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WOWOOF

Petco Health and Wellness Company, Inc.

$WOOF·$648M·Specialty Retail·Consumer Cyclical
$2.28+0.4%YTD-17.8%1Y-37.5%
Price updated 10m ago·X counts updated 2d ago
WOWOOF
$WOOFPetco Health and Wellness Company, Inc.
$2.28+0.44%579 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $WOOF on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

579X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $WOOF's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 68% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-13

Shibinhood ($WOOF), positioned as the canonical dog anchor on Robinhood Chain, is drawing bullish accumulation after rebounding off a $900K floor to break past $1.6M market cap. Community frames it as the rebirth of what Shiba Inu stood for on the people's chain; a major whale exited ~11.7B tokens but the market is absorbing.

Read what X is saying about $WOOF

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WOOF — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Petco at $2 with a new 10%+ holder and improving margins — the setup for a turnaround is quietly forming.

Petco is the specialty pet retailer that was crushed by post-COVID normalization and heavy debt. Under new management, the last few quarters have shown early signs of operational stabilization, and the shareholder register just gained a fresh 10%+ position.

The pieces of the setup:

  • The 10%+ Form 3 filing in August is worth taking seriously: a new large holder buying at ~$2 into a stock down 37% TTM is exactly the pattern-recognition tell that precedes turnaround moves — no name disclosed yet, but the size implies conviction.
  • Q2 EPS beat by 18%: $0.08 vs $0.07 consensus on flat revenue — margins are stabilizing (38.7% gross, 2.2% op) even without top-line growth, so the OpEx cuts are showing up.
  • The tape is bombed out: -37% TTM with the stock at 2% of its 52-week range, but the last few weeks have been coiling in a tight range on light volume — bases don't form without a bid, and this one has one.

This is the classic turnaround setup: fresh capital + operational improvement + a bombed-out tape. What restarts the move: a named activist filing a 13D, a Nov 24 print (consensus $0.04 EPS) with any hint of positive comp growth, or continued margin expansion. What breaks it: a comp guide miss.

What to watch: Nov 24 Q3 print — comp growth and gross margin. Also any 13D filing that puts a name on the new 10%+ holder — that's the setup catalyst.

On the calendar: 2026-11-24 — Q3 earnings

x sentiment wrong assetnew 10pct holder

Read the AI verdict on $WOOF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Pet health and retail company operating Petco stores with vet clinics, grooming, and a broad pet food and supplies assortment.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $WOOF.

Specialty Retail · Consumer Cyclical

No material change from last week — Consumer discretionary bifurcation deepens as XRT falls -7.

What this means for $WOOF

Neutral — Pet health and retail company operating Petco stores with vet clinics, grooming, and a broad pet food and supplies assortment.

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
-4.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
134.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
29.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 2, 2026$0.08$0.07+18.5%
Q1 2026Jun 3, 2026$0.01$0.02-35.1%
Q4 2025Mar 11, 2026$0.01$0.02-50.0%
Q3 2025Nov 25, 2025$0.05$0.02+204.5%
Next earningsTue, Nov 24·consensus EPS $0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5B+0.2%38.4%1.6%$-0.05$-97.6M
Q4 FY25$1.5B-2.4%38.3%2.1%$-0.01$215.2M
Q3 FY25$1.5B-3.1%38.9%2.0%$0.03$60.6M
Q2 FY25$1.5B-2.3%39.3%2.9%$0.05$53.8M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.0B$5.9B – $6.0B$0.15$0.11 – $0.185
FY27$6.0B$5.9B – $6.0B$0.25$0.20 – $0.308
FY28$6.1B$6.0B – $6.1B$0.26$0.23 – $0.288
FY29$6.2B$6.0B – $6.3B$0.28$0.27 – $0.295
FY30$6.2B$6.1B – $6.2B$0.00$0.00 – $0.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-14.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-17.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 149.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.535-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 9Holly MayChief Human Resources Officer200.0K sh$508KSellJul 8Holly MayChief Human Resources Officer150.0K sh$383KSellJul 7Holly MayChief Human Resources Officer100.0K sh$255K
+ 14 other (8 inkinds · 5 awards · 1 other) in window

See when $WOOF insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 28-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Petco Health and Wellness Company, Inc. disclosed financial results for the second fiscal quarter ended August 1, 2026, with details in press release Exhibit 99.1. A webcast call was scheduled for 4:15 p.m. ET on September 2, 2026. The excerpt contains only the announcement wrapper; specific financial figures are in the exhibit. Routine quarterly earnings disclosure.

3New insider — initial holdingsAug 73
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for WOOF (WOOF) dated 2026-08-07. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Petco Health and Wellness Company, Inc. (WOOF) disclosed an officer or director change (Item 5.02) on 2026-08-03. Also disclosed: Item 7.01. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary

Petco Health and Wellness Company, Inc. (WOOF) disclosed an officer or director change (Item 5.02) on 2026-07-17. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Petco Health and Wellness Company, Inc. (WOOF) disclosed an officer or director change (Item 5.02) on 2026-07-01. Also disclosed: Item 5.07. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KPress release / Reg FDJun 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 7 other (2 10-Qs · 2 proxys · 1 S-8 · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

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Voices on X · last 7 days

No standout posts about $WOOF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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