research Division Presentation Katharine McShane MD & Retail Analyst Thank you for attending one of our last fireside chat of the conference. It's our pleasure to introduce you to Petco.