“Interest expense, net 1,083 704 EBITDA $ 25,831 $ 20,395 50% of EBITDA $ 12,916 $ 10,198 20 (2) Other costs include, as incurred: restructuring costs and restructuring-related severance costs; legal reserves associated with significant, non-ordinary course le…”10-Q · Jun 5, 2026 ↗
Petco Health and Wellness Company, Inc.
WOOF
Market read
Petco Health and Wellness Company, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- Gross margin improvement included a $6.8 million net benefit from gross refunds, alongside fuel and tariff cost pressure.
- The effective tax rate benefited from a $13.4 million reduction in unrecognized tax benefits after a federal refund review.
Invalidation: The isolated read changes if WOOF's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Gross margin improvement included a $6.8 million net benefit from gross refunds, alongside fuel and tariff cost pressure.
- The effective tax rate benefited from a $13.4 million reduction in unrecognized tax benefits after a federal refund review.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +1.9 percentage points in the latest annual period.
- Net margin changed +1.8 percentage points in the latest annual period.
- Operating cash flow covered net income at 34.64x in the latest annual period.
- Latest annual revenue changed -2.5% year over year.
- Diluted shares increased 4.7% in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 5 filings.
- Restructuring and cost reductions has repeated adverse evidence across 5 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
2.46Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“BITDA $ 26,278 $ 20,720 $ 52,109 $ 41,115 50% of EBITDA $ 13,139 $ 10,360 $ 26,055 $ 20,558 (2) Other costs include, as incurred: restructuring costs and restructuring-related severance costs; legal reserves associated with significant, non-ordinary course le…”10-Q · Sep 4, 2026 ↗
“Interest expense, net 1,083 704 EBITDA $ 25,831 $ 20,395 50% of EBITDA $ 12,916 $ 10,198 20 (2) Other costs include, as incurred: restructuring costs and restructuring-related severance costs; legal reserves associated with significant, non-ordinary course le…”10-Q · Jun 5, 2026 ↗
“The increase in operating cash flows were primarily driven by the timing of interest and rent payments, a 22 decrease in inventory purchases, and the net impact of tariff refunds.”10-Q · Sep 4, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for WOOF. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for WOOF. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind WOOF
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
CENTACentral Garden & Pet CompanycustomerNov 26, 2025 ▾
“Amazon, Walmart, Petco and Kroger are also significant customers.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
WOOF is currently a Early Follower in the organic co-movement group Discount Specialty Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for WOOF; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.