NewsHK
The pet sector's divide between staple and discretionary spending has come into sharper relief against the backdrop of a consumer cycle that has stabilized without recovering.
reported 7.3% revenue growth in its second fiscal quarter of 2026, a pace management attributed to outperforming the broader pet category by two to three times.
Autoship customer sales reached 84.6% of total net sales, the metric management treats as the backbone of revenue predictability.
That subscription-like base has cushioned the business as spending on treats and toppers softens.
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